CICOY vs. IYH
Compare and contrast key facts about COSCO SHIPPING Holdings Co., Ltd. (CICOY) and iShares U.S. Healthcare ETF (IYH).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CICOY or IYH.
Key characteristics
| CICOY | IYH | |
|---|---|---|
| YTD Return | 59.50% | 7.43% |
| 1Y Return | 68.56% | 15.26% |
| 3Y Return (Ann) | 27.11% | 3.26% |
| 5Y Return (Ann) | 65.44% | 9.62% |
| Sharpe Ratio | 1.68 | 1.44 |
| Sortino Ratio | 2.19 | 2.04 |
| Omega Ratio | 1.30 | 1.26 |
| Calmar Ratio | 1.96 | 1.62 |
| Martin Ratio | 4.62 | 6.35 |
| Ulcer Index | 15.33% | 2.43% |
| Daily Std Dev | 42.12% | 10.73% |
| Max Drawdown | -64.61% | -43.13% |
| Current Drawdown | -18.31% | -7.79% |
Correlation
The correlation between CICOY and IYH is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CICOY vs. IYH - Performance Comparison
In the year-to-date period, CICOY achieves a 59.50% return, which is significantly higher than IYH's 7.43% return. 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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Risk-Adjusted Performance
CICOY vs. IYH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for COSCO SHIPPING Holdings Co., Ltd. (CICOY) 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
CICOY vs. IYH - Dividend Comparison
CICOY's dividend yield for the trailing twelve months is around 11.64%, more than IYH's 1.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CICOY COSCO SHIPPING Holdings Co., Ltd. | 11.64% | 26.95% | 40.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IYH iShares U.S. Healthcare ETF | 1.16% | 1.18% | 1.10% | 0.94% | 1.16% | 1.14% | 1.95% | 1.10% | 1.29% | 2.02% | 1.05% | 1.12% |
Drawdowns
CICOY vs. IYH - Drawdown Comparison
The maximum CICOY drawdown since its inception was -64.61%, which is greater than IYH's maximum drawdown of -43.13%. Use the drawdown chart below to compare losses from any high point for CICOY and IYH. For additional features, visit the drawdowns tool.
Volatility
CICOY vs. IYH - Volatility Comparison
COSCO SHIPPING Holdings Co., Ltd. (CICOY) has a higher volatility of 11.51% compared to iShares U.S. Healthcare ETF (IYH) at 3.25%. This indicates that CICOY'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.