IBDV vs IYH

Comparison between ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV, ETF) and ISHARES U.S. HEALTHCARE ETF (IYH, ETF).

5-Year PerformanceIYH has outperformed IBDV, delivering a return of +7.0% compared to +0.7%

IBDV vs IYH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDV(ETF)	IYH(ETF)
Net Assets	$3.10B	$3.10B
Expense Ratio	0.10%	0.38%
Max Drawdown	24.90%	43.52%
Sharpe Ratio	0.30	0.70
5Y Beta	0.06	0.49
P/E Ratio	N/A	30.03
Forward P/E	N/A	18.17
PEG Ratio	N/A	0.17
5Y Dividends CAGR	19.43%	7.09%
5Y EPS CAGR	N/A	11.91%
Debt to Equity	N/A	80.36%

Net Assets

IBDV

$3.10B

IYH

$3.10B

Expense Ratio

Winner

IBDV

0.10%

IYH

0.38%

Max Drawdown

Winner

IBDV

24.90%

IYH

43.52%

Sharpe Ratio

IBDV

0.30

Winner

IYH

0.70

5Y Beta

Winner

IBDV

0.06

IYH

0.49

P/E Ratio

IBDV

N/A

IYH

30.03

Forward P/E

IBDV

N/A

IYH

18.17

PEG Ratio

IBDV

N/A

IYH

0.17

5Y Dividends CAGR

Winner

IBDV

19.43%

IYH

7.09%

5Y EPS CAGR

IBDV

N/A

IYH

11.91%

Debt to Equity

IBDV

N/A

IYH

80.36%

IBDV vs IYH - Historical Returns

Returns include dividend reinvestment.

Period	IBDV	IYH
1 month	+0.61%	+2.76%
3 months	+0.63%	+2.36%
6 months	+0.49%	-2.27%
1 year	+4.59%	+14.28%
5 years(CAGR)	+0.75%	+6.96%
10 years(CAGR)	N/A	+13.88%
Max(CAGR)	+1.09%	+12.49%

IBDV

+0.61%

Winner

IYH

+2.76%

IBDV

+0.63%

Winner

IYH

+2.36%

Winner

IBDV

+0.49%

IYH

-2.27%

IBDV

+4.59%

Winner

IYH

+14.28%

5Y(CAGR)

IBDV

+0.75%

Winner

IYH

+6.96%

10Y(CAGR)

IBDV

N/A

IYH

+13.88%

Max(CAGR)

IBDV

+1.09%

Winner

IYH

+12.49%

IBDV vs IYH - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IBDV	IYH
2026	+0.39%	-3.56%
2025	+8.24%	+13.03%
2024	+3.94%	+1.40%
2023	+7.89%	+7.77%
2022	-14.02%	+0.93%
2021	-2.38%	+29.30%
2020	+5.32%	+21.72%
2019	N/A	+28.66%
2018	N/A	+12.97%
2017	N/A	+26.58%
2016	N/A	+4.37%
2015	N/A	+14.32%
2014	N/A	+31.58%
2013	N/A	+45.64%
2012	N/A	+25.76%
2011	N/A	+17.38%
2010	N/A	+9.65%
2009	N/A	+27.31%
2008	N/A	-17.59%
2007	N/A	+13.74%
2006	N/A	+9.10%
2005	N/A	+12.28%
2004	N/A	+6.41%
2003	N/A	+18.90%
2002	N/A	-18.51%
2001	N/A	-9.54%
2000	N/A	+15.17%

IBDV vs IYH Drawdown Comparison

The maximum drawdown for IBDV was -21.85%, occurring on Oct 20, 2022. Recovery took 1180 trading sessions.

The maximum drawdown for IYH was -41.51%, occurring on Jul 23, 2002. Recovery took 1143 trading sessions.

The current IBDV drawdown is -0.81%. The current IYH drawdown is -6.38%.

Rank	IBDV	IYH
#1	-21.85% Dec 31, 2020 - Sep 16, 2025	-41.51% Dec 28, 2000 - Jul 20, 2005
#2	-2.07% Aug 6, 2020 - Nov 19, 2020	-34.54% Jan 11, 2008 - Dec 2, 2009
#3	-2.07% Feb 27, 2026 - Mar 26, 2026	-28.40% Jan 22, 2020 - May 18, 2020
#4	-0.82% Nov 30, 2020 - Dec 28, 2020	-18.99% Apr 1, 2010 - Oct 5, 2010
#5	-0.75% Oct 20, 2025 - Nov 25, 2025	-17.91% Aug 30, 2024 - Nov 24, 2025
#6	-0.59% Sep 16, 2025 - Oct 2, 2025	-17.41% Jul 6, 2011 - Dec 23, 2011
#7	-0.49% Nov 26, 2025 - Dec 18, 2025	-16.07% Jul 20, 2015 - Jun 2, 2016
#8	-0.48% Jul 23, 2020 - Jul 30, 2020	-15.81% Apr 8, 2022 - Dec 2, 2022
#9	-0.41% Jan 14, 2026 - Jan 29, 2026	-15.36% Oct 1, 2018 - Feb 15, 2019
#10	-0.32% Oct 2, 2025 - Oct 13, 2025	-11.84% Dec 30, 2021 - Apr 7, 2022
#11	-0.27% Jul 9, 2020 - Jul 14, 2020	-11.49% Jan 26, 2018 - Jul 24, 2018
#12	-0.23% Dec 29, 2025 - Jan 14, 2026	-11.16% Aug 1, 2016 - Feb 14, 2017
#13	-0.18% Oct 16, 2025 - Oct 20, 2025	-11.01% Jul 11, 2000 - Oct 23, 2000
#14	-0.15% Jan 30, 2026 - Feb 5, 2026	-10.64% Jan 7, 2026 - Apr 29, 2026
#15	-0.14% Feb 17, 2026 - Feb 23, 2026	-10.47% Dec 14, 2022 - Jul 21, 2023

Correlation

Correlation between IBDV and IYH is 0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

0.13

-101

Dividend Comparison (2000 - 2026)

IBDV vs IYH dividend yield comparison.

Year	IBDV	IYH
2026	1.89%	0.57%
2025	4.57%	1.19%
2024	4.69%	1.25%
2023	4.10%	5.90%
2022	3.02%	5.50%
2021	1.99%	4.69%
2020	0.90%	5.82%
2019	0.00%	5.69%
2018	0.00%	9.77%
2017	0.00%	5.51%
2016	0.00%	6.44%
2015	0.00%	10.11%
2014	0.00%	5.24%
2013	0.00%	5.58%
2012	0.00%	8.44%
2011	0.00%	7.75%
2010	0.00%	7.97%
2009	0.00%	7.68%
2008	0.00%	8.14%
2007	0.00%	6.67%
2006	0.00%	4.39%
2005	0.00%	3.63%
2004	0.00%	3.23%
2003	0.00%	3.68%
2002	0.00%	3.83%
2001	0.00%	1.96%
2000	0.00%	1.11%