LVMHF vs. 2B78.DE
LVMHF (LVMH Moët Hennessy - Louis Vuitton, Société Européenne) is a stock, while 2B78.DE (iShares Healthcare Innovation UCITS ETF) is Health & Biotech Equities fund tracking the iSTOXX® FactSet Breakthrough Healthcare. Over the past 5 years, LVMHF returned -3.98%/yr vs -2.67%/yr for 2B78.DE. At a 0.39 correlation, their price movements are largely independent.
Performance
LVMHF vs. 2B78.DE - Performance Comparison
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Different Trading Currencies
LVMHF is traded in USD, while 2B78.DE is traded in EUR. To make them comparable, the 2B78.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, LVMHF achieves a -26.32% return, which is significantly lower than 2B78.DE's -3.32% return.
LVMHF
- 1D
- 2.29%
- 1M
- 3.78%
- YTD
- -26.32%
- 6M
- -24.61%
- 1Y
- 2.26%
- 3Y*
- -11.28%
- 5Y*
- -3.98%
- 10Y*
- 16.43%
2B78.DE
- 1D
- 0.13%
- 1M
- 1.52%
- YTD
- -3.32%
- 6M
- -3.34%
- 1Y
- 16.29%
- 3Y*
- 5.03%
- 5Y*
- -2.67%
- 10Y*
- —
LVMHF vs. 2B78.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LVMHF LVMH Moët Hennessy - Louis Vuitton, Société Européenne | -26.32% | 19.41% | -16.25% | 14.75% | -8.08% | 39.72% | 36.98% | 63.06% | 3.71% | 55.50% |
2B78.DE iShares Healthcare Innovation UCITS ETF | -3.32% | 19.10% | 1.11% | 2.86% | -23.49% | -6.83% | 52.31% | 14.27% | -4.33% | 36.34% |
Correlation
The correlation between LVMHF and 2B78.DE is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Sep 14, 2016 | 0.39 |
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Return for Risk
LVMHF vs. 2B78.DE — Risk / Return Rank
LVMHF
2B78.DE
LVMHF vs. 2B78.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF) and iShares Healthcare Innovation UCITS ETF (2B78.DE). 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.
| LVMHF | 2B78.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.97 | ||
| Sortino ratioReturn per unit of downside risk | -1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.18 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.07 | 1.33 | -1.26 |
| Martin ratioReturn relative to average drawdown | 0.15 | 3.25 | -3.10 |
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
| LVMHF | 2B78.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.07 | 1.04 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | -0.14 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.32 | -0.04 |
Drawdowns
LVMHF vs. 2B78.DE - Drawdown Comparison
The maximum LVMHF drawdown since its inception was -62.09%, which is greater than 2B78.DE's maximum drawdown of -46.24%. Use the drawdown chart below to compare losses from any high point for LVMHF and 2B78.DE.
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Drawdown Indicators
| LVMHF | 2B78.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.09% | -46.24% | -15.85% |
Max Drawdown (1Y)Largest decline over 1 year | -31.28% | -12.96% | -18.32% |
Max Drawdown (3Y)Largest decline over 3 years | -44.08% | -22.01% | -22.07% |
Max Drawdown (5Y)Largest decline over 5 years | -44.08% | -43.65% | -0.43% |
Max Drawdown (10Y)Largest decline over 10 years | -44.08% | — | — |
Current DrawdownCurrent decline from peak | -39.03% | -22.56% | -16.47% |
Average DrawdownAverage peak-to-trough decline | -13.62% | -18.64% | +5.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.92% | 5.31% | +9.61% |
Volatility
LVMHF vs. 2B78.DE - Volatility Comparison
LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF) has a higher volatility of 9.69% compared to iShares Healthcare Innovation UCITS ETF (2B78.DE) at 4.17%. This indicates that LVMHF's price experiences larger fluctuations and is considered to be riskier than 2B78.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LVMHF | 2B78.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.69% | 4.17% | +5.52% |
Volatility (6M)Calculated over the trailing 6-month period | 22.59% | 12.10% | +10.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.50% | 16.51% | +14.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.24% | 19.45% | +12.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.15% | 19.65% | +11.50% |
Dividends
LVMHF vs. 2B78.DE - Dividend Comparison
LVMHF's dividend yield for the trailing twelve months is around 2.78%, while 2B78.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2B78.DE iShares Healthcare Innovation UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LVMHF LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 2.78% | 3.10% | 3.87% | 3.37% | 3.48% | 5.31% | 1.70% | 2.96% | 2.95% | 0.54% | 1.90% | 2.11% |
Frequently Asked Questions
LVMHF and 2B78.DE 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.
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