IYH vs IBDV

Comparison between ISHARES U.S. HEALTHCARE ETF (IYH, ETF) and ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV, ETF).

5-Year PerformanceIYH has outperformed IBDV, delivering a return of +4.8% compared to +0.8%

IYH vs IBDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYH(ETF)	IBDV(ETF)
Net Assets	$3.10B	$3.10B
Expense Ratio	0.38%	0.10%
Max Drawdown	43.52%	24.90%
Sharpe Ratio	0.88	0.21
5Y Beta	0.49	0.06
P/E Ratio	30.03	N/A
Forward P/E	18.11	N/A
5Y Dividends CAGR	7.09%	19.43%
5Y EPS CAGR	11.91%	N/A
Debt to Equity	80.36%	N/A
P/S Ratio	2.07	N/A
P/B Ratio	4.73	N/A

Net Assets

IYH

$3.10B

IBDV

$3.10B

Expense Ratio

IYH

0.38%

Winner

IBDV

0.10%

Max Drawdown

IYH

43.52%

Winner

IBDV

24.90%

Sharpe Ratio

Winner

IYH

0.88

IBDV

0.21

5Y Beta

IYH

0.49

Winner

IBDV

0.06

P/E Ratio

IYH

30.03

IBDV

N/A

Forward P/E

IYH

18.11

IBDV

N/A

5Y Dividends CAGR

IYH

7.09%

Winner

IBDV

19.43%

5Y EPS CAGR

IYH

11.91%

IBDV

N/A

Debt to Equity

IYH

80.36%

IBDV

N/A

P/S Ratio

IYH

2.07

IBDV

N/A

P/B Ratio

IYH

4.73

IBDV

N/A

IYH vs IBDV - Historical Returns

Returns include dividend reinvestment.

Period	IYH	IBDV
1 month	+2.90%	+0.56%
3 months	+6.90%	+1.09%
6 months	-0.98%	+0.60%
1 year	+16.74%	+4.02%
5 years(CAGR)	+4.79%	+0.80%
10 years(CAGR)	+9.85%	N/A
Max(CAGR)	+7.78%	+1.11%

Winner

IYH

+2.90%

IBDV

+0.56%

Winner

IYH

+6.90%

IBDV

+1.09%

IYH

-0.98%

Winner

IBDV

+0.60%

Winner

IYH

+16.74%

IBDV

+4.02%

5Y(CAGR)

Winner

IYH

+4.79%

IBDV

+0.80%

10Y(CAGR)

IYH

+9.85%

IBDV

N/A

Max(CAGR)

Winner

IYH

+7.78%

IBDV

+1.11%

IYH vs IBDV - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYH	IBDV
2026	-0.54%	+0.53%
2025	+13.03%	+8.24%
2024	+1.40%	+3.94%
2023	+2.59%	+7.89%
2022	-3.57%	-14.02%
2021	+24.13%	-2.38%
2020	+15.33%	+5.32%
2019	+22.48%	N/A
2018	+4.63%	N/A
2017	+20.96%	N/A
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 IBDV Drawdown Comparison

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

The maximum drawdown for IBDV was -21.85%, occurring on Oct 20, 2022. Recovery took 1180 trading sessions.

The current IYH drawdown is -3.45%. The current IBDV drawdown is -0.68%.

Rank	IYH	IBDV
#1	-43.12% Dec 28, 2000 - Apr 12, 2007	-21.85% Dec 31, 2020 - Sep 16, 2025
#2	-38.55% Dec 10, 2007 - Apr 1, 2011	-2.07% Aug 6, 2020 - Nov 19, 2020
#3	-28.40% Jan 22, 2020 - Jun 5, 2020	-2.07% Feb 27, 2026 - Mar 26, 2026
#4	-19.30% Jul 20, 2015 - Mar 15, 2017	-0.82% Nov 30, 2020 - Dec 28, 2020
#5	-18.15% May 18, 2011 - Feb 1, 2012	-0.75% Oct 20, 2025 - Nov 25, 2025
#6	-17.91% Aug 30, 2024 - Nov 24, 2025	-0.59% Sep 16, 2025 - Oct 2, 2025
#7	-16.88% Dec 30, 2021 - Jan 10, 2024	-0.49% Nov 26, 2025 - Dec 18, 2025
#8	-16.40% Oct 1, 2018 - Nov 12, 2019	-0.48% Jul 23, 2020 - Jul 30, 2020
#9	-12.50% Jan 26, 2018 - Aug 6, 2018	-0.41% Jan 14, 2026 - Jan 29, 2026
#10	-11.02% Jul 11, 2000 - Oct 23, 2000	-0.32% Oct 2, 2025 - Oct 13, 2025
#11	-10.64% Jan 7, 2026 - Apr 29, 2026	-0.27% Jul 9, 2020 - Jul 14, 2020
#12	-8.00% Sep 2, 2021 - Dec 16, 2021	-0.23% Dec 29, 2025 - Jan 14, 2026
#13	-7.74% May 7, 2007 - Oct 5, 2007	-0.18% Oct 16, 2025 - Oct 20, 2025
#14	-7.58% Mar 4, 2014 - Jun 18, 2014	-0.15% Jan 30, 2026 - Feb 5, 2026
#15	-7.42% Sep 24, 2014 - Oct 24, 2014	-0.14% Feb 17, 2026 - Feb 23, 2026

Correlation

Correlation between IYH and IBDV is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20

-101

Dividend Comparison (2000 - 2026)

IYH vs IBDV dividend yield comparison.

Year	IYH	IBDV
2026	0.55%	1.89%
2025	1.19%	4.57%
2024	1.25%	4.69%
2023	1.18%	4.10%
2022	1.10%	3.02%
2021	0.94%	1.99%
2020	1.16%	0.90%
2019	1.14%	0.00%
2018	1.95%	0.00%
2017	1.10%	0.00%
2016	1.29%	0.00%
2015	2.02%	0.00%
2014	1.05%	0.00%
2013	1.12%	0.00%
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%