VHT vs IWP
Comparison between VANGUARD HEALTH CARE INDEX FUND ETF SHARES (VHT, ETF) and ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF).
5-Year PerformanceIWP has outperformed VHT, delivering a return of +6.1% compared to +3.8%
VHT vs IWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VHT
$19B
Winner
IWP
$19B
Expense Ratio
Winner
VHT
0.09%
IWP
0.23%
Max Drawdown
Winner
VHT
40.91%
IWP
57.34%
Sharpe Ratio
Winner
VHT
0.51
IWP
0.48
5Y Beta
Winner
VHT
0.53
IWP
1.15
P/E Ratio
Winner
VHT
35.62
IWP
41.48
Forward P/E
Winner
VHT
17.44
IWP
24.15
5Y Dividends CAGR
Winner
VHT
19.97%
IWP
7.77%
5Y EPS CAGR
VHT
13.69%
Winner
IWP
19.98%
Debt to Equity
Winner
VHT
-103.73%
IWP
103.78%
P/S Ratio
Winner
VHT
1.55
IWP
2.09
P/B Ratio
Winner
VHT
4.43
IWP
9.85
VHT vs IWP - Holdings Comparison
VHT and IWP have 34 common holdings. Overlap is 7.75%
VHT's top 25 holdings weight is 73.54%. IWP's top 25 holdings weight is 45.01%.
| Rank | VHT | IWP |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 11.89% | VERTIV HOLDINGS CO CLASS A (VRT) - 4.16% |
| #2 | JOHNSON & JOHNSON (JNJ) - 9.34% | HOWMET AEROSPACE INC (HWM) - 3.28% |
| #3 | ABBVIE INC (ABBV) - 6.18% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.57% |
| #4 | MERCK & CO INC (MRK) - 4.80% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.49% |
| #5 | UNITEDHEALTH GROUP INC (UNH) - 3.94% | QUANTA SERVICES INC (PWR) - 2.46% |
| #6 | AMGEN INC (AMGN) - 3.05% | CLOUDFLARE INC (NET) - 2.26% |
| #7 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.97% | ROYAL CARIBBEAN GROUP (RCL) - 2.22% |
| #8 | ABBOTT LABORATORIES (ABT) - 2.87% | COMFORT SYSTEMS USA INC (FIX) - 2.11% |
| #9 | GILEAD SCIENCES INC (GILD) - 2.78% | CENCORA INC (COR) - 1.92% |
| #10 | INTUITIVE SURGICAL INC (ISRG) - 2.63% | VISTRA CORP (VST) - 1.91% |
| #11 | PFIZER INC (PFE) - 2.57% | CARVANA CO CLASS A (CVNA) - 1.86% |
| #12 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.99% | TARGA RESOURCES CORP (TRGP) - 1.74% |
| #13 | DANAHER CORP (DHR) - 1.94% | IDEXX LABORATORIES INC (IDXX) - 1.55% |
| #14 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.82% | W.W. GRAINGER INC (GWW) - 1.46% |
| #15 | STRYKER CORP (SYK) - 1.82% | FASTENAL CO (FAST) - 1.44% |
| #16 | MEDTRONIC PLC (MDT) - 1.79% | DATADOG INC CLASS A (DDOG) - 1.40% |
| #17 | MCKESSON CORP (MCK) - 1.72% | ROCKET LAB CORP (RKLB) - 1.36% |
| #18 | BOSTON SCIENTIFIC CORP (BSX) - 1.50% | AMERIPRISE FINANCIAL INC (AMP) - 1.34% |
| #19 | CVS HEALTH CORP (CVS) - 1.47% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.33% |
| #20 | REGENERON PHARMACEUTICALS INC (REGN) - 1.28% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 1.21% |
| #21 | HCA HEALTHCARE INC (HCA) - 1.22% | NRG ENERGY INC (NRG) - 1.11% |
| #22 | THE CIGNA GROUP (CI) - 1.15% | AXON ENTERPRISE INC (AXON) - 1.03% |
| #23 | ELEVANCE HEALTH INC (ELV) - 1.05% | EXPEDIA GROUP INC (EXPE) - 0.96% |
| #24 | CENCORA INC (COR) - 0.93% | TAPESTRY INC (TPR) - 0.93% |
| #25 | ZOETIS INC CLASS A (ZTS) - 0.84% | COUPANG INC ORDINARY SHARES CLASS A (CPNG) - 0.91% |
| Total Holdings | 412 | 278 |
VHT vs IWP - Historical Returns
Returns include dividend reinvestment.
