IYH vs IXC
Comparison between ISHARES U.S. HEALTHCARE ETF (IYH, ETF) and iShares Global Energy ETF (IXC, ETF).
5-Year PerformanceIXC has outperformed IYH, delivering a return of +19.5% compared to +3.7%
IYH vs IXC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYH
$2.90B
IXC
$2.90B
Expense Ratio
Winner
IYH
0.38%
IXC
0.40%
Max Drawdown
Winner
IYH
43.52%
IXC
76.12%
Sharpe Ratio
IYH
0.37
Winner
IXC
2.06
5Y Beta
IYH
0.51
Winner
IXC
0.51
P/E Ratio
IYH
28.74
Winner
IXC
19.77
Forward P/E
IYH
17.49
Winner
IXC
13.87
PEG Ratio
IYH
N/A
IXC
0.76
5Y Dividends CAGR
Winner
IYH
11.08%
IXC
-0.65%
5Y EPS CAGR
IYH
14.08%
IXC
N/A
Debt to Equity
IYH
-56.61%
IXC
N/A
P/S Ratio
IYH
2.13
Winner
IXC
1.36
P/B Ratio
IYH
4.55
Winner
IXC
2.42
IYH vs IXC - Holdings Comparison
IYH and IXC have 1 common holdings. Overlap is 0.00%
IYH's top 25 holdings weight is 80.97%. IXC's top 25 holdings weight is 84.48%.
| Rank | IYH | IXC |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 13.62% | EXXON MOBIL CORP (XOM) - 17.56% |
| #2 | JOHNSON & JOHNSON (JNJ) - 10.36% | CHEVRON CORP (CVX) - 9.82% |
| #3 | ABBVIE INC (ABBV) - 6.69% | SHELL PLC (n/a) - 7.10% |
| #4 | MERCK & CO INC (MRK) - 5.46% | TOTALENERGIES SE (TTE:XPAR) - 5.19% |
| #5 | UNITEDHEALTH GROUP INC (UNH) - 4.97% | CONOCOPHILLIPS (COP) - 4.23% |
| #6 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.39% | BP PLC (n/a) - 3.45% |
| #7 | AMGEN INC (AMGN) - 3.36% | ENBRIDGE INC (n/a) - 3.25% |
| #8 | ABBOTT LABORATORIES (ABT) - 3.20% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.66% |
| #9 | GILEAD SCIENCES INC (GILD) - 3.14% | WILLIAMS COMPANIES INC (WMB) - 2.48% |
| #10 | INTUITIVE SURGICAL INC (ISRG) - 2.91% | SLB LTD (SLB) - 2.34% |
| #11 | PFIZER INC (PFE) - 2.78% | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 2.30% |
| #12 | DANAHER CORP (DHR) - 2.20% | SUNCOR ENERGY INC (n/a) - 2.18% |
| #13 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.15% | VALERO ENERGY CORP (VLO) - 2.06% |
| #14 | STRYKER CORP (SYK) - 2.09% | EOG RESOURCES INC (EOG) - 2.05% |
| #15 | MEDTRONIC PLC (MDT) - 2.03% | BAKER HUGHES CO CLASS A (BKR) - 1.92% |
| #16 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.01% | MARATHON PETROLEUM CORP (MPC) - 1.90% |
| #17 | BOSTON SCIENTIFIC CORP (BSX) - 1.65% | PHILLIPS 66 (PSX) - 1.87% |
| #18 | HCA HEALTHCARE INC (HCA) - 1.46% | TC ENERGY CORP (TRP) - 1.83% |
| #19 | REGENERON PHARMACEUTICALS INC (REGN) - 1.40% | KINDER MORGAN INC CLASS P (KMI) - 1.72% |
| #20 | THE CIGNA GROUP (CI) - 1.30% | ENI SPA (n/a) - 1.59% |
| #21 | ELEVANCE HEALTH INC (ELV) - 1.26% | ONEOK INC (OKE) - 1.57% |
| #22 | ZOETIS INC CLASS A (ZTS) - 0.94% | CAMECO CORP (n/a) - 1.52% |
| #23 | CARDINAL HEALTH INC (CAH) - 0.92% | TARGA RESOURCES CORP (TRGP) - 1.47% |
| #24 | EDWARDS LIFESCIENCES CORP (EW) - 0.84% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.25% |
| #25 | IDEXX LABORATORIES INC (IDXX) - 0.84% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.17% |
| Total Holdings | 106 | 63 |
IYH vs IXC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYH
-3.81%
IXC
-3.91%
3M
IYH
-7.11%
Winner
IXC
+7.26%
6M
IYH
-1.02%
Winner
IXC
+27.64%
1Y
IYH
+9.34%
Winner
IXC
+46.79%
5Y(CAGR)
IYH
+3.75%
Winner
IXC
+19.46%
10Y(CAGR)
IYH
+9.03%
Winner
IXC
+10.15%
Max(CAGR)
IYH
+7.53%
Winner
IXC
+8.33%
IYH vs IXC - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYH | IXC |
|---|---|---|
| 2026 | -7.27% | +23.86% |
| 2025 | +13.03% | +12.88% |
| 2024 | +1.40% | +1.20% |
| 2023 | +2.59% | +7.37% |
| 2022 | -3.57% | +44.60% |
| 2021 | +24.13% | +40.41% |
| 2020 | +15.33% | -31.49% |
| 2019 | +22.48% | +10.53% |
| 2018 | +4.63% | -16.17% |
| 2017 | +20.96% | +4.28% |
| 2016 | -0.79% | +28.34% |
| 2015 | +5.67% | -22.09% |
| 2014 | +25.79% | -10.58% |
| 2013 | +38.61% | +13.54% |
| 2012 | +17.45% | +0.31% |
| 2011 | +10.15% | -0.76% |
| 2010 | +2.74% | +8.40% |
| 2009 | +18.78% | +18.92% |
| 2008 | -22.27% | -37.05% |
| 2007 | +7.79% | +33.58% |
| 2006 | +5.23% | +16.60% |
| 2005 | +9.01% | +32.98% |
| 2004 | +3.63% | +25.83% |
| 2003 | +15.21% | +26.84% |
| 2002 | -20.78% | -4.39% |
| 2001 | -10.94% | +8.39% |
| 2000 | +14.12% | N/A |
IYH vs IXC Drawdown Comparison
The maximum drawdown for IYH was -43.12%, occurring on Jul 23, 2002. Recovery took 1577 trading sessions.
