Data as of Oct 28, 2026.

vsCompare their flowsaskIQ about these two fundsAsk the committee about these two funds
Across categories

IWC vs VHT: Differences, Returns & Fees

Share
Share on XDownload as PDF

Over the year to Oct 28, 2026, IWC returned +16.5% to VHT's +25.0%; 1% of their weight is in the same names.

askIQ about this page

askIQ about IWC and VHT

Net assets: $1.2bn on Oct 27, 2026 for iShares Micro-Cap ETF, and $19.1bn on Sep 30, 2026 for Vanguard Health Care ETF.

At a glance
+16.5%
IWC total return, 1 year
+25.0%
VHT total return, 1 year
0.60%
IWC expense ratio
0.09%
VHT expense ratio

Pair scorecard

VHT costs 0.51 points a year less; their one-year returns differ by 8.5 points; VHT is 13.6 times larger.

IWC vs VHT: Differences, Returns & Fees
MeasureIWCVHT
Return
Total return, 1 year+16.5%+25.0%
Drawdown
Below its high9.5%, high on Aug 14, 2026
Benchmark
What it tracksRussell Microcap IndexMSCI US Investable Market Index (IMI)/Health Care 25/50
Cost and size
Expense ratio0.60%0.09%
Net assets, as of Sep 30, 2026$1.4bn$19.1bn
Holdings
Holdings in common1%
Top ten holdings, share of the fund5.9%51.8%

Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method

What they share

1%

By the books each fund has filed, IWC and VHT hold 1% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.

0 half 100%

half

1% in common

Positions both hold · largest shared weight first IWC VHT
CAREDX 0.88% 0.04%
SELLAS LIFE SCIENCES GROUP INC 0.60% 0.03%
PRECIGEN 0.29% 0.02%
BUTTERFLY NETWORK CLASS A 0.40% 0.02%
UROGEN PHARMA 0.35% 0.02%
VIRIDIAN THERAPEUTICS ORS 0.59% 0.02%
XERIS BIOPHARMA HOLDINGS 0.44% 0.02%
NURIX THERAPEUTICS 0.63% 0.02%
NUVATION BIO CLASS A 0.28% 0.02%
MBX BIOSCIENCES 0.40% 0.02%
OMEROS 0.31% 0.02%
PENNANT GROUP 0.35% 0.02%
Only in one fund ↓
Only in IWC
PENGUIN SOLUTIONS INC 0.73%
OUSTER 0.53%
INTERFACE 0.52%
STRIVE INC CLASS A 0.50%
HYPERLIQUID STRATEGIES INC 0.46%
PORCH GROUP 0.44%
DIME COMMERCIAL BANCSHARES 0.43%
LINDBLAD EXPEDITIONS HOLDINGS 0.43%
Only in VHT
Eli Lilly & Co 12.95%
Johnson & Johnson 8.79%
AbbVie Inc 6.46%
Merck & Co Inc 5.02%
UnitedHealth Group Inc 4.66%
Thermo Fisher Scientific Inc 3.51%
Amgen Inc 3.18%
Gilead Sciences Inc 2.59%
Check overlap with more funds →

Side by side

IWC iShares Micro-Cap ETF VHT Vanguard Health Care ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the Russell Microcap Tracks an index of Health Care
Total return, 1 year +16.5% +25.0%
Its benchmark over the same days +13.3% (IWV) +25.4% (FHLC)
Gap to its benchmark +3.2 pts vs IWV −0.4 pts vs FHLC
Expense ratio 0.60% 0.09%
Already in the S&P 500 91.7% 85.5%
Holdings 1365 414
Net assets, IWC as of Oct 27, 2026 and VHT as of Sep 30, 2026 $1.2bn $19.1bn

IWC and VHT on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

IWC flows, by email on Sundays.

One-click unsubscribe. See Privacy.

About each fund
IWC

Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

IWC tracks the Russell Microcap. The prospectus expense ratio is 0.60% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,365 positions, with the top ten at 5.9%. It sat 9.5% below its high of Aug 14, 2026 on Oct 28, 2026.

VHT

VHT tracks an index of Health Care. Over the year to Oct 28, 2026 it returned +25.0% with distributions reinvested, against +25.4% for its benchmark, the MSCI US Investable Market Index (IMI)/Health Care 25/50. The prospectus expense ratio is 0.09% a year. By its holdings published by its issuer as of Sep 30, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 414 positions, with the top ten at 51.8%.

Questions people ask

Which returned more over the last year, IWC or VHT?
In the year to Oct 28, 2026, with distributions reinvested, IWC returned +16.5% and VHT +25.0%.
Which is cheaper, IWC or VHT?
VHT is cheaper, by 0.51 percentage points a year. That is about $51 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWC and VHT overlap with the S&P 500?
By their latest filed holdings, 92% of IWC and 86% of VHT by weight is stocks the S&P 500 already holds.
Other comparisons
Cite this pageCitation, APA and Markdown

ETFIQ, IWC against VHT, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwc-vs-vht

Open data →

Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.