IUHC.L vs. SMH
Compare and contrast key facts about iShares S&P 500 USD Health Care Sector UCITS (IUHC.L) and VanEck Vectors Semiconductor ETF (SMH).
IUHC.L and SMH 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 MSCI World/Health Care NR USD. It was launched on Nov 20, 2015. SMH is a passively managed fund by VanEck that tracks the performance of the MVIS US Listed Semiconductor 25 Index. It was launched on Dec 20, 2011. Both IUHC.L and SMH 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: IUHC.L or SMH.
Performance
IUHC.L vs. SMH - Performance Comparison
Returns By Period
In the year-to-date period, IUHC.L achieves a 4.93% return, which is significantly lower than SMH's 37.22% return.
IUHC.L
4.93%
-7.07%
-2.02%
12.27%
9.35%
N/A
SMH
37.22%
-2.98%
4.21%
49.18%
32.05%
28.12%
Key characteristics
| IUHC.L | SMH | |
|---|---|---|
| Sharpe Ratio | 1.13 | 1.44 |
| Sortino Ratio | 1.59 | 1.95 |
| Omega Ratio | 1.20 | 1.26 |
| Calmar Ratio | 1.21 | 2.00 |
| Martin Ratio | 4.40 | 5.45 |
| Ulcer Index | 2.68% | 9.13% |
| Daily Std Dev | 10.42% | 34.45% |
| Max Drawdown | -27.44% | -95.73% |
| Current Drawdown | -9.70% | -14.69% |
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IUHC.L vs. SMH - Expense Ratio Comparison
IUHC.L has a 0.15% expense ratio, which is lower than SMH's 0.35% expense ratio.
Correlation
The correlation between IUHC.L and SMH is 0.24, 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.
Risk-Adjusted Performance
IUHC.L vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 USD Health Care Sector UCITS (IUHC.L) and VanEck Vectors Semiconductor ETF (SMH). 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
IUHC.L vs. SMH - Dividend Comparison
IUHC.L has not paid dividends to shareholders, while SMH's dividend yield for the trailing twelve months is around 0.43%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUHC.L iShares S&P 500 USD Health Care Sector UCITS | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.43% | 0.60% | 2.37% | 1.02% | 1.38% | 6.00% | 3.75% | 2.85% | 1.61% | 4.28% | 2.31% | 3.11% |
Drawdowns
IUHC.L vs. SMH - Drawdown Comparison
The maximum IUHC.L drawdown since its inception was -27.44%, smaller than the maximum SMH drawdown of -95.73%. Use the drawdown chart below to compare losses from any high point for IUHC.L and SMH. For additional features, visit the drawdowns tool.
Volatility
IUHC.L vs. SMH - Volatility Comparison
The current volatility for iShares S&P 500 USD Health Care Sector UCITS (IUHC.L) is 3.77%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 8.20%. This indicates that IUHC.L experiences smaller price fluctuations and is considered to be less risky than SMH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.