VHT vs IWV
Comparison between VANGUARD HEALTH CARE INDEX FUND ETF SHARES (VHT, ETF) and ISHARES RUSSELL 3000 ETF (IWV, ETF).
5-Year PerformanceIWV has outperformed VHT, delivering a return of +12.1% compared to +4.8%
VHT vs IWV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VHT
$19B
Winner
IWV
$20B
Expense Ratio
Winner
VHT
0.09%
IWV
0.20%
Max Drawdown
Winner
VHT
40.91%
IWV
56.66%
Sharpe Ratio
VHT
0.87
Winner
IWV
1.52
5Y Beta
Winner
VHT
0.52
IWV
0.98
P/E Ratio
VHT
36.59
Winner
IWV
25.20
Forward P/E
Winner
VHT
18.09
IWV
19.43
5Y Dividends CAGR
Winner
VHT
19.97%
IWV
8.98%
5Y EPS CAGR
VHT
12.53%
Winner
IWV
23.72%
Debt to Equity
VHT
40.44%
Winner
IWV
29.75%
P/S Ratio
Winner
VHT
1.61
IWV
3.03
P/B Ratio
VHT
4.72
Winner
IWV
4.52
VHT vs IWV - Holdings Comparison
VHT and IWV have 280 common holdings. Overlap is 8.68%
VHT's top 25 holdings weight is 73.27%. IWV's top 25 holdings weight is 44.15%.
| Rank | VHT | IWV |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 12.13% | NVIDIA CORP (NVDA) - 6.90% |
| #2 | JOHNSON & JOHNSON (JNJ) - 8.82% | MICROSOFT CORP (MSFT) - 6.51% |
| #3 | ABBVIE INC (ABBV) - 6.03% | APPLE INC (AAPL) - 4.91% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 5.42% | AMAZON.COM INC (AMZN) - 3.33% |
| #5 | MERCK & CO INC (MRK) - 4.38% | META PLATFORMS INC CLASS A (META) - 2.78% |
| #6 | AMGEN INC (AMGN) - 3.01% | BROADCOM INC (AVGO) - 2.25% |
| #7 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.91% | ALPHABET INC CLASS A (GOOGL) - 1.86% |
| #8 | GILEAD SCIENCES INC (GILD) - 2.62% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #9 | INTUITIVE SURGICAL INC (ISRG) - 2.62% | TESLA INC (TSLA) - 1.43% |
| #10 | ABBOTT LABORATORIES (ABT) - 2.55% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #11 | PFIZER INC (PFE) - 2.45% | JPMORGAN CHASE & CO (JPM) - 1.34% |
| #12 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.99% | ELI LILLY AND CO (LLY) - 1.01% |
| #13 | DANAHER CORP (DHR) - 1.84% | VISA INC CLASS A (V) - 0.95% |
| #14 | STRYKER CORP (SYK) - 1.75% | NETFLIX INC (NFLX) - 0.81% |
| #15 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.75% | MASTERCARD INC CLASS A (MA) - 0.76% |
| #16 | CVS HEALTH CORP (CVS) - 1.71% | EXXON MOBIL CORP (XOM) - 0.76% |
| #17 | MEDTRONIC PLC (MDT) - 1.68% | WALMART INC (WMT) - 0.71% |
| #18 | MCKESSON CORP (MCK) - 1.62% | COSTCO WHOLESALE CORP (COST) - 0.70% |
| #19 | BOSTON SCIENTIFIC CORP (BSX) - 1.38% | ORACLE CORP (ORCL) - 0.69% |
| #20 | ELEVANCE HEALTH INC (ELV) - 1.32% | JOHNSON & JOHNSON (JNJ) - 0.67% |
| #21 | THE CIGNA GROUP (CI) - 1.25% | THE HOME DEPOT INC (HD) - 0.62% |
| #22 | REGENERON PHARMACEUTICALS INC (REGN) - 1.18% | PROCTER & GAMBLE CO (PG) - 0.58% |
| #23 | HCA HEALTHCARE INC (HCA) - 1.12% | n/a (PLTR) - 0.58% |
| #24 | CENCORA INC (COR) - 0.92% | ABBVIE INC (ABBV) - 0.57% |
| #25 | ZOETIS INC CLASS A (ZTS) - 0.82% | BANK OF AMERICA CORP (BAC) - 0.52% |
| Total Holdings | 411 | 2126 |
VHT vs IWV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VHT
+4.96%
IWV
+0.96%
3M
VHT
+3.72%
Winner
IWV
+11.80%
6M
VHT
+0.45%
Winner
IWV
+9.38%
1Y
VHT
+15.89%
Winner
IWV
+24.22%
5Y(CAGR)
VHT
+4.77%
Winner
IWV
+12.07%
10Y(CAGR)
VHT
+9.87%
Winner
IWV
+14.83%
Max(CAGR)
Winner
VHT
+9.63%
IWV
+8.57%
VHT vs IWV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VHT | IWV |
