IUHC.L vs. XDWH.L
Compare and contrast key facts about iShares S&P 500 USD Health Care Sector UCITS (IUHC.L) and Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.L).
IUHC.L and XDWH.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 MSCI World/Health Care NR USD. It was launched on Nov 20, 2015. XDWH.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI World/Health Care NR USD. It was launched on Mar 4, 2016. Both IUHC.L and XDWH.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: IUHC.L or XDWH.L.
Key characteristics
| IUHC.L | XDWH.L | |
|---|---|---|
| YTD Return | 15.32% | 15.66% |
| 1Y Return | 19.01% | 18.87% |
| 3Y Return (Ann) | 7.00% | 5.73% |
| 5Y Return (Ann) | 12.87% | 11.64% |
| Sharpe Ratio | 1.80 | 0.53 |
| Daily Std Dev | 10.81% | 35.93% |
| Max Drawdown | -27.44% | -26.24% |
| Current Drawdown | -0.77% | -1.31% |
Correlation
The correlation between IUHC.L and XDWH.L is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IUHC.L vs. XDWH.L - Performance Comparison
The year-to-date returns for both investments are quite close, with IUHC.L having a 15.32% return and XDWH.L slightly higher at 15.66%. 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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IUHC.L vs. XDWH.L - Expense Ratio Comparison
IUHC.L has a 0.15% expense ratio, which is lower than XDWH.L's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IUHC.L vs. XDWH.L - 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 Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.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
IUHC.L vs. XDWH.L - Dividend Comparison
Neither IUHC.L nor XDWH.L has paid dividends to shareholders.
Drawdowns
IUHC.L vs. XDWH.L - Drawdown Comparison
The maximum IUHC.L drawdown since its inception was -27.44%, roughly equal to the maximum XDWH.L drawdown of -26.24%. Use the drawdown chart below to compare losses from any high point for IUHC.L and XDWH.L. For additional features, visit the drawdowns tool.
Volatility
IUHC.L vs. XDWH.L - Volatility Comparison
iShares S&P 500 USD Health Care Sector UCITS (IUHC.L) has a higher volatility of 3.02% compared to Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.L) at 2.76%. This indicates that IUHC.L's price experiences larger fluctuations and is considered to be riskier than XDWH.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.