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HLTW.L vs. BTEE.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

HLTW.L vs. BTEE.L

Last updated Apr 2, 2026

Compare and contrast key facts about Lyxor UCITS MSCI World Health Care TR C-USD (HLTW.L) and iShares Nasdaq US Biotechnology UCITS ETF USD (Dist) (BTEE.L).

HLTW.L and BTEE.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HLTW.L is a passively managed fund by Amundi that tracks the performance of the MSCI World/Health Care NR USD. It was launched on Aug 19, 2010. BTEE.L is a passively managed fund by iShares that tracks the performance of the NASDAQ Biotechnology TR USD. It was launched on Mar 5, 2018. Both HLTW.L and BTEE.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

HLTW.L vs. BTEE.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lyxor UCITS MSCI World Health Care TR C-USD (HLTW.L) and iShares Nasdaq US Biotechnology UCITS ETF USD (Dist) (BTEE.L). The values are adjusted to include any dividend payments, if applicable.

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HLTW.L vs. BTEE.L - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
HLTW.L
Lyxor UCITS MSCI World Health Care TR C-USD		-3.57%15.73%0.39%3.08%-5.66%20.58%12.94%22.85%0.04%
BTEE.L
iShares Nasdaq US Biotechnology UCITS ETF USD (Dist)		3.29%32.82%-1.69%5.84%-11.88%-0.57%27.55%25.56%-14.84%

Returns By Period

In the year-to-date period, HLTW.L achieves a -3.57% return, which is significantly lower than BTEE.L's 3.29% return.

HLTW.L

1D
2.11%
1M
-5.28%
YTD
-3.57%
6M
4.47%
1Y
6.17%
3Y*
5.72%
5Y*
5.28%
10Y*
8.33%

BTEE.L

1D
2.25%
1M
-1.36%
YTD
3.29%
6M
17.25%
1Y
39.34%
3Y*
13.16%
5Y*
4.62%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Lyxor UCITS MSCI World Health Care TR C-USD

iShares Nasdaq US Biotechnology UCITS ETF USD (Dist)

Often compared with HLTW.L:
HLTW.L vs. LCWD.LHLTW.L vs. XLVHLTW.L vs. DOCT.LHLTW.L vs. BIGT.LHLTW.L vs. KURE.LHLTW.L vs. HEAE.LHLTW.L vs. SBIO.L
Often compared with BTEE.L:
BTEE.L vs. VOOBTEE.L vs. NBTK.DEBTEE.L vs. DOCT.LBTEE.L vs. WHCE.LBTEE.L vs. GNOG.LBTEE.L vs. WBIO.LBTEE.L vs. BIGT.L

HLTW.L vs. BTEE.L - Expense Ratio Comparison

HLTW.L has a 0.30% expense ratio, which is lower than BTEE.L's 0.35% expense ratio.

BTEE.L
iShares Nasdaq US Biotechnology UCITS ETF USD (Dist)
HLTW.L
Lyxor UCITS MSCI World Health Care TR C-USD

Return for Risk

HLTW.L vs. BTEE.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
HLTW.L
HLTW.L Risk / Return Rank: 2323
Overall Rank
HLTW.L Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
HLTW.L Sortino Ratio Rank: 2121
Sortino Ratio Rank
HLTW.L Omega Ratio Rank: 2020
Omega Ratio Rank
HLTW.L Calmar Ratio Rank: 2828
Calmar Ratio Rank
HLTW.L Martin Ratio Rank: 2525
Martin Ratio Rank
BTEE.L
BTEE.L Risk / Return Rank: 8686
Overall Rank
BTEE.L Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
BTEE.L Sortino Ratio Rank: 8585
Sortino Ratio Rank
BTEE.L Omega Ratio Rank: 7777
Omega Ratio Rank
BTEE.L Calmar Ratio Rank: 8989
Calmar Ratio Rank
BTEE.L Martin Ratio Rank: 9393
Martin Ratio Rank
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.

HLTW.L vs. BTEE.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lyxor UCITS MSCI World Health Care TR C-USD (HLTW.L) and iShares Nasdaq US Biotechnology UCITS ETF USD (Dist) (BTEE.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.

HLTW.LBTEE.LDifference

Sharpe ratio

Return per unit of total volatility

0.37

1.77

-1.39

Sortino ratio

Return per unit of downside risk

0.62

2.38

-1.76

Omega ratio

Gain probability vs. loss probability

1.08

1.31

-0.22

Calmar ratio

Return relative to maximum drawdown

0.76

3.20

-2.44

Martin ratio

Return relative to average drawdown

2.07

14.39

-12.33

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HLTW.L vs. BTEE.L - Sharpe Ratio Comparison

The current HLTW.L Sharpe Ratio is 0.37, which is lower than the BTEE.L Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of HLTW.L and BTEE.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

HLTW.LBTEE.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.37

1.77

-1.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.38

0.22

+0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.30

+0.46

Correlation

The correlation between HLTW.L and BTEE.L is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

HLTW.L vs. BTEE.L - Dividend Comparison

HLTW.L has not paid dividends to shareholders, while BTEE.L's dividend yield for the trailing twelve months is around 0.36%.

TTM20252024202320222021202020192018
HLTW.L
Lyxor UCITS MSCI World Health Care TR C-USD		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BTEE.L
iShares Nasdaq US Biotechnology UCITS ETF USD (Dist)		0.36%0.37%0.46%0.39%0.44%0.25%0.17%0.14%0.07%

Drawdowns

HLTW.L vs. BTEE.L - Drawdown Comparison

The maximum HLTW.L drawdown since its inception was -26.58%, smaller than the maximum BTEE.L drawdown of -38.29%. Use the drawdown chart below to compare losses from any high point for HLTW.L and BTEE.L.

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Drawdown Indicators

HLTW.LBTEE.LDifference

Max Drawdown

Largest peak-to-trough decline

-26.58%

-38.29%

+11.71%

Max Drawdown (1Y)

Largest decline over 1 year

-9.73%

-14.02%

+4.29%

Max Drawdown (5Y)

Largest decline over 5 years

-19.19%

-38.29%

+19.10%

Max Drawdown (10Y)

Largest decline over 10 years

-26.58%

—

—

Current Drawdown

Current decline from peak

-6.33%

-2.70%

-3.63%

Average Drawdown

Average peak-to-trough decline

-5.17%

-13.78%

+8.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.55%

2.81%

+0.74%

Volatility

HLTW.L vs. BTEE.L - Volatility Comparison

The current volatility for Lyxor UCITS MSCI World Health Care TR C-USD (HLTW.L) is 4.82%, while iShares Nasdaq US Biotechnology UCITS ETF USD (Dist) (BTEE.L) has a volatility of 7.46%. This indicates that HLTW.L experiences smaller price fluctuations and is considered to be less risky than BTEE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

HLTW.LBTEE.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.82%

7.46%

-2.64%

Volatility (6M)

Calculated over the trailing 6-month period

9.27%

14.21%

-4.94%

Volatility (1Y)

Calculated over the trailing 1-year period

16.47%

22.17%

-5.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.94%

21.18%

-7.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.77%

22.50%

-7.73%