IYH — iShares U.S. Healthcare ETF
Healthcare Ranked #125 of 458 tracked ETFs · Issued by iShares
IYH Price Performance — Growth of $10,000
Value of a $10,000 investment in IYH over time, compared with SPY. Both lines are rebased to $10,000 on the first shared date. Based on total returns — prices are adjusted for dividends and splits, so this assumes distributions were reinvested. Hover or tap the chart for exact values.
IYH Drawdown
The "underwater" chart: IYH's decline from its highest prior value at each point in time. It shows how deep past losses ran and how long the fund took to recover to break-even.
What If You'd Invested in IYH?
See what a lump sum in IYH would have grown to, with the option to add a regular monthly contribution on top. Figures use total returns — dividends are assumed reinvested.
Past performance doesn't predict future results. Assumes contributions on the first trading day of each month, no trading costs or taxes, and reinvested distributions. History is limited to the range published in the site's daily return data.
Overview
The iShares U.S. Healthcare ETF, issued by iShares, tracks the healthcare sector with $3.96 billion in assets under management. It holds a B grade (69.7/100) and ranks 6th out of 11 peers in its category, placing it 125th among all 458 tracked ETFs overall. The fund’s 0.37% expense ratio sits slightly above the category median of 0.36%, while its 1.06% dividend yield exceeds the median of 0.98%. Concentration is notable, with the top ten holdings comprising 59.0% of assets and Eli Lilly and Company representing the largest single position at 15.1%.
The ETF has demonstrated strong momentum, with returns accelerating from +4.61% over one month to +24.95% over six months. This upward trajectory continues into the longer term, yielding +24.20% over the past year, which narrowly outpaces the category median of +24.88%. Year-to-date performance stands at +16.33%, while the three-year return is +51.12%. The current price of $75.40 places the fund at 93.2% of its 52-week range, indicating it is trading near the top of its recent historical bounds. The rating was upgraded from C to B on 2026-10-09, reflecting this recent improvement, though price history is available for only 3.0 years.
With a beta of 0.52, the fund has exhibited moderate sensitivity to market movements, moving roughly half as much as the broader market. Annualized volatility of 16.31% is classified as moderate, contributing to a Sharpe ratio of 1.18, which suggests efficient risk-adjusted returns. The maximum drawdown of -17.91% indicates the largest peak-to-trough decline recorded during the available history. Liquidity is supported by an average daily volume of 793,228 shares, facilitating standard trading activity.
AI-generated summary based on the data on this page.
IYH Top Holdings
| # | Holding | % of Net Assets | Value |
|---|---|---|---|
| 1 | ELI LILLY AND COMPANY | 15.11% | $538M |
| 2 | JOHNSON & JOHNSON | 10.17% | $363M |
| 3 | ABBVIE INC. | 7.32% | $261M |
| 4 | UNITEDHEALTH GROUP INCORPORATED | 6.16% | $220M |
| 5 | MERCK & CO., INC. | 5.31% | $189M |
| 6 | THERMO FISHER SCIENTIFIC INCORPORATED | 3.52% | $125M |
| 7 | AMGEN INC. | 3.42% | $122M |
| 8 | ABBOTT LABORATORIES | 3.02% | $107M |
| 9 | GILEAD SCIENCES, INC. | 2.66% | $95M |
| 10 | PFIZER INC. | 2.35% | $84M |
Holdings as of 2026-07-31 per the fund's most recent SEC N-PORT-P filing. Top 10 holdings make up 59.0% of net assets — a rough gauge of concentration risk (the higher this figure, the more the fund's return depends on a handful of names). To see how IYH's holdings overlap with other ETFs you own or are considering, check the Stock Overlap tool.
Which Funds Overlap With IYH
Holding two funds that own the same companies adds cost and complexity without adding much diversification. These tracked ETFs share the most names with IYH's top 10 — FHLC overlaps most, holding 9 of the same companies as IYH's top 10 (43.9% of IYH's assets).
| ETF | Name | Shared Companies | IYH Weight | Examples |
|---|---|---|---|---|
| FHLC | Fidelity MSCI Health Care Index ETF | 9 | 43.9% | JOHNSON & JOHNSON, ABBVIE INC., UNITEDHEALTH GROUP INCORPORATED… |
| XLV | State Street Health Care Select Sector SPDR ETF | 8 | 41.6% | JOHNSON & JOHNSON, ABBVIE INC., UNITEDHEALTH GROUP INCORPORATED… |
| VHT | Vanguard Health Care Index Fund ETF Shares | 8 | 40.9% | JOHNSON & JOHNSON, ABBVIE INC., UNITEDHEALTH GROUP INCORPORATED… |
| PPH | VanEck Pharmaceutical ETF | 4 | 25.1% | MERCK & CO., INC., JOHNSON & JOHNSON, ABBVIE INC.… |
| XT | iShares Future Exponential Technologies ETF | 3 | 32.6% | ELI LILLY AND COMPANY, JOHNSON & JOHNSON, ABBVIE INC. |
Compares the top 10 reported holdings of each fund, so it's a floor on true overlap — two S&P 500 trackers overlap ~100% even when only 10 names are listed. Use the Stock Overlap tool to search by individual company.
