IYLD vs PSCH
Comparison between ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF (IYLD, ETF) and INVESCO S&P SMALLCAP HEALTH CARE ETF (PSCH, ETF).
5-Year PerformanceIYLD has outperformed PSCH, delivering a return of +3.2% compared to -5.3%
IYLD vs PSCH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYLD
$129M
Winner
PSCH
$129M
Expense Ratio
IYLD
0.50%
Winner
PSCH
0.29%
Max Drawdown
Winner
IYLD
34.52%
PSCH
47.32%
Sharpe Ratio
Winner
IYLD
1.53
PSCH
0.50
5Y Beta
Winner
IYLD
0.25
PSCH
0.93
P/E Ratio
IYLD
N/A
PSCH
-51.40
Forward P/E
IYLD
N/A
PSCH
17.30
5Y Dividends CAGR
IYLD
2.90%
PSCH
N/A
5Y EPS CAGR
IYLD
N/A
PSCH
4.78%
Debt to Equity
IYLD
N/A
PSCH
-243.43%
P/S Ratio
IYLD
N/A
PSCH
1.27
P/B Ratio
IYLD
N/A
PSCH
2.73
IYLD vs PSCH - Holdings Comparison
IYLD and PSCH have 0 common holdings. Overlap is 0.00%
IYLD's top 25 holdings weight is 99.88%. PSCH's top 25 holdings weight is 62.19%.
| Rank | IYLD | PSCH |
|---|---|---|
| #1 | ISHARES LATIN AMERICA 40 ETF (ILF) - 15.88% | MOLINA HEALTHCARE INC (MOH) - 4.87% |
| #2 | ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB) - 15.01% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 4.29% |
| #3 | ISHARES FLOATING RATE BOND ETF (FLOT) - 14.82% | KRYSTAL BIOTECH INC (KRYS) - 4.19% |
| #4 | ISHARES BROAD USD HIGH YIELD CORP BD ETF (USHY) - 14.69% | GLAUKOS CORP (GKOS) - 3.55% |
| #5 | ISHARES PREFERRED&INCOME SECURITIES ETF (PFF) - 14.25% | ALKERMES PLC (ALKS) - 3.31% |
| #6 | ISHARES MSCI EAFE VALUE ETF (EFV) - 5.33% | PROTAGONIST THERAPEUTICS INC (PTGX) - 3.15% |
| #7 | ISHARES JP MORGAN EM LOCAL CCY BD ETF (LEMB) - 5.15% | TELEFLEX INC (TFX) - 3.13% |
| #8 | ISHARES AGENCY BOND ETF (AGZ) - 5.01% | CORCEPT THERAPEUTICS INC (CORT) - 3.03% |
| #9 | ISHARES JP MORGAN EM CORPORATE BOND ETF (CEMB) - 4.93% | PTC THERAPEUTICS INC (PTCT) - 2.92% |
| #10 | ISHARES GLOBAL REIT ETF (REET) - 4.81% | TG THERAPEUTICS INC (TGTX) - 2.90% |
| #11 | N/A | n/a (INDV) - 2.53% |
| #12 | N/A | LIGAND PHARMACEUTICALS INC (LGND) - 2.49% |
| #13 | N/A | MERIT MEDICAL SYSTEMS INC (MMSI) - 2.05% |
| #14 | N/A | RADNET INC (RDNT) - 2.02% |
| #15 | N/A | CATALYST PHARMACEUTICALS INC (CPRX) - 1.94% |
| #16 | N/A | VERACYTE INC (VCYT) - 1.88% |
| #17 | N/A | ORGANON & CO ORDINARY SHARES (OGN) - 1.87% |
| #18 | N/A | ICU MEDICAL INC (ICUI) - 1.79% |
| #19 | N/A | INTEGER HOLDINGS CORP (ITGR) - 1.70% |
| #20 | N/A | CONCENTRA GROUP HOLDINGS PARENT INC (CON) - 1.63% |
| #21 | N/A | SUPERNUS PHARMACEUTICALS INC (SUPN) - 1.47% |
| #22 | N/A | ACADIA PHARMACEUTICALS INC (ACAD) - 1.43% |
| #23 | N/A | PRIVIA HEALTH GROUP INC (PRVA) - 1.38% |
| #24 | N/A | ALIGNMENT HEALTHCARE INC (ALHC) - 1.38% |
| #25 | N/A | TRANSMEDICS GROUP INC (TMDX) - 1.29% |
| Total Holdings | 10 | 80 |
IYLD vs PSCH - Historical Returns
Returns include dividend reinvestment.
