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 +13.3% compared to +5.3%
IYH vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYH
$3.20B
Winner
SPY
$781B
Expense Ratio
IYH
0.38%
Winner
SPY
0.09%
Max Drawdown
Winner
IYH
43.52%
SPY
56.47%
Sharpe Ratio
Winner
IYH
1.49
SPY
1.42
5Y Beta
Winner
IYH
0.46
SPY
1.00
P/E Ratio
IYH
32.91
Winner
SPY
26.48
Forward P/E
Winner
IYH
20.12
SPY
20.90
PEG Ratio
IYH
N/A
SPY
0.30
5Y Dividends CAGR
Winner
IYH
7.09%
SPY
6.00%
5Y EPS CAGR
IYH
11.57%
Winner
SPY
26.40%
Debt to Equity
IYH
77.97%
Winner
SPY
48.17%
P/S Ratio
Winner
IYH
2.43
SPY
3.72
P/B Ratio
Winner
IYH
5.25
SPY
5.55
IYH vs SPY - Holdings Comparison
IYH and SPY have 55 common holdings. Overlap is 8.36%
IYH's top 25 holdings weight is 80.15%. SPY's top 25 holdings weight is 51.49%.
| Rank | IYH | SPY |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 15.66% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | JOHNSON & JOHNSON (JNJ) - 10.08% | APPLE INC (AAPL) - 7.44% |
| #3 | ABBVIE INC (ABBV) - 7.57% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 6.57% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | MERCK & CO INC (MRK) - 5.21% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | AMGEN INC (AMGN) - 3.30% | BROADCOM INC (AVGO) - 2.83% |
| #7 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.25% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | ABBOTT LABORATORIES (ABT) - 2.88% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | GILEAD SCIENCES INC (GILD) - 2.70% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | PFIZER INC (PFE) - 2.37% | TESLA INC (TSLA) - 1.65% |
| #11 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.08% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | INTUITIVE SURGICAL INC (ISRG) - 2.06% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.04% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | DANAHER CORP (DHR) - 1.89% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | STRYKER CORP (SYK) - 1.82% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | MEDTRONIC PLC (MDT) - 1.76% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | ELEVANCE HEALTH INC (ELV) - 1.43% | VISA INC CLASS A (V) - 0.91% |
| #18 | THE CIGNA GROUP (CI) - 1.27% | INTEL CORP (INTC) - 0.77% |
| #19 | REGENERON PHARMACEUTICALS INC (REGN) - 1.14% | WALMART INC (WMT) - 0.75% |
| #20 | BOSTON SCIENTIFIC CORP (BSX) - 1.07% | ABBVIE INC (ABBV) - 0.70% |
| #21 | HCA HEALTHCARE INC (HCA) - 0.93% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | HUMANA INC (HUM) - 0.81% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | EDWARDS LIFESCIENCES CORP (EW) - 0.80% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | BECTON DICKINSON & CO (BDX) - 0.73% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | IDEXX LABORATORIES INC (IDXX) - 0.73% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 103 | 505 |
IYH vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IYH
+0.62%
Winner
SPY
+3.42%
3M
Winner
IYH
+15.14%
SPY
+5.97%
6M
IYH
+6.89%
Winner
SPY
+12.56%
1Y
Winner
IYH
+30.44%
SPY
+23.65%
5Y(CAGR)
IYH
+5.25%
Winner
SPY
+13.33%
10Y(CAGR)
IYH
+9.91%
Winner
SPY
+15.34%
Max(CAGR)
IYH
+8.08%
Winner
SPY
+8.61%
IYH vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IYH | SPY |
|---|---|---|
| 2026 | +7.71% | +13.79% |
| 2025 | +13.03% | +18.00% |
| 2024 | +1.40% | +25.59% |
| 2023 | +2.59% | +26.72% |
| 2022 | -3.57% | -18.64% |
| 2021 | +24.13% | +30.52% |
| 2020 | +15.33% | +17.28% |
| 2019 | +22.48% | +31.09% |
| 2018 | +4.63% | -5.24% |
| 2017 | +20.96% | +20.78% |
| 2016 | -0.79% | +13.59% |
| 2015 | +5.67% | +1.31% |
| 2014 | +25.79% | +14.56% |
| 2013 | +38.61% | +29.00% |
| 2012 | +17.45% | +14.17% |
| 2011 | +10.15% | +0.85% |
| 2010 | +2.74% | +13.14% |
| 2009 | +18.78% | +22.67% |
| 2008 | -22.27% | -36.25% |
| 2007 | +7.79% | +5.32% |
| 2006 | +5.23% | +13.85% |
| 2005 | +9.01% | +5.32% |
| 2004 | +3.63% | +10.75% |
| 2003 | +15.21% | +24.18% |
| 2002 | -20.78% | -22.42% |
| 2001 | -10.94% | -10.13% |
| 2000 | +14.12% | -8.84% |
| 1999 | N/A | +8.61% |
IYH vs SPY Drawdown Comparison
The maximum drawdown for IYH was -43.12%, occurring on Jul 23, 2002. Recovery took 1577 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 -0.41%.
| Rank | IYH | SPY |
|---|---|---|
| #1 | -43.12% Dec 28, 2000 - Apr 12, 2007 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -38.55% Dec 10, 2007 - Apr 1, 2011 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -28.40% Jan 22, 2020 - Jun 5, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.30% Jul 20, 2015 - Mar 15, 2017 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -18.15% May 18, 2011 - Feb 1, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -17.91% Aug 30, 2024 - Nov 24, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.88% Dec 30, 2021 - Jan 10, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.40% Oct 1, 2018 - Nov 12, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.50% Jan 26, 2018 - Aug 6, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.02% Jul 11, 2000 - Oct 23, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.64% Jan 7, 2026 - Jun 26, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.00% Sep 2, 2021 - Dec 16, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.74% May 7, 2007 - Oct 5, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.58% Mar 4, 2014 - Jun 18, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.42% Sep 24, 2014 - Oct 24, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IYH and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
IYH vs SPY dividend yield comparison.
| Year | IYH | SPY |
|---|---|---|
| 2026 | 0.51% | 0.48% |
| 2025 | 1.19% | 1.07% |
| 2024 | 1.25% | 1.21% |
| 2023 | 1.18% | 1.40% |
| 2022 | 1.10% | 1.65% |
| 2021 | 0.94% | 1.20% |
| 2020 | 1.16% | 1.52% |
| 2019 | 1.14% | 1.75% |
| 2018 | 1.95% | 2.04% |
| 2017 | 1.10% | 1.80% |
| 2016 | 1.29% | 2.03% |
| 2015 | 2.02% | 2.06% |
| 2014 | 1.05% | 1.87% |
| 2013 | 1.12% | 1.81% |
| 2012 | 1.69% | 2.18% |
| 2011 | 1.55% | 2.05% |
| 2010 | 1.59% | 1.80% |
| 2009 | 1.53% | 1.95% |
| 2008 | 1.63% | 3.02% |
| 2007 | 1.34% | 1.85% |
| 2006 | 0.88% | 1.73% |
| 2005 | 0.73% | 1.73% |
| 2004 | 0.65% | 1.82% |
| 2003 | 0.74% | 1.47% |
| 2002 | 0.77% | 1.70% |
| 2001 | 0.39% | 1.25% |
| 2000 | 0.22% | 1.15% |
| 1999 | 0.00% | 0.24% |
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