IYH vs RDVI
Comparison between ISHARES U.S. HEALTHCARE ETF (IYH, ETF) and FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (RDVI, ETF).
IYH vs RDVI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYH
$3.10B
Winner
RDVI
$3.20B
Expense Ratio
Winner
IYH
0.38%
RDVI
0.75%
Max Drawdown
IYH
43.52%
Winner
RDVI
20.66%
Sharpe Ratio
IYH
0.70
Winner
RDVI
1.74
5Y Beta
Winner
IYH
0.49
RDVI
0.89
P/E Ratio
IYH
30.03
Winner
RDVI
18.96
Forward P/E
IYH
18.17
Winner
RDVI
17.25
PEG Ratio
Winner
IYH
0.17
RDVI
0.34
5Y Dividends CAGR
IYH
7.09%
RDVI
N/A
5Y EPS CAGR
IYH
11.91%
Winner
RDVI
22.29%
Debt to Equity
IYH
80.36%
Winner
RDVI
30.30%
IYH vs RDVI - Holdings Comparison
IYH and RDVI have 6 common holdings. Overlap is 3.10%
IYH's top 25 holdings weight is 80.99%. RDVI's top 25 holdings weight is 57.21%.
| Rank | IYH | RDVI |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 16.00% | LAM RESEARCH CORP (LRCX) - 4.73% |
| #2 | JOHNSON & JOHNSON (JNJ) - 10.09% | APPLIED MATERIALS INC (AMAT) - 4.06% |
| #3 | ABBVIE INC (ABBV) - 7.00% | KLA CORP (KLAC) - 3.51% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 6.52% | GE VERNOVA INC (GEV) - 2.76% |
| #5 | MERCK & CO INC (MRK) - 5.20% | ALPHABET INC CLASS A (GOOGL) - 2.63% |
| #6 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.20% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.60% |
| #7 | AMGEN INC (AMGN) - 3.19% | ROSS STORES INC (ROST) - 2.38% |
| #8 | ABBOTT LABORATORIES (ABT) - 2.71% | NVIDIA CORP (NVDA) - 2.37% |
| #9 | GILEAD SCIENCES INC (GILD) - 2.66% | BAKER HUGHES CO CLASS A (BKR) - 2.36% |
| #10 | INTUITIVE SURGICAL INC (ISRG) - 2.56% | BANK OF NEW YORK MELLON CORP (BNY) - 2.34% |
| #11 | PFIZER INC (PFE) - 2.56% | MUELLER INDUSTRIES INC (MLI) - 2.32% |
| #12 | DANAHER CORP (DHR) - 2.03% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.98% |
| #13 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.99% | WILLIAMS-SONOMA INC (WSM) - 1.95% |
| #14 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.94% | GE AEROSPACE (GE) - 1.93% |
| #15 | STRYKER CORP (SYK) - 1.87% | SNAP-ON INC (SNA) - 1.91% |
| #16 | MEDTRONIC PLC (MDT) - 1.81% | STATE STREET CORP (STT) - 1.87% |
| #17 | ELEVANCE HEALTH INC (ELV) - 1.58% | CHUBB LTD (CB) - 1.82% |
| #18 | THE CIGNA GROUP (CI) - 1.37% | JPMORGAN CHASE & CO (JPM) - 1.79% |
| #19 | BOSTON SCIENTIFIC CORP (BSX) - 1.25% | THE TRAVELERS COMPANIES INC (TRV) - 1.78% |
| #20 | REGENERON PHARMACEUTICALS INC (REGN) - 1.07% | ALLSTATE CORP (ALL) - 1.76% |
| #21 | HCA HEALTHCARE INC (HCA) - 1.06% | MICROSOFT CORP (MSFT) - 1.70% |
| #22 | CARDINAL HEALTH INC (CAH) - 0.91% | AMERICAN EXPRESS CO (AXP) - 1.69% |
| #23 | EDWARDS LIFESCIENCES CORP (EW) - 0.87% | PULTEGROUP INC (PHM) - 1.69% |
| #24 | IDEXX LABORATORIES INC (IDXX) - 0.78% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.65% |
| #25 | HUMANA INC (HUM) - 0.77% | VISA INC CLASS A (V) - 1.63% |
| Total Holdings | 105 | 76 |
IYH vs RDVI - Historical Returns
Returns include dividend reinvestment.
