HEAL.L vs. BRK-B
Compare and contrast key facts about iShares Healthcare Innovation UCITS ETF USD (Acc) (HEAL.L) and Berkshire Hathaway Inc. (BRK-B).
HEAL.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Health Care NR USD. It was launched on Sep 8, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HEAL.L or BRK-B.
Key characteristics
| HEAL.L | BRK-B | |
|---|---|---|
| YTD Return | 4.81% | 31.47% |
| 1Y Return | 22.33% | 35.45% |
| 3Y Return (Ann) | -8.21% | 17.71% |
| 5Y Return (Ann) | 5.38% | 16.26% |
| Sharpe Ratio | 1.52 | 2.48 |
| Sortino Ratio | 2.35 | 3.47 |
| Omega Ratio | 1.27 | 1.45 |
| Calmar Ratio | 0.51 | 4.65 |
| Martin Ratio | 7.07 | 12.30 |
| Ulcer Index | 3.29% | 2.87% |
| Daily Std Dev | 15.26% | 14.22% |
| Max Drawdown | -46.43% | -53.86% |
| Current Drawdown | -30.31% | -2.02% |
Correlation
The correlation between HEAL.L and BRK-B is 0.28, 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
HEAL.L vs. BRK-B - Performance Comparison
In the year-to-date period, HEAL.L achieves a 4.81% return, which is significantly lower than BRK-B's 31.47% 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
HEAL.L vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Healthcare Innovation UCITS ETF USD (Acc) (HEAL.L) and Berkshire Hathaway Inc. (BRK-B). 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
HEAL.L vs. BRK-B - Dividend Comparison
Neither HEAL.L nor BRK-B has paid dividends to shareholders.
Drawdowns
HEAL.L vs. BRK-B - Drawdown Comparison
The maximum HEAL.L drawdown since its inception was -46.43%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for HEAL.L and BRK-B. For additional features, visit the drawdowns tool.
Volatility
HEAL.L vs. BRK-B - Volatility Comparison
The current volatility for iShares Healthcare Innovation UCITS ETF USD (Acc) (HEAL.L) is 2.88%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.35%. This indicates that HEAL.L experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.