IYH vs. VOO
Compare and contrast key facts about iShares U.S. Healthcare ETF (IYH) and Vanguard S&P 500 ETF (VOO).
IYH and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both IYH and VOO 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 VOO.
Performance
IYH vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, IYH achieves a 6.83% return, which is significantly lower than VOO's 26.16% return. Over the past 10 years, IYH has underperformed VOO with an annualized return of 9.17%, while VOO has yielded a comparatively higher 13.18% annualized return.
IYH
6.83%
-5.01%
0.32%
12.50%
9.28%
9.17%
VOO
26.16%
1.77%
13.62%
32.33%
15.68%
13.18%
Key characteristics
| IYH | VOO | |
|---|---|---|
| Sharpe Ratio | 1.20 | 2.70 |
| Sortino Ratio | 1.70 | 3.60 |
| Omega Ratio | 1.22 | 1.50 |
| Calmar Ratio | 1.31 | 3.90 |
| Martin Ratio | 4.75 | 17.65 |
| Ulcer Index | 2.76% | 1.86% |
| Daily Std Dev | 10.99% | 12.19% |
| Max Drawdown | -43.13% | -33.99% |
| Current Drawdown | -8.30% | -0.86% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IYH vs. VOO - Expense Ratio Comparison
IYH has a 0.43% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between IYH and VOO is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
IYH vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare ETF (IYH) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
IYH's dividend yield for the trailing twelve months is around 1.16%, less than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYH iShares U.S. Healthcare ETF | 1.16% | 1.18% | 1.10% | 0.94% | 1.16% | 1.14% | 1.95% | 1.10% | 1.29% | 2.02% | 1.05% | 1.12% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
IYH vs. VOO - Drawdown Comparison
The maximum IYH drawdown since its inception was -43.13%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IYH and VOO. For additional features, visit the drawdowns tool.
Volatility
IYH vs. VOO - Volatility Comparison
iShares U.S. Healthcare ETF (IYH) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.90% and 3.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.