At a glance
Side-by-side comparison
| Metric |
IXJ
iShares Global Healthcare ETF
|
DRUG
BetaShares Global Healthcare ETF - Currency Hedged
|
|---|---|---|
| Snapshot | ||
| Provider |
iShares
|
BetaShares
|
| Tracks index |
S&P Global 1200 Health Care Sector Index
|
Nasdaq Global ex-Australia Healthcare Hedged AUD Index
|
| Categories |
Intl, Thematic, Market-Cap
|
Intl, Thematic
|
| Listed since |
2007 (19 yrs)
|
—
|
| Fund size (AUM) |
$1.4bn
|
$172m
|
| Cost & income | ||
| Management fee |
0.4%
|
0.57%
|
| Dividend yield |
1.61%
|
4%
|
| Franking |
0%
|
0%
|
| Turnover |
5%
|
—
|
| Tax drag | 0.64% | 1.28% |
| Returns |
Tax bracket
|
|
| 1-year return |
12.1%
net
|
20.8%
net
|
| 3-year return |
5.1%
net
|
5.7%
net
|
| 5-year return |
5.3%
net
|
4.2%
net
|
| 10-year return |
8.9%
net
|
—
|
| Risk | ||
| Volatility (3y) |
12.9%
|
12.6%
|
| Volatility (5y) |
12.4%
|
13.2%
|
| Volatility (10y) |
11.6%
|
—
|
| Sharpe ratio (3y) |
0.14
|
0.18
|
| Sharpe ratio (5y) |
0.22
|
0.13
|
| Sharpe ratio (10y) |
0.6
|
—
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Low-cost: a 0.4% management fee keeps more of the return in your pocket.
- Has lagged most peers over 3 years (174th of 226).
- Top-14% returns over 1 year (43rd of 308 ETFs we track).
- Pays a useful 4% income yield.
- Has lagged most peers over 3 years (169th of 226).
Frequently Asked Questions
IXJ and DRUG are 2 Australian-listed ETFs we compare side by side. IXJ carries the lower management fee (0.4%). Over 5 years, IXJ has delivered the higher total return (5.3% a year). The table above breaks down fees, returns, income and risk for each.
IXJ has the lower management fee at 0.4% a year, versus DRUG 0.57%.
Over the past 5 years, IXJ has delivered the higher total return at 5.3% a year. Past performance is not a reliable indicator of future returns.
DRUG pays the higher at 4%. Remember distributions are taxed each year at your marginal rate.
IXJ is the larger fund by assets ($1.4bn). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.