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Relative Intelligence · Pharmaceuticals

How Takeda Pharmaceutical (TAK) compares with the whole market and its popular alternatives

Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on TAK alone. It places TAK (Takeda Pharmaceutical Company Limited) against 20+ popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken, behavior in real market crashes and diversification. The result is a clearer view of where TAK stands in the market, and of the alternatives worth a closer look.

Period covered: TAK's full trading record, from March 2008 through September 2026. The crash tests reach back to 2000 using older funds and the S&P 500. All returns include reinvested dividends. Data as of October 20, 2026.

Data as of October 20, 2026. Full tables and charts read best on a larger screen.

Rank the market against TAK →Chart TAK vs. 21 alternatives →
On this page12 sections

Key findings

How much would $10,000 in TAK have grown?

This chart tracks a hypothetical $10,000 investment in TAK over the past 18 years, with dividends reinvested, alongside the same amount in the S&P 500, investments that ended ahead of TAK over the same span and TAK's popular alternatives, among those that traded for the entire period. A second view covers the past 5 years, the period the better options further down the page are judged on. It shows not only where each investment ended up but also how smooth or uneven the path was.

Note: TAK began trading on March 6, 2008, so the chart cannot reach back to the dot-com bust. It covers the most recent 18 years of TAK's record, starting at the end of September 2008.

Choose a period

From the end of September 2008 to the end of September 2026. The scale is logarithmic, so equal steps up the chart are equal percentage gains. Hover over a fund in the key to pick out its line. 1,639 of the 1,883 stocks and funds worth at least $500 million that traded the whole period ended ahead of TAK; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$10,000$20,000$50,000$100,000$200,0002008201120142017202020232026$10,000$20,000$50,000$100,000$200,0002008201320182023
  • LLY$431,739+4,217% total · +23.3% a year
  • VRTX$157,291+1,473% total · +16.5% a year
  • AMGN$106,552+966% total · +14.0% a year
  • GILD$95,727+857% total · +13.4% a year
  • SPY (S&P 500)$91,104+811% total · +13.1% a year
  • MRK$90,246+802% total · +13.0% a year
  • XBI$82,076+721% total · +12.4% a year
  • JNJ$64,773+548% total · +10.9% a year
  • NVS$60,156+502% total · +10.5% a year
  • TAK$15,022+50.2% total · +2.3% a year
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From the end of September 2021 to the end of September 2026. Hover over a fund in the key to pick out its line. 1,824 of the 3,628 stocks and funds worth at least $500 million that traded the whole period ended ahead of TAK; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$0$10,000$20,000$30,000$40,000$50,000$60,000202120222023202420252026$0$20,000$40,000$60,000202120222023202420252026
  • LLY$52,411+424% total · +39.3% a year
  • ABBV$29,134+191% total · +23.8% a year
  • VRTX$28,822+188% total · +23.6% a year
  • GILD$25,496+155% total · +20.6% a year
  • AMGN$23,160+132% total · +18.3% a year
  • MRK$22,538+125% total · +17.6% a year
  • NVS$21,146+111% total · +16.2% a year
  • SPY (S&P 500)$19,000+90.0% total · +13.7% a year
  • JNJ$18,849+88.5% total · +13.5% a year
  • TAK$13,697+37.0% total · +6.5% a year
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TAK at a glance

This section summarizes the key facts about the stock, its returns over periods from one to ten years and the risk it has carried, with dividends reinvested throughout. These figures serve as the baseline for every comparison that follows.

Note: TAK began trading on March 6, 2008, so every figure here, including its worst decline, covers only the time since then. None of them reflect the dot-com bust.

The company

Market value
$64B
Industry
Drug Manufacturers - Specialty & Generic
Price history from
March 2008

Returns

Past 1 year
+48.2%total return
Past 3 years
+56.1%+16.0% a year
Past 5 years
+75.1%+11.9% a year
Past 10 years
+30.4%+2.7% a year
Best calendar year
+41.3%2017
Worst calendar year
−38.8%2018
Losing years
9 of 17full calendar years

Risk

Volatility
19.4%typical yearly swing, 5 years
Sharpe ratio
0.68return per unit of risk, 5 years
Worst decline ever
−54.4%Jan 2018 to Mar 2020
From its all-time high
−4.4%below the peak

TAK against the whole market

Where TAK ranks among every stock and fund, and what across the market has done better.

How does TAK rank among all stocks?

This section ranks TAK on return, volatility, risk-adjusted return and worst decline against every stock worth at least $300 million with enough history. Where the comparisons with its popular alternatives show how TAK stacks up against its peers, these rankings show where it stands in the market as a whole.

Ranked against U.S.-listed stocks worth at least $300M that have enough history for each measure, so the count changes from row to row; smaller stocks are left out. Lower volatility and smaller declines rank higher.

