BKHYY vs. ISRG

Last updated Jun 4, 2026

BKHYY (Bank Hapoalim ADR) and ISRG (Intuitive Surgical, Inc.) are both stocks. BKHYY operates in Banks - Regional (Financial Services), while ISRG operates in Medical Instruments & Supplies (Healthcare). Over the past 10 years, BKHYY returned 21.39%/yr vs 19.13%/yr for ISRG. At a 0.07 correlation, their price movements are largely independent.

Performance

BKHYY vs. ISRG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bank Hapoalim ADR (BKHYY) and Intuitive Surgical, Inc. (ISRG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BKHYY achieves a 2.58% return, which is significantly higher than ISRG's -28.09% return. Over the past 10 years, BKHYY has outperformed ISRG with an annualized return of 21.39%, while ISRG has yielded a comparatively lower 19.13% annualized return.

BKHYY

• 1D: -0.32%
• 1M: -12.12%
• YTD: 2.58%
• 6M: 10.08%
• 1Y: 48.76%
• 3Y*: 52.67%
• 5Y*: 30.06%
• 10Y*: 21.39%

ISRG

• 1D: 1.24%
• 1M: -9.96%
• YTD: -28.09%
• 6M: -28.51%
• 1Y: -26.20%
• 3Y*: 9.27%
• 5Y*: 8.00%
• 10Y*: 19.13%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BKHYY vs. ISRG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BKHYY Bank Hapoalim ADR	2.58%	116.43%	38.07%	8.17%	-14.54%	61.91%	-15.42%	36.49%	-15.11%	28.29%
ISRG Intuitive Surgical, Inc.	-28.09%	8.51%	54.72%	27.14%	-26.15%	31.76%	38.39%	23.43%	31.23%	72.64%

Correlation

The correlation between BKHYY and ISRG is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.15
Correlation (3Y) Calculated over the trailing 3-year period	0.06
Correlation (5Y) Calculated over the trailing 5-year period	0.04
Correlation (10Y) Calculated over the trailing 10-year period	0.07
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007	0.07

The correlation between BKHYY and ISRG shifts across timeframes, from 0.04 (5 years) to 0.15 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap BKHYY : $31.81B ISRG : $146.54B
EPS BKHYY : $32.82 ISRG : $8.24
PE Ratio BKHYY : 3.62 ISRG : 49.43
PEG Ratio BKHYY : 0.21 ISRG : 3.03
PS Ratio BKHYY : 0.80 ISRG : 13.91
PB Ratio BKHYY : 0.49 ISRG : 8.33
Total Revenue (TTM) BKHYY : $39.34B ISRG : $10.58B
Gross Profit (TTM) BKHYY : $21.06B ISRG : $7.02B
EBITDA (TTM) BKHYY : $15.07B ISRG : $3.76B

Return for Risk

BKHYY vs. ISRG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BKHYY

BKHYY Risk / Return Rank: 78
BKHYY Sharpe Ratio Rank: 80
BKHYY Sortino Ratio Rank: 75
BKHYY Omega Ratio Rank: 73
BKHYY Calmar Ratio Rank: 79
BKHYY Martin Ratio Rank: 84

ISRG

ISRG Risk / Return Rank: 8
ISRG Sharpe Ratio Rank: 7
ISRG Sortino Ratio Rank: 8
ISRG Omega Ratio Rank: 10
ISRG Calmar Ratio Rank: 9
ISRG Martin Ratio Rank: 3

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BKHYY vs. ISRG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bank Hapoalim ADR (BKHYY) and Intuitive Surgical, Inc. (ISRG). 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.