The maximum drawdown for IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.
The current IYH drawdown is -9.98%. The current IXC drawdown is -8.93%.
| Rank | IYH | IXC |
|---|---|---|
| #1 | -43.12% Dec 28, 2000 - Apr 12, 2007 | -67.90% Jun 23, 2014 - Mar 25, 2022 |
| #2 | -38.55% Dec 10, 2007 - Apr 1, 2011 | -55.80% May 21, 2008 - May 2, 2014 |
| #3 | -28.40% Jan 22, 2020 - Jun 5, 2020 | -24.90% Jun 8, 2022 - Nov 15, 2022 |
| #4 | -19.30% Jul 20, 2015 - Mar 15, 2017 | -24.11% Apr 2, 2002 - Dec 9, 2003 |
| #5 | -18.15% May 18, 2011 - Feb 1, 2012 | -19.04% Apr 10, 2024 - Sep 24, 2025 |
| #6 | -17.91% Aug 30, 2024 - Nov 24, 2025 | -16.46% Jan 3, 2008 - Apr 16, 2008 |
| #7 | -16.88% Dec 30, 2021 - Jan 10, 2024 | -15.32% May 10, 2006 - Nov 29, 2006 |
| #8 | -16.40% Oct 1, 2018 - Nov 12, 2019 | -15.18% Jan 26, 2023 - Sep 1, 2023 |
| #9 | -12.50% Jan 26, 2018 - Aug 6, 2018 | -15.05% Sep 29, 2005 - Jan 17, 2006 |
| #10 | -11.02% Jul 11, 2000 - Oct 23, 2000 | -14.64% Jul 19, 2007 - Sep 21, 2007 |
| #11 | -10.64% Jan 7, 2026 - Apr 29, 2026 | -12.63% Mar 4, 2005 - Jun 17, 2005 |
| #12 | -8.00% Sep 2, 2021 - Dec 16, 2021 | -11.11% Dec 14, 2006 - Apr 12, 2007 |
| #13 | -7.74% May 7, 2007 - Oct 5, 2007 | -9.98% Sep 14, 2023 - Mar 15, 2024 |
| #14 | -7.58% Mar 4, 2014 - Jun 18, 2014 | -9.66% Mar 27, 2026 - Apr 17, 2026 |
| #15 | -7.42% Sep 24, 2014 - Oct 24, 2014 | -9.41% Nov 15, 2022 - Jan 26, 2023 |
Correlation
Correlation between IYH and IXC is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2000 - 2026)
IYH vs IXC dividend yield comparison.
| Year | IYH | IXC |
|---|---|---|
| 2026 | 0.32% | 0.00% |
| 2025 | 1.19% | 3.68% |
| 2024 | 1.25% | 4.56% |
| 2023 | 1.18% | 3.45% |
| 2022 | 1.10% | 4.76% |
| 2021 | 0.94% | 3.98% |
| 2020 | 1.16% | 4.86% |
| 2019 | 1.14% | 7.00% |
| 2018 | 1.95% | 3.51% |
| 2017 | 1.10% | 3.05% |
| 2016 | 1.29% | 2.86% |
| 2015 | 2.02% | 3.77% |
| 2014 | 1.05% | 3.02% |
| 2013 | 1.12% | 2.48% |
| 2012 | 1.69% | 2.55% |
| 2011 | 1.55% | 2.30% |
| 2010 | 1.59% | 1.84% |
| 2009 | 1.53% | 2.10% |
| 2008 | 1.63% | 2.69% |
| 2007 | 1.34% | 1.96% |
| 2006 | 0.88% | 1.62% |
| 2005 | 0.73% | 1.18% |
| 2004 | 0.65% | 1.74% |
| 2003 | 0.74% | 1.05% |
| 2002 | 0.77% | 1.99% |
| 2001 | 0.39% | 0.14% |
| 2000 | 0.22% | 0.00% |
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