MeasureTAKRankStanding
1-year return+48.2%585 of 3,287top 18%
3-year return+56.1%1,452 of 3,017top 48%
5-year return+75.1%856 of 2,893top 30%
10-year return+30.4%1,683 of 2,202bottom 25%
Volatility, 5 years19.4%78 of 2,893top 3%
Sharpe ratio, 5 years0.68509 of 2,893top 18%
Worst decline, past 10 years−54.4%640 of 2,187top 29%

What has beaten TAK on both return and risk?

Each dot is an investment, placed by how much it earned a year over the past 5 years (higher is better) and how much its price swung, its volatility (further left is calmer). TAK sits where the dashed lines cross. Anything in the green box above and to the left earned more than TAK with smaller swings, a better trade-off over this period on both counts. Past results are no promise, but a name in the box is worth a closer look.

Annual return is the annualized total return with dividends reinvested, and volatility the annualized swing in daily prices, both over 5 years. Labeled dots are the strongest picks from the table below and the names called out above, colored by how close they sit to TAK; faint dots are 35 more of the 67 in the green region (the strongest, one per fund family). 3,633 stocks and funds worth at least $500 million were screened. Hover over a dot for its figures.

10.0%12.0%14.0%16.0%18.0%20.0%22.0%24.0%26.0%28.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than TAKKO: +14.7% a year, volatility 16.8%DYNF: +14.7% a year, volatility 17.5%EFV: +13.6% a year, volatility 15.9%FNDX: +13.5% a year, volatility 14.9%ATO: +14.9% a year, volatility 18.4%FNDF: +13.6% a year, volatility 16.3%HDV: +12.9% a year, volatility 13.0%AVDV: +13.9% a year, volatility 17.4%FDVV: +13.2% a year, volatility 14.6%DBEF: +13.1% a year, volatility 13.8%IOO: +15.7% a year, volatility 17.2%MGC: +13.4% a year, volatility 17.4%FDL: +13.9% a year, volatility 14.4%JQUA: +13.6% a year, volatility 15.7%EMLP: +14.9% a year, volatility 14.5%USMC: +14.1% a year, volatility 16.4%GCOW: +14.1% a year, volatility 13.6%IDMO: +13.3% a year, volatility 18.2%FTGC: +12.9% a year, volatility 15.6%WTV: +13.4% a year, volatility 17.0%DIVI: +13.4% a year, volatility 15.5%DIVB: +13.9% a year, volatility 15.4%PWV: +13.5% a year, volatility 14.2%FFLC: +15.7% a year, volatility 16.8%AUSF: +13.2% a year, volatility 13.6%VFMF: +14.3% a year, volatility 17.6%HLAL: +14.0% a year, volatility 18.0%DTH: +13.0% a year, volatility 15.1%EWJV: +14.9% a year, volatility 18.2%DGT: +13.8% a year, volatility 15.1%FYLD: +13.1% a year, volatility 16.0%IDOG: +14.1% a year, volatility 15.6%EPD: +16.4% a year, volatility 17.1%MLPA: +15.2% a year, volatility 17.2%TPYP: +16.9% a year, volatility 17.3%TAK: +11.9% a year, volatility 19.4%SPY (S&P 500): +12.7% a year, volatility 17.1%AMGN: +19.6% a year, volatility 24.9%NVS: +17.1% a year, volatility 20.7%MRK: +16.3% a year, volatility 24.8%ABBV: +26.1% a year, volatility 23.4%JNJ: +12.7% a year, volatility 17.9%CAH: +42.1% a year, volatility 24.7%MCK: +38.7% a year, volatility 25.0%RPRX: +13.3% a year, volatility 23.8%COR: +24.2% a year, volatility 22.8%VLUE: +15.9% a year, volatility 18.4%RY: +17.3% a year, volatility 18.2%BRK-B: +13.4% a year, volatility 17.1%LVHI: +17.0% a year, volatility 11.1%TRV: +22.4% a year, volatility 22.3%DXJ: +26.6% a year, volatility 19.1%VTV: +12.1% a year, volatility 13.7%PGR: +21.3% a year, volatility 25.6%SDCI: +20.6% a year, volatility 18.4%TAKSPY (S&P 500)AMGNNVSMRKABBVCAHMCKRPRXCORVLUERYBRK-BLVHITRVDXJVTVPGRSDCI10.0%15.0%20.0%25.0%30.0%10.0%20.0%30.0%40.0%50.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than TAKKO: +14.7% a year, volatility 16.8%DYNF: +14.7% a year, volatility 17.5%EFV: +13.6% a year, volatility 15.9%FNDX: +13.5% a year, volatility 14.9%ATO: +14.9% a year, volatility 18.4%FNDF: +13.6% a year, volatility 16.3%HDV: +12.9% a year, volatility 13.0%AVDV: +13.9% a year, volatility 17.4%FDVV: +13.2% a year, volatility 14.6%DBEF: +13.1% a year, volatility 13.8%IOO: +15.7% a year, volatility 17.2%MGC: +13.4% a year, volatility 17.4%FDL: +13.9% a year, volatility 14.4%JQUA: +13.6% a year, volatility 15.7%EMLP: +14.9% a year, volatility 14.5%USMC: +14.1% a year, volatility 16.4%GCOW: +14.1% a year, volatility 13.6%IDMO: +13.3% a year, volatility 18.2%FTGC: +12.9% a year, volatility 15.6%WTV: +13.4% a year, volatility 17.0%DIVI: +13.4% a year, volatility 15.5%DIVB: +13.9% a year, volatility 15.4%PWV: +13.5% a year, volatility 14.2%FFLC: +15.7% a year, volatility 16.8%AUSF: +13.2% a year, volatility 13.6%VFMF: +14.3% a year, volatility 17.6%HLAL: +14.0% a year, volatility 18.0%DTH: +13.0% a year, volatility 15.1%EWJV: +14.9% a year, volatility 18.2%DGT: +13.8% a year, volatility 15.1%FYLD: +13.1% a year, volatility 16.0%IDOG: +14.1% a year, volatility 15.6%EPD: +16.4% a year, volatility 17.1%MLPA: +15.2% a year, volatility 17.2%TPYP: +16.9% a year, volatility 17.3%TAK: +11.9% a year, volatility 19.4%SPY (S&P 500): +12.7% a year, volatility 17.1%AMGN: +19.6% a year, volatility 24.9%NVS: +17.1% a year, volatility 20.7%MRK: +16.3% a year, volatility 24.8%ABBV: +26.1% a year, volatility 23.4%JNJ: +12.7% a year, volatility 17.9%CAH: +42.1% a year, volatility 24.7%MCK: +38.7% a year, volatility 25.0%RPRX: +13.3% a year, volatility 23.8%COR: +24.2% a year, volatility 22.8%VLUE: +15.9% a year, volatility 18.4%RY: +17.3% a year, volatility 18.2%BRK-B: +13.4% a year, volatility 17.1%LVHI: +17.0% a year, volatility 11.1%TRV: +22.4% a year, volatility 22.3%DXJ: +26.6% a year, volatility 19.1%VTV: +12.1% a year, volatility 13.7%PGR: +21.3% a year, volatility 25.6%SDCI: +20.6% a year, volatility 18.4%TAKSPY (S&P 500)AMGNNVSMRKABBVJNJCAHMCKRPRXCORVLUERYLVHITRVDXJVTVPGRSDCI
  • Popular alternatives
  • Same and neighboring categories, and shared themes
  • The whole market
  • Others in the green region
  • 1 with more than 1.6× TAK's volatility is in the table only

