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IYH vs FIXD

Comparison between ISHARES U.S. HEALTHCARE ETF (IYH, ETF) and FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF (FIXD, ETF).

5-Year PerformanceIYH has outperformed FIXD, delivering a return of +5.3% compared to -0.7%

IYH vs FIXD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYH
$3.20B
Winner
FIXD
$3.30B
Expense Ratio
Winner
IYH
0.38%
FIXD
0.65%
Max Drawdown
IYH
43.52%
Winner
FIXD
26.65%
Sharpe Ratio
Winner
IYH
1.49
FIXD
-0.27
5Y Beta
IYH
0.46
Winner
FIXD
0.05
P/E Ratio
IYH
32.91
FIXD
N/A
Forward P/E
IYH
20.12
FIXD
N/A
5Y Dividends CAGR
Winner
IYH
7.09%
FIXD
3.33%
5Y EPS CAGR
IYH
11.57%
FIXD
N/A
Debt to Equity
IYH
77.97%
FIXD
N/A
P/S Ratio
IYH
2.43
FIXD
N/A
P/B Ratio
IYH
5.25
FIXD
N/A

IYH vs FIXD - Holdings Comparison

IYH and FIXD have 1 common holdings. Overlap is -0.01%

IYH's top 25 holdings weight is 80.15%. FIXD's top 25 holdings weight is 38.67%.

RankIYHFIXD
#1
ELI LILLY AND CO (LLY) - 15.66%
UNITED STATES TREASURY BONDS 4.625% (n/a) - 6.61%
#2
JOHNSON & JOHNSON (JNJ) - 10.08%
UNITED STATES TREASURY NOTES 4.375% (n/a) - 4.69%
#3
ABBVIE INC (ABBV) - 7.57%
UNITED STATES TREASURY BONDS 4.75% (n/a) - 3.94%
#4
UNITEDHEALTH GROUP INC (UNH) - 6.57%
UNITED STATES TREASURY NOTES 4.125% (n/a) - 2.63%
#5
MERCK & CO INC (MRK) - 5.21%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.45%
#6
AMGEN INC (AMGN) - 3.30%
UNITED STATES TREASURY BONDS 4.875% (n/a) - 2.41%
#7
THERMO FISHER SCIENTIFIC INC (TMO) - 3.25%
UNITED STATES TREASURY NOTES 4% (n/a) - 1.33%
#8
ABBOTT LABORATORIES (ABT) - 2.88%
FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.31%
#9
GILEAD SCIENCES INC (GILD) - 2.70%
FNMA PASS-THRU I 5% (n/a) - 1.05%
#10
PFIZER INC (PFE) - 2.37%
n/a (n/a) - 1.03%
#11
BRISTOL-MYERS SQUIBB CO (BMY) - 2.08%
UNITED STATES TREASURY BONDS 5% (n/a) - 1.01%
#12
INTUITIVE SURGICAL INC (ISRG) - 2.06%
BOEING CO. 7.008% (n/a) - 0.97%
#13
VERTEX PHARMACEUTICALS INC (VRTX) - 2.04%
n/a (n/a) - 0.93%
#14
DANAHER CORP (DHR) - 1.89%
FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 0.89%
#15
STRYKER CORP (SYK) - 1.82%
n/a (n/a) - 0.87%
#16
MEDTRONIC PLC (MDT) - 1.76%
GILDAN ACTIVEWEAR INC. 5.4% (n/a) - 0.81%
#17
ELEVANCE HEALTH INC (ELV) - 1.43%
FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 0.76%
#18
THE CIGNA GROUP (CI) - 1.27%
n/a (n/a) - 0.75%
#19
REGENERON PHARMACEUTICALS INC (REGN) - 1.14%
RTX CORP. 6.1% (n/a) - 0.74%
#20
BOSTON SCIENTIFIC CORP (BSX) - 1.07%
FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.67%
#21
HCA HEALTHCARE INC (HCA) - 0.93%
FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.61%
#22
HUMANA INC (HUM) - 0.81%
n/a (n/a) - 0.61%
#23
EDWARDS LIFESCIENCES CORP (EW) - 0.80%
FEDERAL NATIONAL MORTGAGE ASSOCIATION 3.5% (n/a) - 0.56%
#24
BECTON DICKINSON & CO (BDX) - 0.73%
n/a (n/a) - 0.52%
#25
IDEXX LABORATORIES INC (IDXX) - 0.73%
FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 0.52%
Total Holdings103276

