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 Healthcare. MEDX is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.38% for IHE. MEDX is up 6.9% year-to-date (YTD) with -$3M in YTD flows. IHE performs better with 22.2% YTD performance, and +$562M 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 07/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MEDX IHE | -4.21%+2.81% | +11.46%+20.57% | +6.90%+22.20% | +29.42%+52.60% | +28.36%+78.82% | n/a+76.97% |
| Flows | MEDX IHE | -$883K+$449M | -$2M+$481M | -$3M+$562M | -$3M+$716M | -$4M+$810M | -+$826M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MEDX IHE | +20.91%+21.13% | +18.55%+18.07% | +17.31%+16.93% | n/a+16.50% |
| Max drawdown | MEDX IHE | -7.93%-4.42% | -10.65%-8.48% | -23.05%-16.04% | n/a-16.12% |
| Max drawdown duration | MEDX IHE | 20d20d | 115d81d | 393d210d | n/a669d |
Trading data
MEDX | IHE | |
Last sale 7/28/2026 at 1:30 PM | $36.03 | $103.96 |
| Previous close 07/27/2026 | $35.58 | $102.90 |
| Consolidated volume 07/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 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 7/28/2026 at 1:30 PM
Live
Closed
MEDX | IHE | |
|---|---|---|
| Last price | $36.03 | $103.96 |
| 1D performance | +1.26% | +1.03% |
| AuM | $17.59 M | $1.61 B |
| 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 | 30 | 57 |
| 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
68.17%
Switzerland
10.22%
United Kingdom
8.49%
Other
13.12%
IHE
USA
96.01%
Other
3.99%
Sectors
MEDX
Healthcare
92.67%
Other
7.33%
IHE
Healthcare
99.92%
Other
0.08%
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Diversification
MEDX
Total weight of top 15 holdings out of 15
81.88%
IHE
Total weight of top 15 holdings out of 15
84.53%
Top 15 holdings
Data as of June 30, 2026
MEDX
Eli Lilly & Co.
18.51%
AbbVie, Inc.
8.87%
Novartis AG
6.80%
Alkermes Plc
5.79%
Johnson & Johnson
5.58%
AstraZeneca PLC
4.93%
Ionis Pharmaceuticals, Inc.
4.62%
Bristol Myers Squibb Co.
4.40%
Merck & Co., Inc.
3.94%
Amgen, Inc.
3.86%
Alnylam Pharmaceuticals, Inc.
3.30%
Biogen, Inc.
3.07%
Pfizer Inc.
2.87%
GSK Plc
2.70%
CRISPR Therapeutics AG
2.64%
IHE
Johnson & Johnson
22.44%
Eli Lilly & Co.
22.25%
Merck & Co., Inc.
4.55%
Bristol Myers Squibb Co.
4.37%
Royalty Pharma Plc
4.33%
Viatris, Inc.
4.22%
Pfizer Inc.
3.96%
Zoetis, Inc.
3.73%
Jazz Pharmaceuticals Plc
3.45%
Elanco Animal Health, Inc.
2.81%
Axsome Therapeutics, Inc.
2.41%
Corcept Therapeutics, Inc.
1.90%
Ligand Pharmaceuticals, Inc.
1.45%
Definium Therapeutics, Inc.
1.39%
Liquidia Corp.
1.28%
Frequently asked questions about MEDX and IHE
How have the MEDX and IHE ETFs performed in 2026?
As of July 27, 2026, MEDX is up 6.9% year-to-date (YTD), while IHE has returned 22.2%. 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 -$3M in flows, compared to +$562M for IHE.
Which ETF is more volatile: MEDX or IHE?
Over the past year, MEDX had a volatility of 18.55%, while IHE experienced 18.07%.
Which ETF is bigger: MEDX or IHE?
As of July 27, 2026, MEDX holds $17.59 M in assets under management (AUM), while IHE manages $1.61 B.
What sectors do the MEDX and IHE ETFs invest in?
MEDX leans toward sectors like Healthcare. Meanwhile, IHE focuses on Healthcare.
What are the top holdings of the MEDX ETF and IHE ETF?
MEDX top holdings include Eli Lilly & Co., AbbVie, Inc. and Novartis AG. IHE holds in its top three: Johnson & Johnson, Eli Lilly & Co. and Merck & Co., Inc..
Which ETF is more diversified: MEDX or IHE?
MEDX holds 30 securities with 81.88% of its assets in the top 15. IHE has 57 securities and a top 15 weight of 84.53%.
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Latest news about MEDX & IHE
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