XDWH.L vs. IDTP.L
XDWH.L (Xtrackers MSCI World Health Care UCITS ETF 1C) and IDTP.L (iShares $ TIPS UCITS ETF USD (Acc)) are both exchange-traded funds - XDWH.L is a Health & Biotech Equities fund tracking the MSCI World/Health Care NR USD, while IDTP.L is a Inflation-Protected Bonds fund tracking the Bloomberg Gbl Infl Linked US TIPS TR USD. Both are passively managed. Over the past 10 years, XDWH.L returned 7.85%/yr vs 2.62%/yr for IDTP.L. At a 0.10 correlation, their price movements are largely independent. XDWH.L charges 0.25%/yr vs 0.12%/yr for IDTP.L.
Performance
XDWH.L vs. IDTP.L - Performance Comparison
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Returns By Period
In the year-to-date period, XDWH.L achieves a -2.74% return, which is significantly lower than IDTP.L's 1.09% return. Over the past 10 years, XDWH.L has outperformed IDTP.L with an annualized return of 7.85%, while IDTP.L has yielded a comparatively lower 2.62% annualized return.
XDWH.L
- 1D
- 2.99%
- 1M
- 2.38%
- YTD
- -2.74%
- 6M
- -1.48%
- 1Y
- 11.78%
- 3Y*
- 5.50%
- 5Y*
- 4.54%
- 10Y*
- 7.85%
IDTP.L
- 1D
- 0.04%
- 1M
- -0.08%
- YTD
- 1.09%
- 6M
- 1.31%
- 1Y
- 4.84%
- 3Y*
- 3.82%
- 5Y*
- 0.96%
- 10Y*
- 2.62%
XDWH.L vs. IDTP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XDWH.L Xtrackers MSCI World Health Care UCITS ETF 1C | -2.74% | 15.25% | 0.75% | 3.81% | -5.42% | 20.56% | 12.88% | 22.95% | 1.57% | 20.16% |
IDTP.L iShares $ TIPS UCITS ETF USD (Acc) | 1.09% | 6.94% | 2.15% | 3.71% | -12.76% | 6.17% | 10.98% | 8.68% | -1.43% | 3.28% |
Correlation
The correlation between XDWH.L and IDTP.L is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Mar 29, 2016 | 0.10 |
The correlation between XDWH.L and IDTP.L shifts across timeframes, from 0.10 (10 years) to 0.21 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
XDWH.L vs. IDTP.L — Risk / Return Rank
XDWH.L
IDTP.L
XDWH.L vs. IDTP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.L) and iShares $ TIPS UCITS ETF USD (Acc) (IDTP.L). 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.L | IDTP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.22 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | 2.48 | -1.37 |
| Martin ratioReturn relative to average drawdown | 2.80 | 6.88 | -4.08 |
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.L | IDTP.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.26 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.16 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.41 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.51 | +0.06 |
Drawdowns
XDWH.L vs. IDTP.L - Drawdown Comparison
The maximum XDWH.L drawdown since its inception was -26.24%, which is greater than IDTP.L's maximum drawdown of -15.12%. Use the drawdown chart below to compare losses from any high point for XDWH.L and IDTP.L.
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Drawdown Indicators
| XDWH.L | IDTP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.24% | -15.12% | -11.12% |
Max Drawdown (1Y)Largest decline over 1 year | -10.39% | -1.92% | -8.47% |
Max Drawdown (3Y)Largest decline over 3 years | -19.28% | -4.51% | -14.77% |
Max Drawdown (5Y)Largest decline over 5 years | -19.28% | -15.12% | -4.16% |
Max Drawdown (10Y)Largest decline over 10 years | -26.24% | -15.12% | -11.12% |
Current DrawdownCurrent decline from peak | -5.82% | -0.61% | -5.21% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -4.22% | -0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.12% | 0.69% | +3.43% |
Volatility
XDWH.L vs. IDTP.L - Volatility Comparison
Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.L) has a higher volatility of 4.80% compared to iShares $ TIPS UCITS ETF USD (Acc) (IDTP.L) at 1.30%. This indicates that XDWH.L's price experiences larger fluctuations and is considered to be riskier than IDTP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDWH.L | IDTP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 1.30% | +3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 2.66% | +8.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.57% | 3.78% | +10.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.18% | 6.13% | +8.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.97% | 6.37% | +8.60% |
XDWH.L vs. IDTP.L - Expense Ratio Comparison
XDWH.L has a 0.25% expense ratio, which is higher than IDTP.L's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XDWH.L vs. IDTP.L - Dividend Comparison
Neither XDWH.L nor IDTP.L has paid dividends to shareholders.
Frequently Asked Questions
XDWH.L and IDTP.L have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IDTP.L is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IDTP.L is cheaper with a 0.12% expense ratio, compared with 0.25% for XDWH.L.
XDWH.L is categorized as Health & Biotech Equities, while IDTP.L is Inflation-Protected Bonds. XDWH.L tracks MSCI World/Health Care NR USD, while IDTP.L tracks Bloomberg Gbl Infl Linked US TIPS TR USD. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.25% for XDWH.L and 0.12% for IDTP.L.
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