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HEAL vs. CNCR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HEAL vs. CNCR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X HealthTech ETF (HEAL) and Loncar Cancer Immunotherapy ETF (CNCR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


HEAL

1D
-1.16%
1M
-2.59%
YTD
-15.57%
6M
-20.78%
1Y
-22.08%
3Y*
-10.46%
5Y*
-14.71%
10Y*

CNCR

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HEAL vs. CNCR - Yearly Performance Comparison


HEAL vs. CNCR - Sectors Allocation Comparison


Sectors
HEAL
CNCR

Healthcare

96.0%
96.6%

Technology

3.2%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

3.3%

Industrials

-

-

Real Estate

-

-

Utilities

-

-

Healthcare

HEAL
96.0%
CNCR
96.6%

Technology

HEAL
3.2%
CNCR

-

Basic Materials

HEAL

-

CNCR

-

Communication Services

HEAL

-

CNCR

-

Consumer Cyclical

HEAL

-

CNCR

-

Consumer Defensive

HEAL

-

CNCR

-

Energy

HEAL

-

CNCR

-

Financial Services

HEAL

-

CNCR
3.3%

Industrials

HEAL

-

CNCR

-

Real Estate

HEAL

-

CNCR

-

Utilities

HEAL

-

CNCR

-

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Return for Risk

HEAL vs. CNCR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HEAL
HEAL Risk / Return Rank: 22
Overall Rank
HEAL Sharpe Ratio Rank: 11
Sharpe Ratio Rank
HEAL Sortino Ratio Rank: 22
Sortino Ratio Rank
HEAL Omega Ratio Rank: 22
Omega Ratio Rank
HEAL Calmar Ratio Rank: 33
Calmar Ratio Rank
HEAL Martin Ratio Rank: 11
Martin Ratio Rank

CNCR
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HEAL vs. CNCR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X HealthTech ETF (HEAL) and Loncar Cancer Immunotherapy ETF (CNCR). 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.


HEALCNCRDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.85

Calmar ratioReturn relative to maximum drawdown

-0.72

Martin ratioReturn relative to average drawdown

-1.46

HEAL vs. CNCR - Sharpe Ratio Comparison


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Sharpe Ratios by Period


HEALCNCRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.39

Drawdowns

HEAL vs. CNCR - Drawdown Comparison

The maximum HEAL drawdown since its inception was -65.76%, which is greater than CNCR's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for HEAL and CNCR.


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Drawdown Indicators


HEALCNCRDifference

Max Drawdown

Largest peak-to-trough decline

-65.76%

0.00%

-65.76%

Max Drawdown (1Y)

Largest decline over 1 year

-30.71%

Max Drawdown (3Y)

Largest decline over 3 years

-35.78%

Max Drawdown (5Y)

Largest decline over 5 years

-60.36%

Current Drawdown

Current decline from peak

-63.55%

0.00%

-63.55%

Average Drawdown

Average peak-to-trough decline

-43.02%

0.00%

-43.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.13%

Volatility

HEAL vs. CNCR - Volatility Comparison


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Volatility by Period


HEALCNCRDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.21%

Volatility (6M)

Calculated over the trailing 6-month period

15.69%

Volatility (1Y)

Calculated over the trailing 1-year period

21.89%

0.00%

+21.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.37%

0.00%

+26.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.18%

0.00%

+26.18%

HEAL vs. CNCR - Expense Ratio Comparison

HEAL has a 0.50% expense ratio, which is lower than CNCR's 0.79% expense ratio.


Dividends

HEAL vs. CNCR - Dividend Comparison

HEAL's dividend yield for the trailing twelve months is around 0.39%, while CNCR has not paid dividends to shareholders.


PositionTTM202520242023202220212020
CNCR
Loncar Cancer Immunotherapy ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HEAL
Global X HealthTech ETF
0.39%0.33%0.00%0.00%0.00%0.00%0.03%

Frequently Asked Questions


On fees, HEAL is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HEAL is cheaper with a 0.50% expense ratio, compared with 0.79% for CNCR.

HEAL has the higher dividend yield at 0.39%, compared with 0.00% for CNCR.

HEAL tracks Global X HealthTech Index, while CNCR tracks Loncar Cancer Immunotherapy Index. They also come from different issuers: Global X and Exchange Traded Concepts. Their fees differ too: 0.50% for HEAL and 0.79% for CNCR.

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