IYH vs AOA
Comparison between ISHARES U.S. HEALTHCARE ETF (IYH, ETF) and ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA, ETF).
5-Year PerformanceAOA has outperformed IYH, delivering a return of +9.2% compared to +5.3%
IYH vs AOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYH
$3.20B
AOA
$3.20B
Expense Ratio
IYH
0.38%
Winner
AOA
0.15%
Max Drawdown
IYH
43.52%
Winner
AOA
28.38%
Sharpe Ratio
Winner
IYH
1.49
AOA
1.39
5Y Beta
Winner
IYH
0.46
AOA
0.72
P/E Ratio
IYH
32.91
AOA
N/A
Forward P/E
IYH
20.12
AOA
N/A
5Y Dividends CAGR
IYH
7.09%
Winner
AOA
13.36%
5Y EPS CAGR
IYH
11.57%
AOA
N/A
Debt to Equity
IYH
77.97%
AOA
N/A
P/S Ratio
IYH
2.43
AOA
N/A
P/B Ratio
IYH
5.25
AOA
N/A
IYH vs AOA - Holdings Comparison
IYH and AOA have 0 common holdings. Overlap is 0.00%
IYH's top 25 holdings weight is 80.15%. AOA's top 25 holdings weight is 99.90%.
| Rank | IYH | AOA |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 15.66% | ISHARES CORE S&P 500 ETF (IVV) - 45.77% |
| #2 | JOHNSON & JOHNSON (JNJ) - 10.08% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 22.51% |
| #3 | ABBVIE INC (ABBV) - 7.57% | ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) - 16.18% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 6.57% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 8.69% |
| #5 | MERCK & CO INC (MRK) - 5.21% | ISHARES CORE INTERNATIONAL AGGT BD ETF (IAGG) - 2.89% |
| #6 | AMGEN INC (AMGN) - 3.30% | ISHARES CORE S&P MID-CAP ETF (IJH) - 2.58% |
| #7 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.25% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.28% |
| #8 | ABBOTT LABORATORIES (ABT) - 2.88% | N/A |
| #9 | GILEAD SCIENCES INC (GILD) - 2.70% | N/A |
| #10 | PFIZER INC (PFE) - 2.37% | N/A |
| #11 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.08% | N/A |
| #12 | INTUITIVE SURGICAL INC (ISRG) - 2.06% | N/A |
| #13 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.04% | N/A |
| #14 | DANAHER CORP (DHR) - 1.89% | N/A |
| #15 | STRYKER CORP (SYK) - 1.82% | N/A |
| #16 | MEDTRONIC PLC (MDT) - 1.76% | N/A |
| #17 | ELEVANCE HEALTH INC (ELV) - 1.43% | N/A |
| #18 | THE CIGNA GROUP (CI) - 1.27% | N/A |
| #19 | REGENERON PHARMACEUTICALS INC (REGN) - 1.14% | N/A |
| #20 | BOSTON SCIENTIFIC CORP (BSX) - 1.07% | N/A |
| #21 | HCA HEALTHCARE INC (HCA) - 0.93% | N/A |
| #22 | HUMANA INC (HUM) - 0.81% | N/A |
| #23 | EDWARDS LIFESCIENCES CORP (EW) - 0.80% | N/A |
| #24 | BECTON DICKINSON & CO (BDX) - 0.73% | N/A |
| #25 | IDEXX LABORATORIES INC (IDXX) - 0.73% | N/A |
| Total Holdings | 103 | 7 |
IYH vs AOA - Historical Returns
Returns include dividend reinvestment.
