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IXJ vs. UNHW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IXJ vs. UNHW

Last updated Jun 24, 2026

IXJ (iShares Global Healthcare ETF) and UNHW (Roundhill UNH WeeklyPay ETF) are both exchange-traded funds - IXJ is a Health & Biotech Equities fund tracking the S&P Global 1200 Health Care (Sector) Capped Index, while UNHW is a Leveraged Equities fund actively managed by Roundhill Investments. IXJ is passively managed, while UNHW is actively managed. At a 0.35 correlation, their price movements are largely independent. IXJ charges 0.40%/yr vs 0.99%/yr for UNHW.

Performance

IXJ vs. UNHW - Performance Comparison

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

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Returns By Period

In the year-to-date period, IXJ achieves a -1.76% return, which is significantly lower than UNHW's 27.05% return.

IXJ

1D
1.45%
1M
0.89%
YTD
-1.76%
6M
-1.97%
1Y
13.71%
3Y*
5.44%
5Y*
4.16%
10Y*
8.54%

UNHW

1D
0.63%
1M
6.62%
YTD
27.05%
6M
29.58%
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

IXJ vs. UNHW - Yearly Performance Comparison

2026 (YTD)2025
IXJ
iShares Global Healthcare ETF		-1.76%0.88%
UNHW
Roundhill UNH WeeklyPay ETF		27.05%1.54%

Correlation

The correlation between IXJ and UNHW is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 3, 2025

0.35

IXJ vs. UNHW - Sectors Allocation Comparison

Sectors
IXJ
UNHW

Healthcare

98.5%
29.0%

Consumer Defensive

0.5%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Energy

-

-

Financial Services

-

-

Industrials

-

-

Real Estate

-

-

Technology

-

-

Utilities

-

-

Healthcare

IXJ
98.5%
UNHW
29.0%

Consumer Defensive

IXJ
0.5%
UNHW

-

Basic Materials

IXJ

-

UNHW

-

Communication Services

IXJ

-

UNHW

-

Consumer Cyclical

IXJ

-

UNHW

-

Energy

IXJ

-

UNHW

-

Financial Services

IXJ

-

UNHW

-

Industrials

IXJ

-

UNHW

-

Real Estate

IXJ

-

UNHW

-

Technology

IXJ

-

UNHW

-

Utilities

IXJ

-

UNHW

-

Compare stocks, funds, or ETFs

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iShares Global Healthcare ETF

Roundhill UNH WeeklyPay ETF

Often compared with IXJ:
IXJ vs. XLVIXJ vs. VHTIXJ vs. IHIIXJ vs. XDWH.LIXJ vs. FHLCIXJ vs. IVVIXJ vs. HLTH.L
Often compared with UNHW:
UNHW vs. ARMWUNHW vs. VHTUNHW vs. NERDUNHW vs. BBCUNHW vs. MUUUNHW vs. BETZUNHW vs. XTAP

Return for Risk

IXJ vs. UNHW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IXJ
IXJ Risk / Return Rank: 2626
Overall Rank
IXJ Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
IXJ Sortino Ratio Rank: 2828
Sortino Ratio Rank
IXJ Omega Ratio Rank: 2525
Omega Ratio Rank
IXJ Calmar Ratio Rank: 2727
Calmar Ratio Rank
IXJ Martin Ratio Rank: 2424
Martin Ratio Rank
UNHW

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

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IXJ vs. UNHW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Healthcare ETF (IXJ) and Roundhill UNH WeeklyPay ETF (UNHW). 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.

IXJUNHWDifference
Sharpe ratioReturn per unit of total volatility
0.93

—

—

Sortino ratioReturn per unit of downside risk
1.49

—

—

Omega ratioGain probability vs. loss probability

1.17

—

—

Calmar ratioReturn relative to maximum drawdown

1.28

—

—

Martin ratioReturn relative to average drawdown

3.02

—

—

IXJ vs. UNHW - Sharpe Ratio Comparison

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Drawdowns

IXJ vs. UNHW - Drawdown Comparison

The maximum IXJ drawdown since its inception was -40.60%, which is greater than UNHW's maximum drawdown of -32.28%. Use the drawdown chart below to compare losses from any high point for IXJ and UNHW.

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Drawdown Indicators

IXJUNHWDifference

Max Drawdown

Largest peak-to-trough decline

-40.60%

-32.28%

-8.32%

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

-5.93%

-0.45%

-5.48%

Average Drawdown

Average peak-to-trough decline

-6.92%

-11.32%

+4.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.56%

—

—

Volatility

IXJ vs. UNHW - Volatility Comparison

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Volatility by Period

IXJUNHWDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.06%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

10.49%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

14.87%

48.61%

-33.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.28%

48.61%

-34.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.67%

48.61%

-32.94%

IXJ vs. UNHW - Expense Ratio Comparison

IXJ has a 0.40% expense ratio, which is lower than UNHW's 0.99% expense ratio.

Dividends

IXJ vs. UNHW - Dividend Comparison

IXJ's dividend yield for the trailing twelve months is around 1.52%, less than UNHW's 18.13% yield.

PositionTTM20252024202320222021202020192018201720162015
IXJ
iShares Global Healthcare ETF		1.52%1.40%1.50%1.38%1.17%1.12%1.27%1.42%2.11%1.46%1.73%2.85%
UNHW
Roundhill UNH WeeklyPay ETF		18.13%2.81%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

IXJ and UNHW have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IXJ is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IXJ is cheaper with a 0.40% expense ratio, compared with 0.99% for UNHW.

UNHW has the higher dividend yield at 18.13%, compared with 1.52% for IXJ.

IXJ is categorized as Health & Biotech Equities, while UNHW is Leveraged Equities. They also come from different issuers: iShares and Roundhill Investments. Their fees differ too: 0.40% for IXJ and 0.99% for UNHW.

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