FBTU.L vs. WHCS.AS
Compare and contrast key facts about First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating (FBTU.L) and iShares MSCI World Health Care Sector UCITS ETF USD Inc (WHCS.AS).
FBTU.L and WHCS.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FBTU.L is managed by First Trust. WHCS.AS is a passively managed fund by iShares that tracks the performance of the MSCI World/Health Care NR USD. It was launched on Oct 17, 2019.
Performance
FBTU.L vs. WHCS.AS - Performance Comparison
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FBTU.L vs. WHCS.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FBTU.L First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating | -5.44% | 25.95% | 4.74% | 3.91% | -5.96% | -3.77% | 3.88% |
WHCS.AS iShares MSCI World Health Care Sector UCITS ETF USD Inc | -6.21% | 15.82% | -5.39% | 3.78% | -3.40% | 20.66% | 10.91% |
Returns By Period
In the year-to-date period, FBTU.L achieves a -5.44% return, which is significantly higher than WHCS.AS's -6.21% return.
FBTU.L
- 1D
- 2.87%
- 1M
- -4.92%
- YTD
- -5.44%
- 6M
- 12.00%
- 1Y
- 18.72%
- 3Y*
- 8.81%
- 5Y*
- 3.92%
- 10Y*
- —
WHCS.AS
- 1D
- 1.01%
- 1M
- -8.62%
- YTD
- -6.21%
- 6M
- 5.16%
- 1Y
- 4.31%
- 3Y*
- 2.89%
- 5Y*
- 4.12%
- 10Y*
- —
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FBTU.L vs. WHCS.AS - Expense Ratio Comparison
FBTU.L has a 0.60% expense ratio, which is lower than WHCS.AS's 1.00% expense ratio.
Return for Risk
FBTU.L vs. WHCS.AS — Risk / Return Rank
FBTU.L
WHCS.AS
FBTU.L vs. WHCS.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating (FBTU.L) and iShares MSCI World Health Care Sector UCITS ETF USD Inc (WHCS.AS). 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.
| FBTU.L | WHCS.AS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.26 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.26 | 0.47 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.06 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 0.42 | +0.84 |
Martin ratioReturn relative to average drawdown | 3.61 | 1.30 | +2.31 |
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
| FBTU.L | WHCS.AS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.26 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.29 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.45 | -0.28 |
Correlation
The correlation between FBTU.L and WHCS.AS is 0.67, 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.
Dividends
FBTU.L vs. WHCS.AS - Dividend Comparison
FBTU.L has not paid dividends to shareholders, while WHCS.AS's dividend yield for the trailing twelve months is around 1.12%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FBTU.L First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WHCS.AS iShares MSCI World Health Care Sector UCITS ETF USD Inc | 1.12% | 1.05% | 1.04% | 1.15% | 1.08% | 1.08% | 1.20% | 0.10% |
Drawdowns
FBTU.L vs. WHCS.AS - Drawdown Comparison
The maximum FBTU.L drawdown since its inception was -33.73%, which is greater than WHCS.AS's maximum drawdown of -26.37%. Use the drawdown chart below to compare losses from any high point for FBTU.L and WHCS.AS.
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Drawdown Indicators
| FBTU.L | WHCS.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.73% | -26.37% | -7.36% |
Max Drawdown (1Y)Largest decline over 1 year | -15.22% | -9.99% | -5.23% |
Max Drawdown (5Y)Largest decline over 5 years | -29.97% | -19.71% | -10.26% |
Current DrawdownCurrent decline from peak | -11.52% | -8.73% | -2.79% |
Average DrawdownAverage peak-to-trough decline | -13.30% | -5.51% | -7.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 3.24% | +1.76% |
Volatility
FBTU.L vs. WHCS.AS - Volatility Comparison
First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating (FBTU.L) has a higher volatility of 7.43% compared to iShares MSCI World Health Care Sector UCITS ETF USD Inc (WHCS.AS) at 4.74%. This indicates that FBTU.L's price experiences larger fluctuations and is considered to be riskier than WHCS.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBTU.L | WHCS.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 4.74% | +2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 14.90% | 8.96% | +5.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.95% | 16.16% | +6.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.73% | 14.21% | +6.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.25% | 16.33% | +4.92% |