XSHC.L vs. AGED.L
XSHC.L (Xtrackers MSCI USA Health Care UCITS ETF 1D) and AGED.L (iShares Ageing Population UCITS ETF USD (Acc)) are both exchange-traded funds - XSHC.L is a Health & Biotech Equities fund tracking the MSCI World/Health Care NR USD, while AGED.L is a Global Equities fund tracking the Stoxx Global Ageing Population Net USD Index. Both are passively managed. Over the past 5 years, XSHC.L returned 5.82%/yr vs 7.11%/yr for AGED.L. A 0.57 correlation means they provide meaningful diversification when combined. XSHC.L charges 0.12%/yr vs 0.40%/yr for AGED.L.
Performance
XSHC.L vs. AGED.L - Performance Comparison
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Different Trading Currencies
XSHC.L is traded in GBp, while AGED.L is traded in USD. To make them comparable, the AGED.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, XSHC.L achieves a 2.07% return, which is significantly lower than AGED.L's 10.73% return.
XSHC.L
- 1D
- -0.30%
- 1M
- 3.82%
- 6M
- 1.23%
- YTD
- 2.07%
- 1Y
- 19.69%
- 3Y*
- 6.92%
- 5Y*
- 5.82%
- 10Y*
- —
AGED.L
- 1D
- 0.00%
- 1M
- 4.73%
- 6M
- 9.02%
- YTD
- 10.73%
- 1Y
- 24.73%
- 3Y*
- 14.44%
- 5Y*
- 7.11%
- 10Y*
- —
XSHC.L vs. AGED.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
XSHC.L Xtrackers MSCI USA Health Care UCITS ETF 1D | 2.07% | 6.84% | 4.08% | -3.58% | 8.14% | 28.13% | 9.97% | 16.71% | 14.71% |
AGED.L iShares Ageing Population UCITS ETF USD (Acc) | 10.73% | 17.72% | 9.74% | 3.58% | -4.09% | 5.60% | 9.96% | 14.93% | -5.59% |
Correlation
The correlation between XSHC.L and AGED.L 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 | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Apr 23, 2018 | 0.57 |
The correlation between XSHC.L and AGED.L shifts across timeframes, from 0.43 (1 year) to 0.57 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XSHC.L vs. AGED.L — Risk / Return Rank
XSHC.L
AGED.L
XSHC.L vs. AGED.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Health Care UCITS ETF 1D (XSHC.L) and iShares Ageing Population UCITS ETF USD (Acc) (AGED.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.
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.
| XSHC.L | AGED.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.30 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 3.56 | -1.95 |
| Martin ratioReturn relative to average drawdown | 3.91 | 12.44 | -8.52 |
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Drawdowns
XSHC.L vs. AGED.L - Drawdown Comparison
The maximum XSHC.L drawdown since its inception was -19.16%, smaller than the maximum AGED.L drawdown of -31.59%. Use the drawdown chart below to compare losses from any high point for XSHC.L and AGED.L.
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Drawdown Indicators
| XSHC.L | AGED.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.16% | -31.59% | +12.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -7.13% | -5.09% |
Max Drawdown (3Y)Largest decline over 3 years | -19.16% | -17.70% | -1.46% |
Max Drawdown (5Y)Largest decline over 5 years | -19.16% | -19.39% | +0.23% |
Current DrawdownCurrent decline from peak | -4.30% | -2.27% | -2.03% |
Average DrawdownAverage peak-to-trough decline | -4.77% | -4.91% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.02% | 2.04% | +2.98% |
Volatility
XSHC.L vs. AGED.L - Volatility Comparison
Xtrackers MSCI USA Health Care UCITS ETF 1D (XSHC.L) has a higher volatility of 5.34% compared to iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) at 3.76%. This indicates that XSHC.L's price experiences larger fluctuations and is considered to be riskier than AGED.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XSHC.L | AGED.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 3.76% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 11.96% | -0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 15.12% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.38% | 16.45% | -2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.76% | 16.96% | -1.20% |
XSHC.L vs. AGED.L - Expense Ratio Comparison
XSHC.L has a 0.12% expense ratio, which is lower than AGED.L's 0.40% expense ratio.
Dividends
XSHC.L vs. AGED.L - Dividend Comparison
XSHC.L's dividend yield for the trailing twelve months is around 1.23%, while AGED.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AGED.L iShares Ageing Population UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSHC.L Xtrackers MSCI USA Health Care UCITS ETF 1D | 1.23% | 1.25% | 1.24% | 1.23% | 1.55% | 0.85% | 1.12% | 0.98% |
Frequently Asked Questions
XSHC.L and AGED.L 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, XSHC.L is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XSHC.L is cheaper with a 0.12% expense ratio, compared with 0.40% for AGED.L.
XSHC.L is categorized as Health & Biotech Equities, while AGED.L is Global Equities. XSHC.L tracks MSCI World/Health Care NR USD, while AGED.L tracks Stoxx Global Ageing Population Net USD Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.12% for XSHC.L and 0.40% for AGED.L.
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