XDNA.TO vs. ZHU.TO
XDNA.TO (iShares Genomics Immunology and Healthcare Index ETF) and ZHU.TO (BMO Equal Weight US Health Care Index ETF) are both Health & Biotech Equities funds. Over the past 3 years, XDNA.TO returned 16.93%/yr vs 5.56%/yr for ZHU.TO. At a 0.35 correlation, their price movements are largely independent.
Performance
XDNA.TO vs. ZHU.TO - Performance Comparison
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Returns By Period
In the year-to-date period, XDNA.TO achieves a 33.92% return, which is significantly higher than ZHU.TO's 7.66% return.
XDNA.TO
- 1D
- 0.61%
- 1M
- 16.88%
- YTD
- 33.92%
- 6M
- 32.78%
- 1Y
- 71.75%
- 3Y*
- 16.93%
- 5Y*
- —
- 10Y*
- —
ZHU.TO
- 1D
- -0.60%
- 1M
- 9.89%
- YTD
- 7.66%
- 6M
- 7.98%
- 1Y
- 20.88%
- 3Y*
- 5.56%
- 5Y*
- 2.44%
- 10Y*
- —
XDNA.TO vs. ZHU.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XDNA.TO iShares Genomics Immunology and Healthcare Index ETF | 33.92% | 12.10% | 5.54% | -7.84% | -14.85% |
ZHU.TO BMO Equal Weight US Health Care Index ETF | 7.66% | 3.43% | 5.43% | -1.57% | 8.19% |
Correlation
The correlation between XDNA.TO and ZHU.TO is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since May 4, 2022 | 0.35 |
The correlation between XDNA.TO and ZHU.TO shifts across timeframes, from 0.35 (all time) to 0.47 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
XDNA.TO vs. ZHU.TO — Risk / Return Rank
XDNA.TO
ZHU.TO
XDNA.TO vs. ZHU.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Genomics Immunology and Healthcare Index ETF (XDNA.TO) and BMO Equal Weight US Health Care Index ETF (ZHU.TO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XDNA.TO | ZHU.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.66 | ||
| Sortino ratioReturn per unit of downside risk | +2.02 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.22 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 8.35 | 1.91 | +6.43 |
| Martin ratioReturn relative to average drawdown | 19.59 | 4.19 | +15.40 |
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Drawdowns
XDNA.TO vs. ZHU.TO - Drawdown Comparison
The maximum XDNA.TO drawdown since its inception was -45.90%, which is greater than ZHU.TO's maximum drawdown of -27.25%. Use the drawdown chart below to compare losses from any high point for XDNA.TO and ZHU.TO.
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Drawdown Indicators
| XDNA.TO | ZHU.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.90% | -27.25% | -18.65% |
Max Drawdown (1Y)Largest decline over 1 year | -8.64% | -10.95% | +2.31% |
Max Drawdown (3Y)Largest decline over 3 years | -28.29% | -21.51% | -6.78% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.25% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.60% | +0.60% |
Average DrawdownAverage peak-to-trough decline | -23.18% | -8.83% | -14.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 4.99% | -1.32% |
Volatility
XDNA.TO vs. ZHU.TO - Volatility Comparison
iShares Genomics Immunology and Healthcare Index ETF (XDNA.TO) has a higher volatility of 7.64% compared to BMO Equal Weight US Health Care Index ETF (ZHU.TO) at 6.01%. This indicates that XDNA.TO's price experiences larger fluctuations and is considered to be riskier than ZHU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDNA.TO | ZHU.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.64% | 6.01% | +1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 18.67% | 12.63% | +6.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.18% | 17.34% | +7.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.36% | 16.17% | +9.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.36% | 17.60% | +7.76% |
Dividends
XDNA.TO vs. ZHU.TO - Dividend Comparison
XDNA.TO's dividend yield for the trailing twelve months is around 0.24%, less than ZHU.TO's 0.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
XDNA.TO iShares Genomics Immunology and Healthcare Index ETF | 0.24% | 0.43% | 0.32% | 0.25% | 0.32% | 0.00% | 0.00% | 0.00% |
ZHU.TO BMO Equal Weight US Health Care Index ETF | 0.50% | 0.54% | 0.58% | 0.97% | 0.43% | 0.13% | 0.37% | 0.17% |
Frequently Asked Questions
XDNA.TO and ZHU.TO have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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