Find A Portfolio/Ticker
Comparison Box
IYH: iShares U.S. Healthcare ETF (ETF)
Basic Info 57.27 0.79(1.40%) July 01
| Asset Class: | Health |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 06/16/2000 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 1.25% |
| Expenses | 0.40% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/16/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | -1.2 | -5.3 | 2.9 | 7.4 | 7.4 | 12.8 | 9.5 | 7.5 | 3.0 | 2.1 | -4.5 | 23.4 | 15.6 | 20.8 | 5.8 | 22.3 | -2.7 | 6.2 | 25.1 | 41.2 | 18.7 | 11.3 | 4.1 | 21.0 | -22.9 | 8.0 | 6.2 | 7.7 | 4.2 | 18.6 | -21.3 | -13.3 | 14.1 |
| Sharpe Ratio | NA | -0.47 | -0.64 | -0.08 | 0.35 | 0.33 | NA | NA | 0.35 | -0.06 | -0.13 | -0.3 | 1.93 | 0.5 | 1.41 | 0.25 | 2.47 | -0.18 | 0.33 | 1.73 | 3.37 | 1.68 | 0.57 | 0.27 | 1.05 | -0.82 | 0.41 | 0.27 | 0.51 | 0.24 | 1.02 | -0.85 | -0.75 | 0.95 |
| Draw Down(%) | NA | 13.8 | 17.9 | 17.9 | 17.9 | 28.4 | NA | NA | 43.1 | 12.7 | 9.8 | 16.6 | 8.0 | 28.4 | 7.7 | 16.4 | 3.8 | 12.9 | 17.1 | 7.6 | 5.2 | 7.0 | 18.2 | 14.0 | 19.8 | 36.7 | 7.7 | 9.6 | 7.9 | 13.3 | 9.7 | 34.5 | 24.1 | 11.0 |
| Standard Deviation(%) | NA | 19.9 | 16.4 | 14.3 | 14.9 | 17.3 | NA | NA | 17.6 | 11.1 | 11.7 | 19.5 | 12.1 | 30.5 | 13.7 | 17.8 | 8.8 | 15.7 | 18.5 | 14.5 | 12.2 | 11.2 | 19.9 | 14.8 | 19.8 | 29.1 | 11.9 | 10.4 | 10.6 | 13.5 | 17.5 | 26.3 | 21.3 | 24.5 |
| Treynor Ratio | NA | -0.1 | -0.11 | -0.01 | 0.05 | 0.06 | NA | NA | 0.06 | -0.01 | -0.02 | -0.06 | 0.24 | 0.15 | 0.2 | 0.04 | 0.29 | -0.03 | 0.06 | 0.23 | 0.37 | 0.17 | 0.1 | 0.04 | 0.2 | -0.24 | 0.05 | 0.03 | 0.05 | 0.03 | 0.16 | -0.18 | -0.13 | 0.18 |
| Alpha | NA | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 | NA | NA | -0.01 | 0.02 | -0.01 | -0.01 | 0.03 | 0.01 | 0.0 | 0.02 | 0.04 | 0.02 | -0.03 | -0.02 | -0.02 | 0.01 | 0.0 | -0.01 | 0.0 | -0.02 | 0.01 | -0.02 | -0.03 | -0.02 | -0.04 | -0.03 | -0.02 | -0.11 |
| Beta | NA | 0.96 | 0.94 | 0.91 | 0.94 | 0.99 | NA | NA | 1.05 | 0.86 | 0.92 | 0.94 | 0.98 | 1.05 | 0.97 | 1.07 | 0.76 | 0.95 | 1.07 | 1.08 | 1.11 | 1.08 | 1.08 | 1.11 | 1.03 | 0.99 | 1.02 | 0.99 | 1.09 | 1.17 | 1.15 | 1.24 | 1.25 | 1.3 |
| RSquared | NA | 0.88 | 0.87 | 0.88 | 0.88 | 0.89 | NA | NA | 0.88 | 0.83 | 0.86 | 0.93 | 0.82 | 0.9 | 0.9 | 0.9 | 0.74 | 0.95 | 0.95 | 0.92 | 0.9 | 0.92 | 0.97 | 0.94 | 0.91 | 0.95 | 0.87 | 0.77 | 0.78 | 0.76 | 0.85 | 0.89 | 0.8 | 0.63 |
| Yield(%) | N/A | 0.6 | 1.3 | 0.8 | 1.1 | 1.6 | 3.7 | 2.9 | N/A | 0.3 | 1.2 | 1.0 | 1.2 | 1.3 | 1.4 | 2.0 | 1.3 | 1.3 | 2.1 | 1.3 | 1.5 | 1.9 | 1.7 | 1.6 | 1.8 | 1.2 | 1.4 | 0.9 | 0.8 | 0.7 | 1.1 | 0.6 | 0.3 | 0.3 |
| Dividend Growth(%) | N/A | -54.6 | -67.5 | -25.0 | -9.5 | 136.7 | N/A | N/A | N/A | -78.5 | 8.4 | 10.6 | -1.5 | 16.6 | -30.5 | 84.0 | 3.5 | -38.8 | 100.9 | 15.9 | -7.6 | 27.1 | 6.6 | 6.1 | 12.0 | -7.2 | 61.7 | 27.3 | 20.2 | -27.3 | 40.9 | 53.1 | 52.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Health Asset Class Trend Rankings |
Top Rated Funds in Health
Best Mutual Funds
- VGHCX (VANGUARD HEALTH CARE FUND INVESTOR SHARES) (97%)
- HGHAX (THE HARTFORD HEALTHCARE FUND CLASS A) (79%)
- FSMEX (MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO MEDICAL EQUIPMENT AND SYSTEMS PORTFOLIO) (78%)
- FBIOX (BIOTECHNOLOGY PORTFOLIO BIOTECHNOLOGY PORTFOLIO) (77%)
- FBTIX (FIDELITY ADVISOR BIOTECHNOLOGY FUND CLASS I) (77%)
- FPHAX (PHARMACEUTICALS PORTFOLIO PHARMACEUTICALS PORTFOLIO) (75%)
- FSHCX (HEALTH CARE SERVICES PORTFOLIO HEALTH CARE SERVICES PORTFOLIO) (74%)
- FSPHX (HEALTH CARE PORTFOLIO HEALTH CARE PORTFOLIO) (74%)
- FHCIX (FIDELITY ADVISOR HEALTH CARE FUND CLASS I) (73%)
- SHSSX (BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO INSTITUTIONAL) (66%)
Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
- XLV (Health Care Select Sector SPDR Fund) (96%)
- BBH (VanEck Biotech ETF) (94%)
- IBB (iShares Biotechnology ETF) (94%)
- PPH (VanEck Pharmaceutical ETF) (94%)
- FBT (First Trust NYSE Arca Biotechnology Index Fund) (91%)
- FXH (First Trust Health Care AlphaDEX Fund) (90%)
- IHE (iShares U.S. Pharmaceuticals ETF) (88%)
- IHF (iShares U.S. Healthcare Providers ETF) (88%)
- IHI (iShares U.S. Medical Devices ETF) (88%)
Best Closed End Funds
- BME (BlackRock Health Sciences Trust) (100%)
- GRX (Gabelli Healthcare & WellnessRx Trust) (99%)
- HQH (Tekla Healthcare Investors) (98%)
- HQL (Tekla Life Sciences Investors) (98%)
Latest Articles Related to IYH
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
