IUHC.L vs. XLV
Compare and contrast key facts about iShares S&P 500 USD Health Care Sector UCITS (IUHC.L) and Health Care Select Sector SPDR Fund (XLV).
IUHC.L and XLV 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. XLV is a passively managed fund by State Street that tracks the performance of the Health Care Select Sector. It was launched on Dec 16, 1998. Both IUHC.L and XLV 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 XLV.
Performance
IUHC.L vs. XLV - Performance Comparison
Returns By Period
In the year-to-date period, IUHC.L achieves a 4.93% return, which is significantly lower than XLV's 5.18% return.
IUHC.L
4.93%
-7.07%
-2.02%
12.27%
9.35%
N/A
XLV
5.18%
-7.46%
-2.31%
12.12%
9.67%
9.30%
Key characteristics
| IUHC.L | XLV | |
|---|---|---|
| Sharpe Ratio | 1.13 | 1.17 |
| Sortino Ratio | 1.59 | 1.65 |
| Omega Ratio | 1.20 | 1.21 |
| Calmar Ratio | 1.21 | 1.33 |
| Martin Ratio | 4.40 | 4.96 |
| Ulcer Index | 2.68% | 2.54% |
| Daily Std Dev | 10.42% | 10.78% |
| Max Drawdown | -27.44% | -39.18% |
| Current Drawdown | -9.70% | -9.46% |
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IUHC.L vs. XLV - Expense Ratio Comparison
IUHC.L has a 0.15% expense ratio, which is higher than XLV's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between IUHC.L and XLV is 0.61, 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.
Risk-Adjusted Performance
IUHC.L vs. XLV - 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 Health Care Select Sector SPDR Fund (XLV). 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. XLV - Dividend Comparison
IUHC.L has not paid dividends to shareholders, while XLV's dividend yield for the trailing twelve months is around 1.60%.
| 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% |
XLV Health Care Select Sector SPDR Fund | 1.60% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.58% | 1.47% | 1.60% | 1.43% | 1.35% | 1.52% |
Drawdowns
IUHC.L vs. XLV - Drawdown Comparison
The maximum IUHC.L drawdown since its inception was -27.44%, smaller than the maximum XLV drawdown of -39.18%. Use the drawdown chart below to compare losses from any high point for IUHC.L and XLV. For additional features, visit the drawdowns tool.
Volatility
IUHC.L vs. XLV - Volatility Comparison
iShares S&P 500 USD Health Care Sector UCITS (IUHC.L) has a higher volatility of 3.77% compared to Health Care Select Sector SPDR Fund (XLV) at 3.43%. This indicates that IUHC.L's price experiences larger fluctuations and is considered to be riskier than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.