IUCM.L vs. IUHC.L
Compare and contrast key facts about iShares S&P 500 Communication Sector UCITS ETF USD Acc (IUCM.L) and iShares S&P 500 USD Health Care Sector UCITS (IUHC.L).
IUCM.L and IUHC.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUCM.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Comm Services NR USD. It was launched on Sep 17, 2018. IUHC.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Health Care NR USD. It was launched on Nov 20, 2015. Both IUCM.L and IUHC.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IUCM.L or IUHC.L.
Key characteristics
| IUCM.L | IUHC.L | |
|---|---|---|
| YTD Return | 16.37% | 4.51% |
| 1Y Return | 45.88% | 8.38% |
| 3Y Return (Ann) | 3.76% | 5.96% |
| 5Y Return (Ann) | 12.77% | 11.87% |
| Sharpe Ratio | 2.66 | 0.81 |
| Daily Std Dev | 17.30% | 10.76% |
| Max Drawdown | -47.32% | -27.44% |
| Current Drawdown | -0.77% | -3.93% |
Correlation
The correlation between IUCM.L and IUHC.L is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IUCM.L vs. IUHC.L - Performance Comparison
In the year-to-date period, IUCM.L achieves a 16.37% return, which is significantly higher than IUHC.L's 4.51% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IUCM.L vs. IUHC.L - Expense Ratio Comparison
Both IUCM.L and IUHC.L have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
IUCM.L vs. IUHC.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Communication Sector UCITS ETF USD Acc (IUCM.L) and iShares S&P 500 USD Health Care Sector UCITS (IUHC.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.
Dividends
IUCM.L vs. IUHC.L - Dividend Comparison
Neither IUCM.L nor IUHC.L has paid dividends to shareholders.
Drawdowns
IUCM.L vs. IUHC.L - Drawdown Comparison
The maximum IUCM.L drawdown since its inception was -47.32%, which is greater than IUHC.L's maximum drawdown of -27.44%. Use the drawdown chart below to compare losses from any high point for IUCM.L and IUHC.L. For additional features, visit the drawdowns tool.
Volatility
IUCM.L vs. IUHC.L - Volatility Comparison
iShares S&P 500 Communication Sector UCITS ETF USD Acc (IUCM.L) has a higher volatility of 6.99% compared to iShares S&P 500 USD Health Care Sector UCITS (IUHC.L) at 2.60%. This indicates that IUCM.L's price experiences larger fluctuations and is considered to be riskier than IUHC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.