MEDXvsIHEETF Comparison
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Horizon Kinetics Medical ETF (MEDX) belongs to the Tomorrow's Treatments segment. iShares U.S. Pharmaceuticals ETF (IHE) is part of the US Health Care segment. Both ETFs have the same top 3 sector exposures: and Health Care. MEDX is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.38% for IHE. MEDX is down -4.65% year-to-date (YTD) with -$799K in YTD flows. IHE performs better with 0.36% YTD performance, and +$68M in YTD flows. Run a side-by-side ETF comparison of MEDX and IHE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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MEDX vs IHE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MEDX IHE | -2.05%+0.73% | -5.54%-1.40% | -4.65%+0.36% | +20.10%+27.46% | +12.19%+46.45% | n/a+54.17% |
| Flows | MEDX IHE | --$61M | -$799K-$33M | -$799K+$68M | -$2M+$199M | -$3M+$299M | -+$332M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MEDX IHE | +19.26%+18.53% | +18.69%+17.93% | +16.63%+16.13% | n/a+16.00% |
| Max drawdown | MEDX IHE | -10.65%-8.48% | -10.65%-9.18% | -23.05%-16.04% | n/a-16.12% |
| Max drawdown duration | MEDX IHE | 59d59d | 59d82d | 393d210d | n/a669d |
Trading data
MEDX | IHE | |
Last sale 4/29/2026 at 1:30 PM | $31.71 | $84.82 |
| Previous close 04/29/2026 | $31.94 | $85.74 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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MEDX
is actively managed and doesn’t replicate an indexMEDX | IHE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/29/2026 at 1:30 PM
Live
Closed
MEDX | IHE | |
|---|---|---|
| Last price | $31.71 | $84.82 |
| 1D performance | -0.73% | -1.07% |
| AuM | $17.27 M | $915.85 M |
| E/R | 0.85% | 0.38% |
Characteristics
MEDX | IHE | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Horizon Kinetics LLC | iShares |
| Benchmark | - | Dow Jones U.S. Select Pharmaceuticals Index |
| N° of holdings | 25 | 45 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 27, 2023 | May 1, 2006 |
| ESG | No | No |
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Exposure
Countries
MEDX
USA
79.24%
Other
20.76%
IHE
USA
90.65%
Other
9.35%
Sectors
MEDX
Health Care
79%
Other
21%
IHE
Health Care
95.58%
Other
4.42%
Diversification
MEDX
Total weight of top 15 holdings out of 15
82.03%
IHE
Total weight of top 15 holdings out of 15
84.72%
Top 15 holdings
Data as of March 31, 2026
MEDX
LILLY
15.47%
ABBVIE
8.50%
US66987V1098
7.50%
JOHNSON&JOHNSON
6.05%
ASTRAZENECA
5.78%
BRISTOL-MYERS SQUIBB
5.20%
IONIS PHARMACEUTICALS INC
4.70%
AMGEN-T
4.28%
MERCK & CO INC
4.12%
ALNYLAM PHARMACEUTICALS
4.07%
PFIZER
3.74%
ALKERMES
3.61%
US37733W2044
3.17%
BIOGEN INC
3.04%
REGENERON PHARMACEUTICALS
2.80%
IHE
JOHNSON&JOHNSON
23.02%
LILLY
21.05%
MERCK & CO INC
4.74%
PFIZER
4.71%
ROYALTY PHARMA
4.70%
BRISTOL-MYERS SQUIBB
4.63%
ZOETIS INC
4.52%
VIATRIS INC
4.35%
ELANCO ANIMAL HEALTH INC
3.32%
JAZZ PHARMACEUTICALS
3.21%
AXSOME THERA CMN STK
2.00%
TERNS PHARMACEUTICALS
1.27%
LIGAND PHARMACEUTICALS
1.10%
US45579U1097
1.06%
CORCEPT THERAPEUTICS
1.05%
Frequently asked questions about MEDX and IHE
How have the MEDX and IHE ETFs performed in 2026?
As of April 29, 2026, MEDX is down -4.65% year-to-date (YTD), while IHE has returned 0.36%. That puts IHE better performer ahead so far this year.
Which ETF is attracting more investor money: MEDX or IHE?
Year-to-date, the MEDX ETF saw -$799K in flows, compared to +$68M for IHE.
Which ETF is more volatile: MEDX or IHE?
Over the past year, MEDX had a volatility of 18.69%, while IHE experienced 17.93%.
Which ETF is bigger: MEDX or IHE?
As of April 29, 2026, MEDX holds $17.27 M in assets under management (AUM), while IHE manages $915.85 M.
What sectors do the MEDX and IHE ETFs invest in?
MEDX leans toward sectors like Health Care. Meanwhile, IHE focuses on Health Care.
What are the top holdings of the MEDX ETF and IHE ETF?
MEDX top holdings include LILLY, ABBVIE and US66987V1098. IHE holds in its top three: JOHNSON&JOHNSON, LILLY and MERCK & CO INC.
Which ETF is more diversified: MEDX or IHE?
MEDX holds 29 securities with 82.03% of its assets in the top 15. IHE has 57 securities and a top 15 weight of 84.72%.
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