XUHC.DE vs. ARCC

Last updated Jun 5, 2026

XUHC.DE (Xtrackers MSCI USA Health Care UCITS ETF 1D) is Health & Biotech Equities fund tracking the MSCI USA Health Care, while ARCC (Ares Capital Corporation) is a stock. Over the past 5 years, XUHC.DE returned 6.62%/yr vs 9.95%/yr for ARCC. At a 0.26 correlation, their price movements are largely independent.

Performance

XUHC.DE vs. ARCC - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers MSCI USA Health Care UCITS ETF 1D (XUHC.DE) and Ares Capital Corporation (ARCC). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

XUHC.DE is traded in EUR, while ARCC is traded in USD. To make them comparable, the ARCC values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, XUHC.DE achieves a -1.34% return, which is significantly higher than ARCC's -2.71% 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*: —

ARCC

• 1D: 0.21%
• 1M: 0.00%
• YTD: -2.71%
• 6M: -5.02%
• 1Y: -6.61%
• 3Y*: 6.64%
• 5Y*: 9.95%
• 10Y*: 12.48%

*Multi-year figures are annualized to reflect compound growth (CAGR)

XUHC.DE vs. ARCC - 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%
ARCC Ares Capital Corporation	-2.71%	-10.93%	27.68%	16.43%	2.12%	46.32%	-7.45%	34.26%	13.92%	1.74%

Correlation

The correlation between XUHC.DE and ARCC is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.16
Correlation (3Y) Calculated over the trailing 3-year period	0.22
Correlation (5Y) Calculated over the trailing 5-year period	0.25
Correlation (All Time) Calculated using the full available price history since Sep 18, 2017	0.26

Return for Risk

XUHC.DE vs. ARCC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XUHC.DE

XUHC.DE Risk / Return Rank: 24
XUHC.DE Sharpe Ratio Rank: 25
XUHC.DE Sortino Ratio Rank: 26
XUHC.DE Omega Ratio Rank: 23
XUHC.DE Calmar Ratio Rank: 23
XUHC.DE Martin Ratio Rank: 22

ARCC

ARCC Risk / Return Rank: 27
ARCC Sharpe Ratio Rank: 27
ARCC Sortino Ratio Rank: 23
ARCC Omega Ratio Rank: 24
ARCC Calmar Ratio Rank: 31
ARCC Martin Ratio Rank: 31

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XUHC.DE vs. ARCC - 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 Ares Capital Corporation (ARCC). 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	ARCC	Difference
Sharpe ratio: Return per unit of total volatility	0.85	-0.34	+1.19
Sortino ratio: Return per unit of downside risk	1.35	-0.35	+1.70
Omega ratio: Gain probability vs. loss probability	1.15	0.96	+0.19
Calmar ratio: Return relative to maximum drawdown	1.10	-0.35	+1.45
Martin ratio: Return relative to average drawdown	2.69	-0.60	+3.29
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XUHC.DE vs. ARCC - Sharpe Ratio Comparison

The current XUHC.DE Sharpe Ratio is 0.85, which is higher than the ARCC Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of XUHC.DE and ARCC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	XUHC.DE	ARCC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.85	-0.34	+1.19
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.45	0.49	-0.04
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.48	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.56	0.40	+0.16

Drawdowns

XUHC.DE vs. ARCC - Drawdown Comparison

The maximum XUHC.DE drawdown since its inception was -26.87%, smaller than the maximum ARCC drawdown of -74.60%. Use the drawdown chart below to compare losses from any high point for XUHC.DE and ARCC.

Drawdown Indicators

	XUHC.DE	ARCC	Difference
Max Drawdown Largest peak-to-trough decline	-26.87%	-74.60%	+47.73%
Max Drawdown (1Y) Largest decline over 1 year	-11.18%	-18.74%	+7.56%
Max Drawdown (3Y) Largest decline over 3 years	-22.19%	-25.98%	+3.79%
Max Drawdown (5Y) Largest decline over 5 years	-22.19%	-25.98%	+3.79%
Max Drawdown (10Y) Largest decline over 10 years	—	-56.16%	—
Current Drawdown Current decline from peak	-7.48%	-20.38%	+12.90%
Average Drawdown Average peak-to-trough decline	-5.08%	-10.25%	+5.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.57%	11.07%	-6.50%

Volatility

XUHC.DE vs. ARCC - Volatility Comparison

Xtrackers MSCI USA Health Care UCITS ETF 1D (XUHC.DE) has a higher volatility of 5.19% compared to Ares Capital Corporation (ARCC) at 3.83%. This indicates that XUHC.DE's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XUHC.DE	ARCC	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.19%	3.83%	+1.36%
Volatility (6M) Calculated over the trailing 6-month period	10.17%	15.12%	-4.95%
Volatility (1Y) Calculated over the trailing 1-year period	14.51%	19.28%	-4.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.42%	20.37%	-5.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.13%	26.02%	-9.89%

Dividends

XUHC.DE vs. ARCC - Dividend Comparison

XUHC.DE's dividend yield for the trailing twelve months is around 1.28%, less than ARCC's 10.22% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARCC Ares Capital Corporation	10.22%	9.49%	8.77%	9.59%	10.12%	7.65%	9.47%	9.01%	9.88%	9.67%	9.22%	11.02%
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%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XUHC.DE and ARCC in my portfolio?

XUHC.DE and ARCC have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.