|---|---|---|
| 2026 | -0.43% | +9.02% |
| 2025 | +15.30% | +17.14% |
| 2024 | +1.10% | +24.28% |
| 2023 | +2.93% | +26.44% |
| 2022 | -5.01% | -19.74% |
| 2021 | +21.18% | +27.22% |
| 2020 | +18.07% | +19.60% |
| 2019 | +23.51% | +30.62% |
| 2018 | +4.28% | -6.12% |
| 2017 | +21.75% | +20.12% |
| 2016 | -1.27% | +14.48% |
| 2015 | +6.87% | +0.42% |
| 2014 | +26.12% | +13.32% |
| 2013 | +39.74% | +29.90% |
| 2012 | +17.63% | +14.80% |
| 2011 | +9.53% | -0.33% |
| 2010 | +4.15% | +14.92% |
| 2009 | +19.81% | +24.80% |
| 2008 | -22.72% | -36.46% |
| 2007 | +7.86% | +4.73% |
| 2006 | +5.56% | +13.92% |
| 2005 | +9.70% | +7.10% |
| 2004 | +0.73% | +12.09% |
| 2003 | N/A | +26.49% |
| 2002 | N/A | -22.00% |
| 2001 | N/A | -8.37% |
| 2000 | N/A | -3.32% |
VHT vs IWV Drawdown Comparison
The maximum drawdown for VHT was -39.10%, occurring on Mar 5, 2009. Recovery took 813 trading sessions.
The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The current VHT drawdown is -3.28%. The current IWV drawdown is -2.09%.
| Rank | VHT | IWV |
|---|---|---|
| #1 | -39.10% Dec 10, 2007 - Mar 3, 2011 | -55.60% Oct 9, 2007 - Mar 15, 2012 |
| #2 | -28.86% Feb 19, 2020 - Jun 8, 2020 | -47.64% Sep 1, 2000 - Sep 26, 2006 |
| #3 | -20.26% Jul 20, 2015 - Jun 1, 2017 | -35.22% Feb 19, 2020 - Aug 12, 2020 |
| #4 | -18.31% May 18, 2011 - Feb 1, 2012 | -25.11% Dec 27, 2021 - Dec 18, 2023 |
| #5 | -17.71% Dec 30, 2021 - Feb 6, 2024 | -20.13% Sep 20, 2018 - Apr 23, 2019 |
| #6 | -16.97% Oct 1, 2018 - Nov 8, 2019 | -19.27% Feb 19, 2025 - Jun 27, 2025 |
| #7 | -16.90% Aug 30, 2024 - Nov 12, 2025 | -15.16% Jun 23, 2015 - Jun 8, 2016 |
| #8 | -13.77% Apr 22, 2004 - Apr 29, 2005 | -9.97% Mar 26, 2012 - Aug 16, 2012 |
| #9 | -12.07% Jan 26, 2018 - Aug 2, 2018 | -9.87% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -10.40% Jan 7, 2026 - Mar 27, 2026 | -9.80% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -9.69% Mar 22, 2006 - Sep 12, 2006 | -9.29% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -8.44% Mar 4, 2014 - Jun 20, 2014 | -8.89% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.00% Sep 2, 2021 - Dec 23, 2021 | -8.39% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.85% Feb 12, 2021 - Apr 15, 2021 | -7.58% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.70% Feb 11, 2004 - Apr 22, 2004 | -7.55% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VHT and IWV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
VHT vs IWV dividend yield comparison.
| Year | VHT | IWV |
|---|---|---|
| 2026 | 0.35% | 0.18% |
| 2025 | 1.61% | 0.96% |
| 2024 | 1.53% | 1.08% |
| 2023 | 1.36% | 1.30% |
| 2022 | 1.33% | 1.56% |
| 2021 | 1.14% | 1.04% |
| 2020 | 1.21% | 1.30% |
| 2019 | 1.89% | 1.69% |
| 2018 | 1.38% | 1.97% |
| 2017 | 1.31% | 1.58% |
| 2016 | 1.45% | 1.79% |
| 2015 | 1.22% | 1.99% |
| 2014 | 1.02% | 1.63% |
| 2013 | 1.12% | 1.61% |
| 2012 | 1.67% | 1.95% |
| 2011 | 1.71% | 1.81% |
| 2010 | 1.74% | 1.59% |
| 2009 | 2.74% | 1.83% |
| 2008 | 1.65% | 2.52% |
| 2007 | 1.35% | 1.66% |
| 2006 | 1.08% | 1.43% |
| 2005 | 0.72% | 1.78% |
| 2004 | 0.26% | 1.60% |
| 2003 | 0.00% | 1.40% |
| 2002 | 0.00% | 1.76% |
| 2001 | 0.00% | 1.00% |
| 2000 | 0.00% | 0.49% |
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