HLTW.L vs. HEAL.L
HLTW.L (Lyxor UCITS MSCI World Health Care TR C-USD) and HEAL.L (iShares Healthcare Innovation UCITS ETF USD (Acc)) are both Health & Biotech Equities funds tracking the MSCI World/Health Care NR USD, from Amundi and iShares respectively. Both are passively managed. Over the past 5 years, HLTW.L returned 4.29%/yr vs -1.96%/yr for HEAL.L. A 0.75 correlation means they provide meaningful diversification when combined. HLTW.L charges 0.30%/yr vs 0.40%/yr for HEAL.L.
Performance
HLTW.L vs. HEAL.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 HEAL.L's 0.64% 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%
HEAL.L
- 1D
- 3.48%
- 1M
- 3.54%
- YTD
- 0.64%
- 6M
- -0.03%
- 1Y
- 20.01%
- 3Y*
- 6.08%
- 5Y*
- -1.96%
- 10Y*
- —
HLTW.L vs. HEAL.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLTW.L Lyxor UCITS MSCI World Health Care TR C-USD | -3.12% | 15.73% | 0.39% | 3.08% | -5.66% | 20.58% | 12.94% | 22.85% | 1.54% | 20.11% |
HEAL.L iShares Healthcare Innovation UCITS ETF USD (Acc) | 0.64% | 18.42% | 0.96% | 3.11% | -24.00% | -6.52% | 54.05% | 12.43% | -3.45% | 35.92% |
Correlation
The correlation between HLTW.L and HEAL.L is 0.79, 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 | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2016 | 0.75 |
The correlation between HLTW.L and HEAL.L has been stable across timeframes, ranging from 0.75 to 0.79 - a consistent structural relationship.
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Return for Risk
HLTW.L vs. HEAL.L — Risk / Return Rank
HLTW.L
HEAL.L
HLTW.L vs. HEAL.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 Healthcare Innovation UCITS ETF USD (Acc) (HEAL.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 | HEAL.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.61 | -0.47 |
| Martin ratioReturn relative to average drawdown | 2.84 | 3.96 | -1.12 |
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 | HEAL.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.16 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | -0.10 | +0.40 |
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 | 0.33 | +0.43 |
Drawdowns
HLTW.L vs. HEAL.L - Drawdown Comparison
The maximum HLTW.L drawdown since its inception was -26.58%, smaller than the maximum HEAL.L drawdown of -46.43%. Use the drawdown chart below to compare losses from any high point for HLTW.L and HEAL.L.
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Drawdown Indicators
| HLTW.L | HEAL.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.58% | -46.43% | +19.85% |
Max Drawdown (1Y)Largest decline over 1 year | -10.12% | -12.59% | +2.47% |
Max Drawdown (3Y)Largest decline over 3 years | -19.19% | -21.46% | +2.27% |
Max Drawdown (5Y)Largest decline over 5 years | -19.19% | -43.70% | +24.51% |
Max Drawdown (10Y)Largest decline over 10 years | -26.58% | — | — |
Current DrawdownCurrent decline from peak | -5.90% | -20.00% | +14.10% |
Average DrawdownAverage peak-to-trough decline | -5.20% | -18.60% | +13.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 5.12% | -1.06% |
Volatility
HLTW.L vs. HEAL.L - Volatility Comparison
The current volatility for Lyxor UCITS MSCI World Health Care TR C-USD (HLTW.L) is 4.82%, while iShares Healthcare Innovation UCITS ETF USD (Acc) (HEAL.L) has a volatility of 5.13%. This indicates that HLTW.L experiences smaller price fluctuations and is considered to be less risky than HEAL.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 | HEAL.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 5.13% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 13.28% | -2.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.52% | 17.48% | -2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.16% | 19.87% | -5.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.85% | 19.91% | -5.06% |
HLTW.L vs. HEAL.L - Expense Ratio Comparison
HLTW.L has a 0.30% expense ratio, which is lower than HEAL.L's 0.40% expense ratio.
Dividends
HLTW.L vs. HEAL.L - Dividend Comparison
Neither HLTW.L nor HEAL.L has paid dividends to shareholders.
Frequently Asked Questions
HLTW.L and HEAL.L have a correlation of 0.79, 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 0.40% for HEAL.L.
Both ETFs track MSCI World/Health Care NR USD. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.30% for HLTW.L and 0.40% for HEAL.L.
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