IXJ vs. IDNA
Compare and contrast key facts about iShares Global Healthcare ETF (IXJ) and iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA).
IXJ and IDNA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IXJ is a passively managed fund by iShares that tracks the performance of the S&P Global Healthcare Sector Index. It was launched on Nov 13, 2001. IDNA is a passively managed fund by iShares that tracks the performance of the NYSE FactSet Global Genomics and Immuno Biopharma Index. It was launched on Jun 11, 2019. Both IXJ and IDNA 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
IXJ vs. IDNA - Performance Comparison
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IXJ vs. IDNA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IXJ iShares Global Healthcare ETF | -3.96% | 14.99% | 0.55% | 3.62% | -4.94% | 19.60% | 12.74% | 14.12% |
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund | 10.92% | 17.26% | -0.72% | -7.63% | -42.28% | -3.98% | 54.30% | 20.83% |
Returns By Period
In the year-to-date period, IXJ achieves a -3.96% return, which is significantly lower than IDNA's 10.92% return.
IXJ
- 1D
- 1.96%
- 1M
- -8.03%
- YTD
- -3.96%
- 6M
- 6.20%
- 1Y
- 4.10%
- 3Y*
- 5.42%
- 5Y*
- 5.33%
- 10Y*
- 8.40%
IDNA
- 1D
- 4.46%
- 1M
- -6.68%
- YTD
- 10.92%
- 6M
- 23.74%
- 1Y
- 43.65%
- 3Y*
- 8.86%
- 5Y*
- -8.02%
- 10Y*
- —
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IXJ vs. IDNA - Expense Ratio Comparison
IXJ has a 0.46% expense ratio, which is lower than IDNA's 0.47% expense ratio.
Return for Risk
IXJ vs. IDNA — Risk / Return Rank
IXJ
IDNA
IXJ vs. IDNA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Healthcare ETF (IXJ) and iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA). 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.
| IXJ | IDNA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 1.58 | -1.34 |
Sortino ratioReturn per unit of downside risk | 0.45 | 2.21 | -1.76 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.26 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 3.20 | -2.76 |
Martin ratioReturn relative to average drawdown | 1.04 | 10.48 | -9.44 |
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
| IXJ | IDNA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 1.58 | -1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | -0.28 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.11 | +0.32 |
Correlation
The correlation between IXJ and IDNA is 0.60, 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
IXJ vs. IDNA - Dividend Comparison
IXJ's dividend yield for the trailing twelve months is around 1.45%, more than IDNA's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXJ iShares Global Healthcare ETF | 1.45% | 1.40% | 1.50% | 1.38% | 1.17% | 1.12% | 1.27% | 1.42% | 2.11% | 1.46% | 1.73% | 2.85% |
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund | 1.06% | 1.18% | 0.98% | 1.04% | 0.54% | 0.70% | 0.26% | 0.80% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IXJ vs. IDNA - Drawdown Comparison
The maximum IXJ drawdown since its inception was -40.60%, smaller than the maximum IDNA drawdown of -68.26%. Use the drawdown chart below to compare losses from any high point for IXJ and IDNA.
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Drawdown Indicators
| IXJ | IDNA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.60% | -68.26% | +27.66% |
Max Drawdown (1Y)Largest decline over 1 year | -10.35% | -12.11% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -18.14% | -68.26% | +50.12% |
Max Drawdown (10Y)Largest decline over 10 years | -27.35% | — | — |
Current DrawdownCurrent decline from peak | -8.03% | -45.31% | +37.28% |
Average DrawdownAverage peak-to-trough decline | -6.92% | -36.04% | +29.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 3.83% | +0.58% |
Volatility
IXJ vs. IDNA - Volatility Comparison
The current volatility for iShares Global Healthcare ETF (IXJ) is 5.06%, while iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) has a volatility of 10.11%. This indicates that IXJ experiences smaller price fluctuations and is considered to be less risky than IDNA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IXJ | IDNA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 10.11% | -5.05% |
Volatility (6M)Calculated over the trailing 6-month period | 10.43% | 18.36% | -7.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.31% | 27.87% | -10.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.07% | 28.53% | -14.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.66% | 29.69% | -14.03% |