IYH — iShares U.S. Healthcare ETF
Healthcare Ranked #158 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 (IYH) is a healthcare sector fund issued by iShares that tracks one of 11 ETFs in its category. With $3.16 billion in assets under management and a share price of $69.87, the fund demonstrates significant investor adoption relative to its peers. It holds an overall rank of #158 out of 458 tracked ETFs across all categories and has received an ETFValuer grade of B with a score of 65.8 out of 100. The fund carries an expense ratio of 0.38% while offering a dividend yield of 4.14%. These metrics position the ETF as a moderately sized, income-generating vehicle within the broader investment landscape. The combination of its asset size and yield suggests a established presence among healthcare-focused investors.
Over the past day, the fund declined by 0.60% before recovering to post a 4.10% gain over the week. Monthly returns show a 2.86% increase, which accelerated significantly to a 15.99% gain over the three-month period. This momentum continued into the six-month horizon with a 7.41% return, though the pace slowed compared to the previous quarter. Year-to-date performance stands at 7.50%, while the one-year return reached 24.35%. The three-year total return is recorded at 30.10%, indicating a sustained upward trend over the longer term. Recent short-term volatility contrasts with the strong multi-year growth trajectory observed in the data.
The fund is assigned a Moderate volatility label and exhibits a beta of 0.52, suggesting lower sensitivity to broad market movements. A Sharpe ratio of 1.23 indicates that the returns generated have been efficient relative to the risk taken during the measurement period. The maximum drawdown recorded for the ETF is -17.91%, representing the largest peak-to-trough decline experienced. This combination of a low beta and a Sharpe ratio above 1.0 implies the fund has delivered steady returns with controlled downside exposure. The moderate volatility classification aligns with the observed drawdown levels and the fund's defensive characteristics in market fluctuations.
AI-generated summary based on the data on this page.
IYH Top Holdings
| # | Holding | % of Net Assets | Value |
|---|---|---|---|
| 1 | ELI LILLY AND COMPANY | 13.72% | $385M |
| 2 | JOHNSON & JOHNSON | 10.14% | $284M |
| 3 | ABBVIE INC. | 6.86% | $192M |
| 4 | UNITEDHEALTH GROUP INCORPORATED | 6.18% | $173M |
| 5 | MERCK & CO., INC. | 4.97% | $139M |
| 6 | AMGEN INC. | 3.41% | $96M |
| 7 | THERMO FISHER SCIENTIFIC INCORPORATED | 3.32% | $93M |
| 8 | GILEAD SCIENCES, INC. | 2.99% | $84M |
| 9 | INTUITIVE SURGICAL, INC. | 2.96% | $83M |
| 10 | ABBOTT LABORATORIES | 2.88% | $81M |
Holdings as of 2026-04-30 per the fund's most recent SEC N-PORT-P filing. Top 10 holdings make up 57.4% 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 — XLV overlaps most, holding 9 of the same companies as IYH's top 10 (43.7% of IYH's assets).
| ETF | Name | Shared Companies | IYH Weight | Examples |
|---|---|---|---|---|
| XLV | State Street Health Care Select Sector SPDR ETF | 9 | 43.7% | JOHNSON & JOHNSON, ABBVIE INC., UNITEDHEALTH GROUP INCORPORATED… |
| FHLC | Fidelity MSCI Health Care Index ETF | 9 | 43.7% | JOHNSON & JOHNSON, ABBVIE INC., UNITEDHEALTH GROUP INCORPORATED… |
| VHT | Vanguard Health Care Index Fund ETF Shares | 8 | 40.8% | JOHNSON & JOHNSON, ABBVIE INC., UNITEDHEALTH GROUP INCORPORATED… |
| DGRO | iShares Core Dividend Growth ETF | 3 | 23.2% | JOHNSON & JOHNSON, ABBVIE INC., UNITEDHEALTH GROUP INCORPORATED |
| HDV | iShares Core High Dividend ETF | 3 | 22.0% | JOHNSON & JOHNSON, ABBVIE INC., MERCK & CO., 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: 4.61% (as of 2026-07-28) — 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): 18.21 (as of 2026-07-28) — 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: 3.63% (as of 2026-06-01) — 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 0.38% 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 4.14%. 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: Quoted bid/ask spread is 1.93% and average daily volume is 782K/day. Tighter spreads and higher volume mean lower round-trip trading costs; this is a live-market snapshot and can widen during volatile sessions. AUM of $3.16B 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 | -0.60% |
| 1-Week | +4.10% |
| 1-Month | +2.86% |
| 3-Month | +15.99% |
| 6-Month | +7.41% |
| YTD | +7.50% |
| 1-Year | +24.35% |
| 3-Year | +30.10% |
How IYH Compares to Other Healthcare ETFs
| Rank | Grade | Ticker | Name | 1-Year | Exp. Ratio | AUM |
|---|---|---|---|---|---|---|
| #45 | B+ |
VHT | Vanguard Health Care Index Fund ETF Shares | +26.98% | 0.09% | $20.4B |
| #50 | B |
XLV | State Street Health Care Select Sector SPDR ETF | +25.02% | 0.08% | $40.6B |
| #53 | B |
XBI | State Street SPDR S&P Biotech ETF | +71.64% | 0.35% | $10.7B |
| #78 | B |
FHLC | Fidelity MSCI Health Care Index ETF | +27.10% | 0.084% | $3.22B |
| #111 | B |
IBB | iShares Biotechnology ETF | +40.94% | 0.44% | $9.09B |
| #114 | B |
XPH | State Street SPDR S&P Pharmaceuticals ETF | +61.31% | 0.35% | $428M |
| #129 | B |
PPH | VanEck Pharmaceutical ETF | +30.98% | 0.36% | $879M |
| #158 | B |
IYH | iShares U.S. Healthcare ETF | +24.35% | 0.38% | $3.16B |
| #258 | C |
IHF | iShares U.S. Healthcare Providers ETF | +35.38% | 0.38% | $1.18B |
| #377 | C |
ARKG | ARK Genomic Revolution ETF | +46.03% | 0.75% | $1.73B |
| #444 | F |
IHI | iShares U.S. Medical Devices ETF | -12.49% | 0.38% | $3.02B |