HLTW.L vs. IHCU.L
HLTW.L (Lyxor UCITS MSCI World Health Care TR C-USD) and IHCU.L (iShares S&P 500 Health Care Sector UCITS ETF USD (Acc)) are both Health & Biotech Equities funds - HLTW.L tracks the MSCI World/Health Care NR USD while IHCU.L tracks the S&P 500 Capped 35/20 Health Care Index NTR (USD). Both are passively managed. Over the past 10 years, HLTW.L returned 8.21%/yr vs 9.78%/yr for IHCU.L. Their correlation of 0.86 suggests significant overlap in exposure. HLTW.L charges 0.30%/yr vs 0.15%/yr for IHCU.L.
Performance
HLTW.L vs. IHCU.L - Performance Comparison
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Different Trading Currencies
HLTW.L is traded in USD, while IHCU.L is traded in GBp. To make them comparable, the IHCU.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, HLTW.L achieves a 2.77% return, which is significantly lower than IHCU.L's 5.29% return. Over the past 10 years, HLTW.L has underperformed IHCU.L with an annualized return of 8.21%, while IHCU.L has yielded a comparatively higher 9.78% annualized return.
HLTW.L
- 1D
- 0.45%
- 1M
- 5.55%
- 6M
- 1.72%
- YTD
- 2.77%
- 1Y
- 19.26%
- 3Y*
- 7.05%
- 5Y*
- 4.60%
- 10Y*
- 8.21%
IHCU.L
- 1D
- 0.61%
- 1M
- 7.95%
- 6M
- 4.62%
- YTD
- 5.29%
- 1Y
- 23.79%
- 3Y*
- 8.65%
- 5Y*
- 6.24%
- 10Y*
- 9.78%
HLTW.L vs. IHCU.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 | 2.77% | 15.73% | 0.39% | 3.08% | -5.66% | 20.58% | 12.94% | 22.85% | 2.03% | 19.53% |
IHCU.L iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) | 5.29% | 14.83% | 2.22% | 1.18% | -2.66% | 27.98% | 11.40% | 21.58% | 4.18% | 21.90% |
Correlation
The correlation between HLTW.L and IHCU.L is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.86 |
The correlation between HLTW.L and IHCU.L has been stable across timeframes, ranging from 0.84 to 0.87 - a consistent structural relationship.
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Return for Risk
HLTW.L vs. IHCU.L — Risk / Return Rank
HLTW.L
IHCU.L
HLTW.L vs. IHCU.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 S&P 500 Health Care Sector UCITS ETF USD (Acc) (IHCU.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HLTW.L | IHCU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 1.27 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 2.24 | -1.89 |
| Martin ratioReturn relative to average drawdown | 3.49 | 5.56 | -2.08 |
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Drawdowns
HLTW.L vs. IHCU.L - Drawdown Comparison
The maximum HLTW.L drawdown since its inception was -54.56%, which is greater than IHCU.L's maximum drawdown of -41.33%. Use the drawdown chart below to compare losses from any high point for HLTW.L and IHCU.L.
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Drawdown Indicators
| HLTW.L | IHCU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.56% | -41.33% | -13.23% |
Max Drawdown (1Y)Largest decline over 1 year | -54.56% | -10.55% | -44.01% |
Max Drawdown (3Y)Largest decline over 3 years | -54.56% | -19.50% | -35.06% |
Max Drawdown (5Y)Largest decline over 5 years | -54.56% | -19.50% | -35.06% |
Max Drawdown (10Y)Largest decline over 10 years | -54.56% | -27.15% | -27.41% |
Current DrawdownCurrent decline from peak | -1.78% | -1.16% | -0.62% |
Average DrawdownAverage peak-to-trough decline | -4.84% | -12.57% | +7.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.51% | 4.27% | +1.24% |
Volatility
HLTW.L vs. IHCU.L - Volatility Comparison
Lyxor UCITS MSCI World Health Care TR C-USD (HLTW.L) has a higher volatility of 5.38% compared to iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) (IHCU.L) at 5.08%. This indicates that HLTW.L's price experiences larger fluctuations and is considered to be riskier than IHCU.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 | IHCU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.38% | 5.08% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 11.66% | 11.43% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 131.78% | 15.14% | +116.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 60.42% | 20.59% | +39.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.06% | 18.63% | +25.43% |
HLTW.L vs. IHCU.L - Expense Ratio Comparison
HLTW.L has a 0.30% expense ratio, which is higher than IHCU.L's 0.15% expense ratio.
Dividends
HLTW.L vs. IHCU.L - Dividend Comparison
Neither HLTW.L nor IHCU.L has paid dividends to shareholders.
Frequently Asked Questions
HLTW.L and IHCU.L have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IHCU.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IHCU.L is cheaper with a 0.15% expense ratio, compared with 0.30% for HLTW.L.
HLTW.L tracks MSCI World/Health Care NR USD, while IHCU.L tracks S&P 500 Capped 35/20 Health Care Index NTR (USD). They also come from different issuers: Amundi and iShares. Their fees differ too: 0.30% for HLTW.L and 0.15% for IHCU.L.
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