HEAL vs UFIV
Comparison between GLOBAL X HEALTHTECH ETF (HEAL, ETF) and F/M US TREASURY 5 YEAR NOTE ETF (UFIV, ETF).
HEAL vs UFIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEAL
$29M
UFIV
$29M
Expense Ratio
HEAL
0.50%
Winner
UFIV
0.15%
Max Drawdown
HEAL
65.87%
Winner
UFIV
7.11%
Sharpe Ratio
HEAL
-0.60
Winner
UFIV
-0.58
5Y Beta
HEAL
0.94
Winner
UFIV
-0.01
P/E Ratio
HEAL
1619.93
UFIV
N/A
Forward P/E
HEAL
30.01
UFIV
N/A
5Y Dividends CAGR
HEAL
38.09%
UFIV
N/A
Debt to Equity
HEAL
54.46%
UFIV
N/A
P/S Ratio
HEAL
2.24
UFIV
N/A
P/B Ratio
HEAL
4.53
UFIV
N/A
HEAL vs UFIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HEAL
+5.78%
UFIV
-0.05%
3M
Winner
HEAL
+4.86%
UFIV
-0.97%
6M
HEAL
-9.41%
Winner
UFIV
-0.52%
1Y
HEAL
-11.34%
Winner
UFIV
+1.67%
5Y(CAGR)
HEAL
-13.09%
UFIV
N/A
Max(CAGR)
HEAL
-8.55%
Winner
UFIV
+2.60%
HEAL vs UFIV - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | HEAL | UFIV |
|---|---|---|
| 2026 | -6.86% | -0.74% |
| 2025 | -0.82% | +6.83% |
| 2024 | -1.50% | +1.43% |
| 2023 | -12.76% | +1.58% |
| 2022 | -29.86% | N/A |
| 2021 | -13.99% | N/A |
| 2020 | +23.87% | N/A |
HEAL vs UFIV Drawdown Comparison
The maximum drawdown for HEAL was -65.76%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The maximum drawdown for UFIV was -5.63%, occurring on Oct 19, 2023. Recovery took 187 trading sessions.
The current HEAL drawdown is -59.67%. The current UFIV drawdown is -2.25%.
| Rank | HEAL | UFIV |
|---|---|---|
| #1 | -65.76% Feb 12, 2021 - Mar 30, 2026 | -5.63% May 4, 2023 - Feb 1, 2024 |
| #2 | -8.95% Oct 13, 2020 - Nov 20, 2020 | -4.03% Sep 16, 2024 - Apr 3, 2025 |
| #3 | -8.29% Sep 2, 2020 - Oct 5, 2020 | -3.19% Feb 1, 2024 - Jul 11, 2024 |
| #4 | -6.44% Jan 25, 2021 - Feb 8, 2021 | -2.71% Feb 27, 2026 - May 19, 2026 |
| #5 | -4.34% Aug 6, 2020 - Aug 20, 2020 | -1.86% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -2.64% Dec 23, 2020 - Jan 7, 2021 | -1.81% Apr 4, 2025 - Apr 29, 2025 |
| #7 | -1.48% Aug 20, 2020 - Aug 31, 2020 | -1.47% Apr 6, 2023 - May 3, 2023 |
| #8 | -1.37% Dec 10, 2020 - Dec 17, 2020 | -0.97% Jun 30, 2025 - Aug 1, 2025 |
| #9 | -1.30% Dec 1, 2020 - Dec 8, 2020 | -0.91% Aug 2, 2024 - Aug 21, 2024 |
| #10 | -1.25% Nov 23, 2020 - Nov 27, 2020 | -0.83% Nov 25, 2025 - Feb 10, 2026 |
| #11 | -0.89% Jan 8, 2021 - Jan 12, 2021 | -0.80% Oct 22, 2025 - Nov 21, 2025 |
| #12 | -0.68% Jan 14, 2021 - Jan 19, 2021 | -0.72% Sep 8, 2025 - Oct 13, 2025 |
| #13 | -0.65% Jan 20, 2021 - Jan 22, 2021 | -0.38% Jul 17, 2024 - Jul 26, 2024 |
| #14 | -0.54% Dec 8, 2020 - Dec 10, 2020 | -0.36% Aug 23, 2024 - Sep 4, 2024 |
| #15 | -0.32% Feb 9, 2021 - Feb 11, 2021 | -0.35% Aug 21, 2024 - Aug 23, 2024 |
Correlation
Correlation between HEAL and UFIV is -0.16 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.16
-101
Dividend Comparison (2020 - 2026)
HEAL vs UFIV dividend yield comparison.
| Year | HEAL | UFIV |
|---|---|---|
| 2026 | 0.00% | 1.84% |
| 2025 | 0.33% | 3.66% |
| 2024 | 0.00% | 4.00% |
| 2023 | 0.00% | 2.96% |
| 2020 | 0.03% | 0.00% |
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