IYH vs ILCG
Comparison between ISHARES U.S. HEALTHCARE ETF (IYH, ETF) and ISHARES MORNINGSTAR GROWTH ETF (ILCG, ETF).
5-Year PerformanceILCG has outperformed IYH, delivering a return of +14.0% compared to +7.0%
IYH vs ILCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYH
$3.10B
Winner
ILCG
$3.20B
Expense Ratio
IYH
0.38%
Winner
ILCG
0.04%
Max Drawdown
Winner
IYH
43.52%
ILCG
53.23%
Sharpe Ratio
IYH
0.70
Winner
ILCG
1.24
5Y Beta
Winner
IYH
0.49
ILCG
1.24
P/E Ratio
Winner
IYH
30.03
ILCG
35.54
Forward P/E
Winner
IYH
18.17
ILCG
25.40
PEG Ratio
Winner
IYH
0.17
ILCG
0.23
5Y Dividends CAGR
IYH
7.09%
Winner
ILCG
24.33%
5Y EPS CAGR
IYH
11.91%
Winner
ILCG
39.49%
Debt to Equity
IYH
80.36%
Winner
ILCG
38.72%
IYH vs ILCG - Holdings Comparison
IYH and ILCG have 26 common holdings. Overlap is 4.45%
IYH's top 25 holdings weight is 80.99%. ILCG's top 25 holdings weight is 67.59%.
| Rank | IYH | ILCG |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 16.00% | NVIDIA CORP (NVDA) - 15.06% |
| #2 | JOHNSON & JOHNSON (JNJ) - 10.09% | APPLE INC (AAPL) - 6.81% |
| #3 | ABBVIE INC (ABBV) - 7.00% | BROADCOM INC (AVGO) - 5.68% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 6.52% | AMAZON.COM INC (AMZN) - 5.03% |
| #5 | MERCK & CO INC (MRK) - 5.20% | ALPHABET INC CLASS A (GOOGL) - 4.50% |
| #6 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.20% | MICROSOFT CORP (MSFT) - 4.32% |
| #7 | AMGEN INC (AMGN) - 3.19% | META PLATFORMS INC CLASS A (META) - 3.94% |
| #8 | ABBOTT LABORATORIES (ABT) - 2.71% | ALPHABET INC CLASS C (GOOG) - 3.89% |
| #9 | GILEAD SCIENCES INC (GILD) - 2.66% | ELI LILLY AND CO (LLY) - 2.82% |
| #10 | INTUITIVE SURGICAL INC (ISRG) - 2.56% | ADVANCED MICRO DEVICES INC (AMD) - 2.46% |
| #11 | PFIZER INC (PFE) - 2.56% | TESLA INC (TSLA) - 1.99% |
| #12 | DANAHER CORP (DHR) - 2.03% | MICRON TECHNOLOGY INC (MU) - 1.92% |
| #13 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.99% | LAM RESEARCH CORP (LRCX) - 1.25% |
| #14 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.94% | MASTERCARD INC CLASS A (MA) - 1.22% |
| #15 | STRYKER CORP (SYK) - 1.87% | ORACLE CORP (ORCL) - 1.11% |
| #16 | MEDTRONIC PLC (MDT) - 1.81% | GE AEROSPACE (GE) - 1.04% |
| #17 | ELEVANCE HEALTH INC (ELV) - 1.58% | VISA INC CLASS A (V) - 0.99% |
| #18 | THE CIGNA GROUP (CI) - 1.37% | n/a (PLTR) - 0.93% |
| #19 | BOSTON SCIENTIFIC CORP (BSX) - 1.25% | KLA CORP (KLAC) - 0.85% |
| #20 | REGENERON PHARMACEUTICALS INC (REGN) - 1.07% | MARVELL TECHNOLOGY INC (MRVL) - 0.78% |
| #21 | HCA HEALTHCARE INC (HCA) - 1.06% | ECOLAB INC (ECL) - 0.20% |
| #22 | CARDINAL HEALTH INC (CAH) - 0.91% | COMFORT SYSTEMS USA INC (FIX) - 0.20% |
| #23 | EDWARDS LIFESCIENCES CORP (EW) - 0.87% | BLOOM ENERGY CORP CLASS A (BE) - 0.20% |
| #24 | IDEXX LABORATORIES INC (IDXX) - 0.78% | CIENA CORP (CIEN) - 0.20% |
| #25 | HUMANA INC (HUM) - 0.77% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.20% |
| Total Holdings | 105 | 290 |
IYH vs ILCG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYH
+2.76%
ILCG
+2.34%
3M
IYH
+2.36%
Winner
ILCG
+19.19%
6M
IYH
-2.27%
Winner
ILCG
+14.47%
1Y
IYH
+14.28%
Winner
ILCG
+26.94%
5Y(CAGR)
IYH
+6.96%
Winner
ILCG
+14.04%
10Y(CAGR)
IYH
+13.88%
Winner
ILCG
+19.89%
Max(CAGR)
IYH
+12.49%
Winner
ILCG
+14.70%
IYH vs ILCG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYH | ILCG |
|---|---|---|
| 2026 | -3.56% | +12.59% |
| 2025 | +13.03% | +16.68% |
| 2024 | +1.40% | +35.11% |
| 2023 | +7.77% | +41.82% |
| 2022 | +0.93% | -32.14% |
| 2021 | +29.30% | +25.97% |
| 2020 | +21.72% | +38.72% |
| 2019 | +28.66% | +36.50% |
| 2018 | +12.97% | +4.14% |
| 2017 | +26.58% | +34.85% |
| 2016 | +4.37% | +7.68% |
| 2015 | +14.32% | +12.01% |
| 2014 | +31.58% | +19.48% |
| 2013 | +45.64% | +33.84% |
| 2012 | +25.76% | +21.88% |
| 2011 | +17.38% | +4.40% |
| 2010 | +9.65% | +14.45% |
| 2009 | +27.31% | +44.91% |
| 2008 | -17.59% | -39.45% |
| 2007 | +13.74% | +14.40% |
| 2006 | +9.10% | +5.12% |
| 2005 | +12.28% | +5.57% |
| 2004 | +6.41% | +6.38% |
| 2003 | +18.90% | N/A |
| 2002 | -18.51% | N/A |
| 2001 | -9.54% | N/A |
| 2000 | +15.17% | N/A |
IYH vs ILCG Drawdown Comparison
The maximum drawdown for IYH was -41.51%, occurring on Jul 23, 2002. Recovery took 1143 trading sessions.
