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IHE iShares US Pharmaceuticals

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Fund IHE iShares US Pharmaceuticals PSCH PowerShares S&P SmallCap Health Care ETF XBI SPDR® S&P Biotech ETF  
100% 88% 93%
Annual Fees
(0.44% Exp. Ratio)
(0.29% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$46,537.55 $48,687.60 $47,816.30
Est. savings over 30 yrs +$2,150.05 +$1,278.75
As of 9/30/16
1 YR RETURN 2.86%
3 YR 13.54%
5 YR 19.40%
10 YR 12.67%
1 YR RETURN 13.98%
3 YR 15.74%
5 YR 22.77%
10 YR --
1 YR RETURN 6.97%
3 YR 16.26%
5 YR 27.90%
10 YR 16.38%
The investment seeks to track the investment results of Dow Jones U.S. Select Pharmaceuticals Index. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying fund measures the performance of the pharmaceuticals sector of the U.S. equity market and includes pharmaceutical companies such as manufacturers of prescription or over-the-counter drugs or vaccines, but excludes producers of vitamins. The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P SmallCap 600® Capped Health Care Index. The fund generally will invest at least 90% of its total assets in common stocks of small capitalization U.S. healthcare companies that comprise the underlying index. These companies are principally engaged in the business of providing healthcare-related products, facilities and services, including biotechnology, pharmaceuticals, medical technology and supplies. The fund is non-diversified.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Biotechnology Select Industry Index derived from the biotechnology segment of a U.S. total market composite index. In seeking to track the performance of the S&P Biotechnology Select Industry Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the biotechnology industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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