WHCS.AS vs. XAMB.DE
WHCS.AS (iShares MSCI World Health Care Sector UCITS ETF USD Inc) and XAMB.DE (Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc) are both exchange-traded funds - WHCS.AS is a Health & Biotech Equities fund tracking the MSCI World/Health Care NR USD, while XAMB.DE is a Global Equities fund tracking the MSCI World SRI Filtered PAB. Both are passively managed. Over the past 5 years, WHCS.AS returned 3.72%/yr vs 9.07%/yr for XAMB.DE. A 0.67 correlation means they provide meaningful diversification when combined. WHCS.AS charges 1.00%/yr vs 0.18%/yr for XAMB.DE.
Performance
WHCS.AS vs. XAMB.DE - Performance Comparison
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Different Trading Currencies
WHCS.AS is traded in USD, while XAMB.DE is traded in EUR. To make them comparable, the XAMB.DE 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 XAMB.DE's 11.80% 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*
- —
XAMB.DE
- 1D
- 0.40%
- 1M
- 5.58%
- YTD
- 11.80%
- 6M
- 13.43%
- 1Y
- 22.81%
- 3Y*
- 15.63%
- 5Y*
- 9.07%
- 10Y*
- —
WHCS.AS vs. XAMB.DE - 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% |
XAMB.DE Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc | 11.80% | 15.43% | 8.82% | 24.47% | -22.34% | 25.66% | 18.14% | 7.69% |
Correlation
The correlation between WHCS.AS and XAMB.DE is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2019 | 0.67 |
Over the past year, the correlation between WHCS.AS and XAMB.DE has dropped to 0.44 - well below their long-term average of 0.67, suggesting their price drivers have been diverging.
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Return for Risk
WHCS.AS vs. XAMB.DE — Risk / Return Rank
WHCS.AS
XAMB.DE
WHCS.AS vs. XAMB.DE - 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 Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc (XAMB.DE). 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 | XAMB.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.00 | ||
| Sortino ratioReturn per unit of downside risk | -1.39 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.29 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.86 | 2.26 | -1.40 |
| Martin ratioReturn relative to average drawdown | 2.06 | 8.74 | -6.68 |
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 | XAMB.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.63 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.55 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.71 | -0.24 |
Drawdowns
WHCS.AS vs. XAMB.DE - Drawdown Comparison
The maximum WHCS.AS drawdown since its inception was -26.37%, smaller than the maximum XAMB.DE drawdown of -32.32%. Use the drawdown chart below to compare losses from any high point for WHCS.AS and XAMB.DE.
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Drawdown Indicators
| WHCS.AS | XAMB.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.37% | -32.32% | +5.95% |
Max Drawdown (1Y)Largest decline over 1 year | -10.59% | -10.05% | -0.54% |
Max Drawdown (3Y)Largest decline over 3 years | -19.71% | -18.91% | -0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -19.71% | -29.86% | +10.15% |
Current DrawdownCurrent decline from peak | -5.71% | 0.00% | -5.71% |
Average DrawdownAverage peak-to-trough decline | -5.57% | -6.17% | +0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 2.60% | +1.87% |
Volatility
WHCS.AS vs. XAMB.DE - Volatility Comparison
iShares MSCI World Health Care Sector UCITS ETF USD Inc (WHCS.AS) has a higher volatility of 4.88% compared to Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc (XAMB.DE) at 4.30%. This indicates that WHCS.AS's price experiences larger fluctuations and is considered to be riskier than XAMB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WHCS.AS | XAMB.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 4.30% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 10.88% | -0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 13.90% | +0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 16.45% | -2.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 17.51% | -1.13% |
WHCS.AS vs. XAMB.DE - Expense Ratio Comparison
WHCS.AS has a 1.00% expense ratio, which is higher than XAMB.DE's 0.18% expense ratio.
Dividends
WHCS.AS vs. XAMB.DE - Dividend Comparison
WHCS.AS's dividend yield for the trailing twelve months is around 1.08%, while XAMB.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
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% |
XAMB.DE Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WHCS.AS and XAMB.DE have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XAMB.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XAMB.DE is cheaper with a 0.18% expense ratio, compared with 1.00% for WHCS.AS.
WHCS.AS is categorized as Health & Biotech Equities, while XAMB.DE is Global Equities. WHCS.AS tracks MSCI World/Health Care NR USD, while XAMB.DE tracks MSCI World SRI Filtered PAB. They also come from different issuers: iShares and Amundi. Their fees differ too: 1.00% for WHCS.AS and 0.18% for XAMB.DE.
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