IYH vs FNDC
Comparison between ISHARES U.S. HEALTHCARE ETF (IYH, ETF) and SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF (FNDC, ETF).
5-Year PerformanceFNDC has outperformed IYH, delivering a return of +7.2% compared to +4.9%
IYH vs FNDC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYH
$3.10B
FNDC
$3.10B
Expense Ratio
Winner
IYH
0.38%
FNDC
0.39%
Max Drawdown
Winner
IYH
43.52%
FNDC
46.18%
Sharpe Ratio
IYH
0.76
Winner
FNDC
1.38
5Y Beta
Winner
IYH
0.50
FNDC
0.66
P/E Ratio
IYH
30.87
FNDC
N/A
Forward P/E
IYH
18.54
FNDC
N/A
5Y Dividends CAGR
IYH
11.08%
Winner
FNDC
14.67%
5Y EPS CAGR
IYH
12.23%
FNDC
N/A
Debt to Equity
IYH
79.83%
FNDC
N/A
P/S Ratio
IYH
2.18
FNDC
N/A
P/B Ratio
IYH
4.94
FNDC
N/A
IYH vs FNDC - Holdings Comparison
IYH and FNDC have 2 common holdings. Overlap is 0.12%
IYH's top 25 holdings weight is 80.52%. FNDC's top 25 holdings weight is 5.21%.
| Rank | IYH | FNDC |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 15.66% | MSCI EAFE SEP25 IFUS 20250919 (n/a) - 0.63% |
| #2 | JOHNSON & JOHNSON (JNJ) - 9.72% | SINO BIOPHARMACEUTICAL LTD (n/a) - 0.29% |
| #3 | ABBVIE INC (ABBV) - 6.82% | CELESTICA INC COMMON STOCK (n/a) - 0.29% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 6.25% | SSR MINING INC (n/a) - 0.23% |
| #5 | MERCK & CO INC (MRK) - 5.17% | SPECTRIS PLC (n/a) - 0.21% |
| #6 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.37% | n/a (n/a) - 0.21% |
| #7 | AMGEN INC (AMGN) - 3.20% | TOYO TIRE CORP (n/a) - 0.19% |
| #8 | GILEAD SCIENCES INC (GILD) - 2.95% | SEA LTD ADR (SE) - 0.19% |
| #9 | ABBOTT LABORATORIES (ABT) - 2.75% | CYBERAGENT INC (n/a) - 0.19% |
| #10 | INTUITIVE SURGICAL INC (ISRG) - 2.63% | EVOLUTION MINING LTD (n/a) - 0.18% |
| #11 | PFIZER INC (PFE) - 2.63% | NINE DRAGONS PAPER (HOLDINGS) LTD (n/a) - 0.18% |
| #12 | DANAHER CORP (DHR) - 2.05% | UNITED INTERNET AG (n/a) - 0.18% |
| #13 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.02% | EAGERS AUTOMOTIVE LTD (n/a) - 0.18% |
| #14 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.01% | DOOSAN CORP ORDINARY SHARES (n/a) - 0.18% |
| #15 | STRYKER CORP (SYK) - 1.86% | HOKKAIDO ELECTRIC POWER CO INC (n/a) - 0.18% |
| #16 | MEDTRONIC PLC (MDT) - 1.71% | KINDEN CORP (n/a) - 0.18% |
| #17 | ELEVANCE HEALTH INC (ELV) - 1.62% | SAAB AB CLASS B (n/a) - 0.17% |
| #18 | THE CIGNA GROUP (CI) - 1.30% | HONGKONG LAND HOLDINGS LTD (n/a) - 0.17% |
| #19 | BOSTON SCIENTIFIC CORP (BSX) - 1.28% | TOYODA GOSEI CO LTD (n/a) - 0.17% |
| #20 | REGENERON PHARMACEUTICALS INC (REGN) - 1.10% | SQUARE ENIX HOLDINGS CO LTD (n/a) - 0.17% |
| #21 | HCA HEALTHCARE INC (HCA) - 1.09% | SPIE SA ACT. (n/a) - 0.17% |
| #22 | EDWARDS LIFESCIENCES CORP (EW) - 0.92% | SAMSUNG E&A (n/a) - 0.17% |
| #23 | CARDINAL HEALTH INC (CAH) - 0.84% | AIRTEL AFRICA PLC ORDINARY SHARES (n/a) - 0.17% |
| #24 | IDEXX LABORATORIES INC (IDXX) - 0.82% | COWAY (n/a) - 0.17% |
| #25 | BECTON DICKINSON & CO (BDX) - 0.75% | FIRST PACIFIC CO LTD (n/a) - 0.16% |
| Total Holdings | 105 | 1716 |
IYH vs FNDC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYH
+5.03%
FNDC
-0.38%
3M
IYH
+3.24%
Winner
FNDC
+7.44%
6M
IYH
+0.08%
Winner
FNDC
+12.98%
1Y
IYH
+14.14%
Winner
FNDC
+24.91%
5Y(CAGR)
IYH
+4.89%
Winner
FNDC
+7.25%
10Y(CAGR)
Winner
IYH
+9.55%
FNDC
+8.99%
Max(CAGR)
IYH
+7.77%
Winner
FNDC
+7.98%
IYH vs FNDC - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYH | FNDC |
|---|---|---|
| 2026 | -1.04% | +10.55% |
| 2025 | +13.03% | +36.15% |
| 2024 | +1.40% | +2.80% |
| 2023 | +2.59% | +15.02% |
| 2022 | -3.57% | -15.14% |
| 2021 | +24.13% | +10.17% |
| 2020 | +15.33% | +5.92% |
| 2019 | +22.48% | +20.39% |
| 2018 | +4.63% | -19.82% |
| 2017 | +20.96% | +28.25% |
| 2016 | -0.79% | +10.64% |
| 2015 | +5.67% | +5.26% |
| 2014 | +25.79% | -3.46% |
| 2013 | +38.61% | +11.10% |
| 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 FNDC Drawdown Comparison
The maximum drawdown for IYH was -43.12%, occurring on Jul 23, 2002. Recovery took 1577 trading sessions.
