WHCS.AS vs. IDVY.AS
WHCS.AS (iShares MSCI World Health Care Sector UCITS ETF USD Inc) and IDVY.AS (iShares Euro Dividend UCITS ETF) are both exchange-traded funds - WHCS.AS is a Health & Biotech Equities fund tracking the MSCI World/Health Care NR USD, while IDVY.AS is a Europe Equities fund tracking the MSCI EMU NR EUR. Both are passively managed. Over the past 5 years, WHCS.AS returned 3.72%/yr vs 8.07%/yr for IDVY.AS. At a 0.48 correlation, their price movements are largely independent. WHCS.AS charges 1.00%/yr vs 0.40%/yr for IDVY.AS.
Performance
WHCS.AS vs. IDVY.AS - Performance Comparison
Loading charts...
Different Trading Currencies
WHCS.AS is traded in USD, while IDVY.AS is traded in EUR. To make them comparable, the IDVY.AS values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, WHCS.AS achieves a -3.10% return, which is significantly lower than IDVY.AS's 6.99% return.
WHCS.AS
- 1D
- 2.89%
- 1M
- 3.09%
- YTD
- -3.10%
- 6M
- -1.69%
- 1Y
- 9.26%
- 3Y*
- 3.43%
- 5Y*
- 3.72%
- 10Y*
- —
IDVY.AS
- 1D
- 0.46%
- 1M
- 2.72%
- YTD
- 6.99%
- 6M
- 10.78%
- 1Y
- 23.18%
- 3Y*
- 23.31%
- 5Y*
- 8.07%
- 10Y*
- 7.57%
WHCS.AS vs. IDVY.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WHCS.AS iShares MSCI World Health Care Sector UCITS ETF USD Inc | -3.10% | 15.82% | -5.39% | 3.78% | -3.40% | 20.66% | 13.10% | 11.49% |
IDVY.AS iShares Euro Dividend UCITS ETF | 6.99% | 60.98% | 1.90% | 7.72% | -19.00% | 15.92% | -10.60% | 3.71% |
Correlation
The correlation between WHCS.AS and IDVY.AS is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2019 | 0.48 |
The correlation between WHCS.AS and IDVY.AS shifts across timeframes, from 0.38 (1 year) to 0.48 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WHCS.AS vs. IDVY.AS — Risk / Return Rank
WHCS.AS
IDVY.AS
WHCS.AS vs. IDVY.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Health Care Sector UCITS ETF USD Inc (WHCS.AS) and iShares Euro Dividend UCITS ETF (IDVY.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.
| WHCS.AS | IDVY.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.30 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.86 | 2.34 | -1.48 |
| Martin ratioReturn relative to average drawdown | 2.06 | 7.07 | -5.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| WHCS.AS | IDVY.AS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.66 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.43 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.38 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.07 | +0.40 |
Drawdowns
WHCS.AS vs. IDVY.AS - Drawdown Comparison
The maximum WHCS.AS drawdown since its inception was -26.37%, smaller than the maximum IDVY.AS drawdown of -73.11%. Use the drawdown chart below to compare losses from any high point for WHCS.AS and IDVY.AS.
Loading charts...
Drawdown Indicators
| WHCS.AS | IDVY.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.37% | -73.11% | +46.74% |
Max Drawdown (1Y)Largest decline over 1 year | -10.59% | -9.77% | -0.82% |
Max Drawdown (3Y)Largest decline over 3 years | -19.71% | -13.50% | -6.21% |
Max Drawdown (5Y)Largest decline over 5 years | -19.71% | -36.92% | +17.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -46.30% | — |
Current DrawdownCurrent decline from peak | -5.71% | -1.68% | -4.03% |
Average DrawdownAverage peak-to-trough decline | -5.57% | -30.51% | +24.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 3.26% | +1.21% |
Volatility
WHCS.AS vs. IDVY.AS - Volatility Comparison
iShares MSCI World Health Care Sector UCITS ETF USD Inc (WHCS.AS) has a higher volatility of 4.88% compared to iShares Euro Dividend UCITS ETF (IDVY.AS) at 4.11%. This indicates that WHCS.AS's price experiences larger fluctuations and is considered to be riskier than IDVY.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WHCS.AS | IDVY.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 4.11% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 11.14% | -0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 13.81% | +0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 18.27% | -3.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 19.56% | -3.18% |
WHCS.AS vs. IDVY.AS - Expense Ratio Comparison
WHCS.AS has a 1.00% expense ratio, which is higher than IDVY.AS's 0.40% expense ratio.
Dividends
WHCS.AS vs. IDVY.AS - Dividend Comparison
WHCS.AS's dividend yield for the trailing twelve months is around 1.08%, less than IDVY.AS's 3.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDVY.AS iShares Euro Dividend UCITS ETF | 3.99% | 4.36% | 5.85% | 5.84% | 5.28% | 3.68% | 3.57% | 4.84% | 4.76% | 3.91% | 3.97% | 4.00% |
WHCS.AS iShares MSCI World Health Care Sector UCITS ETF USD Inc | 1.08% | 1.05% | 1.04% | 1.15% | 1.08% | 1.08% | 1.20% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WHCS.AS and IDVY.AS have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IDVY.AS is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IDVY.AS is cheaper with a 0.40% expense ratio, compared with 1.00% for WHCS.AS.
WHCS.AS is categorized as Health & Biotech Equities, while IDVY.AS is Europe Equities. WHCS.AS tracks MSCI World/Health Care NR USD, while IDVY.AS tracks MSCI EMU NR EUR. Their fees differ too: 1.00% for WHCS.AS and 0.40% for IDVY.AS.
Find the right allocation for WHCS.AS and IDVY.AS
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer