2B78.DE vs. LVMHF
2B78.DE (iShares Healthcare Innovation UCITS ETF) is Health & Biotech Equities fund tracking the iSTOXX® FactSet Breakthrough Healthcare, while LVMHF (LVMH Moët Hennessy - Louis Vuitton, Société Européenne) is a stock. Over the past 5 years, 2B78.DE returned -1.74%/yr vs -2.80%/yr for LVMHF. At a 0.32 correlation, their price movements are largely independent.
Performance
2B78.DE vs. LVMHF - Performance Comparison
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Different Trading Currencies
2B78.DE is traded in EUR, while LVMHF is traded in USD. To make them comparable, the LVMHF values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, 2B78.DE achieves a -2.07% return, which is significantly higher than LVMHF's -24.39% return.
2B78.DE
- 1D
- 0.41%
- 1M
- 1.41%
- YTD
- -2.07%
- 6M
- -3.15%
- 1Y
- 14.42%
- 3Y*
- 2.27%
- 5Y*
- -1.74%
- 10Y*
- —
LVMHF
- 1D
- 1.46%
- 1M
- 0.39%
- YTD
- -24.39%
- 6M
- -22.21%
- 1Y
- 4.24%
- 3Y*
- -13.16%
- 5Y*
- -2.80%
- 10Y*
- 15.97%
2B78.DE vs. LVMHF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
2B78.DE iShares Healthcare Innovation UCITS ETF | -2.07% | 5.50% | 7.24% | -0.29% | -19.03% | 1.15% | 38.75% | 16.74% | 0.39% | 19.45% |
LVMHF LVMH Moët Hennessy - Louis Vuitton, Société Européenne | -24.39% | 5.24% | -10.72% | 11.31% | -2.38% | 50.17% | 25.69% | 66.74% | 8.58% | 36.39% |
Correlation
The correlation between 2B78.DE and LVMHF is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Sep 14, 2016 | 0.32 |
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Return for Risk
2B78.DE vs. LVMHF — Risk / Return Rank
2B78.DE
LVMHF
2B78.DE vs. LVMHF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Healthcare Innovation UCITS ETF (2B78.DE) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF). 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.
| 2B78.DE | LVMHF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.81 | ||
| Sortino ratioReturn per unit of downside risk | +1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.05 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | 0.14 | +1.10 |
| Martin ratioReturn relative to average drawdown | 3.07 | 0.28 | +2.79 |
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
| 2B78.DE | LVMHF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.14 | +0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | -0.09 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.33 | -0.02 |
Drawdowns
2B78.DE vs. LVMHF - Drawdown Comparison
The maximum 2B78.DE drawdown since its inception was -38.58%, smaller than the maximum LVMHF drawdown of -56.12%. Use the drawdown chart below to compare losses from any high point for 2B78.DE and LVMHF.
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Drawdown Indicators
| 2B78.DE | LVMHF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.58% | -56.12% | +17.54% |
Max Drawdown (1Y)Largest decline over 1 year | -12.05% | -30.52% | +18.47% |
Max Drawdown (3Y)Largest decline over 3 years | -25.32% | -46.33% | +21.01% |
Max Drawdown (5Y)Largest decline over 5 years | -36.99% | -46.70% | +9.71% |
Max Drawdown (10Y)Largest decline over 10 years | — | -46.70% | — |
Current DrawdownCurrent decline from peak | -19.03% | -40.61% | +21.58% |
Average DrawdownAverage peak-to-trough decline | -14.36% | -12.23% | -2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 15.16% | -10.30% |
Volatility
2B78.DE vs. LVMHF - Volatility Comparison
The current volatility for iShares Healthcare Innovation UCITS ETF (2B78.DE) is 3.74%, while LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF) has a volatility of 7.57%. This indicates that 2B78.DE experiences smaller price fluctuations and is considered to be less risky than LVMHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B78.DE | LVMHF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 7.57% | -3.83% |
Volatility (6M)Calculated over the trailing 6-month period | 10.97% | 21.66% | -10.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.67% | 30.24% | -14.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.91% | 30.08% | -12.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.79% | 29.69% | -10.90% |
Dividends
2B78.DE vs. LVMHF - Dividend Comparison
2B78.DE has not paid dividends to shareholders, while LVMHF's dividend yield for the trailing twelve months is around 2.76%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2B78.DE iShares Healthcare Innovation 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% |
LVMHF LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 2.76% | 3.10% | 3.87% | 3.37% | 3.48% | 5.31% | 1.70% | 2.96% | 2.95% | 0.54% | 1.90% | 2.11% |
Frequently Asked Questions
2B78.DE and LVMHF have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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