XUHC.DE vs. 2B77.DE
XUHC.DE (Xtrackers MSCI USA Health Care UCITS ETF 1D) and 2B77.DE (iShares Ageing Population UCITS ETF) are both Health & Biotech Equities funds - XUHC.DE tracks the MSCI USA Health Care while 2B77.DE tracks the iSTOXX® FactSet Ageing Population. Both are passively managed. Over the past 5 years, XUHC.DE returned 6.62%/yr vs 5.15%/yr for 2B77.DE. A 0.64 correlation means they provide meaningful diversification when combined. XUHC.DE charges 0.12%/yr vs 0.40%/yr for 2B77.DE.
Performance
XUHC.DE vs. 2B77.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XUHC.DE achieves a -1.34% return, which is significantly lower than 2B77.DE's 2.83% return.
XUHC.DE
- 1D
- 2.83%
- 1M
- 5.33%
- YTD
- -1.34%
- 6M
- -1.08%
- 1Y
- 12.33%
- 3Y*
- 3.62%
- 5Y*
- 6.62%
- 10Y*
- —
2B77.DE
- 1D
- 1.81%
- 1M
- -0.25%
- YTD
- 2.83%
- 6M
- 4.00%
- 1Y
- 16.35%
- 3Y*
- 10.94%
- 5Y*
- 5.15%
- 10Y*
- —
XUHC.DE vs. 2B77.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XUHC.DE Xtrackers MSCI USA Health Care UCITS ETF 1D | -1.34% | 1.47% | 8.81% | -0.83% | 2.49% | 36.78% | 3.35% | 24.45% | 9.04% | 0.80% |
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% | 4.74% |
Correlation
The correlation between XUHC.DE and 2B77.DE is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2017 | 0.64 |
The correlation between XUHC.DE and 2B77.DE shifts across timeframes, from 0.54 (3 years) to 0.64 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XUHC.DE vs. 2B77.DE — Risk / Return Rank
XUHC.DE
2B77.DE
XUHC.DE vs. 2B77.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Health Care UCITS ETF 1D (XUHC.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.
| XUHC.DE | 2B77.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.51 | ||
| Sortino ratioReturn per unit of downside risk | -0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.24 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.10 | 2.45 | -1.35 |
| Martin ratioReturn relative to average drawdown | 2.69 | 8.32 | -5.63 |
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
| XUHC.DE | 2B77.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.36 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.34 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.43 | +0.14 |
Drawdowns
XUHC.DE vs. 2B77.DE - Drawdown Comparison
The maximum XUHC.DE drawdown since its inception was -26.87%, smaller than the maximum 2B77.DE drawdown of -38.47%. Use the drawdown chart below to compare losses from any high point for XUHC.DE and 2B77.DE.
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Drawdown Indicators
| XUHC.DE | 2B77.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.87% | -38.47% | +11.60% |
Max Drawdown (1Y)Largest decline over 1 year | -11.18% | -6.80% | -4.38% |
Max Drawdown (3Y)Largest decline over 3 years | -22.19% | -20.07% | -2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -20.07% | -2.12% |
Current DrawdownCurrent decline from peak | -7.48% | -1.60% | -5.88% |
Average DrawdownAverage peak-to-trough decline | -5.08% | -5.47% | +0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 2.01% | +2.56% |
Volatility
XUHC.DE vs. 2B77.DE - Volatility Comparison
Xtrackers MSCI USA Health Care UCITS ETF 1D (XUHC.DE) has a higher volatility of 5.19% compared to iShares Ageing Population UCITS ETF (2B77.DE) at 3.36%. This indicates that XUHC.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
| XUHC.DE | 2B77.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 3.36% | +1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 10.17% | 9.17% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 12.28% | +2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.42% | 15.09% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.13% | 16.52% | -0.39% |
XUHC.DE vs. 2B77.DE - Expense Ratio Comparison
XUHC.DE has a 0.12% expense ratio, which is lower than 2B77.DE's 0.40% expense ratio.
Dividends
XUHC.DE vs. 2B77.DE - Dividend Comparison
XUHC.DE's dividend yield for the trailing twelve months is around 1.28%, while 2B77.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
2B77.DE iShares Ageing Population UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XUHC.DE Xtrackers MSCI USA Health Care UCITS ETF 1D | 1.28% | 1.29% | 1.21% | 1.86% | 1.63% | 0.82% | 1.13% | 0.96% | 0.55% |
Frequently Asked Questions
XUHC.DE and 2B77.DE have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XUHC.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUHC.DE is cheaper with a 0.12% expense ratio, compared with 0.40% for 2B77.DE.
XUHC.DE tracks MSCI USA Health Care, while 2B77.DE tracks iSTOXX® FactSet Ageing Population. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.12% for XUHC.DE and 0.40% for 2B77.DE.
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