IUHC.L vs. HEAL.L
Compare and contrast key facts about iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) (IUHC.L) and iShares Healthcare Innovation UCITS ETF USD (Acc) (HEAL.L).
IUHC.L and HEAL.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUHC.L is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Health Care Index. It was launched on Jun 15, 2020. HEAL.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Health Care NR USD. It was launched on Sep 8, 2016. Both IUHC.L and HEAL.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.
Performance
IUHC.L vs. HEAL.L - Performance Comparison
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IUHC.L vs. HEAL.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUHC.L iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) | -4.57% | 14.67% | 2.16% | 1.72% | -2.63% | 27.58% | 11.93% | 20.60% | 4.44% | 22.21% |
HEAL.L iShares Healthcare Innovation UCITS ETF USD (Acc) | -2.11% | 18.42% | 0.96% | 3.11% | -24.00% | -6.52% | 54.05% | 12.43% | -3.45% | 35.92% |
Returns By Period
In the year-to-date period, IUHC.L achieves a -4.57% return, which is significantly lower than HEAL.L's -2.11% return.
IUHC.L
- 1D
- 1.80%
- 1M
- -6.23%
- YTD
- -4.57%
- 6M
- 4.94%
- 1Y
- 3.52%
- 3Y*
- 6.16%
- 5Y*
- 6.23%
- 10Y*
- 9.58%
HEAL.L
- 1D
- 3.07%
- 1M
- -2.86%
- YTD
- -2.11%
- 6M
- 5.34%
- 1Y
- 20.03%
- 3Y*
- 6.36%
- 5Y*
- -2.37%
- 10Y*
- —
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IUHC.L vs. HEAL.L - Expense Ratio Comparison
IUHC.L has a 0.15% expense ratio, which is lower than HEAL.L's 0.40% expense ratio.
Return for Risk
IUHC.L vs. HEAL.L — Risk / Return Rank
IUHC.L
HEAL.L
IUHC.L vs. HEAL.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) (IUHC.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.
| IUHC.L | HEAL.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 1.03 | -0.83 |
Sortino ratioReturn per unit of downside risk | 0.40 | 1.51 | -1.11 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.19 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.72 | -1.31 |
Martin ratioReturn relative to average drawdown | 0.87 | 5.43 | -4.56 |
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
| IUHC.L | HEAL.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 1.03 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | -0.12 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.32 | +0.24 |
Correlation
The correlation between IUHC.L and HEAL.L is 0.69, 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.
Dividends
IUHC.L vs. HEAL.L - Dividend Comparison
Neither IUHC.L nor HEAL.L has paid dividends to shareholders.
Drawdowns
IUHC.L vs. HEAL.L - Drawdown Comparison
The maximum IUHC.L drawdown since its inception was -27.44%, smaller than the maximum HEAL.L drawdown of -46.43%. Use the drawdown chart below to compare losses from any high point for IUHC.L and HEAL.L.
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Drawdown Indicators
| IUHC.L | HEAL.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.44% | -46.43% | +18.99% |
Max Drawdown (1Y)Largest decline over 1 year | -10.72% | -12.10% | +1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -17.63% | -43.70% | +26.07% |
Max Drawdown (10Y)Largest decline over 10 years | -27.44% | — | — |
Current DrawdownCurrent decline from peak | -7.00% | -22.18% | +15.18% |
Average DrawdownAverage peak-to-trough decline | -4.86% | -18.53% | +13.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 3.82% | +1.11% |
Volatility
IUHC.L vs. HEAL.L - Volatility Comparison
The current volatility for iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) (IUHC.L) is 4.91%, while iShares Healthcare Innovation UCITS ETF USD (Acc) (HEAL.L) has a volatility of 6.68%. This indicates that IUHC.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
| IUHC.L | HEAL.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.91% | 6.68% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 12.16% | -2.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.39% | 19.29% | -1.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.64% | 19.88% | -5.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.64% | 19.90% | -4.26% |