IWV vs VHT
Comparison between ISHARES RUSSELL 3000 ETF (IWV, ETF) and VANGUARD HEALTH CARE INDEX FUND ETF SHARES (VHT, ETF).
5-Year PerformanceIWV has outperformed VHT, delivering a return of +13.0% compared to +4.6%
IWV vs VHT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWV
$19B
VHT
$19B
Expense Ratio
IWV
0.20%
Winner
VHT
0.09%
Max Drawdown
IWV
56.66%
Winner
VHT
40.91%
Sharpe Ratio
Winner
IWV
1.93
VHT
0.73
5Y Beta
IWV
0.98
Winner
VHT
0.53
P/E Ratio
Winner
IWV
27.32
VHT
35.62
Forward P/E
IWV
19.48
Winner
VHT
17.22
5Y Dividends CAGR
IWV
8.98%
Winner
VHT
19.97%
5Y EPS CAGR
Winner
IWV
23.31%
VHT
13.69%
Debt to Equity
IWV
N/A
VHT
-103.73%
P/S Ratio
IWV
3.12
Winner
VHT
1.59
P/B Ratio
Winner
IWV
4.54
VHT
4.55
IWV vs VHT - Holdings Comparison
IWV and VHT have 286 common holdings. Overlap is 8.69%
IWV's top 25 holdings weight is 44.15%. VHT's top 25 holdings weight is 73.54%.
| Rank | IWV | VHT |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.90% | ELI LILLY AND CO (LLY) - 11.89% |
| #2 | MICROSOFT CORP (MSFT) - 6.51% | JOHNSON & JOHNSON (JNJ) - 9.34% |
| #3 | APPLE INC (AAPL) - 4.91% | ABBVIE INC (ABBV) - 6.18% |
| #4 | AMAZON.COM INC (AMZN) - 3.33% | MERCK & CO INC (MRK) - 4.80% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.78% | UNITEDHEALTH GROUP INC (UNH) - 3.94% |
| #6 | BROADCOM INC (AVGO) - 2.25% | AMGEN INC (AMGN) - 3.05% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.86% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.97% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.52% | ABBOTT LABORATORIES (ABT) - 2.87% |
| #9 | TESLA INC (TSLA) - 1.43% | GILEAD SCIENCES INC (GILD) - 2.78% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | INTUITIVE SURGICAL INC (ISRG) - 2.63% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.34% | PFIZER INC (PFE) - 2.57% |
| #12 | ELI LILLY AND CO (LLY) - 1.01% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.99% |
| #13 | VISA INC CLASS A (V) - 0.95% | DANAHER CORP (DHR) - 1.94% |
| #14 | NETFLIX INC (NFLX) - 0.81% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.82% |
| #15 | MASTERCARD INC CLASS A (MA) - 0.76% | STRYKER CORP (SYK) - 1.82% |
| #16 | EXXON MOBIL CORP (XOM) - 0.76% | MEDTRONIC PLC (MDT) - 1.79% |
| #17 | WALMART INC (WMT) - 0.71% | MCKESSON CORP (MCK) - 1.72% |
| #18 | COSTCO WHOLESALE CORP (COST) - 0.70% | BOSTON SCIENTIFIC CORP (BSX) - 1.50% |
| #19 | ORACLE CORP (ORCL) - 0.69% | CVS HEALTH CORP (CVS) - 1.47% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.67% | REGENERON PHARMACEUTICALS INC (REGN) - 1.28% |
| #21 | THE HOME DEPOT INC (HD) - 0.62% | HCA HEALTHCARE INC (HCA) - 1.22% |
| #22 | PROCTER & GAMBLE CO (PG) - 0.58% | THE CIGNA GROUP (CI) - 1.15% |
| #23 | n/a (PLTR) - 0.58% | ELEVANCE HEALTH INC (ELV) - 1.05% |
| #24 | ABBVIE INC (ABBV) - 0.57% | CENCORA INC (COR) - 0.93% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.52% | ZOETIS INC CLASS A (ZTS) - 0.84% |
| Total Holdings | 2126 | 412 |
IWV vs VHT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWV
+6.93%
VHT
-1.07%
3M
Winner
IWV
+8.05%
VHT
-4.82%
6M
Winner
IWV
+8.37%
VHT
-3.15%
1Y
Winner
IWV
+27.23%
VHT
+11.62%
5Y(CAGR)
Winner
IWV
+13.01%
VHT
+4.61%
10Y(CAGR)
Winner
IWV
+14.86%
VHT
+9.68%
Max(CAGR)
IWV
+8.56%
Winner
VHT
+9.44%
IWV vs VHT - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWV | VHT |
|---|---|---|
| 2026 | +7.98% | -5.13% |
| 2025 | +17.14% | +15.30% |
| 2024 | +24.28% | +1.10% |
| 2023 | +26.44% | +2.93% |
| 2022 | -19.74% | -5.01% |
| 2021 | +27.22% | +21.18% |
| 2020 | +19.60% | +18.07% |
| 2019 | +30.62% | +23.51% |
| 2018 | -6.12% | +4.28% |
| 2017 | +20.12% | +21.75% |
| 2016 | +14.48% | -1.27% |
| 2015 | +0.42% | +6.87% |
| 2014 | +13.32% | +26.12% |
| 2013 | +29.90% | +39.74% |
| 2012 | +14.80% | +17.63% |
| 2011 | -0.33% | +9.53% |
| 2010 | +14.92% | +4.15% |
| 2009 | +24.80% | +19.81% |
| 2008 | -36.46% | -22.72% |
| 2007 | +4.73% | +7.86% |
| 2006 | +13.92% | +5.56% |
| 2005 | +7.10% | +9.70% |
| 2004 | +12.09% | +0.73% |
| 2003 | +26.49% | N/A |
| 2002 | -22.00% | N/A |
| 2001 | -8.37% | N/A |
| 2000 | -3.32% | N/A |
IWV vs VHT Drawdown Comparison
The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for VHT was -39.10%, occurring on Mar 5, 2009. Recovery took 813 trading sessions.