1M
IYLD
-0.08%
Winner
PSCH
+1.48%
3M
IYLD
+1.08%
Winner
PSCH
+8.61%
6M
Winner
IYLD
+5.15%
PSCH
+0.87%
1Y
Winner
IYLD
+13.01%
PSCH
+12.15%
5Y(CAGR)
Winner
IYLD
+3.22%
PSCH
-5.32%
10Y(CAGR)
IYLD
+3.89%
Winner
PSCH
+6.92%
Max(CAGR)
IYLD
+4.29%
Winner
PSCH
+11.54%
IYLD vs PSCH - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | IYLD | PSCH |
|---|---|---|
| 2026 | +3.83% | +4.43% |
| 2025 | +15.02% | -1.02% |
| 2024 | +3.69% | +3.82% |
| 2023 | +12.27% | -2.36% |
| 2022 | -16.22% | -25.52% |
| 2021 | +3.72% | +5.45% |
| 2020 | -1.66% | +32.12% |
| 2019 | +15.57% | +20.46% |
| 2018 | -4.67% | +8.30% |
| 2017 | +10.40% | +33.77% |
| 2016 | +10.26% | +5.04% |
| 2015 | -4.94% | +21.58% |
| 2014 | +10.28% | +11.96% |
| 2013 | -0.31% | +52.69% |
| 2012 | +9.00% | +12.51% |
| 2011 | N/A | +11.60% |
| 2010 | N/A | +13.10% |
IYLD vs PSCH Drawdown Comparison
The maximum drawdown for IYLD was -30.23%, occurring on Mar 19, 2020. Recovery took 388 trading sessions.
The maximum drawdown for PSCH was -46.34%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The current IYLD drawdown is -1.20%. The current PSCH drawdown is -29.14%.
| Rank | IYLD | PSCH |
|---|---|---|
| #1 | -30.23% Feb 20, 2020 - Sep 2, 2021 | -46.34% Jun 25, 2021 - Oct 27, 2023 |
| #2 | -22.58% Sep 15, 2021 - Apr 29, 2025 | -38.90% Aug 31, 2018 - Nov 9, 2020 |
| #3 | -11.74% Apr 27, 2015 - Jun 8, 2016 | -24.93% Jul 7, 2011 - Feb 27, 2012 |
| #4 | -11.06% May 2, 2013 - Apr 8, 2014 | -22.45% Aug 5, 2015 - Sep 7, 2016 |
| #5 | -7.04% Jan 26, 2018 - Jan 31, 2019 | -17.32% Sep 22, 2016 - Feb 14, 2017 |
| #6 | -5.20% Sep 7, 2016 - Feb 21, 2017 | -14.24% Apr 29, 2010 - Oct 18, 2010 |
| #7 | -4.63% Feb 25, 2026 - Mar 27, 2026 | -12.34% Sep 18, 2012 - Jan 25, 2013 |
| #8 | -3.81% Aug 29, 2014 - Feb 3, 2015 | -11.39% Feb 11, 2021 - Jun 25, 2021 |
| #9 | -2.86% Feb 25, 2015 - Apr 15, 2015 | -10.22% Jan 22, 2014 - Jul 1, 2014 |
| #10 | -2.59% Jul 24, 2019 - Sep 20, 2019 | -9.58% Jan 29, 2018 - Mar 7, 2018 |
| #11 | -2.41% Oct 17, 2012 - Dec 5, 2012 | -9.11% Apr 2, 2012 - Jun 29, 2012 |
| #12 | -2.38% Apr 23, 2019 - Jun 18, 2019 | -7.29% Jul 9, 2012 - Sep 4, 2012 |
| #13 | -2.34% Jun 8, 2016 - Jun 30, 2016 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -2.00% Oct 17, 2017 - Dec 8, 2017 | -6.85% Jul 3, 2014 - Oct 28, 2014 |
| #15 | -1.98% Jul 23, 2014 - Aug 19, 2014 | -6.53% Apr 24, 2015 - Jun 10, 2015 |
Correlation
Correlation between IYLD and PSCH is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2010 - 2026)
IYLD vs PSCH dividend yield comparison.
| Year | IYLD | PSCH |
|---|---|---|
| 2026 | 1.49% | 0.00% |
| 2025 | 4.72% | 0.04% |
| 2024 | 5.32% | 0.27% |
| 2023 | 5.76% | 0.01% |
| 2022 | 5.45% | 2.27% |
| 2021 | 3.47% | 0.00% |
| 2020 | 4.38% | 0.00% |
| 2019 | 5.25% | 0.00% |
| 2018 | 5.78% | 0.00% |
| 2017 | 4.22% | 0.00% |
| 2016 | 4.84% | 0.03% |
| 2015 | 5.26% | 0.00% |
| 2014 | 6.33% | 2.50% |
| 2013 | 6.29% | 0.03% |
| 2012 | 3.89% | 0.48% |
| 2011 | 0.00% | 0.91% |
| 2010 | 0.00% | 0.26% |
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