The maximum drawdown for ILCG was -51.99%, occurring on Nov 20, 2008. Recovery took 802 trading sessions.
The current IYH drawdown is -6.38%. The current ILCG drawdown is -2.48%.
| Rank | IYH | ILCG |
|---|---|---|
| #1 | -41.51% Dec 28, 2000 - Jul 20, 2005 | -51.99% Oct 31, 2007 - Jan 6, 2011 |
| #2 | -34.54% Jan 11, 2008 - Dec 2, 2009 | -35.38% Nov 19, 2021 - Feb 7, 2024 |
| #3 | -28.40% Jan 22, 2020 - May 18, 2020 | -31.61% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -18.99% Apr 1, 2010 - Oct 5, 2010 | -23.10% Jan 23, 2025 - Jun 24, 2025 |
| #5 | -17.91% Aug 30, 2024 - Nov 24, 2025 | -20.00% Oct 1, 2018 - Mar 21, 2019 |
| #6 | -17.41% Jul 6, 2011 - Dec 23, 2011 | -16.90% Jul 22, 2011 - Jan 19, 2012 |
| #7 | -16.07% Jul 20, 2015 - Jun 2, 2016 | -15.65% Oct 29, 2025 - Apr 22, 2026 |
| #8 | -15.81% Apr 8, 2022 - Dec 2, 2022 | -15.12% Nov 3, 2015 - Jul 11, 2016 |
| #9 | -15.36% Oct 1, 2018 - Feb 15, 2019 | -13.13% Jul 20, 2015 - Nov 2, 2015 |
| #10 | -11.84% Dec 30, 2021 - Apr 7, 2022 | -12.99% Feb 12, 2021 - Apr 26, 2021 |
| #11 | -11.49% Jan 26, 2018 - Jul 24, 2018 | -12.81% Jul 10, 2024 - Oct 9, 2024 |
| #12 | -11.16% Aug 1, 2016 - Feb 14, 2017 | -12.00% Jan 11, 2006 - Oct 26, 2006 |
| #13 | -11.01% Jul 11, 2000 - Oct 23, 2000 | -11.33% Sep 2, 2020 - Dec 1, 2020 |
| #14 | -10.64% Jan 7, 2026 - Apr 29, 2026 | -9.91% Apr 3, 2012 - Aug 16, 2012 |
| #15 | -10.47% Dec 14, 2022 - Jul 21, 2023 | -9.54% Jan 26, 2018 - Mar 12, 2018 |
Correlation
Correlation between IYH and ILCG 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 ILCG dividend yield comparison.
| Year | IYH | ILCG |
|---|---|---|
| 2026 | 0.57% | 0.16% |
| 2025 | 1.19% | 0.47% |
| 2024 | 1.25% | 0.50% |
| 2023 | 5.90% | 0.69% |
| 2022 | 5.50% | 0.75% |
| 2021 | 4.69% | 0.45% |
| 2020 | 5.82% | 1.39% |
| 2019 | 5.69% | 2.71% |
| 2018 | 9.77% | 4.06% |
| 2017 | 5.51% | 4.46% |
| 2016 | 6.44% | 4.77% |
| 2015 | 10.11% | 4.96% |
| 2014 | 5.24% | 4.35% |
| 2013 | 5.58% | 4.71% |
| 2012 | 8.44% | 6.34% |
| 2011 | 7.75% | 4.58% |
| 2010 | 7.97% | 3.69% |
| 2009 | 7.68% | 4.16% |
| 2008 | 8.14% | 4.85% |
| 2007 | 6.67% | 2.29% |
| 2006 | 4.39% | 2.23% |
| 2005 | 3.63% | 1.79% |
| 2004 | 3.23% | 6.38% |
| 2003 | 3.68% | 0.00% |
| 2002 | 3.83% | 0.00% |
| 2001 | 1.96% | 0.00% |
| 2000 | 1.11% | 0.00% |
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