	BKHYY	ISRG	Difference
Sharpe ratio Return per unit of total volatility	1.42	-0.85	+2.27
Sortino ratio Return per unit of downside risk	2.00	-1.23	+3.23
Omega ratio Gain probability vs. loss probability	1.25	0.86	+0.39
Calmar ratio Return relative to maximum drawdown	2.51	-0.82	+3.32
Martin ratio Return relative to average drawdown	8.07	-1.65	+9.72
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BKHYY vs. ISRG - Sharpe Ratio Comparison

The current BKHYY Sharpe Ratio is 1.42, which is higher than the ISRG Sharpe Ratio of -0.85. The chart below compares the historical Sharpe Ratios of BKHYY and ISRG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BKHYY	ISRG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.42	-0.85	+2.27
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.69	0.24	+0.45
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.54	0.59	-0.06
Sharpe Ratio (All Time) Calculated using the full available price history	0.24	0.47	-0.24

Drawdowns

BKHYY vs. ISRG - Drawdown Comparison

The maximum BKHYY drawdown since its inception was -69.05%, smaller than the maximum ISRG drawdown of -82.26%. Use the drawdown chart below to compare losses from any high point for BKHYY and ISRG.

Drawdown Indicators

	BKHYY	ISRG	Difference
Max Drawdown Largest peak-to-trough decline	-69.05%	-82.26%	+13.21%
Max Drawdown (1Y) Largest decline over 1 year	-19.55%	-32.14%	+12.59%
Max Drawdown (3Y) Largest decline over 3 years	-26.52%	-34.10%	+7.58%
Max Drawdown (5Y) Largest decline over 5 years	-36.39%	-49.90%	+13.51%
Max Drawdown (10Y) Largest decline over 10 years	-46.47%	-49.90%	+3.43%
Current Drawdown Current decline from peak	-16.81%	-33.28%	+16.47%
Average Drawdown Average peak-to-trough decline	-16.97%	-21.27%	+4.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.06%	15.91%	-9.85%

Volatility

BKHYY vs. ISRG - Volatility Comparison

The current volatility for Bank Hapoalim ADR (BKHYY) is 9.80%, while Intuitive Surgical, Inc. (ISRG) has a volatility of 11.07%. This indicates that BKHYY experiences smaller price fluctuations and is considered to be less risky than ISRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BKHYY	ISRG	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.80%	11.07%	-1.27%
Volatility (6M) Calculated over the trailing 6-month period	24.84%	20.23%	+4.61%
Volatility (1Y) Calculated over the trailing 1-year period	34.61%	30.83%	+3.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	43.55%	33.15%	+10.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	39.94%	32.38%	+7.56%

Dividends

BKHYY vs. ISRG - Dividend Comparison

BKHYY's dividend yield for the trailing twelve months is around 4.23%, while ISRG has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BKHYY Bank Hapoalim ADR	4.23%	3.27%	4.09%	5.69%	2.56%	3.08%	0.00%	4.63%	1.42%	2.67%	3.08%	1.41%
ISRG Intuitive Surgical, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

BKHYY vs. ISRG - Profitability Comparison

The chart below illustrates the profitability comparison between Bank Hapoalim ADR and Intuitive Surgical, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BKHYY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bank Hapoalim ADR reported a gross profit of 5.60B and revenue of 9.95B. Therefore, the gross margin over that period was 56.3%.

ISRG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Intuitive Surgical, Inc. reported a gross profit of 1.83B and revenue of 2.77B. Therefore, the gross margin over that period was 66.1%.

BKHYY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bank Hapoalim ADR reported an operating income of 3.50B and revenue of 9.95B, resulting in an operating margin of 35.2%.

ISRG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Intuitive Surgical, Inc. reported an operating income of 855.30M and revenue of 2.77B, resulting in an operating margin of 30.9%.

BKHYY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bank Hapoalim ADR reported a net income of 2.13B and revenue of 9.95B, resulting in a net margin of 21.4%.

ISRG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Intuitive Surgical, Inc. reported a net income of 821.50M and revenue of 2.77B, resulting in a net margin of 29.7%.

Frequently Asked Questions

Can I hold both BKHYY and ISRG in my portfolio?

BKHYY and ISRG have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BKHYY or ISRG?

ISRG has higher volatility (11.07%) compared to BKHYY (9.80%). In terms of maximum drawdown, BKHYY dropped -69.05% vs ISRG's -82.26%.

Which has better risk-adjusted returns?

BKHYY currently has the higher Sharpe Ratio (1.42 vs -0.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.