IYH vs WTV
Comparison between ISHARES U.S. HEALTHCARE ETF (IYH, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).
5-Year PerformanceWTV has outperformed IYH, delivering a return of +14.0% compared to +5.3%
IYH vs WTV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYH
$3.20B
WTV
$3.20B
Expense Ratio
IYH
0.38%
Winner
WTV
0.12%
Max Drawdown
IYH
43.52%
Winner
WTV
42.18%
Sharpe Ratio
IYH
1.49
Winner
WTV
1.71
5Y Beta
Winner
IYH
0.46
WTV
0.78
P/E Ratio
IYH
32.91
Winner
WTV
20.08
Forward P/E
IYH
20.12
Winner
WTV
14.37
PEG Ratio
IYH
N/A
WTV
0.25
5Y Dividends CAGR
IYH
7.09%
Winner
WTV
19.62%
5Y EPS CAGR
IYH
11.57%
Winner
WTV
17.28%
Debt to Equity
IYH
77.97%
Winner
WTV
20.22%
P/S Ratio
IYH
2.43
Winner
WTV
1.54
P/B Ratio
IYH
5.25
Winner
WTV
2.68
IYH vs WTV - Holdings Comparison
IYH and WTV have 9 common holdings. Overlap is 6.56%
IYH's top 25 holdings weight is 80.15%. WTV's top 25 holdings weight is 39.76%.
| Rank | IYH | WTV |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 15.66% | NVIDIA CORP (NVDA) - 3.19% |
| #2 | JOHNSON & JOHNSON (JNJ) - 10.08% | n/a (DELL) - 2.89% |
| #3 | ABBVIE INC (ABBV) - 7.57% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 6.57% | CISCO SYSTEMS INC (CSCO) - 1.92% |
| #5 | MERCK & CO INC (MRK) - 5.21% | SOUTHWEST AIRLINES CO (LUV) - 1.82% |
| #6 | AMGEN INC (AMGN) - 3.30% | CITIGROUP INC (C) - 1.81% |
| #7 | THERMO FISHER SCIENTIFIC INC (TMO) - 3.25% | ZOOM COMMUNICATIONS INC (ZM) - 1.72% |
| #8 | ABBOTT LABORATORIES (ABT) - 2.88% | SALESFORCE INC (CRM) - 1.70% |
| #9 | GILEAD SCIENCES INC (GILD) - 2.70% | DAVITA INC (DVA) - 1.69% |
| #10 | PFIZER INC (PFE) - 2.37% | TARGET CORP (TGT) - 1.60% |
| #11 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.08% | VIATRIS INC (VTRS) - 1.47% |
| #12 | INTUITIVE SURGICAL INC (ISRG) - 2.06% | MORGAN STANLEY (MS) - 1.40% |
| #13 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.04% | BALL CORP (BALL) - 1.38% |
| #14 | DANAHER CORP (DHR) - 1.89% | MERCK & CO INC (MRK) - 1.37% |
| #15 | STRYKER CORP (SYK) - 1.82% | ALTRIA GROUP INC (MO) - 1.33% |
| #16 | MEDTRONIC PLC (MDT) - 1.76% | META PLATFORMS INC CLASS A (META) - 1.30% |
| #17 | ELEVANCE HEALTH INC (ELV) - 1.43% | HEALTHPEAK PROPERTIES INC (DOC) - 1.28% |
| #18 | THE CIGNA GROUP (CI) - 1.27% | EDISON INTERNATIONAL (EIX) - 1.22% |
| #19 | REGENERON PHARMACEUTICALS INC (REGN) - 1.14% | RYDER SYSTEM INC (R) - 1.21% |
| #20 | BOSTON SCIENTIFIC CORP (BSX) - 1.07% | THE KRAFT HEINZ CO (KHC) - 1.20% |
| #21 | HCA HEALTHCARE INC (HCA) - 0.93% | ADOBE INC (ADBE) - 1.18% |
| #22 | HUMANA INC (HUM) - 0.81% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.17% |
| #23 | EDWARDS LIFESCIENCES CORP (EW) - 0.80% | UNITEDHEALTH GROUP INC (UNH) - 1.12% |
| #24 | BECTON DICKINSON & CO (BDX) - 0.73% | VERIZON COMMUNICATIONS INC (VZ) - 1.10% |
| #25 | IDEXX LABORATORIES INC (IDXX) - 0.73% | REGIONS FINANCIAL CORP (RF) - 1.08% |
| Total Holdings | 103 | 124 |
IYH vs WTV - Historical Returns
Returns include dividend reinvestment.
