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ISIN
US4642877629
CUSIP
464287762
Issuer
iShares
Inception Date
Jun 12, 2000
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Dow Jones U.S. Health Care Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$3B

Share Price Chart


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Performance

IYH Performance Chart

iShares U.S. Healthcare ETF (IYH) is down 2.4% since the beginning of the year. IYH is currently trading at $63 per share. Investors who bought $1,000 worth of IYH shares 5 years ago would now be looking at an investment worth $1,241.


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S&P 500 Index

Returns By Period

iShares U.S. Healthcare ETF (IYH) has returned -2.40% so far this year and 15.59% over the past 12 months. Over the last ten years, IYH has returned 9.59% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


iShares U.S. Healthcare ETF

1D
0.80%
1M
0.57%
YTD
-2.40%
6M
-2.92%
1Y
15.59%
3Y*
5.60%
5Y*
4.42%
10Y*
9.59%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IYH Monthly Returns History

Based on dividend-adjusted daily data since Jun 16, 2000, IYH's average daily return is +0.04%, while the average monthly return is +0.70%. At this rate, an investment would double in approximately 8.3 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +12.9%, while the worst month was Oct 2008 at -12.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, IYH closed higher 53% of trading days. The best single day was May 7, 2010 with a return of +13.5%, while the worst single day was May 6, 2010 at -15.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.20%2.88%-7.49%-0.58%2.86%0.49%-2.40%
20256.49%0.61%-2.21%-3.83%-5.19%2.03%-2.89%5.51%1.81%3.64%9.07%-1.55%13.16%
20242.69%3.18%2.32%-4.96%2.38%1.94%2.55%5.65%-1.73%-4.54%0.11%-5.88%2.99%
2023-1.39%-4.52%2.52%2.98%-4.31%4.36%0.72%-0.38%-3.55%-3.69%5.45%4.68%2.14%
2022-7.80%-1.01%5.60%-5.48%1.19%-2.42%3.44%-6.14%-2.72%9.17%4.87%-1.78%-4.46%
20212.03%-1.81%2.74%4.18%1.33%2.59%4.81%2.41%-5.51%4.77%-3.67%8.15%23.41%

Benchmark Metrics

iShares U.S. Healthcare ETF has an annualized alpha of 3.35%, beta of 0.71, and R2 of 0.58 versus S&P 500 Index. Calculated based on daily prices since June 16, 2000.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (76.97%) than losses (71.14%) - typical of diversified or defensive assets.
  • This ETF generated an annualized alpha of 3.35% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
3.35%
Beta
0.71
0.58
Upside Capture
76.97%
Downside Capture
71.14%

Expense Ratio

IYH has an expense ratio of 0.43%, placing it in the medium range.


Return for Risk

Risk / Return Rank

IYH ranks 29 for risk / return — below 29% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


IYH Risk / Return Rank: 2929
Overall Rank
IYH Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
IYH Sortino Ratio Rank: 3232
Sortino Ratio Rank
IYH Omega Ratio Rank: 2828
Omega Ratio Rank
IYH Calmar Ratio Rank: 3030
Calmar Ratio Rank
IYH Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares U.S. Healthcare ETF (IYH) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IYHBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.99

Sortino ratioReturn per unit of downside risk

-1.09

Omega ratioGain probability vs. loss probability

1.19

1.37

-0.18

Calmar ratioReturn relative to maximum drawdown

1.47

2.78

-1.31

Martin ratioReturn relative to average drawdown

3.47

12.44

-8.97

Dividends

Dividend History

iShares U.S. Healthcare ETF provided a 1.27% dividend yield over the last twelve months, with an annual payout of $0.80 per share. The fund has been increasing its distributions for 4 consecutive years.


1.00%1.20%1.40%1.60%1.80%2.00%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.80$0.77$0.73$0.68$0.62$0.56$0.57$0.49$0.71$0.38$0.37$0.61

Dividend yield

1.27%1.19%1.25%1.18%1.10%0.94%1.16%1.14%1.95%1.10%1.29%2.02%

Monthly Dividends

The table displays the monthly dividend distributions for iShares U.S. Healthcare ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.19$0.00$0.00$0.16$0.36
2025$0.00$0.00$0.16$0.00$0.00$0.17$0.00$0.00$0.19$0.00$0.00$0.25$0.77
2024$0.00$0.00$0.17$0.00$0.00$0.13$0.00$0.00$0.23$0.00$0.00$0.20$0.73
2023$0.00$0.00$0.16$0.00$0.00$0.11$0.00$0.00$0.23$0.00$0.00$0.18$0.68
2022$0.00$0.00$0.14$0.00$0.00$0.12$0.00$0.00$0.20$0.00$0.00$0.16$0.62
2021$0.00$0.00$0.13$0.00$0.00$0.11$0.00$0.00$0.17$0.00$0.00$0.16$0.56

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares U.S. Healthcare ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares U.S. Healthcare ETF was 43.12%, occurring on Jul 23, 2002. Recovery took 1188 trading sessions.

The current iShares U.S. Healthcare ETF drawdown is 5.63%.


Related event

Drawdown

Fall

Recovery

Underwater

Dot-com crash2000–2002
-43.12%Jul 2002
1y 6mo4y 8mo
6y 3moDec 2000 - Apr 2007
Financial crisis2007–2009
-38.55%Mar 2009
1y 2mo2y 27d
3y 3moDec 2007 - Apr 2011
COVID crash2020
-28.40%Mar 2020
2mo2mo 14d
4mo 14dJan 2020 - Jun 2020
2016 correction2016
-19.30%Feb 2016
6mo 25d1y 1mo
1y 7moJul 2015 - Mar 2017
2011 correction2011
-18.15%Aug 2011
2mo 23d5mo 25d
8mo 18dMay 2011 - Feb 2012

Drawdown Indicators


IYHBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-43.12%

-56.78%

+13.66%

Max Drawdown (1Y)

Largest decline over 1 year

-10.64%

-9.10%

-1.54%

Max Drawdown (3Y)

Largest decline over 3 years

-17.91%

-18.90%

+0.99%

Max Drawdown (5Y)

Largest decline over 5 years

-17.91%

-25.43%

+7.52%

Max Drawdown (10Y)

Largest decline over 10 years

-28.40%

-33.92%

+5.52%

Current Drawdown

Current decline from peak

-5.63%

-1.80%

-3.83%

Average Drawdown

Average peak-to-trough decline

-8.95%

-10.71%

+1.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.51%

2.03%

+2.48%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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