IWP vs VHT
Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and VANGUARD HEALTH CARE INDEX FUND ETF SHARES (VHT, ETF).
5-Year PerformanceIWP has outperformed VHT, delivering a return of +6.1% compared to +3.8%
IWP vs VHT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWP
$19B
VHT
$19B
Expense Ratio
IWP
0.23%
Winner
VHT
0.09%
Max Drawdown
IWP
57.34%
Winner
VHT
40.91%
Sharpe Ratio
IWP
0.48
Winner
VHT
0.51
5Y Beta
IWP
1.15
Winner
VHT
0.53
P/E Ratio
IWP
41.48
Winner
VHT
35.62
Forward P/E
IWP
24.15
Winner
VHT
17.44
5Y Dividends CAGR
IWP
7.77%
Winner
VHT
19.97%
5Y EPS CAGR
Winner
IWP
19.98%
VHT
13.69%
Debt to Equity
IWP
103.78%
Winner
VHT
-103.73%
P/S Ratio
IWP
2.09
Winner
VHT
1.55
P/B Ratio
IWP
9.85
Winner
VHT
4.43
IWP vs VHT - Holdings Comparison
IWP and VHT have 34 common holdings. Overlap is 7.75%
IWP's top 25 holdings weight is 45.01%. VHT's top 25 holdings weight is 73.54%.
| Rank | IWP | VHT |
|---|---|---|
| #1 | VERTIV HOLDINGS CO CLASS A (VRT) - 4.16% | ELI LILLY AND CO (LLY) - 11.89% |
| #2 | HOWMET AEROSPACE INC (HWM) - 3.28% | JOHNSON & JOHNSON (JNJ) - 9.34% |
| #3 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.57% | ABBVIE INC (ABBV) - 6.18% |
| #4 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.49% | MERCK & CO INC (MRK) - 4.80% |
| #5 | QUANTA SERVICES INC (PWR) - 2.46% | UNITEDHEALTH GROUP INC (UNH) - 3.94% |
| #6 | CLOUDFLARE INC (NET) - 2.26% | AMGEN INC (AMGN) - 3.05% |
| #7 | ROYAL CARIBBEAN GROUP (RCL) - 2.22% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.97% |
| #8 | COMFORT SYSTEMS USA INC (FIX) - 2.11% | ABBOTT LABORATORIES (ABT) - 2.87% |
| #9 | CENCORA INC (COR) - 1.92% | GILEAD SCIENCES INC (GILD) - 2.78% |
| #10 | VISTRA CORP (VST) - 1.91% | INTUITIVE SURGICAL INC (ISRG) - 2.63% |
| #11 | CARVANA CO CLASS A (CVNA) - 1.86% | PFIZER INC (PFE) - 2.57% |
| #12 | TARGA RESOURCES CORP (TRGP) - 1.74% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.99% |
| #13 | IDEXX LABORATORIES INC (IDXX) - 1.55% | DANAHER CORP (DHR) - 1.94% |
| #14 | W.W. GRAINGER INC (GWW) - 1.46% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.82% |
| #15 | FASTENAL CO (FAST) - 1.44% | STRYKER CORP (SYK) - 1.82% |
| #16 | DATADOG INC CLASS A (DDOG) - 1.40% | MEDTRONIC PLC (MDT) - 1.79% |
| #17 | ROCKET LAB CORP (RKLB) - 1.36% | MCKESSON CORP (MCK) - 1.72% |
| #18 | AMERIPRISE FINANCIAL INC (AMP) - 1.34% | BOSTON SCIENTIFIC CORP (BSX) - 1.50% |
| #19 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.33% | CVS HEALTH CORP (CVS) - 1.47% |
| #20 | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 1.21% | REGENERON PHARMACEUTICALS INC (REGN) - 1.28% |
| #21 | NRG ENERGY INC (NRG) - 1.11% | HCA HEALTHCARE INC (HCA) - 1.22% |
| #22 | AXON ENTERPRISE INC (AXON) - 1.03% | THE CIGNA GROUP (CI) - 1.15% |
| #23 | EXPEDIA GROUP INC (EXPE) - 0.96% | ELEVANCE HEALTH INC (ELV) - 1.05% |
| #24 | TAPESTRY INC (TPR) - 0.93% | CENCORA INC (COR) - 0.93% |
| #25 | COUPANG INC ORDINARY SHARES CLASS A (CPNG) - 0.91% | ZOETIS INC CLASS A (ZTS) - 0.84% |
| Total Holdings | 278 | 412 |
IWP vs VHT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWP
+3.53%
VHT
-3.31%
3M
Winner
IWP
+0.52%
VHT
-6.57%
6M
IWP
-1.35%
Winner
VHT
-0.41%
1Y
IWP
+8.74%
Winner
VHT
+11.55%
5Y(CAGR)
Winner
IWP
+6.12%
VHT
+3.80%
10Y(CAGR)
Winner
IWP
+12.30%
VHT
+9.40%
Max(CAGR)
IWP
+9.19%
Winner
VHT
+9.37%
IWP vs VHT - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWP | VHT |
|---|---|---|
| 2026 | -0.55% | -6.50% |
| 2025 | +7.84% | +15.30% |
| 2024 | +23.83% | +1.10% |
| 2023 | +26.60% | +2.93% |
| 2022 | -26.14% | -5.01% |
| 2021 | +14.23% | +21.18% |
| 2020 | +33.86% | +18.07% |
| 2019 | +35.72% | +23.51% |
| 2018 | -5.68% | +4.28% |
| 2017 | +24.12% | +21.75% |
| 2016 | +8.86% | -1.27% |
| 2015 | -0.33% | +6.87% |
| 2014 | +12.77% | +26.12% |
| 2013 | +32.21% | +39.74% |
| 2012 | +14.17% | +17.63% |
| 2011 | -2.97% | +9.53% |
| 2010 | +24.30% | +4.15% |
| 2009 | +40.22% | +19.81% |
| 2008 | -43.79% | -22.72% |
| 2007 | +11.28% | +7.86% |
| 2006 | +8.69% | +5.56% |
| 2005 | +13.54% | +9.70% |
| 2004 | +15.71% | +0.73% |
| 2003 | +37.61% | N/A |
| 2002 | -27.76% | N/A |
| 2001 | -2.79% | N/A |
IWP vs VHT Drawdown Comparison
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The maximum drawdown for VHT was -39.10%, occurring on Mar 5, 2009. Recovery took 813 trading sessions.
