XDWH.DE vs. 2B77.DE
XDWH.DE (Xtrackers MSCI World Health Care UCITS ETF 1C) and 2B77.DE (iShares Ageing Population UCITS ETF) are both Health & Biotech Equities funds - XDWH.DE tracks the MSCI World/Health Care NR USD while 2B77.DE tracks the iSTOXX® FactSet Ageing Population. Both are passively managed. Over the past 5 years, XDWH.DE returned 5.50%/yr vs 5.15%/yr for 2B77.DE. A 0.69 correlation means they provide meaningful diversification when combined. XDWH.DE charges 0.25%/yr vs 0.40%/yr for 2B77.DE.
Performance
XDWH.DE vs. 2B77.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDWH.DE achieves a -1.98% return, which is significantly lower than 2B77.DE's 2.83% return.
XDWH.DE
- 1D
- 2.85%
- 1M
- 3.94%
- YTD
- -1.98%
- 6M
- -1.54%
- 1Y
- 9.60%
- 3Y*
- 2.67%
- 5Y*
- 5.50%
- 10Y*
- 7.61%
2B77.DE
- 1D
- 1.81%
- 1M
- 0.31%
- YTD
- 2.83%
- 6M
- 4.39%
- 1Y
- 16.72%
- 3Y*
- 10.94%
- 5Y*
- 5.15%
- 10Y*
- —
XDWH.DE vs. 2B77.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XDWH.DE Xtrackers MSCI World Health Care UCITS ETF 1C | -1.98% | 2.21% | 7.44% | 0.04% | -0.07% | 30.55% | 2.69% | 27.24% | 5.96% | 5.52% |
2B77.DE iShares Ageing Population UCITS ETF | 2.83% | 13.27% | 14.30% | 5.16% | -8.98% | 13.25% | 2.39% | 23.81% | -9.53% | 7.26% |
Correlation
The correlation between XDWH.DE and 2B77.DE is 0.61, 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 | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2016 | 0.69 |
The correlation between XDWH.DE and 2B77.DE shifts across timeframes, from 0.59 (3 years) to 0.69 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XDWH.DE vs. 2B77.DE — Risk / Return Rank
XDWH.DE
2B77.DE
XDWH.DE vs. 2B77.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.DE) and iShares Ageing Population UCITS ETF (2B77.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.
| XDWH.DE | 2B77.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.24 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | 2.45 | -1.52 |
| Martin ratioReturn relative to average drawdown | 2.28 | 8.32 | -6.04 |
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
| XDWH.DE | 2B77.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.36 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.34 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.43 | +0.12 |
Drawdowns
XDWH.DE vs. 2B77.DE - Drawdown Comparison
The maximum XDWH.DE drawdown since its inception was -26.08%, smaller than the maximum 2B77.DE drawdown of -38.47%. Use the drawdown chart below to compare losses from any high point for XDWH.DE and 2B77.DE.
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Drawdown Indicators
| XDWH.DE | 2B77.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.08% | -38.47% | +12.39% |
Max Drawdown (1Y)Largest decline over 1 year | -10.32% | -6.80% | -3.52% |
Max Drawdown (3Y)Largest decline over 3 years | -21.12% | -20.07% | -1.05% |
Max Drawdown (5Y)Largest decline over 5 years | -21.12% | -20.07% | -1.05% |
Max Drawdown (10Y)Largest decline over 10 years | -26.08% | — | — |
Current DrawdownCurrent decline from peak | -8.51% | -1.60% | -6.91% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -5.47% | +0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 2.01% | +2.19% |
Volatility
XDWH.DE vs. 2B77.DE - Volatility Comparison
Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.DE) has a higher volatility of 4.81% compared to iShares Ageing Population UCITS ETF (2B77.DE) at 3.36%. This indicates that XDWH.DE's price experiences larger fluctuations and is considered to be riskier than 2B77.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDWH.DE | 2B77.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 3.36% | +1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 9.17% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.69% | 12.28% | +1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.43% | 15.09% | -1.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.69% | 16.52% | -1.83% |
XDWH.DE vs. 2B77.DE - Expense Ratio Comparison
XDWH.DE has a 0.25% expense ratio, which is lower than 2B77.DE's 0.40% expense ratio.
Dividends
XDWH.DE vs. 2B77.DE - Dividend Comparison
Neither XDWH.DE nor 2B77.DE has paid dividends to shareholders.
Frequently Asked Questions
XDWH.DE and 2B77.DE have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDWH.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDWH.DE is cheaper with a 0.25% expense ratio, compared with 0.40% for 2B77.DE.
XDWH.DE tracks MSCI World/Health Care NR USD, while 2B77.DE tracks iSTOXX® FactSet Ageing Population. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.25% for XDWH.DE and 0.40% for 2B77.DE.
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