DOCT.L vs. AGED.L
DOCT.L (L&G Healthcare Breakthrough UCITS ETF) and AGED.L (iShares Ageing Population UCITS ETF USD (Acc)) are both exchange-traded funds - DOCT.L is a Health & Biotech Equities fund tracking the MSCI World/Health Care NR USD, while AGED.L is a Global Equities fund tracking the Stoxx Global Ageing Population Net USD Index. Both are passively managed. Over the past 5 years, DOCT.L returned -3.16%/yr vs 6.71%/yr for AGED.L. A 0.78 correlation means they provide meaningful diversification when combined. DOCT.L charges 0.49%/yr vs 0.40%/yr for AGED.L.
Performance
DOCT.L vs. AGED.L - Performance Comparison
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Returns By Period
In the year-to-date period, DOCT.L achieves a 6.89% return, which is significantly lower than AGED.L's 11.02% return.
DOCT.L
- 1D
- 1.46%
- 1M
- 8.05%
- 6M
- 2.37%
- YTD
- 6.89%
- 1Y
- 36.46%
- 3Y*
- 8.21%
- 5Y*
- -3.16%
- 10Y*
- —
AGED.L
- 1D
- -0.14%
- 1M
- 5.51%
- 6M
- 9.54%
- YTD
- 11.02%
- 1Y
- 25.89%
- 3Y*
- 15.70%
- 5Y*
- 6.71%
- 10Y*
- —
DOCT.L vs. AGED.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DOCT.L L&G Healthcare Breakthrough UCITS ETF | 6.89% | 24.90% | 1.96% | -1.16% | -33.86% | 0.19% | 66.94% | 10.00% |
AGED.L iShares Ageing Population UCITS ETF USD (Acc) | 11.02% | 26.75% | 7.86% | 9.03% | -14.29% | 4.61% | 13.29% | 9.72% |
Correlation
The correlation between DOCT.L and AGED.L is 0.71, 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 | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2019 | 0.78 |
The correlation between DOCT.L and AGED.L has been stable across timeframes, ranging from 0.71 to 0.78 - a consistent structural relationship.
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Return for Risk
DOCT.L vs. AGED.L — Risk / Return Rank
DOCT.L
AGED.L
DOCT.L vs. AGED.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for L&G Healthcare Breakthrough UCITS ETF (DOCT.L) and iShares Ageing Population UCITS ETF USD (Acc) (AGED.L). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DOCT.L | AGED.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.31 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.13 | 3.12 | -0.99 |
| Martin ratioReturn relative to average drawdown | 5.00 | 11.36 | -6.36 |
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Drawdowns
DOCT.L vs. AGED.L - Drawdown Comparison
The maximum DOCT.L drawdown since its inception was -57.54%, which is greater than AGED.L's maximum drawdown of -40.12%. Use the drawdown chart below to compare losses from any high point for DOCT.L and AGED.L.
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Drawdown Indicators
| DOCT.L | AGED.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.54% | -40.12% | -17.42% |
Max Drawdown (1Y)Largest decline over 1 year | -17.02% | -8.40% | -8.62% |
Max Drawdown (3Y)Largest decline over 3 years | -28.75% | -16.38% | -12.37% |
Max Drawdown (5Y)Largest decline over 5 years | -55.80% | -27.68% | -28.12% |
Current DrawdownCurrent decline from peak | -25.19% | -1.16% | -24.03% |
Average DrawdownAverage peak-to-trough decline | -28.91% | -8.54% | -20.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.27% | 2.31% | +4.96% |
Volatility
DOCT.L vs. AGED.L - Volatility Comparison
L&G Healthcare Breakthrough UCITS ETF (DOCT.L) has a higher volatility of 6.81% compared to iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) at 3.77%. This indicates that DOCT.L's price experiences larger fluctuations and is considered to be riskier than AGED.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DOCT.L | AGED.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.81% | 3.77% | +3.04% |
Volatility (6M)Calculated over the trailing 6-month period | 16.61% | 12.23% | +4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.54% | 15.33% | +6.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.12% | 17.78% | +6.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.67% | 17.74% | +6.93% |
DOCT.L vs. AGED.L - Expense Ratio Comparison
DOCT.L has a 0.49% expense ratio, which is higher than AGED.L's 0.40% expense ratio.
Dividends
DOCT.L vs. AGED.L - Dividend Comparison
Neither DOCT.L nor AGED.L has paid dividends to shareholders.
Frequently Asked Questions
DOCT.L and AGED.L have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AGED.L is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AGED.L is cheaper with a 0.40% expense ratio, compared with 0.49% for DOCT.L.
DOCT.L is categorized as Health & Biotech Equities, while AGED.L is Global Equities. DOCT.L tracks MSCI World/Health Care NR USD, while AGED.L tracks Stoxx Global Ageing Population Net USD Index. They also come from different issuers: Legal & General and iShares. Their fees differ too: 0.49% for DOCT.L and 0.40% for AGED.L.
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