The current IWP drawdown is -5.30%. The current VHT drawdown is -9.18%.
| Rank | IWP | VHT |
|---|---|---|
| #1 | -56.92% Oct 9, 2007 - Jan 14, 2011 | -39.10% Dec 10, 2007 - Mar 3, 2011 |
| #2 | -39.72% Aug 1, 2001 - Dec 1, 2003 | -28.86% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -38.62% Nov 16, 2021 - Oct 11, 2024 | -20.26% Jul 20, 2015 - Jun 1, 2017 |
| #4 | -35.87% Feb 19, 2020 - Jul 8, 2020 | -18.31% May 18, 2011 - Feb 1, 2012 |
| #5 | -25.20% Feb 18, 2025 - Jul 3, 2025 | -17.71% Dec 30, 2021 - Feb 6, 2024 |
| #6 | -25.03% Jul 7, 2011 - Mar 26, 2012 | -16.97% Oct 1, 2018 - Nov 8, 2019 |
| #7 | -22.49% Sep 14, 2018 - Mar 21, 2019 | -16.90% Aug 30, 2024 - Nov 12, 2025 |
| #8 | -20.26% Apr 23, 2015 - Aug 23, 2016 | -13.77% Apr 22, 2004 - Apr 29, 2005 |
| #9 | -14.79% Oct 27, 2025 - Mar 30, 2026 | -12.07% Jan 26, 2018 - Aug 2, 2018 |
| #10 | -14.14% Apr 5, 2004 - Nov 11, 2004 | -10.40% Jan 7, 2026 - Mar 27, 2026 |
| #11 | -13.73% May 8, 2006 - Nov 15, 2006 | -9.69% Mar 22, 2006 - Sep 12, 2006 |
| #12 | -13.49% Feb 12, 2021 - Jun 24, 2021 | -8.44% Mar 4, 2014 - Jun 20, 2014 |
| #13 | -11.47% Jul 19, 2007 - Oct 5, 2007 | -8.00% Sep 2, 2021 - Dec 23, 2021 |
| #14 | -11.32% Apr 2, 2012 - Sep 13, 2012 | -7.85% Feb 12, 2021 - Apr 15, 2021 |
| #15 | -10.16% Sep 5, 2014 - Nov 6, 2014 | -7.70% Feb 11, 2004 - Apr 22, 2004 |
Correlation
Correlation between IWP and VHT is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2026)
IWP vs VHT dividend yield comparison.
| Year | IWP | VHT |
|---|---|---|
| 2026 | 0.04% | 0.37% |
| 2025 | 0.37% | 1.61% |
| 2024 | 0.40% | 1.53% |
| 2023 | 0.54% | 1.36% |
| 2022 | 0.77% | 1.33% |
| 2021 | 0.30% | 1.14% |
| 2020 | 0.38% | 1.21% |
| 2019 | 0.60% | 1.89% |
| 2018 | 1.02% | 1.38% |
| 2017 | 0.78% | 1.31% |
| 2016 | 1.16% | 1.45% |
| 2015 | 0.98% | 1.22% |
| 2014 | 1.03% | 1.02% |
| 2013 | 0.80% | 1.12% |
| 2012 | 1.32% | 1.67% |
| 2011 | 0.93% | 1.71% |
| 2010 | 0.85% | 1.74% |
| 2009 | 0.87% | 2.74% |
| 2008 | 1.26% | 1.65% |
| 2007 | 0.63% | 1.35% |
| 2006 | 0.70% | 1.08% |
| 2005 | 0.47% | 0.72% |
| 2004 | 0.28% | 0.26% |
| 2003 | 0.18% | 0.00% |
| 2002 | 0.13% | 0.00% |
| 2001 | 0.03% | 0.00% |
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