EHC vs. IYW
EHC (Encompass Health Corporation) is a stock, while IYW (iShares U.S. Technology ETF) is Technology Equities fund tracking the Russell 1000 Technology RIC 22.5/45 Capped Index. Over the past 5 years, EHC returned 10.23%/yr vs 21.45%/yr for IYW. At a 0.29 correlation, their price movements are largely independent.
Performance
EHC vs. IYW - Performance Comparison
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Returns By Period
In the year-to-date period, EHC achieves a -6.68% return, which is significantly lower than IYW's 26.93% return.
EHC
- 1D
- 0.66%
- 1M
- -5.98%
- YTD
- -6.68%
- 6M
- -7.51%
- 1Y
- -16.65%
- 3Y*
- 15.75%
- 5Y*
- 10.23%
- 10Y*
- —
IYW
- 1D
- -0.11%
- 1M
- 4.79%
- YTD
- 26.93%
- 6M
- 26.17%
- 1Y
- 54.53%
- 3Y*
- 33.87%
- 5Y*
- 21.45%
- 10Y*
- 26.44%
EHC vs. IYW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EHC Encompass Health Corporation | -6.68% | 15.67% | 39.17% | 12.62% | 16.77% | -19.90% | 21.42% | 14.26% | 26.89% | 0.20% |
IYW iShares U.S. Technology ETF | 26.93% | 25.38% | 30.25% | 65.44% | -34.83% | 35.44% | 47.45% | 46.64% | -0.93% | -0.60% |
Correlation
The correlation between EHC and IYW is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Dec 29, 2017 | 0.29 |
Over the past year, the correlation between EHC and IYW has dropped to 0.01 - well below their long-term average of 0.29, suggesting their price drivers have been diverging.
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Return for Risk
EHC vs. IYW — Risk / Return Rank
EHC
IYW
EHC vs. IYW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Encompass Health Corporation (EHC) and iShares U.S. Technology ETF (IYW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| EHC | IYW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.11 | ||
| Sortino ratioReturn per unit of downside risk | -3.84 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.42 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | -0.64 | 3.08 | -3.72 |
| Martin ratioReturn relative to average drawdown | -1.17 | 9.84 | -11.01 |
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Drawdowns
EHC vs. IYW - Drawdown Comparison
The maximum EHC drawdown since its inception was -39.54%, smaller than the maximum IYW drawdown of -81.90%. Use the drawdown chart below to compare losses from any high point for EHC and IYW.
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Drawdown Indicators
| EHC | IYW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.54% | -81.90% | +42.36% |
Max Drawdown (1Y)Largest decline over 1 year | -26.09% | -17.81% | -8.28% |
Max Drawdown (3Y)Largest decline over 3 years | -26.09% | -26.47% | +0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -35.10% | -39.44% | +4.34% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.44% | — |
Current DrawdownCurrent decline from peak | -22.12% | -2.53% | -19.59% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -34.60% | +22.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.22% | 5.56% | +8.66% |
Volatility
EHC vs. IYW - Volatility Comparison
The current volatility for Encompass Health Corporation (EHC) is 8.59%, while iShares U.S. Technology ETF (IYW) has a volatility of 10.30%. This indicates that EHC experiences smaller price fluctuations and is considered to be less risky than IYW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EHC | IYW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.59% | 10.30% | -1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 20.86% | 18.02% | +2.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.23% | 22.00% | +5.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.08% | 26.18% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.28% | 25.26% | +3.02% |
Dividends
EHC vs. IYW - Dividend Comparison
EHC's dividend yield for the trailing twelve months is around 0.75%, more than IYW's 0.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EHC Encompass Health Corporation | 0.75% | 0.66% | 0.51% | 0.90% | 20.45% | 1.72% | 1.35% | 1.59% | 1.69% | 0.51% | 0.00% | 0.00% |
IYW iShares U.S. Technology ETF | 0.10% | 0.14% | 0.21% | 0.34% | 0.50% | 0.31% | 0.56% | 0.72% | 0.92% | 0.82% | 1.14% | 1.12% |
Frequently Asked Questions
EHC and IYW have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IYW has higher volatility (10.30%) compared to EHC (8.59%). In terms of maximum drawdown, EHC dropped -39.54% vs IYW's -81.90%.
IYW currently has the higher Sharpe Ratio (2.50 vs -0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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