IBBQ offers concentrated biotech exposure with lower costs and stronger recent returns, while IYH provides broader sector diversification and higher dividend income.
Broad diversification and lower costs favor iShares, but Invesco's concentrated biotech bet delivered 47% returns in one year—at the cost of steeper drawdowns.
IHE's concentrated pharma focus delivered 50% gains versus IYH's 27.4%, though the broader healthcare fund offers more diversification and $3.9B in assets.
Invesco's concentrated 30-stock pharma fund delivered 43.1% returns last year, but iShares' broader 100-holding portfolio costs less and offers wider sector exposure.
Active management and a charitable mission drive Simplify's 42% gain, but iShares offers lower costs and higher dividend income for conservative investors.
FBT delivered 57.7% returns over one year but with nearly double the maximum drawdown. IYH offers lower costs and steadier performance for risk-averse investors.
State Street's fund charges just 0.08% annually versus 0.38% for iShares, but the broader portfolio offers 100 holdings versus 60.
BBH delivered 33.6% returns but swung 39.9% lower; IYH's 100 holdings offer steadier performance with 1.2% dividend yield.
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