IYH vs USMC
Comparison between ISHARES U.S. HEALTHCARE ETF (IYH, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).
5-Year PerformanceUSMC has outperformed IYH, delivering a return of +14.6% compared to +3.7%
IYH vs USMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYH
$2.90B
USMC
$2.90B
Expense Ratio
IYH
0.38%
Winner
USMC
0.12%
Max Drawdown
IYH
43.52%
Winner
USMC
29.97%
Sharpe Ratio
IYH
0.37
Winner
USMC
1.69
5Y Beta
Winner
IYH
0.51
USMC
0.93
P/E Ratio
IYH
28.74
Winner
USMC
28.59
Forward P/E
Winner
IYH
17.49
USMC
21.57
PEG Ratio
IYH
N/A
USMC
0.60
5Y Dividends CAGR
Winner
IYH
11.08%
USMC
-0.46%
5Y EPS CAGR
IYH
14.08%
Winner
USMC
28.15%
Debt to Equity
Winner
IYH
-56.61%
USMC
-5.44%
P/S Ratio
Winner
IYH
2.13
USMC
5.23
P/B Ratio
Winner
IYH
4.55
USMC
6.54
IYH vs USMC - Holdings Comparison
IYH and USMC have 3 common holdings. Overlap is 7.85%
IYH's top 25 holdings weight is 80.97%. USMC's top 25 holdings weight is 97.97%.
| Rank | IYH | USMC |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 13.62% | NVIDIA CORP (NVDA) - 8.55% |
| #2 | JOHNSON & JOHNSON (JNJ) - 10.36% | APPLE INC (AAPL) - 6.61% |
| #3 | ABBVIE INC (ABBV) - 6.69% | ALPHABET INC CLASS A (GOOGL) - 6.04% |
| #4 | MERCK & CO INC (MRK) - 5.46% | BROADCOM INC (AVGO) - 5.38% |
| #5 | UNITEDHEALTH GROUP INC (UNH) - 4.97% | MICROSOFT CORP (MSFT) - 5.27% |
| #6 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.39% | JPMORGAN CHASE & CO (JPM) - 4.46% |
| #7 | AMGEN INC (AMGN) - 3.36% | META PLATFORMS INC CLASS A (META) - 4.45% |
| #8 | ABBOTT LABORATORIES (ABT) - 3.20% | COSTCO WHOLESALE CORP (COST) - 4.23% |
| #9 | GILEAD SCIENCES INC (GILD) - 3.14% | MASTERCARD INC CLASS A (MA) - 4.22% |
| #10 | INTUITIVE SURGICAL INC (ISRG) - 2.91% | AMAZON.COM INC (AMZN) - 4.17% |
| #11 | PFIZER INC (PFE) - 2.78% | VISA INC CLASS A (V) - 4.16% |
| #12 | DANAHER CORP (DHR) - 2.20% | NETFLIX INC (NFLX) - 4.12% |
| #13 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.15% | MICRON TECHNOLOGY INC (MU) - 4.07% |
| #14 | STRYKER CORP (SYK) - 2.09% | BANK OF AMERICA CORP (BAC) - 3.52% |
| #15 | MEDTRONIC PLC (MDT) - 2.03% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.15% |
| #16 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.01% | JOHNSON & JOHNSON (JNJ) - 3.05% |
| #17 | BOSTON SCIENTIFIC CORP (BSX) - 1.65% | PROCTER & GAMBLE CO (PG) - 2.97% |
| #18 | HCA HEALTHCARE INC (HCA) - 1.46% | ABBVIE INC (ABBV) - 2.84% |
| #19 | REGENERON PHARMACEUTICALS INC (REGN) - 1.40% | GE AEROSPACE (GE) - 2.81% |
| #20 | THE CIGNA GROUP (CI) - 1.30% | CATERPILLAR INC (CAT) - 2.60% |
| #21 | ELEVANCE HEALTH INC (ELV) - 1.26% | CHEVRON CORP (CVX) - 2.38% |
| #22 | ZOETIS INC CLASS A (ZTS) - 0.94% | WALMART INC (WMT) - 2.35% |
| #23 | CARDINAL HEALTH INC (CAH) - 0.92% | EXXON MOBIL CORP (XOM) - 2.33% |
| #24 | EDWARDS LIFESCIENCES CORP (EW) - 0.84% | TESLA INC (TSLA) - 2.20% |
| #25 | IDEXX LABORATORIES INC (IDXX) - 0.84% | THE HOME DEPOT INC (HD) - 2.04% |
| Total Holdings | 106 | 27 |
IYH vs USMC - Historical Returns
Returns include dividend reinvestment.
