HLTW.L vs. FBTU.L
HLTW.L (Lyxor UCITS MSCI World Health Care TR C-USD) and FBTU.L (First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating) are both Health & Biotech Equities funds. Over the past 5 years, HLTW.L returned 4.29%/yr vs 6.94%/yr for FBTU.L. A 0.69 correlation means they provide meaningful diversification when combined. HLTW.L charges 0.30%/yr vs 0.60%/yr for FBTU.L.
Performance
HLTW.L vs. FBTU.L - Performance Comparison
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Returns By Period
In the year-to-date period, HLTW.L achieves a -3.12% return, which is significantly lower than FBTU.L's 8.73% return.
HLTW.L
- 1D
- 3.02%
- 1M
- 1.93%
- YTD
- -3.12%
- 6M
- -1.75%
- 1Y
- 11.48%
- 3Y*
- 5.29%
- 5Y*
- 4.29%
- 10Y*
- 7.69%
FBTU.L
- 1D
- 4.34%
- 1M
- 7.06%
- YTD
- 8.73%
- 6M
- 7.03%
- 1Y
- 38.94%
- 3Y*
- 13.28%
- 5Y*
- 6.94%
- 10Y*
- —
HLTW.L vs. FBTU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
HLTW.L Lyxor UCITS MSCI World Health Care TR C-USD | -3.12% | 15.73% | 0.39% | 3.08% | -5.66% | 20.58% | 10.80% |
FBTU.L First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating | 8.73% | 25.95% | 4.74% | 3.91% | -5.96% | -3.77% | 3.88% |
Correlation
The correlation between HLTW.L and FBTU.L is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2020 | 0.69 |
The correlation between HLTW.L and FBTU.L has been stable across timeframes, ranging from 0.69 to 0.73 - a consistent structural relationship.
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Return for Risk
HLTW.L vs. FBTU.L — Risk / Return Rank
HLTW.L
FBTU.L
HLTW.L vs. FBTU.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 First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating (FBTU.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.L | FBTU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.30 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.14 | 2.66 | -1.53 |
| Martin ratioReturn relative to average drawdown | 2.84 | 7.17 | -4.34 |
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
| HLTW.L | FBTU.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.79 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.33 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.27 | +0.48 |
Drawdowns
HLTW.L vs. FBTU.L - Drawdown Comparison
The maximum HLTW.L drawdown since its inception was -26.58%, smaller than the maximum FBTU.L drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for HLTW.L and FBTU.L.
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Drawdown Indicators
| HLTW.L | FBTU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.58% | -33.73% | +7.15% |
Max Drawdown (1Y)Largest decline over 1 year | -10.12% | -14.30% | +4.18% |
Max Drawdown (3Y)Largest decline over 3 years | -19.19% | -22.47% | +3.28% |
Max Drawdown (5Y)Largest decline over 5 years | -19.19% | -29.97% | +10.78% |
Max Drawdown (10Y)Largest decline over 10 years | -26.58% | — | — |
Current DrawdownCurrent decline from peak | -5.90% | 0.00% | -5.90% |
Average DrawdownAverage peak-to-trough decline | -5.20% | -13.11% | +7.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 5.32% | -1.26% |
Volatility
HLTW.L vs. FBTU.L - Volatility Comparison
The current volatility for Lyxor UCITS MSCI World Health Care TR C-USD (HLTW.L) is 4.82%, while First Trust NYSE Arca Biotechnology UCITS ETF Class A USD Accumulating (FBTU.L) has a volatility of 7.25%. This indicates that HLTW.L experiences smaller price fluctuations and is considered to be less risky than FBTU.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.L | FBTU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 7.25% | -2.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 16.34% | -5.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.52% | 21.31% | -6.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.16% | 20.91% | -6.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.85% | 21.38% | -6.53% |
HLTW.L vs. FBTU.L - Expense Ratio Comparison
HLTW.L has a 0.30% expense ratio, which is lower than FBTU.L's 0.60% expense ratio.
Dividends
HLTW.L vs. FBTU.L - Dividend Comparison
Neither HLTW.L nor FBTU.L has paid dividends to shareholders.
Frequently Asked Questions
HLTW.L and FBTU.L have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HLTW.L is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HLTW.L is cheaper with a 0.30% expense ratio, compared with 0.60% for FBTU.L.
They also come from different issuers: Amundi and First Trust. Their fees differ too: 0.30% for HLTW.L and 0.60% for FBTU.L.
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