WHCA.AS vs. XLV
WHCA.AS (iShares MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating) and XLV (State Street Health Care Select Sector SPDR ETF) are both Health & Biotech Equities funds - WHCA.AS tracks the MSCI World Health Care Advanced Select 20 35 Capped while XLV tracks the Health Care Select Sector Index. Both are passively managed. Over the past 3 years, WHCA.AS returned 0.74%/yr vs 4.08%/yr for XLV. A 0.56 correlation means they provide meaningful diversification when combined. WHCA.AS charges 0.18%/yr vs 0.08%/yr for XLV.
Performance
WHCA.AS vs. XLV - Performance Comparison
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Different Trading Currencies
WHCA.AS is traded in EUR, while XLV is traded in USD. To make them comparable, the XLV 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 XLV's -0.23% return.
WHCA.AS
- 1D
- 2.82%
- 1M
- 3.91%
- YTD
- -2.07%
- 6M
- -1.38%
- 1Y
- 7.44%
- 3Y*
- 0.74%
- 5Y*
- —
- 10Y*
- —
XLV
- 1D
- 2.93%
- 1M
- 5.36%
- YTD
- -0.23%
- 6M
- -0.09%
- 1Y
- 14.18%
- 3Y*
- 4.08%
- 5Y*
- 7.17%
- 10Y*
- 9.23%
WHCA.AS vs. XLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WHCA.AS iShares MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating | -2.07% | 2.44% | 0.95% | 0.93% | 1.99% | 3.68% |
XLV State Street Health Care Select Sector SPDR ETF | -0.23% | 0.92% | 9.24% | -0.99% | 3.99% | 5.77% |
Correlation
The correlation between WHCA.AS and XLV is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Nov 19, 2021 | 0.56 |
The correlation between WHCA.AS and XLV shifts across timeframes, from 0.56 (all time) to 0.71 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
WHCA.AS vs. XLV — Risk / Return Rank
WHCA.AS
XLV
WHCA.AS vs. XLV - 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 State Street Health Care Select Sector SPDR ETF (XLV). 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 | XLV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.17 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | 1.31 | -0.63 |
| Martin ratioReturn relative to average drawdown | 1.57 | 3.26 | -1.69 |
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
| WHCA.AS | XLV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.95 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.48 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.60 | -0.47 |
Drawdowns
WHCA.AS vs. XLV - Drawdown Comparison
The maximum WHCA.AS drawdown since its inception was -22.19%, smaller than the maximum XLV drawdown of -31.02%. Use the drawdown chart below to compare losses from any high point for WHCA.AS and XLV.
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Drawdown Indicators
| WHCA.AS | XLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.19% | -31.02% | +8.83% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -10.87% | +0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -22.19% | -22.26% | +0.07% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.26% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.38% | — |
Current DrawdownCurrent decline from peak | -9.64% | -6.79% | -2.85% |
Average DrawdownAverage peak-to-trough decline | -6.96% | -6.48% | -0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.72% | 4.36% | +0.36% |
Volatility
WHCA.AS vs. XLV - Volatility Comparison
The current volatility for iShares MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating (WHCA.AS) is 5.00%, while State Street Health Care Select Sector SPDR ETF (XLV) has a volatility of 5.36%. This indicates that WHCA.AS experiences smaller price fluctuations and is considered to be less risky than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WHCA.AS | XLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 5.36% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.69% | 10.94% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.92% | 15.00% | -1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.72% | 15.11% | -0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.72% | 17.33% | -2.61% |
WHCA.AS vs. XLV - Expense Ratio Comparison
WHCA.AS has a 0.18% expense ratio, which is higher than XLV's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
WHCA.AS vs. XLV - Dividend Comparison
WHCA.AS has not paid dividends to shareholders, while XLV's dividend yield for the trailing twelve months is around 1.65%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHCA.AS iShares MSCI World Health Care Sector Advanced UCITS ETF USD Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLV State Street Health Care Select Sector SPDR ETF | 1.65% | 1.60% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.57% | 1.47% | 1.60% | 1.43% |
Frequently Asked Questions
WHCA.AS and XLV have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XLV is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLV is cheaper with a 0.08% expense ratio, compared with 0.18% for WHCA.AS.
WHCA.AS tracks MSCI World Health Care Advanced Select 20 35 Capped, while XLV tracks Health Care Select Sector Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.18% for WHCA.AS and 0.08% for XLV.
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