VFEA.DE vs. 2B78.DE
Compare and contrast key facts about Vanguard FTSE Emerging Markets UCITS ETF Acc (VFEA.DE) and iShares Healthcare Innovation UCITS ETF (2B78.DE).
VFEA.DE and 2B78.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VFEA.DE is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging. It was launched on Sep 24, 2019. 2B78.DE is a passively managed fund by iShares that tracks the performance of the iSTOXX® FactSet Breakthrough Healthcare. It was launched on Sep 8, 2016. Both VFEA.DE and 2B78.DE 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: VFEA.DE or 2B78.DE.
Key characteristics
| VFEA.DE | 2B78.DE | |
|---|---|---|
| YTD Return | 9.32% | 7.38% |
| 1Y Return | 10.27% | 11.63% |
| 3Y Return (Ann) | 0.36% | -6.30% |
| Sharpe Ratio | 1.00 | 1.04 |
| Daily Std Dev | 12.48% | 14.20% |
| Max Drawdown | -30.51% | -38.58% |
| Current Drawdown | -6.74% | -21.53% |
Correlation
The correlation between VFEA.DE and 2B78.DE is 0.62, 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.
Performance
VFEA.DE vs. 2B78.DE - Performance Comparison
In the year-to-date period, VFEA.DE achieves a 9.32% return, which is significantly higher than 2B78.DE's 7.38% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VFEA.DE vs. 2B78.DE - Expense Ratio Comparison
VFEA.DE has a 0.22% expense ratio, which is lower than 2B78.DE's 0.40% expense ratio.
Risk-Adjusted Performance
VFEA.DE vs. 2B78.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Emerging Markets UCITS ETF Acc (VFEA.DE) 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.
Dividends
VFEA.DE vs. 2B78.DE - Dividend Comparison
Neither VFEA.DE nor 2B78.DE has paid dividends to shareholders.
Drawdowns
VFEA.DE vs. 2B78.DE - Drawdown Comparison
The maximum VFEA.DE drawdown since its inception was -30.51%, smaller than the maximum 2B78.DE drawdown of -38.58%. Use the drawdown chart below to compare losses from any high point for VFEA.DE and 2B78.DE. For additional features, visit the drawdowns tool.
Volatility
VFEA.DE vs. 2B78.DE - Volatility Comparison
Vanguard FTSE Emerging Markets UCITS ETF Acc (VFEA.DE) has a higher volatility of 3.65% compared to iShares Healthcare Innovation UCITS ETF (2B78.DE) at 2.95%. This indicates that VFEA.DE'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.