HEAL vs. IUHC.L
Compare and contrast key facts about Global X HealthTech ETF (HEAL) and iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) (IUHC.L).
HEAL 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. HEAL is a passively managed fund by Global X that tracks the performance of the Global X HealthTech Index. It was launched on Jul 29, 2020. IUHC.L is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Health Care Index. It was launched on Jun 15, 2020. Both HEAL 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.
Performance
HEAL vs. IUHC.L - Performance Comparison
Loading graphics...
HEAL vs. IUHC.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
HEAL Global X HealthTech ETF | -18.45% | -0.62% | -2.87% | -12.61% | -29.99% | -14.21% | 23.87% |
IUHC.L iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) | -6.26% | 14.67% | 2.16% | 1.72% | -2.63% | 27.58% | 6.95% |
Returns By Period
In the year-to-date period, HEAL achieves a -18.45% return, which is significantly lower than IUHC.L's -6.26% return.
HEAL
- 1D
- 2.83%
- 1M
- -10.48%
- YTD
- -18.45%
- 6M
- -25.27%
- 1Y
- -15.69%
- 3Y*
- -12.07%
- 5Y*
- -16.45%
- 10Y*
- —
IUHC.L
- 1D
- 1.13%
- 1M
- -8.24%
- YTD
- -6.26%
- 6M
- 6.86%
- 1Y
- 1.59%
- 3Y*
- 5.53%
- 5Y*
- 5.85%
- 10Y*
- 9.38%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HEAL vs. IUHC.L - Expense Ratio Comparison
HEAL has a 0.50% expense ratio, which is higher than IUHC.L's 0.15% expense ratio.
Return for Risk
HEAL vs. IUHC.L — Risk / Return Rank
HEAL
IUHC.L
HEAL vs. IUHC.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X HealthTech ETF (HEAL) and iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) (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.
| HEAL | IUHC.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.64 | 0.09 | -0.73 |
Sortino ratioReturn per unit of downside risk | -0.81 | 0.25 | -1.05 |
Omega ratioGain probability vs. loss probability | 0.91 | 1.03 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | -0.49 | 0.16 | -0.65 |
Martin ratioReturn relative to average drawdown | -1.38 | 0.34 | -1.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HEAL | IUHC.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.64 | 0.09 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.63 | 0.40 | -1.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.42 | 0.55 | -0.97 |
Correlation
The correlation between HEAL and IUHC.L is 0.31, 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.
Dividends
HEAL vs. IUHC.L - Dividend Comparison
HEAL's dividend yield for the trailing twelve months is around 0.40%, while IUHC.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
HEAL Global X HealthTech ETF | 0.40% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% |
IUHC.L iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HEAL vs. IUHC.L - Drawdown Comparison
The maximum HEAL drawdown since its inception was -65.76%, 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 HEAL and IUHC.L.
Loading graphics...
Drawdown Indicators
| HEAL | IUHC.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.76% | -27.44% | -38.32% |
Max Drawdown (1Y)Largest decline over 1 year | -30.71% | -11.36% | -19.35% |
Max Drawdown (5Y)Largest decline over 5 years | -61.76% | -17.63% | -44.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.44% | — |
Current DrawdownCurrent decline from peak | -64.79% | -8.64% | -56.15% |
Average DrawdownAverage peak-to-trough decline | -42.40% | -4.86% | -37.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.89% | 5.00% | +5.89% |
Volatility
HEAL vs. IUHC.L - Volatility Comparison
Global X HealthTech ETF (HEAL) has a higher volatility of 7.53% compared to iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) (IUHC.L) at 4.68%. This indicates that HEAL'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.
Loading graphics...
Volatility by Period
| HEAL | IUHC.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.53% | 4.68% | +2.85% |
Volatility (6M)Calculated over the trailing 6-month period | 16.50% | 9.59% | +6.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.65% | 17.30% | +7.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.35% | 14.62% | +11.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.33% | 15.63% | +10.70% |