2B77.DE vs. IYH
Compare and contrast key facts about iShares Ageing Population UCITS ETF (2B77.DE) and iShares U.S. Healthcare ETF (IYH).
2B77.DE and IYH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 2B77.DE is a passively managed fund by iShares that tracks the performance of the iSTOXX® FactSet Ageing Population. It was launched on Sep 8, 2016. IYH is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Health Care Index. It was launched on Jun 12, 2000. Both 2B77.DE and IYH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 2B77.DE or IYH.
Correlation
The correlation between 2B77.DE and IYH is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
2B77.DE vs. IYH - Performance Comparison
Key characteristics
2B77.DE:
0.39
IYH:
-0.35
2B77.DE:
0.60
IYH:
-0.33
2B77.DE:
1.09
IYH:
0.96
2B77.DE:
0.33
IYH:
-0.30
2B77.DE:
1.27
IYH:
-0.71
2B77.DE:
5.17%
IYH:
6.75%
2B77.DE:
17.75%
IYH:
15.17%
2B77.DE:
-38.47%
IYH:
-43.13%
2B77.DE:
-9.34%
IYH:
-14.82%
Returns By Period
In the year-to-date period, 2B77.DE achieves a -2.17% return, which is significantly higher than IYH's -3.64% return.
2B77.DE
-2.17%
7.50%
-4.70%
6.94%
8.10%
N/A
IYH
-3.64%
1.27%
-10.37%
-5.21%
6.89%
7.51%
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2B77.DE vs. IYH - Expense Ratio Comparison
2B77.DE has a 0.40% expense ratio, which is lower than IYH's 0.43% expense ratio.
Risk-Adjusted Performance
2B77.DE vs. IYH — Risk-Adjusted Performance Rank
2B77.DE
IYH
2B77.DE vs. IYH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (2B77.DE) and iShares U.S. Healthcare ETF (IYH). 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.
Dividends
2B77.DE vs. IYH - Dividend Comparison
2B77.DE has not paid dividends to shareholders, while IYH's dividend yield for the trailing twelve months is around 1.29%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
IYH iShares U.S. Healthcare ETF | 1.29% | 1.25% | 1.18% | 1.10% | 0.94% | 1.16% | 1.14% | 1.95% | 1.10% | 1.29% | 2.02% | 1.05% |
Drawdowns
2B77.DE vs. IYH - Drawdown Comparison
The maximum 2B77.DE drawdown since its inception was -38.47%, smaller than the maximum IYH drawdown of -43.13%. Use the drawdown chart below to compare losses from any high point for 2B77.DE and IYH. For additional features, visit the drawdowns tool.
Volatility
2B77.DE vs. IYH - Volatility Comparison
iShares Ageing Population UCITS ETF (2B77.DE) has a higher volatility of 9.00% compared to iShares U.S. Healthcare ETF (IYH) at 8.32%. This indicates that 2B77.DE's price experiences larger fluctuations and is considered to be riskier than IYH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.