1M
IYH
+0.62%
Winner
WTV
+3.46%
3M
Winner
IYH
+15.14%
WTV
+8.20%
6M
IYH
+6.89%
Winner
WTV
+8.24%
1Y
Winner
IYH
+30.44%
WTV
+26.37%
5Y(CAGR)
IYH
+5.25%
Winner
WTV
+14.01%
10Y(CAGR)
IYH
+9.91%
Winner
WTV
+13.87%
Max(CAGR)
IYH
+8.08%
Winner
WTV
+13.87%
IYH vs WTV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYH | WTV |
|---|---|---|
| 2026 | +7.71% | +15.48% |
| 2025 | +13.03% | +14.03% |
| 2024 | +1.40% | +23.99% |
| 2023 | +2.59% | +22.85% |
| 2022 | -3.57% | -8.18% |
| 2021 | +24.13% | +31.79% |
| 2020 | +15.33% | +5.42% |
| 2019 | +22.48% | +29.11% |
| 2018 | +4.63% | -8.58% |
| 2017 | +20.96% | +1.14% |
| 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 WTV Drawdown Comparison
The maximum drawdown for IYH was -43.12%, occurring on Jul 23, 2002. Recovery took 1577 trading sessions.
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The current IYH drawdown is -0.41%. The current WTV drawdown is -0.34%.
| Rank | IYH | WTV |
|---|---|---|
| #1 | -43.12% Dec 28, 2000 - Apr 12, 2007 | -42.18% Jan 16, 2020 - Nov 23, 2020 |
| #2 | -38.55% Dec 10, 2007 - Apr 1, 2011 | -20.53% Sep 21, 2018 - Apr 5, 2019 |
| #3 | -28.40% Jan 22, 2020 - Jun 5, 2020 | -19.31% Jan 4, 2022 - Feb 1, 2023 |
| #4 | -19.30% Jul 20, 2015 - Mar 15, 2017 | -18.49% Nov 29, 2024 - Jul 23, 2025 |
| #5 | -18.15% May 18, 2011 - Feb 1, 2012 | -13.67% Feb 2, 2023 - Jul 12, 2023 |
| #6 | -17.91% Aug 30, 2024 - Nov 24, 2025 | -10.43% Aug 1, 2023 - Dec 1, 2023 |
| #7 | -16.88% Dec 30, 2021 - Jan 10, 2024 | -9.69% Jan 26, 2018 - Aug 27, 2018 |
| #8 | -16.40% Oct 1, 2018 - Nov 12, 2019 | -9.24% May 3, 2019 - Jul 24, 2019 |
| #9 | -12.50% Jan 26, 2018 - Aug 6, 2018 | -7.88% Jul 26, 2019 - Oct 24, 2019 |
| #10 | -11.02% Jul 11, 2000 - Oct 23, 2000 | -7.15% Feb 10, 2026 - May 8, 2026 |
| #11 | -10.64% Jan 7, 2026 - Jun 26, 2026 | -6.91% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -8.00% Sep 2, 2021 - Dec 16, 2021 | -6.24% Mar 28, 2024 - Jul 16, 2024 |
| #13 | -7.74% May 7, 2007 - Oct 5, 2007 | -6.10% Nov 16, 2021 - Dec 29, 2021 |
| #14 | -7.58% Mar 4, 2014 - Jun 18, 2014 | -4.91% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -7.42% Sep 24, 2014 - Oct 24, 2014 | -4.66% May 10, 2021 - Aug 3, 2021 |
Correlation
Correlation between IYH and WTV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2000 - 2026)
IYH vs WTV dividend yield comparison.
| Year | IYH | WTV |
|---|---|---|
| 2026 | 0.51% | 1.03% |
| 2025 | 1.19% | 1.59% |
| 2024 | 1.25% | 1.54% |
| 2023 | 1.18% | 1.62% |
| 2022 | 1.10% | 2.08% |
| 2021 | 0.94% | 1.55% |
| 2020 | 1.16% | 1.63% |
| 2019 | 1.14% | 1.44% |
| 2018 | 1.95% | 1.94% |
| 2017 | 1.10% | 0.41% |
| 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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