XSHC.L vs. XSFN.L
Compare and contrast key facts about Xtrackers MSCI USA Health Care UCITS ETF 1D (XSHC.L) and Xtrackers MSCI USA Financials UCITS ETF 1D (XSFN.L).
XSHC.L and XSFN.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. XSFN.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI World/Financials NR USD. It was launched on Sep 12, 2017. Both XSHC.L and XSFN.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.
Performance
XSHC.L vs. XSFN.L - Performance Comparison
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XSHC.L vs. XSFN.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
XSHC.L Xtrackers MSCI USA Health Care UCITS ETF 1D | -3.76% | 6.84% | 4.08% | -3.58% | 8.14% | 28.13% | 9.97% | 16.71% | 12.48% |
XSFN.L Xtrackers MSCI USA Financials UCITS ETF 1D | -8.73% | 7.83% | 34.69% | 8.03% | -2.82% | 38.02% | -7.44% | 29.37% | -6.51% |
Returns By Period
In the year-to-date period, XSHC.L achieves a -3.76% return, which is significantly higher than XSFN.L's -8.73% return.
XSHC.L
- 1D
- 0.24%
- 1M
- -4.26%
- YTD
- -3.76%
- 6M
- 4.60%
- 1Y
- 1.90%
- 3Y*
- 3.23%
- 5Y*
- 6.85%
- 10Y*
- —
XSFN.L
- 1D
- 0.25%
- 1M
- -1.57%
- YTD
- -8.73%
- 6M
- -5.25%
- 1Y
- -0.72%
- 3Y*
- 15.58%
- 5Y*
- 10.65%
- 10Y*
- —
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XSHC.L vs. XSFN.L - Expense Ratio Comparison
Both XSHC.L and XSFN.L have an expense ratio of 0.12%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
XSHC.L vs. XSFN.L — Risk / Return Rank
XSHC.L
XSFN.L
XSHC.L vs. XSFN.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 Xtrackers MSCI USA Financials UCITS ETF 1D (XSFN.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.
| XSHC.L | XSFN.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.11 | -0.04 | +0.15 |
Sortino ratioReturn per unit of downside risk | 0.27 | 0.07 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.01 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.33 | 0.37 | -0.04 |
Martin ratioReturn relative to average drawdown | 0.65 | 1.06 | -0.41 |
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
| XSHC.L | XSFN.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.11 | -0.04 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.65 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.65 | -0.02 |
Correlation
The correlation between XSHC.L and XSFN.L is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
XSHC.L vs. XSFN.L - Dividend Comparison
XSHC.L's dividend yield for the trailing twelve months is around 1.30%, more than XSFN.L's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XSHC.L Xtrackers MSCI USA Health Care UCITS ETF 1D | 1.30% | 1.25% | 1.25% | 1.23% | 1.55% | 0.85% | 1.12% | 0.98% |
XSFN.L Xtrackers MSCI USA Financials UCITS ETF 1D | 1.20% | 1.14% | 1.10% | 1.69% | 2.57% | 1.31% | 1.31% | 3.49% |
Drawdowns
XSHC.L vs. XSFN.L - Drawdown Comparison
The maximum XSHC.L drawdown since its inception was -19.16%, smaller than the maximum XSFN.L drawdown of -33.95%. Use the drawdown chart below to compare losses from any high point for XSHC.L and XSFN.L.
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Drawdown Indicators
| XSHC.L | XSFN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.16% | -33.95% | +14.79% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -13.39% | +1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -19.16% | -19.67% | +0.51% |
Current DrawdownCurrent decline from peak | -7.02% | -10.66% | +3.64% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -6.11% | +1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.05% | 4.68% | +0.37% |
Volatility
XSHC.L vs. XSFN.L - Volatility Comparison
The current volatility for Xtrackers MSCI USA Health Care UCITS ETF 1D (XSHC.L) is 4.20%, while Xtrackers MSCI USA Financials UCITS ETF 1D (XSFN.L) has a volatility of 4.82%. This indicates that XSHC.L experiences smaller price fluctuations and is considered to be less risky than XSFN.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 | XSFN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 4.82% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 10.95% | -1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.59% | 18.04% | -1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.06% | 19.23% | -5.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 24.02% | -8.30% |