WHCS.AS vs. VHT
WHCS.AS (iShares MSCI World Health Care Sector UCITS ETF USD Inc) and VHT (Vanguard Health Care ETF) are both Health & Biotech Equities funds - WHCS.AS tracks the MSCI World/Health Care NR USD while VHT tracks the MSCI US Investable Market Health Care 25/50 Index. Both are passively managed. Over the past 5 years, WHCS.AS returned 3.72%/yr vs 5.12%/yr for VHT. A 0.56 correlation means they provide meaningful diversification when combined. WHCS.AS charges 1.00%/yr vs 0.09%/yr for VHT.
Performance
WHCS.AS vs. VHT - Performance Comparison
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Returns By Period
In the year-to-date period, WHCS.AS achieves a -3.10% return, which is significantly lower than VHT's -1.19% 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*
- —
VHT
- 1D
- 2.95%
- 1M
- 4.12%
- YTD
- -1.19%
- 6M
- -0.78%
- 1Y
- 17.48%
- 3Y*
- 7.08%
- 5Y*
- 5.12%
- 10Y*
- 9.50%
WHCS.AS vs. VHT - 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% |
VHT Vanguard Health Care ETF | -1.19% | 15.46% | 2.66% | 2.52% | -5.60% | 20.57% | 18.29% | 12.80% |
Correlation
The correlation between WHCS.AS and VHT is 0.70, 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 | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2019 | 0.56 |
The correlation between WHCS.AS and VHT shifts across timeframes, from 0.56 (all time) to 0.70 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
WHCS.AS vs. VHT — Risk / Return Rank
WHCS.AS
VHT
WHCS.AS vs. VHT - 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 Vanguard Health Care ETF (VHT). 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 | VHT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.82 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.21 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.69 | -0.82 |
| Martin ratioReturn relative to average drawdown | 2.06 | 4.22 | -2.16 |
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
| WHCS.AS | VHT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.20 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.34 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.57 | -0.10 |
Drawdowns
WHCS.AS vs. VHT - Drawdown Comparison
The maximum WHCS.AS drawdown since its inception was -26.37%, smaller than the maximum VHT drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for WHCS.AS and VHT.
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Drawdown Indicators
| WHCS.AS | VHT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.37% | -39.12% | +12.75% |
Max Drawdown (1Y)Largest decline over 1 year | -10.59% | -10.40% | -0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -19.71% | -16.91% | -2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -19.71% | -17.71% | -2.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.85% | — |
Current DrawdownCurrent decline from peak | -5.71% | -4.32% | -1.39% |
Average DrawdownAverage peak-to-trough decline | -5.57% | -5.99% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 4.15% | +0.32% |
Volatility
WHCS.AS vs. VHT - Volatility Comparison
iShares MSCI World Health Care Sector UCITS ETF USD Inc (WHCS.AS) and Vanguard Health Care ETF (VHT) have volatilities of 4.88% and 4.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WHCS.AS | VHT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 4.97% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 10.48% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 14.63% | -0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 15.02% | -0.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 16.96% | -0.58% |
WHCS.AS vs. VHT - Expense Ratio Comparison
WHCS.AS has a 1.00% expense ratio, which is higher than VHT's 0.09% expense ratio.
Dividends
WHCS.AS vs. VHT - Dividend Comparison
WHCS.AS's dividend yield for the trailing twelve months is around 1.08%, less than VHT's 1.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHT Vanguard Health Care ETF | 1.66% | 1.61% | 1.53% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% |
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 VHT have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VHT is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VHT is cheaper with a 0.09% expense ratio, compared with 1.00% for WHCS.AS.
WHCS.AS tracks MSCI World/Health Care NR USD, while VHT tracks MSCI US Investable Market Health Care 25/50 Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 1.00% for WHCS.AS and 0.09% for VHT.
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