IYH vs UCON

Comparison between ISHARES U.S. HEALTHCARE ETF (IYH, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).

5-Year PerformanceIYH has outperformed UCON, delivering a return of +5.3% compared to +2.7%

IYH vs UCON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYH(ETF)	UCON(ETF)
Net Assets	$3.20B	$3.30B
Expense Ratio	0.38%	0.86%
Max Drawdown	43.52%	15.31%
Sharpe Ratio	1.49	-0.05
5Y Beta	0.46	0.04
P/E Ratio	32.91	N/A
Forward P/E	20.12	N/A
5Y Dividends CAGR	7.09%	9.97%
5Y EPS CAGR	11.57%	N/A
Debt to Equity	77.97%	N/A
P/S Ratio	2.43	N/A
P/B Ratio	5.25	N/A

Net Assets

IYH

$3.20B

Winner

UCON

$3.30B

Expense Ratio

Winner

IYH

0.38%

UCON

0.86%

Max Drawdown

IYH

43.52%

Winner

UCON

15.31%

Sharpe Ratio

Winner

IYH

1.49

UCON

-0.05

5Y Beta

IYH

0.46

Winner

UCON

0.04

P/E Ratio

IYH

32.91

UCON

N/A

Forward P/E

IYH

20.12

UCON

N/A

5Y Dividends CAGR

IYH

7.09%

Winner

UCON

9.97%

5Y EPS CAGR

IYH

11.57%

UCON

N/A

Debt to Equity

IYH

77.97%

UCON

N/A

P/S Ratio

IYH

2.43

UCON

N/A

P/B Ratio

IYH

5.25

UCON

N/A

IYH vs UCON - Historical Returns

Returns include dividend reinvestment.

Period	IYH	UCON
1 month	+0.62%	-0.14%
3 months	+15.14%	+0.18%
6 months	+6.89%	+0.23%
1 year	+30.44%	+3.72%
5 years(CAGR)	+5.25%	+2.73%
10 years(CAGR)	+9.91%	+3.63%
Max(CAGR)	+8.08%	+3.63%

Winner

IYH

+0.62%

UCON

-0.14%

Winner

IYH

+15.14%

UCON

+0.18%

Winner

IYH

+6.89%

UCON

+0.23%

Winner

IYH

+30.44%

UCON

+3.72%

5Y(CAGR)

Winner

IYH

+5.25%

UCON

+2.73%

10Y(CAGR)

Winner

IYH

+9.91%

UCON

+3.63%

Max(CAGR)

Winner

IYH

+8.08%

UCON

+3.63%

IYH vs UCON - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYH	UCON
2026	+7.71%	+0.69%
2025	+13.03%	+7.00%
2024	+1.40%	+4.90%
2023	+2.59%	+7.67%
2022	-3.57%	-5.72%
2021	+24.13%	+1.05%
2020	+15.33%	+6.67%
2019	+22.48%	+7.13%
2018	+4.63%	+1.11%
2017	+20.96%	N/A
2016	-0.79%	N/A
2015	+5.67%	N/A
2014	+25.79%	N/A
2013	+38.61%	N/A
2012	+17.45%	N/A
2011	+10.15%	N/A
2010	+2.74%	N/A
2009	+18.78%	N/A
2008	-22.27%	N/A
2007	+7.79%	N/A
2006	+5.23%	N/A
2005	+9.01%	N/A
2004	+3.63%	N/A
2003	+15.21%	N/A
2002	-20.78%	N/A
2001	-10.94%	N/A
2000	+14.12%	N/A

IYH vs UCON Drawdown Comparison

The maximum drawdown for IYH was -43.12%, occurring on Jul 23, 2002. Recovery took 1577 trading sessions.

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

The current IYH drawdown is -0.41%. The current UCON drawdown is -0.54%.

Rank	IYH	UCON
#1	-43.12% Dec 28, 2000 - Apr 12, 2007	-15.31% Mar 5, 2020 - Jul 2, 2020
#2	-38.55% Dec 10, 2007 - Apr 1, 2011	-9.60% Sep 14, 2021 - Dec 14, 2023
#3	-28.40% Jan 22, 2020 - Jun 5, 2020	-2.45% Feb 26, 2026 - Jun 29, 2026
#4	-19.30% Jul 20, 2015 - Mar 15, 2017	-1.70% Feb 1, 2024 - May 15, 2024
#5	-18.15% May 18, 2011 - Feb 1, 2012	-1.67% Sep 24, 2024 - Feb 24, 2025
#6	-17.91% Aug 30, 2024 - Nov 24, 2025	-1.53% Mar 3, 2025 - May 30, 2025
#7	-16.88% Dec 30, 2021 - Jan 10, 2024	-1.31% Jun 29, 2026 - Jul 23, 2026
#8	-16.40% Oct 1, 2018 - Nov 12, 2019	-1.12% Nov 9, 2018 - Jan 10, 2019
#9	-12.50% Jan 26, 2018 - Aug 6, 2018	-1.07% Feb 11, 2021 - May 26, 2021
#10	-11.02% Jul 11, 2000 - Oct 23, 2000	-0.96% Sep 4, 2019 - Oct 1, 2019
#11	-10.64% Jan 7, 2026 - Jun 26, 2026	-0.88% Feb 24, 2020 - Mar 3, 2020
#12	-8.00% Sep 2, 2021 - Dec 16, 2021	-0.87% Dec 28, 2023 - Jan 12, 2024
#13	-7.74% May 7, 2007 - Oct 5, 2007	-0.83% Oct 13, 2020 - Nov 5, 2020
#14	-7.58% Mar 4, 2014 - Jun 18, 2014	-0.75% Oct 28, 2025 - Nov 25, 2025
#15	-7.42% Sep 24, 2014 - Oct 24, 2014	-0.73% May 15, 2024 - Jun 4, 2024

Correlation

Correlation between IYH and UCON is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2000 - 2026)

IYH vs UCON dividend yield comparison.

Year	IYH	UCON
2026	0.51%	2.61%
2025	1.19%	4.63%
2024	1.25%	4.95%
2023	1.18%	4.75%
2022	1.10%	3.12%
2021	0.94%	2.20%
2020	1.16%	3.14%
2019	1.14%	3.25%
2018	1.95%	1.76%
2017	1.10%	0.00%
2016	1.29%	0.00%
2015	2.02%	0.00%
2014	1.05%	0.00%
2013	1.12%	0.00%
2012	1.69%	0.00%
2011	1.55%	0.00%
2010	1.59%	0.00%
2009	1.53%	0.00%
2008	1.63%	0.00%
2007	1.34%	0.00%
2006	0.88%	0.00%
2005	0.73%	0.00%
2004	0.65%	0.00%
2003	0.74%	0.00%
2002	0.77%	0.00%
2001	0.39%	0.00%
2000	0.22%	0.00%