HQL vs IXP

Comparison between abrdn Life Sciences Investors (HQL, ETF) and ISHARES GLOBAL COMM SERVICES ETF (IXP, ETF).

5-Year PerformanceIXP has outperformed HQL, delivering a return of +8.4% compared to +7.1%

HQL vs IXP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HQL(ETF)	IXP(ETF)
Net Assets	$604M	$606M
Expense Ratio	N/A	0.40%
Max Drawdown	84.10%	53.06%
Sharpe Ratio	1.76	0.65
5Y Beta	0.72	0.82
P/E Ratio	N/A	18.03
Forward P/E	N/A	16.71
PEG Ratio	N/A	0.21
5Y Dividends CAGR	9.07%	31.13%
5Y EPS CAGR	N/A	23.89%
Debt to Equity	N/A	30.01%
P/S Ratio	N/A	2.84
P/B Ratio	N/A	3.48

Net Assets

HQL

$604M

Winner

IXP

$606M

Expense Ratio

HQL

N/A

IXP

0.40%

Max Drawdown

HQL

84.10%

Winner

IXP

53.06%

Sharpe Ratio

Winner

HQL

1.76

IXP

0.65

5Y Beta

Winner

HQL

0.72

IXP

0.82

P/E Ratio

HQL

N/A

IXP

18.03

Forward P/E

HQL

N/A

IXP

16.71

PEG Ratio

HQL

N/A

IXP

0.21

5Y Dividends CAGR

HQL

9.07%

Winner

IXP

31.13%

5Y EPS CAGR

HQL

N/A

IXP

23.89%

Debt to Equity

HQL

N/A

IXP

30.01%

P/S Ratio

HQL

N/A

IXP

2.84

P/B Ratio

HQL

N/A

IXP

3.48

HQL vs IXP - Historical Returns

Returns include dividend reinvestment.

Period	HQL	IXP
1 month	-3.25%	-3.17%
3 months	+5.30%	-0.07%
6 months	+5.52%	-0.29%
1 year	+47.84%	+13.29%
5 years(CAGR)	+7.12%	+8.39%
10 years(CAGR)	+9.67%	+9.33%
Max(CAGR)	+10.81%	+6.69%

HQL

-3.25%

Winner

IXP

-3.17%

Winner

HQL

+5.30%

IXP

-0.07%

Winner

HQL

+5.52%

IXP

-0.29%

Winner

HQL

+47.84%

IXP

+13.29%

5Y(CAGR)

HQL

+7.12%

Winner

IXP

+8.39%

10Y(CAGR)

Winner

HQL

+9.67%

IXP

+9.33%

Max(CAGR)

Winner

HQL

+10.81%

IXP

+6.69%

HQL vs IXP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HQL	IXP
2026	+7.85%	-1.38%
2025	+44.05%	+28.75%
2024	+8.82%	+32.58%
2023	+3.56%	+36.66%
2022	-19.50%	-33.85%
2021	+7.51%	+13.71%
2020	+24.15%	+20.64%
2019	+22.34%	+24.18%
2018	-16.96%	-14.27%
2017	+23.41%	+5.52%
2016	-17.36%	+6.96%
2015	+5.15%	+0.08%
2014	+32.12%	-0.28%
2013	+45.86%	+21.66%
2012	+35.62%	+6.25%
2011	+19.57%	+0.31%
2010	+19.26%	+9.48%
2009	+8.27%	+10.09%
2008	-27.57%	-30.11%
2007	+7.75%	+23.94%
2006	-6.90%	+31.42%
2005	+11.70%	-5.20%
2004	+8.55%	+17.65%
2003	+38.11%	+21.44%
2002	-35.94%	-27.77%
2001	+17.75%	-0.87%
2000	+21.69%	N/A
1999	+36.71%	N/A

HQL vs IXP Drawdown Comparison

The maximum drawdown for HQL was -62.49%, occurring on Oct 9, 2002. Recovery took 2992 trading sessions.

The maximum drawdown for IXP was -50.11%, occurring on Mar 9, 2009. Recovery took 1479 trading sessions.

The current HQL drawdown is -5.10%. The current IXP drawdown is -5.78%.

Rank	HQL	IXP
#1	-62.49% Feb 18, 2000 - Jan 11, 2012	-50.11% Oct 29, 2007 - Sep 13, 2013
#2	-45.19% Jul 23, 2015 - Nov 27, 2020	-45.32% Jan 4, 2002 - Nov 26, 2004
#3	-38.82% Sep 7, 2021 - Sep 26, 2025	-44.29% Sep 7, 2021 - Jun 5, 2024
#4	-18.54% Feb 27, 2014 - Oct 28, 2014	-27.11% Feb 19, 2020 - Jul 8, 2020
#5	-16.72% May 15, 2013 - Jul 26, 2013	-19.89% Jan 26, 2018 - Apr 29, 2019
#6	-13.80% Oct 8, 2012 - Dec 11, 2012	-17.54% Feb 14, 2025 - Jun 6, 2025
#7	-11.50% Feb 19, 2021 - Jun 29, 2021	-13.99% Apr 28, 2015 - Apr 19, 2016
#8	-10.25% Oct 31, 2025 - Nov 24, 2025	-13.95% Aug 15, 2016 - Dec 12, 2017
#9	-10.01% Aug 2, 2013 - Sep 11, 2013	-12.26% Jan 29, 2026 - Mar 27, 2026
#10	-9.85% Jan 27, 2000 - Feb 7, 2000	-10.63% Sep 2, 2020 - Nov 5, 2020
#11	-9.07% Mar 20, 2015 - Jun 22, 2015	-9.22% Dec 31, 2004 - Mar 22, 2006
#12	-8.92% Nov 8, 1999 - Dec 21, 1999	-9.13% Apr 29, 2019 - Jul 26, 2019
#13	-8.61% Dec 18, 2014 - Jan 13, 2015	-8.98% Jul 29, 2014 - Apr 23, 2015
#14	-8.18% Sep 11, 2013 - Nov 25, 2013	-8.65% Jul 10, 2024 - Sep 20, 2024
#15	-8.13% Dec 12, 2014 - Dec 18, 2014	-8.28% Jul 19, 2007 - Sep 13, 2007

Correlation

Correlation between HQL and IXP is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2000 - 2026)

HQL vs IXP dividend yield comparison.

Year	HQL	IXP
2026	6.61%	0.00%
2025	10.85%	2.98%
2024	14.18%	1.35%
2023	9.44%	1.24%
2022	9.57%	0.62%
2021	8.79%	1.80%
2020	7.90%	0.95%
2019	8.03%	2.18%
2018	10.72%	4.32%
2017	8.25%	3.41%
2016	12.18%	4.02%
2015	11.84%	3.89%
2014	7.11%	12.39%
2013	6.80%	3.40%
2012	8.00%	4.76%
2011	12.38%	5.44%
2010	4.83%	4.23%
2009	4.45%	4.05%
2008	12.73%	4.66%
2007	8.83%	1.96%
2006	9.22%	2.39%
2005	13.15%	2.53%
2004	8.57%	1.25%
2003	7.99%	1.42%
2002	18.33%	1.74%
2001	14.60%	0.03%
2000	14.25%	0.00%