IYH vs FIXD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYH
+0.62%
FIXD
-0.38%
3M
Winner
IYH
+15.14%
FIXD
-0.06%
6M
Winner
IYH
+6.89%
FIXD
-0.71%
1Y
Winner
IYH
+30.44%
FIXD
+2.68%
5Y(CAGR)
Winner
IYH
+5.25%
FIXD
-0.68%
10Y(CAGR)
Winner
IYH
+9.91%
FIXD
+1.97%
Max(CAGR)
Winner
IYH
+8.08%
FIXD
+1.97%

IYH vs FIXD - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYHFIXD
2026+7.71%-0.12%
2025+13.03%+7.82%
2024+1.40%+1.26%
2023+2.59%+5.12%
2022-3.57%-14.49%
2021+24.13%-1.13%
2020+15.33%+8.82%
2019+22.48%+10.30%
2018+4.63%+0.14%
2017+20.96%+3.50%
2016-0.79%N/A
2015+5.67%N/A
2014+25.79%N/A
2013+38.61%N/A
2012+17.45%N/A
2011+10.15%N/A
2010+2.74%N/A
2009+18.78%N/A
2008-22.27%N/A
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 FIXD Drawdown Comparison

The maximum drawdown for IYH was -43.12%, occurring on Jul 23, 2002. Recovery took 1577 trading sessions.

The maximum drawdown for FIXD was -20.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IYH drawdown is -0.41%. The current FIXD drawdown is -3.90%.

RankIYHFIXD
#1-43.12%
Dec 28, 2000 - Apr 12, 2007		-20.44%
Aug 4, 2021 - Oct 20, 2022
#2-38.55%
Dec 10, 2007 - Apr 1, 2011		-8.51%
Mar 9, 2020 - May 22, 2020
#3-28.40%
Jan 22, 2020 - Jun 5, 2020		-3.22%
Jan 4, 2021 - Jul 19, 2021
#4-19.30%
Jul 20, 2015 - Mar 15, 2017		-3.17%
Sep 5, 2017 - Jan 3, 2019
#5-18.15%
May 18, 2011 - Feb 1, 2012		-2.11%
Sep 4, 2019 - Oct 4, 2019
#6-17.91%
Aug 30, 2024 - Nov 24, 2025		-1.53%
Oct 4, 2019 - Dec 13, 2019
#7-16.88%
Dec 30, 2021 - Jan 10, 2024		-1.52%
Feb 24, 2017 - Apr 11, 2017
#8-16.40%
Oct 1, 2018 - Nov 12, 2019		-1.47%
Jun 23, 2017 - Aug 24, 2017
#9-12.50%
Jan 26, 2018 - Aug 6, 2018		-1.29%
Aug 6, 2020 - Dec 29, 2020
#10-11.02%
Jul 11, 2000 - Oct 23, 2000		-0.77%
Jul 3, 2019 - Aug 1, 2019
#11-10.64%
Jan 7, 2026 - Jun 26, 2026		-0.73%
Mar 28, 2019 - May 7, 2019
#12-8.00%
Sep 2, 2021 - Dec 16, 2021		-0.72%
Jun 6, 2017 - Jun 22, 2017
#13-7.74%
May 7, 2007 - Oct 5, 2007		-0.57%
Jan 31, 2020 - Feb 20, 2020
#14-7.58%
Mar 4, 2014 - Jun 18, 2014		-0.54%
Dec 13, 2019 - Jan 2, 2020
#15-7.42%
Sep 24, 2014 - Oct 24, 2014		-0.48%
Feb 26, 2019 - Mar 7, 2019

Correlation

Correlation between IYH and FIXD is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51
-101

Dividend Comparison (2000 - 2026)

IYH vs FIXD dividend yield comparison.

YearIYHFIXD
20260.51%2.68%
20251.19%4.50%
20241.25%4.56%
20231.18%3.93%
20221.10%3.07%
20210.94%1.74%
20201.16%3.14%
20191.14%5.10%
20181.95%2.81%
20171.10%1.95%
20161.29%0.00%
20152.02%0.00%
20141.05%0.00%
20131.12%0.00%
20121.69%0.00%
20111.55%0.00%
20101.59%0.00%
20091.53%0.00%
20081.63%0.00%
20071.34%0.00%
20060.88%0.00%
20050.73%0.00%
20040.65%0.00%
20030.74%0.00%
20020.77%0.00%
20010.39%0.00%
20000.22%0.00%

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