1M
VHT
-3.31%
Winner
IWP
+3.53%
3M
VHT
-6.57%
Winner
IWP
+0.52%
6M
Winner
VHT
-0.41%
IWP
-1.35%
1Y
Winner
VHT
+11.55%
IWP
+8.74%
5Y(CAGR)
VHT
+3.80%
Winner
IWP
+6.12%
10Y(CAGR)
VHT
+9.40%
Winner
IWP
+12.30%
Max(CAGR)
Winner
VHT
+9.37%
IWP
+9.19%
VHT vs IWP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | VHT | IWP |
|---|---|---|
| 2026 | -6.50% | -0.55% |
| 2025 | +15.30% | +7.84% |
| 2024 | +1.10% | +23.83% |
| 2023 | +2.93% | +26.60% |
| 2022 | -5.01% | -26.14% |
| 2021 | +21.18% | +14.23% |
| 2020 | +18.07% | +33.86% |
| 2019 | +23.51% | +35.72% |
| 2018 | +4.28% | -5.68% |
| 2017 | +21.75% | +24.12% |
| 2016 | -1.27% | +8.86% |
| 2015 | +6.87% | -0.33% |
| 2014 | +26.12% | +12.77% |
| 2013 | +39.74% | +32.21% |
| 2012 | +17.63% | +14.17% |
| 2011 | +9.53% | -2.97% |
| 2010 | +4.15% | +24.30% |
| 2009 | +19.81% | +40.22% |
| 2008 | -22.72% | -43.79% |
| 2007 | +7.86% | +11.28% |
| 2006 | +5.56% | +8.69% |
| 2005 | +9.70% | +13.54% |
| 2004 | +0.73% | +15.71% |
| 2003 | N/A | +37.61% |
| 2002 | N/A | -27.76% |
| 2001 | N/A | -2.79% |
VHT vs IWP Drawdown Comparison
The maximum drawdown for VHT was -39.10%, occurring on Mar 5, 2009. Recovery took 813 trading sessions.
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The current VHT drawdown is -9.18%. The current IWP drawdown is -5.30%.
| Rank | VHT | IWP |
|---|---|---|
| #1 | -39.10% Dec 10, 2007 - Mar 3, 2011 | -56.92% Oct 9, 2007 - Jan 14, 2011 |
| #2 | -28.86% Feb 19, 2020 - Jun 8, 2020 | -39.72% Aug 1, 2001 - Dec 1, 2003 |
| #3 | -20.26% Jul 20, 2015 - Jun 1, 2017 | -38.62% Nov 16, 2021 - Oct 11, 2024 |
| #4 | -18.31% May 18, 2011 - Feb 1, 2012 | -35.87% Feb 19, 2020 - Jul 8, 2020 |
| #5 | -17.71% Dec 30, 2021 - Feb 6, 2024 | -25.20% Feb 18, 2025 - Jul 3, 2025 |
| #6 | -16.97% Oct 1, 2018 - Nov 8, 2019 | -25.03% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -16.90% Aug 30, 2024 - Nov 12, 2025 | -22.49% Sep 14, 2018 - Mar 21, 2019 |
| #8 | -13.77% Apr 22, 2004 - Apr 29, 2005 | -20.26% Apr 23, 2015 - Aug 23, 2016 |
| #9 | -12.07% Jan 26, 2018 - Aug 2, 2018 | -14.79% Oct 27, 2025 - Mar 30, 2026 |
| #10 | -10.40% Jan 7, 2026 - Mar 27, 2026 | -14.14% Apr 5, 2004 - Nov 11, 2004 |
| #11 | -9.69% Mar 22, 2006 - Sep 12, 2006 | -13.73% May 8, 2006 - Nov 15, 2006 |
| #12 | -8.44% Mar 4, 2014 - Jun 20, 2014 | -13.49% Feb 12, 2021 - Jun 24, 2021 |
| #13 | -8.00% Sep 2, 2021 - Dec 23, 2021 | -11.47% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -7.85% Feb 12, 2021 - Apr 15, 2021 | -11.32% Apr 2, 2012 - Sep 13, 2012 |
| #15 | -7.70% Feb 11, 2004 - Apr 22, 2004 | -10.16% Sep 5, 2014 - Nov 6, 2014 |
Correlation
Correlation between VHT and IWP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2026)
VHT vs IWP dividend yield comparison.
| Year | VHT | IWP |
|---|---|---|
| 2026 | 0.37% | 0.04% |
| 2025 | 1.61% | 0.37% |
| 2024 | 1.53% | 0.40% |
| 2023 | 1.36% | 0.54% |
| 2022 | 1.33% | 0.77% |
| 2021 | 1.14% | 0.30% |
| 2020 | 1.21% | 0.38% |
| 2019 | 1.89% | 0.60% |
| 2018 | 1.38% | 1.02% |
| 2017 | 1.31% | 0.78% |
| 2016 | 1.45% | 1.16% |
| 2015 | 1.22% | 0.98% |
| 2014 | 1.02% | 1.03% |
| 2013 | 1.12% | 0.80% |
| 2012 | 1.67% | 1.32% |
| 2011 | 1.71% | 0.93% |
| 2010 | 1.74% | 0.85% |
| 2009 | 2.74% | 0.87% |
| 2008 | 1.65% | 1.26% |
| 2007 | 1.35% | 0.63% |
| 2006 | 1.08% | 0.70% |
| 2005 | 0.72% | 0.47% |
| 2004 | 0.26% | 0.28% |
| 2003 | 0.00% | 0.18% |
| 2002 | 0.00% | 0.13% |
| 2001 | 0.00% | 0.03% |
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