EXV4.DE vs. IUHC.L
Compare and contrast key facts about iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) and iShares S&P 500 USD Health Care Sector UCITS (IUHC.L).
EXV4.DE and IUHC.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. IUHC.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Health Care NR USD. It was launched on Nov 20, 2015. Both EXV4.DE and IUHC.L 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: EXV4.DE or IUHC.L.
Key characteristics
| EXV4.DE | IUHC.L | |
|---|---|---|
| YTD Return | 8.96% | 8.98% |
| 1Y Return | 12.87% | 16.04% |
| 3Y Return (Ann) | 3.70% | 4.65% |
| 5Y Return (Ann) | 7.00% | 10.42% |
| Sharpe Ratio | 1.03 | 1.69 |
| Sortino Ratio | 1.48 | 2.38 |
| Omega Ratio | 1.18 | 1.29 |
| Calmar Ratio | 1.06 | 1.95 |
| Martin Ratio | 3.66 | 6.75 |
| Ulcer Index | 3.38% | 2.50% |
| Daily Std Dev | 12.00% | 10.15% |
| Max Drawdown | -44.54% | -27.44% |
| Current Drawdown | -11.26% | -6.23% |
Correlation
The correlation between EXV4.DE and IUHC.L is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EXV4.DE vs. IUHC.L - Performance Comparison
The year-to-date returns for both investments are quite close, with EXV4.DE having a 8.96% return and IUHC.L slightly higher at 8.98%. 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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EXV4.DE vs. IUHC.L - Expense Ratio Comparison
EXV4.DE has a 0.46% expense ratio, which is higher than IUHC.L's 0.15% expense ratio.
Risk-Adjusted Performance
EXV4.DE vs. IUHC.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) and iShares S&P 500 USD Health Care Sector UCITS (IUHC.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.
Dividends
EXV4.DE vs. IUHC.L - Dividend Comparison
EXV4.DE's dividend yield for the trailing twelve months is around 1.39%, while IUHC.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | 1.39% | 1.60% | 1.59% | 1.47% | 1.24% | 1.79% | 1.85% | 2.64% | 2.90% | 2.60% | 2.36% | 2.39% |
IUHC.L iShares S&P 500 USD Health Care Sector UCITS | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EXV4.DE vs. IUHC.L - Drawdown Comparison
The maximum EXV4.DE drawdown since its inception was -44.54%, which is greater than IUHC.L's maximum drawdown of -27.44%. Use the drawdown chart below to compare losses from any high point for EXV4.DE and IUHC.L. For additional features, visit the drawdowns tool.
Volatility
EXV4.DE vs. IUHC.L - Volatility Comparison
iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) has a higher volatility of 3.74% compared to iShares S&P 500 USD Health Care Sector UCITS (IUHC.L) at 2.69%. This indicates that EXV4.DE's price experiences larger fluctuations and is considered to be riskier than IUHC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.