WDNA vs. IYH
Compare and contrast key facts about WisdomTree BioRevolution Fund (WDNA) and iShares U.S. Healthcare ETF (IYH).
WDNA and IYH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WDNA is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree BioRevolution Index. It was launched on Jun 3, 2021. IYH is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Health Care Index. It was launched on Jun 12, 2000. Both WDNA and IYH 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: WDNA or IYH.
Key characteristics
| WDNA | IYH | |
|---|---|---|
| YTD Return | -5.69% | 9.53% |
| 1Y Return | 14.60% | 18.81% |
| 3Y Return (Ann) | -13.98% | 3.71% |
| Sharpe Ratio | 0.61 | 1.83 |
| Sortino Ratio | 1.02 | 2.58 |
| Omega Ratio | 1.12 | 1.33 |
| Calmar Ratio | 0.28 | 1.86 |
| Martin Ratio | 1.69 | 8.33 |
| Ulcer Index | 8.23% | 2.34% |
| Daily Std Dev | 22.68% | 10.64% |
| Max Drawdown | -51.90% | -43.13% |
| Current Drawdown | -42.33% | -5.99% |
Correlation
The correlation between WDNA and IYH is 0.66, 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
WDNA vs. IYH - Performance Comparison
In the year-to-date period, WDNA achieves a -5.69% return, which is significantly lower than IYH's 9.53% 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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WDNA vs. IYH - Expense Ratio Comparison
WDNA has a 0.45% expense ratio, which is higher than IYH's 0.43% expense ratio.
Risk-Adjusted Performance
WDNA vs. IYH - Risk-Adjusted Performance 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.
Dividends
WDNA vs. IYH - Dividend Comparison
WDNA's dividend yield for the trailing twelve months is around 0.85%, less than IYH's 1.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WDNA WisdomTree BioRevolution Fund | 0.85% | 0.80% | 0.37% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IYH iShares U.S. Healthcare ETF | 1.13% | 1.18% | 1.10% | 0.94% | 1.16% | 1.14% | 1.95% | 1.10% | 1.29% | 2.02% | 1.05% | 1.12% |
Drawdowns
WDNA vs. IYH - Drawdown Comparison
The maximum WDNA drawdown since its inception was -51.90%, which is greater than IYH's maximum drawdown of -43.13%. Use the drawdown chart below to compare losses from any high point for WDNA and IYH. For additional features, visit the drawdowns tool.
Volatility
WDNA vs. IYH - Volatility Comparison
WisdomTree BioRevolution Fund (WDNA) has a higher volatility of 4.91% compared to iShares U.S. Healthcare ETF (IYH) at 3.14%. 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.