The current IWV drawdown is -0.25%. The current VHT drawdown is -7.84%.
| Rank | IWV | VHT |
|---|---|---|
| #1 | -55.60% Oct 9, 2007 - Mar 15, 2012 | -39.10% Dec 10, 2007 - Mar 3, 2011 |
| #2 | -47.64% Sep 1, 2000 - Sep 26, 2006 | -28.86% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -35.22% Feb 19, 2020 - Aug 12, 2020 | -20.26% Jul 20, 2015 - Jun 1, 2017 |
| #4 | -25.11% Dec 27, 2021 - Dec 18, 2023 | -18.31% May 18, 2011 - Feb 1, 2012 |
| #5 | -20.13% Sep 20, 2018 - Apr 23, 2019 | -17.71% Dec 30, 2021 - Feb 6, 2024 |
| #6 | -19.27% Feb 19, 2025 - Jun 27, 2025 | -16.97% Oct 1, 2018 - Nov 8, 2019 |
| #7 | -15.16% Jun 23, 2015 - Jun 8, 2016 | -16.90% Aug 30, 2024 - Nov 12, 2025 |
| #8 | -9.97% Mar 26, 2012 - Aug 16, 2012 | -13.77% Apr 22, 2004 - Apr 29, 2005 |
| #9 | -9.87% Jan 26, 2018 - Jul 25, 2018 | -12.07% Jan 26, 2018 - Aug 2, 2018 |
| #10 | -9.80% Jul 19, 2007 - Oct 5, 2007 | -10.40% Jan 7, 2026 - Mar 27, 2026 |
| #11 | -9.29% Sep 2, 2020 - Nov 9, 2020 | -9.69% Mar 22, 2006 - Sep 12, 2006 |
| #12 | -8.89% Jan 27, 2026 - Apr 14, 2026 | -8.44% Mar 4, 2014 - Jun 20, 2014 |
| #13 | -8.39% Jul 16, 2024 - Sep 19, 2024 | -8.00% Sep 2, 2021 - Dec 23, 2021 |
| #14 | -7.58% Sep 14, 2012 - Jan 2, 2013 | -7.85% Feb 12, 2021 - Apr 15, 2021 |
| #15 | -7.55% Sep 18, 2014 - Oct 31, 2014 | -7.70% Feb 11, 2004 - Apr 22, 2004 |
Correlation
Correlation between IWV and VHT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IWV vs VHT dividend yield comparison.
| Year | IWV | VHT |
|---|---|---|
| 2026 | 0.18% | 0.36% |
| 2025 | 0.96% | 1.61% |
| 2024 | 1.08% | 1.53% |
| 2023 | 1.30% | 1.36% |
| 2022 | 1.56% | 1.33% |
| 2021 | 1.04% | 1.14% |
| 2020 | 1.30% | 1.21% |
| 2019 | 1.69% | 1.89% |
| 2018 | 1.97% | 1.38% |
| 2017 | 1.58% | 1.31% |
| 2016 | 1.79% | 1.45% |
| 2015 | 1.99% | 1.22% |
| 2014 | 1.63% | 1.02% |
| 2013 | 1.61% | 1.12% |
| 2012 | 1.95% | 1.67% |
| 2011 | 1.81% | 1.71% |
| 2010 | 1.59% | 1.74% |
| 2009 | 1.83% | 2.74% |
| 2008 | 2.52% | 1.65% |
| 2007 | 1.66% | 1.35% |
| 2006 | 1.43% | 1.08% |
| 2005 | 1.78% | 0.72% |
| 2004 | 1.60% | 0.26% |
| 2003 | 1.40% | 0.00% |
| 2002 | 1.76% | 0.00% |
| 2001 | 1.00% | 0.00% |
| 2000 | 0.49% | 0.00% |
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