IYH vs. VGT
Compare and contrast key facts about iShares U.S. Healthcare ETF (IYH) and Vanguard Information Technology ETF (VGT).
IYH and VGT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYH is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Health Care Index. It was launched on Jun 12, 2000. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004. Both IYH and VGT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IYH or VGT.
Key characteristics
| IYH | VGT | |
|---|---|---|
| YTD Return | 3.66% | 1.35% |
| 1Y Return | 10.59% | 29.63% |
| 3Y Return (Ann) | 9.74% | 9.97% |
| 5Y Return (Ann) | 15.88% | 19.16% |
| 10Y Return (Ann) | 16.90% | 19.73% |
| Sharpe Ratio | 0.94 | 1.54 |
| Daily Std Dev | 10.53% | 18.28% |
| Max Drawdown | -41.50% | -54.63% |
| Current Drawdown | -4.39% | -7.47% |
Correlation
The correlation between IYH and VGT is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IYH vs. VGT - Performance Comparison
In the year-to-date period, IYH achieves a 3.66% return, which is significantly higher than VGT's 1.35% return. Over the past 10 years, IYH has underperformed VGT with an annualized return of 16.90%, while VGT has yielded a comparatively higher 19.73% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IYH vs. VGT - Expense Ratio Comparison
IYH has a 0.43% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
IYH vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare ETF (IYH) and Vanguard Information Technology ETF (VGT). 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.
Dividends
IYH vs. VGT - Dividend Comparison
IYH's dividend yield for the trailing twelve months is around 4.68%, more than VGT's 0.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYH iShares U.S. Healthcare ETF | 4.68% | 5.90% | 5.50% | 4.69% | 5.82% | 5.69% | 9.77% | 5.51% | 6.44% | 10.11% | 5.23% | 5.59% |
VGT Vanguard Information Technology ETF | 0.74% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
IYH vs. VGT - Drawdown Comparison
The maximum IYH drawdown since its inception was -41.50%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for IYH and VGT. For additional features, visit the drawdowns tool.
Volatility
IYH vs. VGT - Volatility Comparison
The current volatility for iShares U.S. Healthcare ETF (IYH) is 3.21%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.32%. This indicates that IYH experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.