WHCA.L
iShares MSCI World Health Care Sector Advanced UCITS ETF
Global
EQUITY
Rules-Based
MANAGEMENT STYLE
£ 569.7 M
ASSETS UNDER MGMT
18 bp
EXPENSES
Fund Basics
| Inception date | Nov 05, 2021 |
| Regulation | UCITS |
| ISIN | IE0009QS7W62 |
| Distributions | |
| Currency | GBP |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| ELI LILLY & CO | 10.3 % |
| NOVARTIS AG | 5.1 % |
| JOHNSON & JOHNSON | 4.8 % |
| ABBVIE INC | 4.5 % |
| ASTRAZENECA PLC | 3.7 % |
| ROCHE HOLDING AG-BR | 3.5 % |
| UNITEDHEALTH GROUP INC | 3.5 % |
| MERCK & CO. INC. | 2.8 % |
| GILEAD SCIENCES INC | 2.7 % |
| NOVO NORDISK A/S-B | 2.5 % |
Constituent Breakdown
| Number of holdings | 152 |
| Herfindahl-Hirschman Index | 299 |
| Wgt avg mkt cap (mns) | $238,853 |
| Large cap (>$10bn) | 97.0% |
| Mid cap ($2-10bn) | 1.4% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 98.4% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 67.0 % |
 |
SWITZERLAND | 11.3 % |
 |
BRITAIN | 4.8 % |
 |
JAPAN | 4.0 % |
 |
DENMARK | 3.9 % |
 |
FRANCE | 1.9 % |
 |
IRELAND | 1.7 % |
 |
AUSTRALIA | 1.2 % |
 |
BELGIUM | 0.9 % |
 |
GERMANY | 0.7 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 2.8% | 5.8% | 1.1% | -2.9% | -- | -- | -- | -3.2% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | -- | -- | -- | 0.0% |
| Total Returns | 2.8% | 5.8% | 1.1% | -2.9% | -- | -- | -- | -3.2% | Ann. Volatility | 13.6% | 44.6% | 32.3% | 29.9% | -- | -- | -- | 26.4% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | -0.07 | 0% |
| MSCI EAFE | -0.04 | 0% |
| MSCI Emg Mkts | -0.07 | 0% |
Liquidity Measures
| Avg. volume (000) | 17 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $4.22 |
| Relative strength (RSI) | 56 |
| MACD/Signal | 0.02/0.01 |
| Bollinger Bands (Upper/Lower) | $4.30/$4.13 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. WHCA.L |
Expenses vs. WHCA.L |
ALTAR Score™ vs. WHCA.L |
|---|---|---|---|---|
| WHCS.AS | iShares MSCI World Health Care Sector Advanced UCITS ETF | 98.4% | 0 bp | +0.3% |
| XDWH.DE | Xtrackers MSCI World Health Care UCITS ETF 1C | 74.2% | +7 bp | +0.4% |
| WELS.DE | Amundi S&P World Health Care Screened UCITS ETF Acc | 71.1% | 0 bp | +0.2% |
| WELG.DE | Amundi S&P World Health Care Screened UCITS ETF Dist | 71.1% | 0 bp | +0.2% |
| XUHL.DE | Xtrackers MSCI USA Health Care UCITS ETF 1C | 61.5% | -6 bp | +0.1% |
| XUHC.DE | Xtrackers MSCI USA Health Care UCITS ETF 1D | 61.4% | -6 bp | +0.5% |
| IUHC.L | iShares S&P 500 Health Care Sector UCITS ETF | 59.9% | -3 bp | +0.7% |
| IUHE.AS | iShares S&P 500 Health Care Sector UCITS ETF | 59.9% | 0 bp | +0.8% |
| XDG3.DE | Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C | 42.7% | +17 bp | -0.2% |
| HEAL.L | iShares Healthcare Innovation UCITS ETF | 29.8% | +22 bp | -3.8% |
Risk and Returns: WHCA.L vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (GBP)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/5/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
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ETF Research Center Rating
6.3%
ALTAR SCORE™
74th
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 579 funds in the Global Equity category with an average
ALTAR Score™ of 4.6% and a standard deviation
of 2.7%. WHCA.L's ALTAR Score™ is approximately 0.6 standard
deviations above the category average. This places WHCA.L in the 74th percentile
among funds in the category.
Sell-Side Consensus
£4.89
PRICE TARGET
+20.4%
UPSIDE