1M
IYH
-3.81%
Winner
USMC
+8.36%
3M
IYH
-7.11%
Winner
USMC
+5.97%
6M
IYH
-1.02%
Winner
USMC
+6.79%
1Y
IYH
+9.34%
Winner
USMC
+26.37%
5Y(CAGR)
IYH
+3.75%
Winner
USMC
+14.58%
10Y(CAGR)
IYH
+9.03%
Winner
USMC
+14.98%
Max(CAGR)
IYH
+7.53%
Winner
USMC
+14.98%
IYH vs USMC - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYH | USMC |
|---|---|---|
| 2026 | -7.27% | +6.25% |
| 2025 | +13.03% | +15.84% |
| 2024 | +1.40% | +30.19% |
| 2023 | +2.59% | +31.46% |
| 2022 | -3.57% | -17.74% |
| 2021 | +24.13% | +27.40% |
| 2020 | +15.33% | +14.89% |
| 2019 | +22.48% | +28.26% |
| 2018 | +4.63% | -2.42% |
| 2017 | +20.96% | +5.48% |
| 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 USMC Drawdown Comparison
The maximum drawdown for IYH was -43.12%, occurring on Jul 23, 2002. Recovery took 1577 trading sessions.
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current IYH drawdown is -9.98%.
| Rank | IYH | USMC |
|---|---|---|
| #1 | -43.12% Dec 28, 2000 - Apr 12, 2007 | -29.97% Feb 19, 2020 - Aug 18, 2020 |
| #2 | -38.55% Dec 10, 2007 - Apr 1, 2011 | -24.11% Dec 29, 2021 - Jul 3, 2023 |
| #3 | -28.40% Jan 22, 2020 - Jun 5, 2020 | -19.12% Feb 13, 2025 - Jul 3, 2025 |
| #4 | -19.30% Jul 20, 2015 - Mar 15, 2017 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -18.15% May 18, 2011 - Feb 1, 2012 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -17.91% Aug 30, 2024 - Nov 24, 2025 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -16.88% Dec 30, 2021 - Jan 10, 2024 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -16.40% Oct 1, 2018 - Nov 12, 2019 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -12.50% Jan 26, 2018 - Aug 6, 2018 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -11.02% Jul 11, 2000 - Oct 23, 2000 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -10.64% Jan 7, 2026 - Apr 29, 2026 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -8.00% Sep 2, 2021 - Dec 16, 2021 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -7.74% May 7, 2007 - Oct 5, 2007 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -7.58% Mar 4, 2014 - Jun 18, 2014 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -7.42% Sep 24, 2014 - Oct 24, 2014 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between IYH and USMC is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2000 - 2026)
IYH vs USMC dividend yield comparison.
| Year | IYH | USMC |
|---|---|---|
| 2026 | 0.32% | 0.20% |
| 2025 | 1.19% | 0.79% |
| 2024 | 1.25% | 1.04% |
| 2023 | 1.18% | 1.35% |
| 2022 | 1.10% | 1.78% |
| 2021 | 0.94% | 1.53% |
| 2020 | 1.16% | 1.55% |
| 2019 | 1.14% | 2.01% |
| 2018 | 1.95% | 2.28% |
| 2017 | 1.10% | 0.24% |
| 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% |
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