WHCA.AS vs. R1GR.AS

Last updated Jun 5, 2026

WHCA.AS (iShares MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating) and R1GR.AS (iShares Russell 1000 Growth UCITS ETF) are both exchange-traded funds - WHCA.AS is a Health & Biotech Equities fund tracking the MSCI World Health Care Advanced Select 20 35 Capped, while R1GR.AS is a Large Cap Growth Equities fund tracking the Russell 1000 Growth UCITS 30/18 Capped index. Both are passively managed. Over the past year, WHCA.AS returned 7.44% vs 23.23% for R1GR.AS. At a 0.27 correlation, their price movements are largely independent. Both charge a 0.18% expense ratio.

Performance

WHCA.AS vs. R1GR.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating (WHCA.AS) and iShares Russell 1000 Growth UCITS ETF (R1GR.AS). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

WHCA.AS is traded in EUR, while R1GR.AS is traded in USD. To make them comparable, the R1GR.AS values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, WHCA.AS achieves a -2.07% return, which is significantly lower than R1GR.AS's 7.67% return.

WHCA.AS

• 1D: 2.82%
• 1M: 3.91%
• YTD: -2.07%
• 6M: -1.38%
• 1Y: 7.44%
• 3Y*: 0.74%
• 5Y*: —
• 10Y*: —

R1GR.AS

• 1D: -0.31%
• 1M: 5.93%
• YTD: 7.67%
• 6M: 6.91%
• 1Y: 23.23%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WHCA.AS vs. R1GR.AS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
WHCA.AS iShares MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating	-2.07%	2.44%	0.95%	2.37%
R1GR.AS iShares Russell 1000 Growth UCITS ETF	7.67%	3.62%	43.99%	6.17%

Correlation

The correlation between WHCA.AS and R1GR.AS is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.16
Correlation (All Time) Calculated using the full available price history since Aug 1, 2023	0.27

The correlation between WHCA.AS and R1GR.AS shifts across timeframes, from 0.16 (1 year) to 0.27 (all time), reflecting how their relationship changes across market environments.

Return for Risk

WHCA.AS vs. R1GR.AS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WHCA.AS

WHCA.AS Risk / Return Rank: 17
WHCA.AS Sharpe Ratio Rank: 17
WHCA.AS Sortino Ratio Rank: 18
WHCA.AS Omega Ratio Rank: 17
WHCA.AS Calmar Ratio Rank: 17
WHCA.AS Martin Ratio Rank: 17

R1GR.AS

R1GR.AS Risk / Return Rank: 42
R1GR.AS Sharpe Ratio Rank: 48
R1GR.AS Sortino Ratio Rank: 49
R1GR.AS Omega Ratio Rank: 46
R1GR.AS Calmar Ratio Rank: 33
R1GR.AS Martin Ratio Rank: 35

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.

WHCA.AS vs. R1GR.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating (WHCA.AS) and iShares Russell 1000 Growth UCITS ETF (R1GR.AS). 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.

	WHCA.AS	R1GR.AS	Difference
Sharpe ratio: Return per unit of total volatility	0.53	1.44	-0.91
Sortino ratio: Return per unit of downside risk	0.88	2.04	-1.16
Omega ratio: Gain probability vs. loss probability	1.10	1.26	-0.16
Calmar ratio: Return relative to maximum drawdown	0.68	1.56	-0.88
Martin ratio: Return relative to average drawdown	1.57	4.39	-2.82
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WHCA.AS vs. R1GR.AS - Sharpe Ratio Comparison

The current WHCA.AS Sharpe Ratio is 0.53, which is lower than the R1GR.AS Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of WHCA.AS and R1GR.AS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	WHCA.AS	R1GR.AS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.53	1.44	-0.91
Sharpe Ratio (All Time) Calculated using the full available price history	0.13	1.15	-1.02

Drawdowns

WHCA.AS vs. R1GR.AS - Drawdown Comparison

The maximum WHCA.AS drawdown since its inception was -22.19%, smaller than the maximum R1GR.AS drawdown of -27.06%. Use the drawdown chart below to compare losses from any high point for WHCA.AS and R1GR.AS.

Drawdown Indicators

	WHCA.AS	R1GR.AS	Difference
Max Drawdown Largest peak-to-trough decline	-22.19%	-27.06%	+4.87%
Max Drawdown (1Y) Largest decline over 1 year	-10.86%	-14.67%	+3.81%
Max Drawdown (3Y) Largest decline over 3 years	-22.19%	—	—
Current Drawdown Current decline from peak	-9.64%	-1.39%	-8.25%
Average Drawdown Average peak-to-trough decline	-6.96%	-4.95%	-2.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.72%	5.26%	-0.54%

Volatility

WHCA.AS vs. R1GR.AS - Volatility Comparison

iShares MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating (WHCA.AS) has a higher volatility of 5.00% compared to iShares Russell 1000 Growth UCITS ETF (R1GR.AS) at 4.11%. This indicates that WHCA.AS's price experiences larger fluctuations and is considered to be riskier than R1GR.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WHCA.AS	R1GR.AS	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.00%	4.11%	+0.89%
Volatility (6M) Calculated over the trailing 6-month period	9.69%	11.20%	-1.51%
Volatility (1Y) Calculated over the trailing 1-year period	13.92%	15.90%	-1.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.72%	19.57%	-4.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.72%	19.57%	-4.85%

WHCA.AS vs. R1GR.AS - Expense Ratio Comparison

Both WHCA.AS and R1GR.AS have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

WHCA.AS vs. R1GR.AS - Dividend Comparison

Neither WHCA.AS nor R1GR.AS has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both WHCA.AS and R1GR.AS in my portfolio?

WHCA.AS and R1GR.AS have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WHCA.AS or R1GR.AS?

Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, WHCA.AS or R1GR.AS?

WHCA.AS and R1GR.AS have the same expense ratio: 0.18% per year.

What is the main difference between WHCA.AS and R1GR.AS?

WHCA.AS is categorized as Health & Biotech Equities, while R1GR.AS is Large Cap Growth Equities. WHCA.AS tracks MSCI World Health Care Advanced Select 20 35 Capped, while R1GR.AS tracks Russell 1000 Growth UCITS 30/18 Capped index.