The maximum drawdown for FNDC was -43.24%, occurring on Mar 23, 2020. Recovery took 741 trading sessions.
The current IYH drawdown is -3.93%. The current FNDC drawdown is -1.93%.
| Rank | IYH | FNDC |
|---|---|---|
| #1 | -43.12% Dec 28, 2000 - Apr 12, 2007 | -43.24% Jan 26, 2018 - Jan 6, 2021 |
| #2 | -38.55% Dec 10, 2007 - Apr 1, 2011 | -32.13% Sep 3, 2021 - Sep 19, 2024 |
| #3 | -28.40% Jan 22, 2020 - Jun 5, 2020 | -18.64% May 15, 2015 - Aug 11, 2016 |
| #4 | -19.30% Jul 20, 2015 - Mar 15, 2017 | -14.60% Jul 3, 2014 - May 14, 2015 |
| #5 | -18.15% May 18, 2011 - Feb 1, 2012 | -12.00% Sep 26, 2024 - Apr 24, 2025 |
| #6 | -17.91% Aug 30, 2024 - Nov 24, 2025 | -11.20% Feb 27, 2026 - May 6, 2026 |
| #7 | -16.88% Dec 30, 2021 - Jan 10, 2024 | -6.80% Jun 7, 2021 - Sep 3, 2021 |
| #8 | -16.40% Oct 1, 2018 - Nov 12, 2019 | -6.05% Jan 21, 2014 - Feb 24, 2014 |
| #9 | -12.50% Jan 26, 2018 - Aug 6, 2018 | -5.00% Sep 15, 2025 - Nov 28, 2025 |
| #10 | -11.02% Jul 11, 2000 - Oct 23, 2000 | -4.93% May 8, 2026 - Jun 10, 2026 |
| #11 | -10.64% Jan 7, 2026 - Apr 29, 2026 | -4.75% Sep 22, 2016 - Jan 4, 2017 |
| #12 | -8.00% Sep 2, 2021 - Dec 16, 2021 | -3.98% Mar 6, 2014 - Apr 2, 2014 |
| #13 | -7.74% May 7, 2007 - Oct 5, 2007 | -3.95% Jan 8, 2021 - Feb 5, 2021 |
| #14 | -7.58% Mar 4, 2014 - Jun 18, 2014 | -3.85% Aug 23, 2013 - Sep 9, 2013 |
| #15 | -7.42% Sep 24, 2014 - Oct 24, 2014 | -3.75% May 7, 2021 - Jun 1, 2021 |
Correlation
Correlation between IYH and FNDC is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2000 - 2026)
IYH vs FNDC dividend yield comparison.
| Year | IYH | FNDC |
|---|---|---|
| 2026 | 0.30% | 0.00% |
| 2025 | 1.19% | 3.86% |
| 2024 | 1.25% | 3.59% |
| 2023 | 1.18% | 2.86% |
| 2022 | 1.10% | 1.98% |
| 2021 | 0.94% | 2.58% |
| 2020 | 1.16% | 1.77% |
| 2019 | 1.14% | 2.71% |
| 2018 | 1.95% | 2.68% |
| 2017 | 1.10% | 1.94% |
| 2016 | 1.29% | 1.95% |
| 2015 | 2.02% | 1.30% |
| 2014 | 1.05% | 1.61% |
| 2013 | 1.12% | 0.64% |
| 2012 | 1.69% | 0.00% |
| 2011 | 1.55% | 0.00% |
| 2010 | 1.59% | 0.00% |
| 2009 | 1.53% | 0.00% |
| 2008 | 1.63% | 0.00% |
| 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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