1M
IYH
+2.76%
Winner
RDVI
+7.27%
3M
IYH
+2.36%
Winner
RDVI
+14.28%
6M
IYH
-2.27%
Winner
RDVI
+13.87%
1Y
IYH
+14.28%
Winner
RDVI
+30.39%
5Y(CAGR)
IYH
+6.96%
RDVI
N/A
10Y(CAGR)
IYH
+13.88%
RDVI
N/A
Max(CAGR)
IYH
+12.49%
Winner
RDVI
+20.95%
IYH vs RDVI - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYH | RDVI |
|---|---|---|
| 2026 | -3.56% | +12.92% |
| 2025 | +13.03% | +18.26% |
| 2024 | +1.40% | +14.28% |
| 2023 | +7.77% | +19.01% |
| 2022 | +0.93% | +9.89% |
| 2021 | +29.30% | N/A |
| 2020 | +21.72% | N/A |
| 2019 | +28.66% | N/A |
| 2018 | +12.97% | N/A |
| 2017 | +26.58% | N/A |
| 2016 | +4.37% | N/A |
| 2015 | +14.32% | N/A |
| 2014 | +31.58% | N/A |
| 2013 | +45.64% | N/A |
| 2012 | +25.76% | N/A |
| 2011 | +17.38% | N/A |
| 2010 | +9.65% | N/A |
| 2009 | +27.31% | N/A |
| 2008 | -17.59% | N/A |
| 2007 | +13.74% | N/A |
| 2006 | +9.10% | N/A |
| 2005 | +12.28% | N/A |
| 2004 | +6.41% | N/A |
| 2003 | +18.90% | N/A |
| 2002 | -18.51% | N/A |
| 2001 | -9.54% | N/A |
| 2000 | +15.17% | N/A |
IYH vs RDVI Drawdown Comparison
The maximum drawdown for IYH was -41.51%, occurring on Jul 23, 2002. Recovery took 1143 trading sessions.
The maximum drawdown for RDVI was -18.34%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current IYH drawdown is -6.38%. The current RDVI drawdown is -0.14%.
| Rank | IYH | RDVI |
|---|---|---|
| #1 | -41.51% Dec 28, 2000 - Jul 20, 2005 | -18.34% Nov 25, 2024 - Jul 22, 2025 |
| #2 | -34.54% Jan 11, 2008 - Dec 2, 2009 | -12.56% Feb 2, 2023 - Jul 18, 2023 |
| #3 | -28.40% Jan 22, 2020 - May 18, 2020 | -11.09% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -18.99% Apr 1, 2010 - Oct 5, 2010 | -8.47% Feb 26, 2026 - Apr 13, 2026 |
| #5 | -17.91% Aug 30, 2024 - Nov 24, 2025 | -7.88% Jul 31, 2024 - Aug 30, 2024 |
| #6 | -17.41% Jul 6, 2011 - Dec 23, 2011 | -6.67% Nov 30, 2022 - Jan 13, 2023 |
| #7 | -16.07% Jul 20, 2015 - Jun 2, 2016 | -5.19% Mar 28, 2024 - Jul 15, 2024 |
| #8 | -15.81% Apr 8, 2022 - Dec 2, 2022 | -4.58% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -15.36% Oct 1, 2018 - Feb 15, 2019 | -4.42% Oct 27, 2025 - Nov 28, 2025 |
| #10 | -11.84% Dec 30, 2021 - Apr 7, 2022 | -4.07% Oct 6, 2025 - Oct 27, 2025 |
| #11 | -11.49% Jan 26, 2018 - Jul 24, 2018 | -3.75% Dec 27, 2023 - Jan 30, 2024 |
| #12 | -11.16% Aug 1, 2016 - Feb 14, 2017 | -3.29% Nov 1, 2022 - Nov 7, 2022 |
| #13 | -11.01% Jul 11, 2000 - Oct 23, 2000 | -3.27% Jan 13, 2023 - Jan 23, 2023 |
| #14 | -10.64% Jan 7, 2026 - Apr 29, 2026 | -2.93% Oct 17, 2024 - Nov 6, 2024 |
| #15 | -10.47% Dec 14, 2022 - Jul 21, 2023 | -2.85% Jul 16, 2024 - Jul 31, 2024 |
Correlation
Correlation between IYH and RDVI is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2000 - 2026)
IYH vs RDVI dividend yield comparison.
| Year | IYH | RDVI |
|---|---|---|
| 2026 | 0.57% | 3.29% |
| 2025 | 1.19% | 8.10% |
| 2024 | 1.25% | 8.62% |
| 2023 | 5.90% | 8.45% |
| 2022 | 5.50% | 1.53% |
| 2021 | 4.69% | 0.00% |
| 2020 | 5.82% | 0.00% |
| 2019 | 5.69% | 0.00% |
| 2018 | 9.77% | 0.00% |
| 2017 | 5.51% | 0.00% |
| 2016 | 6.44% | 0.00% |
| 2015 | 10.11% | 0.00% |
| 2014 | 5.24% | 0.00% |
| 2013 | 5.58% | 0.00% |
| 2012 | 8.44% | 0.00% |
| 2011 | 7.75% | 0.00% |
| 2010 | 7.97% | 0.00% |
| 2009 | 7.68% | 0.00% |
| 2008 | 8.14% | 0.00% |
| 2007 | 6.67% | 0.00% |
| 2006 | 4.39% | 0.00% |
| 2005 | 3.63% | 0.00% |
| 2004 | 3.23% | 0.00% |
| 2003 | 3.68% | 0.00% |
| 2002 | 3.83% | 0.00% |
| 2001 | 1.96% | 0.00% |
| 2000 | 1.11% | 0.00% |
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