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WDNA vs. IYH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WDNA vs. IYH

Last updated Aug 2, 2026
Documentation

WDNA (WisdomTree BioRevolution Fund) and IYH (iShares U.S. Healthcare ETF) are both Health & Biotech Equities funds - WDNA tracks the WisdomTree BioRevolution Index while IYH tracks the Dow Jones U.S. Health Care Index. Both are passively managed. Over the past 5 years, WDNA returned -4.37%/yr vs 4.87%/yr for IYH. Their 0.64 correlation means they have sometimes moved together and sometimes differently. WDNA charges 0.45%/yr vs 0.43%/yr for IYH.

Performance

WDNA vs. IYH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree BioRevolution Fund (WDNA) and iShares U.S. Healthcare ETF (IYH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WDNA achieves a 15.26% return, which is significantly higher than IYH's 5.57% return.

WDNA

1D
-2.29%
1M
-7.98%
6M
8.18%
YTD
15.26%
1Y
47.46%
3Y*
4.46%
5Y*
-4.37%
10Y*
—
ALL TIME*
-3.49%

IYH

1D
-0.70%
1M
-1.26%
6M
5.78%
YTD
5.57%
1Y
25.47%
3Y*
8.11%
5Y*
4.87%
10Y*
9.52%
ALL TIME*
8.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

IYH

iShares U.S. Healthcare ETF
$63.29M$47.38M$52.47M

WDNA

WisdomTree BioRevolution Fund
$25.97K$30.05K$24.07K

WDNA vs. IYH - Yearly Performance Comparison

2026 (YTD)20252024202320222021
WDNA
WisdomTree BioRevolution Fund		15.26%22.68%-14.18%-2.07%-26.29%-4.92%
IYH
iShares U.S. Healthcare ETF		5.57%13.16%2.99%2.14%-4.46%15.73%

Correlation

The correlation between WDNA and IYH is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.58

Correlation (3Y)
Balances recent behavior with more history.

0.60

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.65

Correlation (All Time)
Calculated using the full available price history since Jun 3, 2021

0.64

The correlation between WDNA and IYH has been stable across timeframes, ranging from 0.58 to 0.65 - a consistent structural relationship.

WDNA vs. IYH - Sectors Allocation Comparison

Sectors
WDNA
IYH

Healthcare

90.0%
99.3%

Basic Materials

6.3%

-

Consumer Defensive

3.7%

-

Energy

1.1%

-

Communication Services

-

-

Consumer Cyclical

-

-

Financial Services

-

-

Industrials

-

-

Real Estate

-

-

Technology

-

0.5%

Utilities

-

-

Healthcare

WDNA
90.0%
IYH
99.3%

Basic Materials

WDNA
6.3%
IYH

-

Consumer Defensive

WDNA
3.7%
IYH

-

Energy

WDNA
1.1%
IYH

-

Communication Services

WDNA

-

IYH

-

Consumer Cyclical

WDNA

-

IYH

-

Financial Services

WDNA

-

IYH

-

Industrials

WDNA

-

IYH

-

Real Estate

WDNA

-

IYH

-

Technology

WDNA

-

IYH
0.5%

Utilities

WDNA

-

IYH

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WisdomTree BioRevolution Fund

iShares U.S. Healthcare ETF

Often compared with WDNA:
WDNA vs. AGNGWDNA vs. BBPWDNA vs. HELXWDNA vs. IDNAWDNA vs. IBBQWDNA vs. XBIWDNA vs. SCHG
Often compared with IYH:
IYH vs. VHTIYH vs. XLVIYH vs. SPYIYH vs. IYEIYH vs. BMEDIYH vs. IFRAIYH vs. IBB

Return for Risk

WDNA vs. IYH — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
WDNA
WDNA Risk / Return Rank: 8080
Overall Rank
WDNA Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
WDNA Sortino Ratio Rank: 8080
Sortino Ratio Rank
WDNA Omega Ratio Rank: 7272
Omega Ratio Rank
WDNA Calmar Ratio Rank: 9191
Calmar Ratio Rank
WDNA Martin Ratio Rank: 7474
Martin Ratio Rank
IYH
IYH Risk / Return Rank: 7070
Overall Rank
IYH Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
IYH Sortino Ratio Rank: 8282
Sortino Ratio Rank
IYH Omega Ratio Rank: 7070
Omega Ratio Rank
IYH Calmar Ratio Rank: 7171
Calmar Ratio Rank
IYH Martin Ratio Rank: 5151
Martin Ratio Rank
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.

