XSHC.L vs. IUHC.L
Compare and contrast key facts about Xtrackers MSCI USA Health Care UCITS ETF 1D (XSHC.L) and iShares S&P 500 USD Health Care Sector UCITS (IUHC.L).
XSHC.L and IUHC.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XSHC.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI World/Health Care NR USD. It was launched on Sep 12, 2017. IUHC.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Health Care NR USD. It was launched on Nov 20, 2015. Both XSHC.L and IUHC.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XSHC.L or IUHC.L.
Key characteristics
| XSHC.L | IUHC.L | |
|---|---|---|
| YTD Return | 11.53% | 15.74% |
| 1Y Return | 12.56% | 19.97% |
| 3Y Return (Ann) | 8.08% | 7.16% |
| 5Y Return (Ann) | 11.83% | 13.07% |
| Sharpe Ratio | 1.22 | 1.89 |
| Daily Std Dev | 10.52% | 10.83% |
| Max Drawdown | -17.73% | -27.44% |
| Current Drawdown | -1.38% | -0.40% |
Correlation
The correlation between XSHC.L and IUHC.L is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XSHC.L vs. IUHC.L - Performance Comparison
In the year-to-date period, XSHC.L achieves a 11.53% return, which is significantly lower than IUHC.L's 15.74% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XSHC.L vs. IUHC.L - Expense Ratio Comparison
XSHC.L has a 0.12% expense ratio, which is lower than IUHC.L's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
XSHC.L vs. IUHC.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Health Care UCITS ETF 1D (XSHC.L) and iShares S&P 500 USD Health Care Sector UCITS (IUHC.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.
Dividends
XSHC.L vs. IUHC.L - Dividend Comparison
XSHC.L's dividend yield for the trailing twelve months is around 1.16%, while IUHC.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
XSHC.L Xtrackers MSCI USA Health Care UCITS ETF 1D | 1.16% | 1.23% | 1.55% | 0.85% | 1.12% | 0.98% |
IUHC.L iShares S&P 500 USD Health Care Sector UCITS | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XSHC.L vs. IUHC.L - Drawdown Comparison
The maximum XSHC.L drawdown since its inception was -17.73%, smaller than the maximum IUHC.L drawdown of -27.44%. Use the drawdown chart below to compare losses from any high point for XSHC.L and IUHC.L. For additional features, visit the drawdowns tool.
Volatility
XSHC.L vs. IUHC.L - Volatility Comparison
Xtrackers MSCI USA Health Care UCITS ETF 1D (XSHC.L) and iShares S&P 500 USD Health Care Sector UCITS (IUHC.L) have volatilities of 3.14% and 3.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.