XLV vs IYH

Both XLV and IYH are ETFs. XLV has a lower 5-year return than IYH (11.04% vs 11.47%). XLV has a lower expense ratio than IYH (0.13% vs 0.43%). Below is the comparison between XLV and IYH.

IYH XLV
Segment Equity: U.S. Health Care Equity: U.S. Health Care
Issuer BlackRock State Street Global Advisors
Net Assets $2.38B $25.75B
Expense Ratio 0.43% 0.13%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.20% 2.25%
Underlying Index Dow Jones U.S. Health Care Index S&P Health Care Select Sector Index
YTD Return 9.37% 7.38%
1-Year Return 23.45% 20.92%
3-Year Return 12.26% 11.61%
5-Year Return 11.47% 11.04%
10-Year Return 15.43% 15.23%

XLV description

The Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Health Care Select Sector Index. Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the Index.

XLV performance & returns

YTD Return 7.38%
1-Month Return 2.18%
3-Month Return 3.73%
1-Year Return 20.92%
3-Year Return 11.61%
5-Year Return 11.04%
10-Year Return 15.23%
XLV expense ratio is 0.13%.

XLV holdings

Top 10 Holdings (51.01% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 9.87%
UnitedHealth Group Inc UNH 7.45%
Merck & Co Inc MRK 5.20%
Pfizer Inc PFE 4.84%
AbbVie Inc ABBV 4.61%
Abbott Laboratories ABT 4.31%
Thermo Fisher Scientific Inc TMO 3.81%
Amgen Inc AMGN 3.70%
Eli Lilly and Co LLY 3.68%
Bristol-Myers Squibb Company BMY 3.54%

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IYH description

The Fund seeks investment results generally corresponding to the price and yield performance, before fees and expenses, of the Dow Jones US Healthcare Sector Index. Uses a representative sampling strategy. Component firms include health care providers, biotechnology firms, and manufacturers of medically related goods.

IYH performance & returns

YTD Return 9.37%
1-Month Return 2.91%
3-Month Return 4.05%
1-Year Return 23.45%
3-Year Return 12.26%
5-Year Return 11.47%
10-Year Return 15.43%
IYH expense ratio is 0.43%.

IYH holdings

Top 10 Holdings (46.80% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 9.05%
UnitedHealth Group Inc UNH 6.84%
Merck & Co Inc MRK 4.77%
Pfizer Inc PFE 4.44%
AbbVie Inc ABBV 4.23%
Abbott Laboratories ABT 3.95%
Thermo Fisher Scientific Inc TMO 3.50%
Amgen Inc AMGN 3.39%
Eli Lilly and Co LLY 3.38%
Bristol-Myers Squibb Company BMY 3.25%

Other relevant IYH comparisons

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