Compare · 2 funds side by side · dividends reinvested

DUSA and IHE

DUSADavis×IHEiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,497IHE · best of the two

02 / 04

DUSA and IHE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Pharmaceuticals ETFSectors · Health care0.37%1.34%+26.8%+41.9%+26.1%+13.1%−9.7%19.1%$1.6B1.3

Davis Select U.S. Equity ETFUS Stock Styles · Large cap0.59%0.87%+10.4%+18.0%+23.6%+11.7%−7.6%11.3%$1.3B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DUSA 2017 · IHE 2006

Head to Head

Swap sides Versus in desk

Head to Head

Davis Select U.S. Equity ETF · $1.3B$17,359

DUSA

IHE

iShares U.S. Pharmaceuticals ETF · $1.6B$18,497

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

DUSAMeasureIHE

+10.4%Year to dateJan 1 → Nov 6+26.8%

+18.0%1 yearTotal return+41.9%

+23.6%3 years · per year$10,000 became $18,880 · $20,049+26.1%

+11.7%5 years · per year$10,000 became $17,359 · $18,497+13.1%

0.59%Expense ratio$59 · $37 a year on $10k · lower is better0.37%

0.87%Trailing 12-mo yield$87 · $134 a year on $10k1.34%

−7.6%Worst dropSmaller is better−9.7%

11.3%VolatilityLower is calmer19.1%

DUSAIHE Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6IHE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DUSA vs IHE: Top 5 Holdings

Today

DUSA

31.2%in top 5

IHE

in top 563.1%

DUSAStockIHE

not top 5LLY26.4%

not top 5JNJ22.2%

7.1%COFnot top 5

6.2%TSNnot top 5

6.2%USBnot top 5

6.0%AMZNnot top 5

5.7%DVNnot top 5

not top 5ZTS4.9%

not top 5RPRX4.9%

not top 5PFE4.7%

Held in common5.9%

End-of-day Nov 6, 2026 · share of each fund

DUSA vs IHE Returns, Every Period

DavisDUSA

+11.7%

5 years, per year

IHEiShares

+13.1%

5 years, per year

DUSAIHEFaded: behind in that period

0–4IHE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: DUSA vs IHE

YTD

DavisDUSA

+10.4%

IHEiShares

+26.8%

+10.4%Year to date+26.8%

−7.6%Worst drop · 1Y−9.7%

11.3%Volatility · 1Y19.1%

0.9%Yield1.3%

$1.3BAssets$1.6B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DUSA, IHE

Today

0.37%lowest, IHE

FundExpense ratioFee$10k

IHE0.37%$37

DUSA0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DUSA, IHE

1.34%highest, IHE

FundTrailing yieldYield$10k

IHE1.34%$134

DUSA0.87%$87

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, IHE

IHE$134 − $37 = $97

DUSA$87 − $59 = $28

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DUSA, IHE

Today

5.9%most shared, DUSA and IHE

DUSAIHE

DUSA—5.9%

IHE5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.9%IHE, at 19.1% volatility

DUSAWorst drop−7.6%11.3% vol

IHEWorst drop−9.7%19.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IHEDUSA

+26.8%Year to date+10.4%

1.3%Yield0.9%

+41.9%Past year+18.0%

0.37%Fee0.59%

4–0IHE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026