WDNA vs. IYH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree BioRevolution Fund (WDNA) and iShares U.S. Healthcare ETF (IYH). 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.

WDNAIYHDifference
Sharpe ratioReturn per unit of total volatility
1.84
1.69

+0.16

Sortino ratioReturn per unit of downside risk
2.61
2.64

-0.03

Omega ratioGain probability vs. loss probability

1.30

1.29

+0.01

Calmar ratioReturn relative to maximum drawdown

4.00

2.47

+1.53

Martin ratioReturn relative to average drawdown

9.29

5.85

+3.43

WDNA vs. IYH - Sharpe Ratio Comparison

The current WDNA Sharpe Ratio is 1.84, which is comparable to the IYH Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of WDNA and IYH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

WDNA vs. IYH - Drawdown Comparison

The maximum WDNA drawdown since its inception was -58.87%, which is greater than IYH's maximum drawdown of -43.12%. Use the drawdown chart below to compare losses from any high point for WDNA and IYH.

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Drawdown Indicators

WDNAIYHDifference

Max Drawdown

Largest peak-to-trough decline

-58.87%

-43.12%

-15.75%

Max Drawdown (1Y)

Largest decline over 1 year

-11.70%

-10.64%

-1.06%

Max Drawdown (3Y)

Largest decline over 3 years

-36.65%

-17.91%

-18.74%

Max Drawdown (5Y)

Largest decline over 5 years

-58.87%

-17.91%

-40.96%

Max Drawdown (10Y)

Largest decline over 10 years

—

-28.40%

—

Current Drawdown

Current decline from peak

-25.81%

-2.77%

-23.04%

Average Drawdown

Average peak-to-trough decline

-35.30%

-8.92%

-26.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.03%

4.49%

+0.54%

Volatility

WDNA vs. IYH - Volatility Comparison

WisdomTree BioRevolution Fund (WDNA) has a higher volatility of 7.04% compared to iShares U.S. Healthcare ETF (IYH) at 5.88%. This indicates that WDNA's price experiences larger fluctuations and is considered to be riskier than IYH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

WDNAIYHDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.04%

5.88%

+1.16%

Volatility (6M)

Calculated over the trailing 6-month period

17.23%

12.03%

+5.20%

Volatility (1Y)

Calculated over the trailing 1-year period

25.54%

15.86%

+9.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.26%

15.24%

+10.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.04%

16.82%

+8.22%

WDNA vs. IYH - Expense Ratio Comparison

WDNA has a 0.45% expense ratio, which is higher than IYH's 0.43% expense ratio.

Dividends

WDNA vs. IYH - Dividend Comparison

WDNA's dividend yield for the trailing twelve months is around 3.96%, more than IYH's 1.17% yield.

PositionTTM20252024202320222021202020192018201720162015
IYH
iShares U.S. Healthcare ETF		1.17%1.19%1.25%1.18%1.10%0.94%1.16%1.14%1.95%1.10%1.29%2.02%
WDNA
WisdomTree BioRevolution Fund		3.96%4.57%0.75%0.80%0.38%0.10%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

WDNA and IYH have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WDNA has higher volatility (7.04%) compared to IYH (5.88%). In terms of maximum drawdown, WDNA dropped -58.87% vs IYH's -43.12%.

On 5-year performance, IYH leads with 4.87% vs -4.37% for WDNA. On fees, IYH is cheaper at 0.43% per year. On volatility, IYH has been the lower-risk option at 5.88%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, IYH has performed better with a 4.87% return vs -4.37%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IYH is cheaper with a 0.43% expense ratio, compared with 0.45% for WDNA.

WDNA has the higher dividend yield at 3.96%, compared with 1.17% for IYH.

WDNA tracks WisdomTree BioRevolution Index, while IYH tracks Dow Jones U.S. Health Care Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.45% for WDNA and 0.43% for IYH.

WDNA currently has the higher Sharpe Ratio (1.84 vs 1.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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