Market Backdrop
10-Year Treasury Yield: 4.96% (as of 2026-10-22) — The yield on 10-year US Treasury bonds — the standard "risk-free rate" benchmark used to contextualize this fund’s Sharpe ratio and returns.
CBOE Volatility Index (VIX): 19.03 (as of 2026-10-22) — A real-time gauge of expected S&P 500 volatility over the next 30 days — useful context for this fund’s own volatility label.
Federal Funds Rate: 3.75% (as of 2026-09-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.
What IYH's Fees Cost You
IYH charges an expense ratio of 0.37% a year, deducted automatically from the fund's value. Small percentages compound into real money — adjust the figures below to see the impact on your own numbers.
Assumes a constant gross return and no additional contributions — a simplification, but it isolates exactly what the expense ratio costs. Try the full fee calculator to model contributions and compare any two funds.
IYH Dividend Income Estimator
IYH currently yields 1.06%. Enter an amount to see the income that implies, or set a monthly income target to see the investment it would take.
Based on the fund's current trailing yield, which varies with price and distributions — treat it as an estimate, not a guarantee. Yields are not adjusted for tax.
IYH Liquidity, Domicile & Tax Treatment
Liquidity: Average daily volume is 793K/day. Higher volume and a larger fund generally mean lower round-trip trading costs. AUM of $3.96B provides ample scale, supporting tight spreads and issuer commitment to keep the fund open.
Domicile & tax treatment: IYH is a US-domiciled, SEC-registered ('40 Act) exchange-traded fund. Dividends and capital gains distributions are reported to US investors on Form 1099-DIV, and the fund is not subject to the PFIC reporting or UCITS-specific rules that apply to Irish- or Luxembourg-domiciled funds. Non-US investors should note that US-domiciled ETFs are generally subject to 30% US withholding tax on dividends (unless reduced by treaty) and to US estate tax exposure on the position — Irish-domiciled UCITS ETFs tracking the same index often avoid both, which is why non-US residents frequently prefer the UCITS equivalent where one exists. This is general information, not tax advice — consult a tax professional for your situation.
IYH Performance History
| Period | Return |
|---|---|
| 1-Day | -1.08% |
| 1-Week | +1.60% |
| 1-Month | +4.61% |
| 3-Month | +10.02% |
| 6-Month | +24.95% |
| YTD | +16.33% |
| 1-Year | +24.20% |
| 3-Year | +51.12% |
How IYH Compares to Other Healthcare ETFs
| Rank | Grade | Ticker | Name | 1-Year | Exp. Ratio | AUM |
|---|---|---|---|---|---|---|
| #31 | B+ |
XLV | State Street Health Care Select Sector SPDR ETF | +24.88% | 0.08% | $43.4B |
| #36 | B+ |
VHT | Vanguard Health Care Index Fund ETF Shares | +24.24% | 0.09% | $21.8B |
| #64 | B |
FHLC | Fidelity MSCI Health Care Index ETF | +24.43% | 0.084% | $3.54B |
| #100 | B |
IBB | iShares Biotechnology ETF | +35.23% | 0.44% | $11.2B |
| #106 | B |
XBI | State Street SPDR S&P Biotech ETF | +39.94% | 0.35% | $10.4B |
| #125 | B |
IYH | iShares U.S. Healthcare ETF | +24.20% | 0.37% | $3.96B |
| #140 | B |
PPH | VanEck Pharmaceutical ETF | +27.00% | 0.36% | $1.02B |
| #175 | B |
XPH | State Street SPDR S&P Pharmaceuticals ETF | +29.81% | 0.35% | $524M |
| #209 | C |
ARKG | ARK Genomic Revolution ETF | +57.54% | 0.75% | $2.22B |
| #297 | C |
IHF | iShares U.S. Healthcare Providers ETF | +19.55% | 0.37% | $1.36B |
| #424 | D |
IHI | iShares U.S. Medical Devices ETF | -11.17% | 0.37% | $3.45B |