WHCS.AS vs. MEDI

Last updated Apr 1, 2026

Compare and contrast key facts about iShares MSCI World Health Care Sector UCITS ETF USD Inc (WHCS.AS) and Harbor Health Care ETF (MEDI).

WHCS.AS and MEDI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WHCS.AS is a passively managed fund by iShares that tracks the performance of the MSCI World/Health Care NR USD. It was launched on Oct 17, 2019. MEDI is an actively managed fund by Harbor. It was launched on Nov 16, 2022.

Performance

WHCS.AS vs. MEDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI World Health Care Sector UCITS ETF USD Inc (WHCS.AS) and Harbor Health Care ETF (MEDI). The values are adjusted to include any dividend payments, if applicable.

WHCS.AS vs. MEDI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
WHCS.AS iShares MSCI World Health Care Sector UCITS ETF USD Inc	-6.21%	15.82%	-5.39%	3.78%	3.01%
MEDI Harbor Health Care ETF	-6.79%	27.11%	0.58%	24.87%	2.60%

Returns By Period

In the year-to-date period, WHCS.AS achieves a -6.21% return, which is significantly higher than MEDI's -6.79% return.

WHCS.AS

• 1D: 1.01%
• 1M: -8.62%
• YTD: -6.21%
• 6M: 5.16%
• 1Y: 4.31%
• 3Y*: 2.89%
• 5Y*: 4.12%
• 10Y*: —

MEDI

• 1D: 4.62%
• 1M: -7.67%
• YTD: -6.79%
• 6M: 2.91%
• 1Y: 15.86%
• 3Y*: 13.57%
• 5Y*: —
• 10Y*: —

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

WHCS.AS vs. MEDI - Expense Ratio Comparison

WHCS.AS has a 1.00% expense ratio, which is higher than MEDI's 0.80% expense ratio.

WHCS.AS

iShares MSCI World Health Care Sector UCITS ETF USD Inc

MEDI

Harbor Health Care ETF

Return for Risk

WHCS.AS vs. MEDI — Risk / Return Rank

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

WHCS.AS

WHCS.AS Risk / Return Rank: 19
WHCS.AS Sharpe Ratio Rank: 19
WHCS.AS Sortino Ratio Rank: 19
WHCS.AS Omega Ratio Rank: 18
WHCS.AS Calmar Ratio Rank: 21
WHCS.AS Martin Ratio Rank: 21

MEDI

MEDI Risk / Return Rank: 36
MEDI Sharpe Ratio Rank: 38
MEDI Sortino Ratio Rank: 40
MEDI Omega Ratio Rank: 35
MEDI Calmar Ratio Rank: 35
MEDI Martin Ratio Rank: 33

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.

WHCS.AS vs. MEDI - 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 Harbor Health Care ETF (MEDI). 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	MEDI	Difference
Sharpe ratio Return per unit of total volatility	0.26	0.70	-0.44
Sortino ratio Return per unit of downside risk	0.47	1.12	-0.65
Omega ratio Gain probability vs. loss probability	1.06	1.14	-0.08
Calmar ratio Return relative to maximum drawdown	0.42	0.87	-0.45
Martin ratio Return relative to average drawdown	1.30	3.05	-1.75
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WHCS.AS vs. MEDI - Sharpe Ratio Comparison

The current WHCS.AS Sharpe Ratio is 0.26, which is lower than the MEDI Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of WHCS.AS and MEDI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	WHCS.AS	MEDI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.26	0.70	-0.44
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.29	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.45	0.73	-0.28

Correlation

The correlation between WHCS.AS and MEDI is 0.44, 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.

Dividends

WHCS.AS vs. MEDI - Dividend Comparison

WHCS.AS's dividend yield for the trailing twelve months is around 1.12%, more than MEDI's 0.30% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019
WHCS.AS iShares MSCI World Health Care Sector UCITS ETF USD Inc	1.12%	1.05%	1.04%	1.15%	1.08%	1.08%	1.20%	0.10%
MEDI Harbor Health Care ETF	0.30%	0.28%	0.54%	1.86%	0.00%	0.00%	0.00%	0.00%

Drawdowns

WHCS.AS vs. MEDI - Drawdown Comparison

The maximum WHCS.AS drawdown since its inception was -26.37%, which is greater than MEDI's maximum drawdown of -19.24%. Use the drawdown chart below to compare losses from any high point for WHCS.AS and MEDI.

Drawdown Indicators

	WHCS.AS	MEDI	Difference
Max Drawdown Largest peak-to-trough decline	-26.37%	-19.24%	-7.13%
Max Drawdown (1Y) Largest decline over 1 year	-9.99%	-15.34%	+5.35%
Max Drawdown (5Y) Largest decline over 5 years	-19.71%	—	—
Current Drawdown Current decline from peak	-8.73%	-10.67%	+1.94%
Average Drawdown Average peak-to-trough decline	-5.51%	-4.09%	-1.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.24%	4.39%	-1.15%

Volatility

WHCS.AS vs. MEDI - Volatility Comparison

The current volatility for iShares MSCI World Health Care Sector UCITS ETF USD Inc (WHCS.AS) is 4.74%, while Harbor Health Care ETF (MEDI) has a volatility of 7.96%. This indicates that WHCS.AS experiences smaller price fluctuations and is considered to be less risky than MEDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WHCS.AS	MEDI	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.74%	7.96%	-3.22%
Volatility (6M) Calculated over the trailing 6-month period	8.96%	14.30%	-5.34%
Volatility (1Y) Calculated over the trailing 1-year period	16.16%	22.80%	-6.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.21%	18.47%	-4.26%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.33%	18.47%	-2.14%