1M
IYH
+0.62%
Winner
AOA
+2.63%
3M
Winner
IYH
+15.14%
AOA
+4.32%
6M
IYH
+6.89%
Winner
AOA
+8.50%
1Y
Winner
IYH
+30.44%
AOA
+20.86%
5Y(CAGR)
IYH
+5.25%
Winner
AOA
+9.23%
10Y(CAGR)
IYH
+9.91%
Winner
AOA
+10.43%
Max(CAGR)
IYH
+8.08%
Winner
AOA
+10.59%
IYH vs AOA - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYH | AOA |
|---|---|---|
| 2026 | +7.71% | +11.49% |
| 2025 | +13.03% | +19.99% |
| 2024 | +1.40% | +14.32% |
| 2023 | +2.59% | +18.04% |
| 2022 | -3.57% | -16.54% |
| 2021 | +24.13% | +15.99% |
| 2020 | +15.33% | +11.88% |
| 2019 | +22.48% | +22.58% |
| 2018 | +4.63% | -8.43% |
| 2017 | +20.96% | +19.48% |
| 2016 | -0.79% | +9.03% |
| 2015 | +5.67% | -0.97% |
| 2014 | +25.79% | +7.12% |
| 2013 | +38.61% | +20.51% |
| 2012 | +17.45% | +13.52% |
| 2011 | +10.15% | -2.65% |
| 2010 | +2.74% | +14.90% |
| 2009 | +18.78% | +23.86% |
| 2008 | -22.27% | -2.55% |
| 2007 | +7.79% | N/A |
| 2006 | +5.23% | N/A |
| 2005 | +9.01% | N/A |
| 2004 | +3.63% | N/A |
| 2003 | +15.21% | N/A |
| 2002 | -20.78% | N/A |
| 2001 | -10.94% | N/A |
| 2000 | +14.12% | N/A |
IYH vs AOA Drawdown Comparison
The maximum drawdown for IYH was -43.12%, occurring on Jul 23, 2002. Recovery took 1577 trading sessions.
The maximum drawdown for AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current IYH drawdown is -0.41%.
| Rank | IYH | AOA |
|---|---|---|
| #1 | -43.12% Dec 28, 2000 - Apr 12, 2007 | -28.38% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -38.55% Dec 10, 2007 - Apr 1, 2011 | -24.37% Nov 11, 2008 - May 6, 2009 |
| #3 | -28.40% Jan 22, 2020 - Jun 5, 2020 | -23.62% Jan 4, 2022 - Feb 7, 2024 |
| #4 | -19.30% Jul 20, 2015 - Mar 15, 2017 | -20.16% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -18.15% May 18, 2011 - Feb 1, 2012 | -16.11% Jan 26, 2018 - Jul 2, 2019 |
| #6 | -17.91% Aug 30, 2024 - Nov 24, 2025 | -15.03% May 21, 2015 - Aug 11, 2016 |
| #7 | -16.88% Dec 30, 2021 - Jan 10, 2024 | -13.98% Apr 14, 2010 - Oct 13, 2010 |
| #8 | -16.40% Oct 1, 2018 - Nov 12, 2019 | -12.94% Feb 18, 2025 - May 15, 2025 |
| #9 | -12.50% Jan 26, 2018 - Aug 6, 2018 | -9.16% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -11.02% Jul 11, 2000 - Oct 23, 2000 | -8.35% Jan 14, 2010 - Mar 9, 2010 |
| #11 | -10.64% Jan 7, 2026 - Jun 26, 2026 | -8.20% Feb 25, 2026 - Apr 17, 2026 |
| #12 | -8.00% Sep 2, 2021 - Dec 16, 2021 | -7.36% Sep 5, 2014 - Nov 24, 2014 |
| #13 | -7.74% May 7, 2007 - Oct 5, 2007 | -6.88% Jun 2, 2009 - Jul 20, 2009 |
| #14 | -7.58% Mar 4, 2014 - Jun 18, 2014 | -6.58% May 21, 2013 - Jul 22, 2013 |
| #15 | -7.42% Sep 24, 2014 - Oct 24, 2014 | -6.25% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between IYH and AOA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IYH vs AOA dividend yield comparison.
| Year | IYH | AOA |
|---|---|---|
| 2026 | 0.51% | 0.96% |
| 2025 | 1.19% | 2.18% |
| 2024 | 1.25% | 2.30% |
| 2023 | 1.18% | 2.22% |
| 2022 | 1.10% | 2.10% |
| 2021 | 0.94% | 1.67% |
| 2020 | 1.16% | 1.71% |
| 2019 | 1.14% | 2.50% |
| 2018 | 1.95% | 2.37% |
| 2017 | 1.10% | 5.09% |
| 2016 | 1.29% | 2.26% |
| 2015 | 2.02% | 2.15% |
| 2014 | 1.05% | 2.18% |
| 2013 | 1.12% | 1.84% |
| 2012 | 1.69% | 2.18% |
| 2011 | 1.55% | 2.21% |
| 2010 | 1.59% | 1.63% |
| 2009 | 1.53% | 2.04% |
| 2008 | 1.63% | 0.71% |
| 2007 | 1.34% | 0.00% |
| 2006 | 0.88% | 0.00% |
| 2005 | 0.73% | 0.00% |
| 2004 | 0.65% | 0.00% |
| 2003 | 0.74% | 0.00% |
| 2002 | 0.77% | 0.00% |
| 2001 | 0.39% | 0.00% |
| 2000 | 0.22% | 0.00% |
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