IDNA vs. GSKH
IDNA (iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund) and GSKH (GSK plc ADRhedged ETF) are both Health & Biotech Equities funds - IDNA tracks the NYSE FactSet Global Genomics and Immuno Biopharma Index while GSKH tracks the GSK plc Local Shares Total Return. Both are passively managed. Over the past year, IDNA returned 54.42% vs 42.66% for GSKH. At a 0.40 correlation, their price movements are largely independent. IDNA charges 0.47%/yr vs 0.19%/yr for GSKH.
Performance
IDNA vs. GSKH - Performance Comparison
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Returns By Period
In the year-to-date period, IDNA achieves a 19.52% return, which is significantly higher than GSKH's 9.90% return.
IDNA
- 1D
- 1.53%
- 1M
- 6.29%
- YTD
- 19.52%
- 6M
- 16.84%
- 1Y
- 54.42%
- 3Y*
- 11.16%
- 5Y*
- -8.18%
- 10Y*
- —
GSKH
- 1D
- 2.87%
- 1M
- 2.94%
- YTD
- 9.90%
- 6M
- 10.56%
- 1Y
- 42.66%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDNA vs. GSKH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund | 19.52% | 14.53% |
GSKH GSK plc ADRhedged ETF | 9.90% | 36.51% |
Correlation
The correlation between IDNA and GSKH is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jan 7, 2025 | 0.40 |
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Return for Risk
IDNA vs. GSKH — Risk / Return Rank
IDNA
GSKH
IDNA vs. GSKH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) and GSK plc ADRhedged ETF (GSKH). 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.
| IDNA | GSKH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.55 | ||
| Sortino ratioReturn per unit of downside risk | +0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.30 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 5.13 | 2.31 | +2.82 |
| Martin ratioReturn relative to average drawdown | 14.30 | 6.06 | +8.24 |
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Drawdowns
IDNA vs. GSKH - Drawdown Comparison
The maximum IDNA drawdown since its inception was -68.26%, which is greater than GSKH's maximum drawdown of -18.54%. Use the drawdown chart below to compare losses from any high point for IDNA and GSKH.
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Drawdown Indicators
| IDNA | GSKH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.26% | -18.54% | -49.72% |
Max Drawdown (1Y)Largest decline over 1 year | -10.66% | -18.54% | +7.88% |
Max Drawdown (3Y)Largest decline over 3 years | -29.46% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -68.26% | — | — |
Current DrawdownCurrent decline from peak | -41.07% | -11.62% | -29.45% |
Average DrawdownAverage peak-to-trough decline | -36.28% | -5.86% | -30.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 7.06% | -3.24% |
Volatility
IDNA vs. GSKH - Volatility Comparison
iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) has a higher volatility of 7.33% compared to GSK plc ADRhedged ETF (GSKH) at 6.89%. This indicates that IDNA's price experiences larger fluctuations and is considered to be riskier than GSKH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDNA | GSKH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.33% | 6.89% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 18.45% | 18.67% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.96% | 26.14% | -1.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.47% | 26.95% | +1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.51% | 26.95% | +2.56% |
IDNA vs. GSKH - Expense Ratio Comparison
IDNA has a 0.47% expense ratio, which is higher than GSKH's 0.19% expense ratio.
Dividends
IDNA vs. GSKH - Dividend Comparison
IDNA's dividend yield for the trailing twelve months is around 0.90%, less than GSKH's 2.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
GSKH GSK plc ADRhedged ETF | 2.82% | 1.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund | 0.90% | 1.18% | 0.98% | 1.04% | 0.54% | 0.70% | 0.26% | 0.80% |
Frequently Asked Questions
IDNA and GSKH have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDNA has higher volatility (7.33%) compared to GSKH (6.89%). In terms of maximum drawdown, IDNA dropped -68.26% vs GSKH's -18.54%.
On 1-year performance, IDNA leads with 54.42% vs 42.66% for GSKH. On fees, GSKH is cheaper at 0.19% per year. On volatility, GSKH has been the lower-risk option at 6.89%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IDNA has performed better with a 54.42% return vs 42.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
GSKH is cheaper with a 0.19% expense ratio, compared with 0.47% for IDNA.
GSKH has the higher dividend yield at 2.82%, compared with 0.90% for IDNA.
IDNA tracks NYSE FactSet Global Genomics and Immuno Biopharma Index, while GSKH tracks GSK plc Local Shares Total Return. They also come from different issuers: iShares and ADRhedged. Their fees differ too: 0.47% for IDNA and 0.19% for GSKH.
IDNA currently has the higher Sharpe Ratio (2.19 vs 1.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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