2B77.DE vs. EHLT.DE
2B77.DE (iShares Ageing Population UCITS ETF) and EHLT.DE (Lyxor STOXX Europe 600 Healthcare UCITS ETF Dist) are both Health & Biotech Equities funds - 2B77.DE tracks the iSTOXX® FactSet Ageing Population while EHLT.DE tracks the STOXX® Europe 600 Health Care. Both are passively managed. Over the past 5 years, 2B77.DE returned 5.15%/yr vs 4.71%/yr for EHLT.DE. A 0.54 correlation means they provide meaningful diversification when combined. 2B77.DE charges 0.40%/yr vs 0.30%/yr for EHLT.DE.
Performance
2B77.DE vs. EHLT.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B77.DE achieves a 2.83% return, which is significantly higher than EHLT.DE's -2.49% return.
2B77.DE
- 1D
- 1.81%
- 1M
- 0.31%
- YTD
- 2.83%
- 6M
- 4.39%
- 1Y
- 16.72%
- 3Y*
- 10.94%
- 5Y*
- 5.15%
- 10Y*
- —
EHLT.DE
- 1D
- 3.08%
- 1M
- 1.35%
- YTD
- -2.49%
- 6M
- -0.83%
- 1Y
- 5.03%
- 3Y*
- 1.80%
- 5Y*
- 4.71%
- 10Y*
- 5.72%
2B77.DE vs. EHLT.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
2B77.DE iShares Ageing Population UCITS ETF | 2.83% | 13.27% | 14.30% | 5.16% | -8.98% | 13.25% | 2.39% | 23.81% | -9.53% | 7.26% |
EHLT.DE Lyxor STOXX Europe 600 Healthcare UCITS ETF Dist | -2.49% | 7.09% | 4.20% | 4.76% | -4.33% | 24.01% | -2.02% | 32.89% | -1.18% | 4.24% |
Correlation
The correlation between 2B77.DE and EHLT.DE is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2016 | 0.54 |
The correlation between 2B77.DE and EHLT.DE has been stable across timeframes, ranging from 0.47 to 0.57 - a consistent structural relationship.
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Return for Risk
2B77.DE vs. EHLT.DE — Risk / Return Rank
2B77.DE
EHLT.DE
2B77.DE vs. EHLT.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (2B77.DE) and Lyxor STOXX Europe 600 Healthcare UCITS ETF Dist (EHLT.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| 2B77.DE | EHLT.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.06 | ||
| Sortino ratioReturn per unit of downside risk | +1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.07 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | 0.40 | +2.05 |
| Martin ratioReturn relative to average drawdown | 8.32 | 0.89 | +7.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 2B77.DE | EHLT.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 0.30 | +1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.30 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.37 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.56 | -0.13 |
Drawdowns
2B77.DE vs. EHLT.DE - Drawdown Comparison
The maximum 2B77.DE drawdown since its inception was -38.47%, which is greater than EHLT.DE's maximum drawdown of -26.14%. Use the drawdown chart below to compare losses from any high point for 2B77.DE and EHLT.DE.
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Drawdown Indicators
| 2B77.DE | EHLT.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.47% | -26.14% | -12.33% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -12.46% | +5.66% |
Max Drawdown (3Y)Largest decline over 3 years | -20.07% | -26.14% | +6.07% |
Max Drawdown (5Y)Largest decline over 5 years | -20.07% | -26.14% | +6.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.14% | — |
Current DrawdownCurrent decline from peak | -1.60% | -11.58% | +9.98% |
Average DrawdownAverage peak-to-trough decline | -5.47% | -6.90% | +1.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 5.62% | -3.61% |
Volatility
2B77.DE vs. EHLT.DE - Volatility Comparison
The current volatility for iShares Ageing Population UCITS ETF (2B77.DE) is 3.36%, while Lyxor STOXX Europe 600 Healthcare UCITS ETF Dist (EHLT.DE) has a volatility of 5.56%. This indicates that 2B77.DE experiences smaller price fluctuations and is considered to be less risky than EHLT.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B77.DE | EHLT.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 5.56% | -2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 11.62% | -2.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.28% | 16.76% | -4.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.09% | 16.55% | -1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.52% | 16.19% | +0.33% |
2B77.DE vs. EHLT.DE - Expense Ratio Comparison
2B77.DE has a 0.40% expense ratio, which is higher than EHLT.DE's 0.30% expense ratio.
Dividends
2B77.DE vs. EHLT.DE - Dividend Comparison
2B77.DE has not paid dividends to shareholders, while EHLT.DE's dividend yield for the trailing twelve months is around 1.33%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
2B77.DE iShares Ageing Population UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EHLT.DE Lyxor STOXX Europe 600 Healthcare UCITS ETF Dist | 1.33% | 1.30% | 1.78% | 0.00% | 2.28% | 1.89% | 2.32% | 1.88% | 2.32% | 0.49% |
Frequently Asked Questions
2B77.DE and EHLT.DE have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EHLT.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EHLT.DE is cheaper with a 0.30% expense ratio, compared with 0.40% for 2B77.DE.
2B77.DE tracks iSTOXX® FactSet Ageing Population, while EHLT.DE tracks STOXX® Europe 600 Health Care. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.40% for 2B77.DE and 0.30% for EHLT.DE.
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