CH5.L vs. EXV4.DE
Compare and contrast key facts about Amundi ETF MSCI Europe Healthcare UCITS ETF (CH5.L) and iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE).
CH5.L and EXV4.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CH5.L is a passively managed fund by Amundi that tracks the performance of the MSCI World/Health Care NR USD. It was launched on Dec 4, 2008. EXV4.DE is a passively managed fund by iShares that tracks the performance of the STOXX® Europe 600 Health Care. It was launched on Apr 25, 2001. Both CH5.L and EXV4.DE 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: CH5.L or EXV4.DE.
Key characteristics
| CH5.L | EXV4.DE | |
|---|---|---|
| YTD Return | 10.32% | 11.93% |
| 1Y Return | 7.31% | 8.70% |
| 3Y Return (Ann) | 10.85% | 9.94% |
| 5Y Return (Ann) | 10.63% | 10.26% |
| 10Y Return (Ann) | 8.54% | 8.21% |
| Sharpe Ratio | 0.53 | 0.64 |
| Daily Std Dev | 13.85% | 13.43% |
| Max Drawdown | -19.44% | -44.54% |
| Current Drawdown | -0.86% | -0.76% |
Correlation
The correlation between CH5.L and EXV4.DE is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CH5.L vs. EXV4.DE - Performance Comparison
In the year-to-date period, CH5.L achieves a 10.32% return, which is significantly lower than EXV4.DE's 11.93% return. Both investments have delivered pretty close results over the past 10 years, with CH5.L having a 8.54% annualized return and EXV4.DE not far behind at 8.21%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CH5.L vs. EXV4.DE - Expense Ratio Comparison
CH5.L has a 0.25% expense ratio, which is lower than EXV4.DE's 0.46% expense ratio.
Risk-Adjusted Performance
CH5.L vs. EXV4.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi ETF MSCI Europe Healthcare UCITS ETF (CH5.L) and iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.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.
Dividends
CH5.L vs. EXV4.DE - Dividend Comparison
CH5.L has not paid dividends to shareholders, while EXV4.DE's dividend yield for the trailing twelve months is around 1.38%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CH5.L Amundi ETF MSCI Europe Healthcare 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% |
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | 1.38% | 1.60% | 1.59% | 1.47% | 1.24% | 1.79% | 1.85% | 2.64% | 2.90% | 2.60% | 2.36% | 2.39% |
Drawdowns
CH5.L vs. EXV4.DE - Drawdown Comparison
The maximum CH5.L drawdown since its inception was -19.44%, smaller than the maximum EXV4.DE drawdown of -44.54%. Use the drawdown chart below to compare losses from any high point for CH5.L and EXV4.DE. For additional features, visit the drawdowns tool.
Volatility
CH5.L vs. EXV4.DE - Volatility Comparison
The current volatility for Amundi ETF MSCI Europe Healthcare UCITS ETF (CH5.L) is 3.04%, while iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) has a volatility of 3.29%. This indicates that CH5.L experiences smaller price fluctuations and is considered to be less risky than EXV4.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.