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IYH vs SPY

Comparison between ISHARES U.S. HEALTHCARE ETF (IYH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IYH, delivering a return of +13.2% compared to +7.2%

IYH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYH
$3.10B
Winner
SPY
$784B
Expense Ratio
IYH
0.38%
Winner
SPY
0.09%
Max Drawdown
Winner
IYH
43.52%
SPY
56.47%
Sharpe Ratio
IYH
0.88
Winner
SPY
1.54
5Y Beta
Winner
IYH
0.49
SPY
1.00
P/E Ratio
IYH
30.03
Winner
SPY
27.62
Forward P/E
Winner
IYH
18.11
SPY
21.11
5Y Dividends CAGR
Winner
IYH
7.09%
SPY
6.00%
5Y EPS CAGR
IYH
11.91%
Winner
SPY
25.30%
Debt to Equity
IYH
80.36%
Winner
SPY
31.11%
P/S Ratio
Winner
IYH
2.07
SPY
3.49
P/B Ratio
Winner
IYH
4.73
SPY
5.30

IYH vs SPY - Holdings Comparison

IYH and SPY have 56 common holdings. Overlap is 8.06%

IYH's top 25 holdings weight is 80.99%. SPY's top 25 holdings weight is 51.24%.

RankIYHSPY
#1
ELI LILLY AND CO (LLY) - 16.00%
NVIDIA CORP (NVDA) - 7.81%
#2
JOHNSON & JOHNSON (JNJ) - 10.09%
APPLE INC (AAPL) - 6.81%
#3
ABBVIE INC (ABBV) - 7.00%
MICROSOFT CORP (MSFT) - 4.53%
#4
UNITEDHEALTH GROUP INC (UNH) - 6.52%
AMAZON.COM INC (AMZN) - 3.72%
#5
MERCK & CO INC (MRK) - 5.20%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
THERMO FISHER SCIENTIFIC INC (TMO) - 3.20%
BROADCOM INC (AVGO) - 2.77%
#7
AMGEN INC (AMGN) - 3.19%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
ABBOTT LABORATORIES (ABT) - 2.71%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
GILEAD SCIENCES INC (GILD) - 2.66%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
INTUITIVE SURGICAL INC (ISRG) - 2.56%
TESLA INC (TSLA) - 1.76%
#11
PFIZER INC (PFE) - 2.56%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
DANAHER CORP (DHR) - 2.03%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
BRISTOL-MYERS SQUIBB CO (BMY) - 1.99%
ELI LILLY AND CO (LLY) - 1.38%
#14
VERTEX PHARMACEUTICALS INC (VRTX) - 1.94%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
STRYKER CORP (SYK) - 1.87%
EXXON MOBIL CORP (XOM) - 0.92%
#16
MEDTRONIC PLC (MDT) - 1.81%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
ELEVANCE HEALTH INC (ELV) - 1.58%
VISA INC CLASS A (V) - 0.87%
#18
THE CIGNA GROUP (CI) - 1.37%
INTEL CORP (INTC) - 0.85%
#19
BOSTON SCIENTIFIC CORP (BSX) - 1.25%
WALMART INC (WMT) - 0.82%
#20
REGENERON PHARMACEUTICALS INC (REGN) - 1.07%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
HCA HEALTHCARE INC (HCA) - 1.06%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
CARDINAL HEALTH INC (CAH) - 0.91%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
EDWARDS LIFESCIENCES CORP (EW) - 0.87%
CATERPILLAR INC (CAT) - 0.68%
#24
IDEXX LABORATORIES INC (IDXX) - 0.78%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
HUMANA INC (HUM) - 0.77%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings105505

IYH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYH
+1.93%
SPY
-1.37%
3M
IYH
+5.76%
Winner
SPY
+12.22%
6M
IYH
-1.40%
Winner
SPY
+7.20%
1Y
IYH
+17.07%
Winner
SPY
+23.58%
5Y(CAGR)
IYH
+7.19%
Winner
SPY
+13.19%
10Y(CAGR)
IYH
+13.75%
Winner
SPY
+15.12%
Max(CAGR)
Winner
IYH
+12.57%
SPY
+8.44%

IYH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIYHSPY
2026-1.48%+7.95%
2025+13.03%+18.00%
2024+1.40%+25.59%
2023+7.77%+26.72%
2022+0.93%-18.64%
2021+29.30%+30.52%
2020+21.72%+17.28%
2019+28.66%+31.09%
2018+12.97%-5.24%
2017+26.58%+20.78%
2016+4.37%+13.59%
2015+14.32%+1.31%
2014+31.58%+14.56%
2013+45.64%+29.00%
2012+25.76%+14.17%
2011+17.38%+0.85%
2010+9.65%+13.14%
2009+27.31%+22.67%
2008-17.59%-36.25%
2007+13.74%+5.32%
2006+9.10%+13.85%
2005+12.28%+5.32%
2004+6.41%+10.75%
2003+18.90%+24.18%
2002-18.51%-22.42%
2001-9.54%-10.13%
2000+15.17%-8.84%
1999N/A+8.61%

IYH vs SPY Drawdown Comparison

The maximum drawdown for IYH was -41.51%, occurring on Jul 23, 2002. Recovery took 1143 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IYH drawdown is -4.36%. The current SPY drawdown is -3.18%.

RankIYHSPY
#1-41.51%
Dec 28, 2000 - Jul 20, 2005		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-34.54%
Jan 11, 2008 - Dec 2, 2009		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-28.40%
Jan 22, 2020 - May 18, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.99%
Apr 1, 2010 - Oct 5, 2010		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.91%
Aug 30, 2024 - Nov 24, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.41%
Jul 6, 2011 - Dec 23, 2011		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.07%
Jul 20, 2015 - Jun 2, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.81%
Apr 8, 2022 - Dec 2, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.36%
Oct 1, 2018 - Feb 15, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.84%
Dec 30, 2021 - Apr 7, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.49%
Jan 26, 2018 - Jul 24, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.16%
Aug 1, 2016 - Feb 14, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.01%
Jul 11, 2000 - Oct 23, 2000		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.64%
Jan 7, 2026 - Apr 29, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.47%
Dec 14, 2022 - Jul 21, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IYH and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

IYH vs SPY dividend yield comparison.

YearIYHSPY
20260.56%0.50%
20251.19%1.07%
20241.25%1.21%
20235.90%1.40%
20225.50%1.65%
20214.69%1.20%
20205.82%1.52%
20195.69%1.75%
20189.77%2.04%
20175.51%1.80%
20166.44%2.03%
201510.11%2.06%
20145.24%1.87%
20135.58%1.81%
20128.44%2.18%
20117.75%2.05%
20107.97%1.80%
20097.68%1.95%
20088.14%3.02%
20076.67%1.85%
20064.39%1.73%
20053.63%1.73%
20043.23%1.82%
20033.68%1.47%
20023.83%1.70%
20011.96%1.25%
20001.11%1.15%
19990.00%0.24%

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