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IUSV vs IYH

iShares Core S&P U.S. Value ETF vs iShares U.S. Healthcare ETF

IUSV

iShares Core S&P U.S. Value ETF

iShares

Annual cost

0.04%

Fund size

$25.6B

IYH

iShares U.S. Healthcare ETF

iShares

Annual cost

0.38%

Fund size

$2.8B

Key differences

  • IUSV costs 0.34% less per year.
  • IUSV is significantly larger than IYH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IUSV has delivered higher annualized returns.

Side-by-side comparison

IUSVIYH
Annual cost (TER)0.04%0.38%
Fund size (AUM)$25.6B$2.8B
Since20002000
Dividend yield1.71%1.31%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.5%+16.4%
CAGR 3Y+16.4%+5.5%
CAGR 5Y+11.1%+4.7%
Sharpe 3Y0.980.20
Volatility 1Y10.12%14.63%
Max drawdown-37.54%-28.40%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IUSV and IYH