EXV4.DE vs. XDWH.DE
EXV4.DE (iShares STOXX Europe 600 Health Care UCITS ETF (DE)) and XDWH.DE (Xtrackers MSCI World Health Care UCITS ETF 1C) are both Health & Biotech Equities funds - EXV4.DE tracks the STOXX® Europe 600 Health Care while XDWH.DE tracks the MSCI World/Health Care NR USD. Both are passively managed. Over the past 10 years, EXV4.DE returned 5.78%/yr vs 7.61%/yr for XDWH.DE. A 0.76 correlation means they provide meaningful diversification when combined. EXV4.DE charges 0.46%/yr vs 0.25%/yr for XDWH.DE.
Performance
EXV4.DE vs. XDWH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXV4.DE achieves a -2.60% return, which is significantly lower than XDWH.DE's -1.98% return. Over the past 10 years, EXV4.DE has underperformed XDWH.DE with an annualized return of 5.78%, while XDWH.DE has yielded a comparatively higher 7.61% annualized return.
EXV4.DE
- 1D
- 2.82%
- 1M
- 0.11%
- YTD
- -2.60%
- 6M
- -1.19%
- 1Y
- 4.38%
- 3Y*
- 2.32%
- 5Y*
- 4.98%
- 10Y*
- 5.78%
XDWH.DE
- 1D
- 2.85%
- 1M
- 3.42%
- YTD
- -1.98%
- 6M
- -1.51%
- 1Y
- 9.79%
- 3Y*
- 2.67%
- 5Y*
- 5.50%
- 10Y*
- 7.61%
EXV4.DE vs. XDWH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | -2.60% | 7.23% | 3.85% | 7.52% | -6.10% | 25.12% | -2.48% | 32.64% | -1.01% | 4.34% |
XDWH.DE Xtrackers MSCI World Health Care UCITS ETF 1C | -1.98% | 2.21% | 7.44% | 0.04% | -0.07% | 30.55% | 2.69% | 27.24% | 5.96% | 5.52% |
Correlation
The correlation between EXV4.DE and XDWH.DE is 0.76, 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 | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Apr 4, 2016 | 0.76 |
The correlation between EXV4.DE and XDWH.DE has been stable across timeframes, ranging from 0.73 to 0.76 - a consistent structural relationship.
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Return for Risk
EXV4.DE vs. XDWH.DE — Risk / Return Rank
EXV4.DE
XDWH.DE
EXV4.DE vs. XDWH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) and Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.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.
| EXV4.DE | XDWH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.13 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 0.93 | -0.54 |
| Martin ratioReturn relative to average drawdown | 0.84 | 2.28 | -1.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EXV4.DE | XDWH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.70 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.41 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.51 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.55 | -0.23 |
Drawdowns
EXV4.DE vs. XDWH.DE - Drawdown Comparison
The maximum EXV4.DE drawdown since its inception was -44.54%, which is greater than XDWH.DE's maximum drawdown of -26.08%. Use the drawdown chart below to compare losses from any high point for EXV4.DE and XDWH.DE.
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Drawdown Indicators
| EXV4.DE | XDWH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.54% | -26.08% | -18.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -10.32% | -2.25% |
Max Drawdown (3Y)Largest decline over 3 years | -26.55% | -21.12% | -5.43% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | -21.12% | -5.43% |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | -26.08% | -0.47% |
Current DrawdownCurrent decline from peak | -11.65% | -8.51% | -3.14% |
Average DrawdownAverage peak-to-trough decline | -11.17% | -4.82% | -6.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 4.20% | +1.52% |
Volatility
EXV4.DE vs. XDWH.DE - Volatility Comparison
iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) has a higher volatility of 5.58% compared to Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.DE) at 4.81%. This indicates that EXV4.DE's price experiences larger fluctuations and is considered to be riskier than XDWH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV4.DE | XDWH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 4.81% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 9.51% | +2.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 13.69% | +2.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.55% | 13.43% | +2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 14.69% | +1.05% |
EXV4.DE vs. XDWH.DE - Expense Ratio Comparison
EXV4.DE has a 0.46% expense ratio, which is higher than XDWH.DE's 0.25% expense ratio.
Dividends
EXV4.DE vs. XDWH.DE - Dividend Comparison
EXV4.DE's dividend yield for the trailing twelve months is around 1.61%, while XDWH.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | 1.61% | 1.58% | 1.45% | 1.60% | 1.59% | 1.47% | 1.24% | 1.79% | 1.85% | 2.64% | 2.90% | 2.60% |
XDWH.DE Xtrackers MSCI World Health Care UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXV4.DE and XDWH.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDWH.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDWH.DE is cheaper with a 0.25% expense ratio, compared with 0.46% for EXV4.DE.
EXV4.DE tracks STOXX® Europe 600 Health Care, while XDWH.DE tracks MSCI World/Health Care NR USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.46% for EXV4.DE and 0.25% for XDWH.DE.
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