WHCS.AS vs. XDWH.DE
Compare and contrast key facts about iShares MSCI World Health Care Sector UCITS ETF USD Inc (WHCS.AS) and Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.DE).
WHCS.AS and XDWH.DE 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. XDWH.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI World/Health Care NR USD. It was launched on Mar 4, 2016. Both WHCS.AS and XDWH.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WHCS.AS or XDWH.DE.
Key characteristics
| WHCS.AS | XDWH.DE | |
|---|---|---|
| YTD Return | 4.73% | 14.19% |
| 1Y Return | 15.12% | 20.81% |
| 3Y Return (Ann) | 2.81% | 6.12% |
| 5Y Return (Ann) | 9.07% | 10.02% |
| Sharpe Ratio | 1.15 | 2.04 |
| Sortino Ratio | 1.66 | 2.89 |
| Omega Ratio | 1.19 | 1.36 |
| Calmar Ratio | 1.37 | 2.27 |
| Martin Ratio | 3.69 | 9.39 |
| Ulcer Index | 3.27% | 2.13% |
| Daily Std Dev | 10.66% | 9.83% |
| Max Drawdown | -26.37% | -26.08% |
| Current Drawdown | -6.12% | -2.96% |
Correlation
The correlation between WHCS.AS and XDWH.DE is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WHCS.AS vs. XDWH.DE - Performance Comparison
In the year-to-date period, WHCS.AS achieves a 4.73% return, which is significantly lower than XDWH.DE's 14.19% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WHCS.AS vs. XDWH.DE - Expense Ratio Comparison
WHCS.AS has a 1.00% expense ratio, which is higher than XDWH.DE's 0.25% expense ratio.
Risk-Adjusted Performance
WHCS.AS vs. XDWH.DE - Risk-Adjusted Performance 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 Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.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.
Dividends
WHCS.AS vs. XDWH.DE - Dividend Comparison
WHCS.AS's dividend yield for the trailing twelve months is around 0.97%, while XDWH.DE has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
WHCS.AS iShares MSCI World Health Care Sector UCITS ETF USD Inc | 0.97% | 1.15% | 1.08% | 1.08% | 1.20% | 0.10% |
XDWH.DE Xtrackers MSCI World Health Care UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WHCS.AS vs. XDWH.DE - Drawdown Comparison
The maximum WHCS.AS drawdown since its inception was -26.37%, roughly equal to the maximum XDWH.DE drawdown of -26.08%. Use the drawdown chart below to compare losses from any high point for WHCS.AS and XDWH.DE. For additional features, visit the drawdowns tool.
Volatility
WHCS.AS vs. XDWH.DE - Volatility Comparison
iShares MSCI World Health Care Sector UCITS ETF USD Inc (WHCS.AS) has a higher volatility of 2.63% compared to Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.DE) at 2.25%. This indicates that WHCS.AS's price experiences larger fluctuations and is considered to be riskier than XDWH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.