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IYH vs SMMD

iShares U.S. Healthcare ETF vs iShares Russell 2500 ETF

IYH

iShares U.S. Healthcare ETF

iShares

Annual cost

0.38%

Fund size

$2.8B

SMMD

iShares Russell 2500 ETF

iShares

Annual cost

0.15%

Fund size

$3.0B

Key differences

  • SMMD costs 0.23% less per year.
  • Over the last 3 years, SMMD has delivered higher annualized returns.
  • IYH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYHSMMD
Annual cost (TER)0.38%0.15%
Fund size (AUM)$2.8B$3.0B
Since20002017
Dividend yield1.31%1.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.1%+36.8%
CAGR 3Y+5.8%+18.9%
CAGR 5Y+4.8%+7.7%
Sharpe 3Y0.220.81
Volatility 1Y14.63%17.24%
Max drawdown-28.40%-41.06%

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

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