XAMB.DE vs. WHCS.AS
XAMB.DE (Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc) and WHCS.AS (iShares MSCI World Health Care Sector UCITS ETF USD Inc) are both exchange-traded funds - XAMB.DE is a Global Equities fund tracking the MSCI World SRI Filtered PAB, while WHCS.AS is a Health & Biotech Equities fund tracking the MSCI World/Health Care NR USD. Both are passively managed. Over the past 5 years, XAMB.DE returned 10.09%/yr vs 4.68%/yr for WHCS.AS. A 0.65 correlation means they provide meaningful diversification when combined. XAMB.DE charges 0.18%/yr vs 1.00%/yr for WHCS.AS.
Performance
XAMB.DE vs. WHCS.AS - Performance Comparison
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Different Trading Currencies
XAMB.DE is traded in EUR, while WHCS.AS is traded in USD. To make them comparable, the WHCS.AS values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, XAMB.DE achieves a 13.11% return, which is significantly higher than WHCS.AS's -2.00% return.
XAMB.DE
- 1D
- 0.27%
- 1M
- 6.31%
- YTD
- 13.11%
- 6M
- 13.74%
- 1Y
- 20.74%
- 3Y*
- 12.56%
- 5Y*
- 10.09%
- 10Y*
- —
WHCS.AS
- 1D
- 2.74%
- 1M
- 3.77%
- YTD
- -2.00%
- 6M
- -1.43%
- 1Y
- 7.43%
- 3Y*
- 0.68%
- 5Y*
- 4.68%
- 10Y*
- —
XAMB.DE vs. WHCS.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XAMB.DE Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc | 13.11% | 2.25% | 15.42% | 20.65% | -17.81% | 36.43% | 7.63% | 7.22% |
WHCS.AS iShares MSCI World Health Care Sector UCITS ETF USD Inc | -2.00% | 2.08% | 1.08% | 0.44% | 2.58% | 29.69% | 3.78% | 10.91% |
Correlation
The correlation between XAMB.DE and WHCS.AS is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2019 | 0.65 |
Over the past year, the correlation between XAMB.DE and WHCS.AS has dropped to 0.43 - well below their long-term average of 0.65, suggesting their price drivers have been diverging.
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Return for Risk
XAMB.DE vs. WHCS.AS — Risk / Return Rank
XAMB.DE
WHCS.AS
XAMB.DE vs. WHCS.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc (XAMB.DE) and iShares MSCI World Health Care Sector UCITS ETF USD Inc (WHCS.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.
| XAMB.DE | WHCS.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.06 | ||
| Sortino ratioReturn per unit of downside risk | +1.45 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.10 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | 0.69 | +1.81 |
| Martin ratioReturn relative to average drawdown | 9.16 | 1.60 | +7.57 |
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
| XAMB.DE | WHCS.AS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 0.51 | +1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.33 | +0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.43 | +0.31 |
Drawdowns
XAMB.DE vs. WHCS.AS - Drawdown Comparison
The maximum XAMB.DE drawdown since its inception was -31.83%, which is greater than WHCS.AS's maximum drawdown of -25.69%. Use the drawdown chart below to compare losses from any high point for XAMB.DE and WHCS.AS.
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Drawdown Indicators
| XAMB.DE | WHCS.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.83% | -25.69% | -6.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.28% | -10.69% | +2.41% |
Max Drawdown (3Y)Largest decline over 3 years | -22.09% | -22.29% | +0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -22.09% | -22.29% | +0.20% |
Current DrawdownCurrent decline from peak | 0.00% | -9.52% | +9.52% |
Average DrawdownAverage peak-to-trough decline | -5.61% | -5.76% | +0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 4.63% | -2.37% |
Volatility
XAMB.DE vs. WHCS.AS - Volatility Comparison
The current volatility for Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc (XAMB.DE) is 3.89%, while iShares MSCI World Health Care Sector UCITS ETF USD Inc (WHCS.AS) has a volatility of 5.06%. This indicates that XAMB.DE experiences smaller price fluctuations and is considered to be less risky than WHCS.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XAMB.DE | WHCS.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 5.06% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 10.29% | -0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.16% | 14.52% | -1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.94% | 14.07% | +0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.40% | 16.22% | +0.18% |
XAMB.DE vs. WHCS.AS - Expense Ratio Comparison
XAMB.DE has a 0.18% expense ratio, which is lower than WHCS.AS's 1.00% expense ratio.
Dividends
XAMB.DE vs. WHCS.AS - Dividend Comparison
XAMB.DE has not paid dividends to shareholders, while WHCS.AS's dividend yield for the trailing twelve months is around 1.08%.
| 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
XAMB.DE and WHCS.AS have a correlation of 0.43, 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.
XAMB.DE is categorized as Global Equities, while WHCS.AS is Health & Biotech Equities. XAMB.DE tracks MSCI World SRI Filtered PAB, while WHCS.AS tracks MSCI World/Health Care NR USD. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for XAMB.DE and 1.00% for WHCS.AS.
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