2B77.DE vs. WH2E.DE
2B77.DE (iShares Ageing Population UCITS ETF) and WH2E.DE (Invesco S&P World Health Care ESG UCITS ETF Acc) are both Health & Biotech Equities funds - 2B77.DE tracks the iSTOXX® FactSet Ageing Population while WH2E.DE tracks the S&P Developed Ex-Korea LargeMidCap ESG Enhanced Health Care. Both are passively managed. Over the past 3 years, 2B77.DE returned 10.94%/yr vs 3.13%/yr for WH2E.DE. A 0.54 correlation means they provide meaningful diversification when combined. 2B77.DE charges 0.40%/yr vs 0.18%/yr for WH2E.DE.
Performance
2B77.DE vs. WH2E.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 WH2E.DE's -3.24% 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*
- —
WH2E.DE
- 1D
- 2.76%
- 1M
- 4.70%
- YTD
- -3.24%
- 6M
- -2.41%
- 1Y
- 10.18%
- 3Y*
- 3.13%
- 5Y*
- —
- 10Y*
- —
2B77.DE vs. WH2E.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
2B77.DE iShares Ageing Population UCITS ETF | 2.83% | 13.27% | 14.30% | 4.41% |
WH2E.DE Invesco S&P World Health Care ESG UCITS ETF Acc | -3.24% | 2.78% | 7.94% | 1.68% |
Correlation
The correlation between 2B77.DE and WH2E.DE is 0.56, 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 | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Apr 18, 2023 | 0.54 |
The correlation between 2B77.DE and WH2E.DE has been stable across timeframes, ranging from 0.53 to 0.56 - a consistent structural relationship.
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Return for Risk
2B77.DE vs. WH2E.DE — Risk / Return Rank
2B77.DE
WH2E.DE
2B77.DE vs. WH2E.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (2B77.DE) and Invesco S&P World Health Care ESG UCITS ETF Acc (WH2E.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 | WH2E.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.67 | ||
| Sortino ratioReturn per unit of downside risk | +0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.13 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | 0.83 | +1.62 |
| Martin ratioReturn relative to average drawdown | 8.32 | 2.15 | +6.17 |
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 | WH2E.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 0.68 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.20 | +0.22 |
Drawdowns
2B77.DE vs. WH2E.DE - Drawdown Comparison
The maximum 2B77.DE drawdown since its inception was -38.47%, which is greater than WH2E.DE's maximum drawdown of -22.19%. Use the drawdown chart below to compare losses from any high point for 2B77.DE and WH2E.DE.
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Drawdown Indicators
| 2B77.DE | WH2E.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.47% | -22.19% | -16.28% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -12.23% | +5.43% |
Max Drawdown (3Y)Largest decline over 3 years | -20.07% | -22.19% | +2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -20.07% | — | — |
Current DrawdownCurrent decline from peak | -1.60% | -10.45% | +8.85% |
Average DrawdownAverage peak-to-trough decline | -5.47% | -6.94% | +1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 4.73% | -2.72% |
Volatility
2B77.DE vs. WH2E.DE - Volatility Comparison
The current volatility for iShares Ageing Population UCITS ETF (2B77.DE) is 3.36%, while Invesco S&P World Health Care ESG UCITS ETF Acc (WH2E.DE) has a volatility of 5.21%. This indicates that 2B77.DE experiences smaller price fluctuations and is considered to be less risky than WH2E.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 | WH2E.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 5.21% | -1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 10.46% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.28% | 14.86% | -2.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.09% | 13.91% | +1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.52% | 13.91% | +2.61% |
2B77.DE vs. WH2E.DE - Expense Ratio Comparison
2B77.DE has a 0.40% expense ratio, which is higher than WH2E.DE's 0.18% expense ratio.
Dividends
2B77.DE vs. WH2E.DE - Dividend Comparison
Neither 2B77.DE nor WH2E.DE has paid dividends to shareholders.
Frequently Asked Questions
2B77.DE and WH2E.DE have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WH2E.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WH2E.DE is cheaper with a 0.18% expense ratio, compared with 0.40% for 2B77.DE.
2B77.DE tracks iSTOXX® FactSet Ageing Population, while WH2E.DE tracks S&P Developed Ex-Korea LargeMidCap ESG Enhanced Health Care. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.40% for 2B77.DE and 0.18% for WH2E.DE.
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