IHPCF vs. COST
Compare and contrast key facts about iShares Public Limited Company - iShares S&P 500 UCITS ETF (IHPCF) and Costco Wholesale Corporation (COST).
Performance
IHPCF vs. COST - Performance Comparison
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IHPCF vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IHPCF iShares Public Limited Company - iShares S&P 500 UCITS ETF | -4.41% | 17.89% | 25.53% | 25.05% | -18.42% | 29.60% | 17.96% | 32.81% | -6.68% | 20.97% |
COST Costco Wholesale Corporation | 15.72% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Fundamentals
Returns By Period
In the year-to-date period, IHPCF achieves a -4.41% return, which is significantly lower than COST's 15.72% return. Over the past 10 years, IHPCF has underperformed COST with an annualized return of 13.41%, while COST has yielded a comparatively higher 22.28% annualized return.
IHPCF
- 1D
- 2.35%
- 1M
- -3.84%
- YTD
- -4.41%
- 6M
- -0.75%
- 1Y
- 17.81%
- 3Y*
- 19.71%
- 5Y*
- 11.88%
- 10Y*
- 13.41%
COST
- 1D
- 0.01%
- 1M
- -0.62%
- YTD
- 15.72%
- 6M
- 8.94%
- 1Y
- 4.99%
- 3Y*
- 27.83%
- 5Y*
- 24.29%
- 10Y*
- 22.28%
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Return for Risk
IHPCF vs. COST — Risk / Return Rank
IHPCF
COST
IHPCF vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Public Limited Company - iShares S&P 500 UCITS ETF (IHPCF) and Costco Wholesale Corporation (COST). 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.
| IHPCF | COST | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.25 | +0.88 |
Sortino ratioReturn per unit of downside risk | 1.68 | 0.50 | +1.18 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.06 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 0.31 | +1.32 |
Martin ratioReturn relative to average drawdown | 8.03 | 0.61 | +7.42 |
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
| IHPCF | COST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.25 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 1.08 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 1.02 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.59 | +0.02 |
Correlation
The correlation between IHPCF and COST is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IHPCF vs. COST - Dividend Comparison
IHPCF's dividend yield for the trailing twelve months is around 0.74%, more than COST's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHPCF iShares Public Limited Company - iShares S&P 500 UCITS ETF | 0.74% | 0.69% | 1.03% | 1.23% | 1.43% | 1.03% | 1.32% | 1.49% | 1.77% | 0.68% | 0.00% | 0.00% |
COST Costco Wholesale Corporation | 0.52% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
Drawdowns
IHPCF vs. COST - Drawdown Comparison
The maximum IHPCF drawdown since its inception was -33.40%, smaller than the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for IHPCF and COST.
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Drawdown Indicators
| IHPCF | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.40% | -53.39% | +19.99% |
Max Drawdown (1Y)Largest decline over 1 year | -11.10% | -19.35% | +8.25% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -31.40% | +7.08% |
Max Drawdown (10Y)Largest decline over 10 years | -33.40% | -31.40% | -2.00% |
Current DrawdownCurrent decline from peak | -5.35% | -6.95% | +1.60% |
Average DrawdownAverage peak-to-trough decline | -4.51% | -13.40% | +8.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 9.67% | -7.36% |
Volatility
IHPCF vs. COST - Volatility Comparison
iShares Public Limited Company - iShares S&P 500 UCITS ETF (IHPCF) has a higher volatility of 4.88% compared to Costco Wholesale Corporation (COST) at 4.38%. This indicates that IHPCF's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IHPCF | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 4.38% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 8.90% | 13.33% | -4.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.90% | 20.08% | -4.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.82% | 22.51% | -5.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.82% | 21.90% | -2.08% |
Financials
IHPCF vs. COST - Financials Comparison
This section allows you to compare key financial metrics between iShares Public Limited Company - iShares S&P 500 UCITS ETF and Costco Wholesale Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities