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IXJ vs. TRUH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IXJ vs. TRUH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Healthcare ETF (IXJ) and VanEck Healthcare TruSector ETF (TRUH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IXJ

1D
-0.97%
1M
-1.26%
6M
2.41%
YTD
3.85%
1Y
21.78%
3Y*
7.07%
5Y*
4.53%
10Y*
8.22%
ALL TIME*
7.37%

TRUH

1D
-0.52%
1M
-0.28%
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$16.06M$16.61M$23.38M
$23.58K$32.63K$24.16K

IXJ vs. TRUH - Yearly Performance Comparison


Correlation

The correlation between IXJ and TRUH is 0.96 - they have historically moved very closely together. At this level, their price movements offset little of one another.


Correlation
Correlation (All Time)
Calculated using the full available price history since Apr 2, 2026

0.96

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Return for Risk

IXJ vs. TRUH — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IXJ
IXJ Risk / Return Rank: 6161
Overall Rank
IXJ Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
IXJ Sortino Ratio Rank: 7474
Sortino Ratio Rank
IXJ Omega Ratio Rank: 6262
Omega Ratio Rank
IXJ Calmar Ratio Rank: 6060
Calmar Ratio Rank
IXJ Martin Ratio Rank: 4545
Martin Ratio Rank

TRUH

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IXJ vs. TRUH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Healthcare ETF (IXJ) and VanEck Healthcare TruSector ETF (TRUH). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IXJTRUHDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.27

Calmar ratioReturn relative to maximum drawdown

2.10

Martin ratioReturn relative to average drawdown

4.99

IXJ vs. TRUH - Sharpe Ratio Comparison


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Drawdowns

IXJ vs. TRUH - Drawdown Comparison

The maximum IXJ drawdown since its inception was -40.60%, which is greater than TRUH's maximum drawdown of -4.51%. Use the drawdown chart below to compare losses from any high point for IXJ and TRUH.


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Drawdown Indicators


IXJTRUHDifference

Max Drawdown

Largest peak-to-trough decline

-40.60%

-4.51%

-36.09%

Max Drawdown (1Y)

Largest decline over 1 year

-10.78%

Max Drawdown (3Y)

Largest decline over 3 years

-18.14%

Max Drawdown (5Y)

Largest decline over 5 years

-18.14%

Max Drawdown (10Y)

Largest decline over 10 years

-27.35%

Current Drawdown

Current decline from peak

-2.52%

-2.75%

+0.23%

Average Drawdown

Average peak-to-trough decline

-6.90%

-1.64%

-5.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.52%

Volatility

IXJ vs. TRUH - Volatility Comparison


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Volatility by Period


IXJTRUHDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.66%

Volatility (6M)

Calculated over the trailing 6-month period

11.61%

Volatility (1Y)

Calculated over the trailing 1-year period

15.38%

17.62%

-2.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.50%

17.62%

-3.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.74%

17.62%

-1.88%

IXJ vs. TRUH - Expense Ratio Comparison

IXJ has a 0.40% expense ratio, which is higher than TRUH's 0.10% expense ratio.


Dividends

IXJ vs. TRUH - Dividend Comparison

IXJ's dividend yield for the trailing twelve months is around 1.44%, more than TRUH's 0.30% yield.


PositionTTM20252024202320222021202020192018201720162015
IXJ
iShares Global Healthcare ETF
1.44%1.40%1.50%1.38%1.17%1.12%1.27%1.42%2.11%1.46%1.73%2.85%
TRUH
VanEck Healthcare TruSector ETF
0.30%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.96, IXJ and TRUH move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, TRUH is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TRUH is cheaper with a 0.10% expense ratio, compared with 0.40% for IXJ.

IXJ has the higher dividend yield at 1.44%, compared with 0.30% for TRUH.

They also come from different issuers: iShares and VanEck. Their fees differ too: 0.40% for IXJ and 0.10% for TRUH.

Portfolio Optimizer

Find the right allocation for IXJ and TRUH

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