Is there a better investment than TAK?

Investments that beat TAK over the past 5 years on return, volatility, drawdowns, consistency, crash losses or fees, from its popular alternatives out to the whole market.

How this works

The table below lists investments that beat TAK over the past 5 years on at least one of these measures: a higher annual return with lower volatility, a higher annual return at similar volatility, a similar return with lower volatility, a higher Sharpe ratio with a smaller worst decline, a higher total return in most periods from 3 months to 10 years, or smaller losses in recent market crashes. It checks TAK's popular alternatives first, then the rest of its own and neighboring categories, then every stock and fund worth at least $500 million, and shows the strongest few in each group. The full list of those with a higher return and lower volatility than TAK follows the table.

Annual return is the annualized total return with dividends reinvested. Annual return, volatility and the Sharpe ratio cover 5 years; the worst decline covers the past 10 years. Green marks a better figure than TAK's. "On the frontier" means no other option shown or tested earned more with less volatility. Funds that hold the same thing are shown once. Beyond the popular alternatives, nothing with more than 1.5× TAK's volatility counts as better.

These figures cover the past 5 years. Green marks a better figure than TAK's.

Screen the whole market against TAK for any period in BetterThanSPYOpen these 19 in EasyCompare
InvestmentWhy it is betterPast 5 yearsDownsideLong runFit
Annual return?higher is betterVolatility?lower is calmerSharpe?return per unit of riskWorst decline?past 10 years10Y returntotalCorr. with TAK?lower diversifies moreExpenseper year
TAKTakeda Pharmaceutical Company Limited · this page
+11.9%19.4%0.68−54.4%+30.4%1.00—
SPYState Street SPDR S&P 500 ETF · S&P 500
+12.7%17.1%0.79−33.7%+321%-0.070.09%
Popular alternativesbest 6 shownThe investments people most often weigh against TAK. 8 of 21 passed at least one test.
LLYEli Lilly and Company · Pharmaceuticals
Higher Sharpe, smaller worst declineHigher return in most periods+40.7%32.8%1.21−34.5%+1,807%0.00—
AMGNAmgen Inc. · Biotechnology
Higher Sharpe, smaller worst declineHigher return in most periods+19.6%24.9%0.85−24.9%+266%0.31—
NVSNovartis AG · Pharmaceuticals
Higher return, similar volatilityHigher Sharpe, smaller worst decline+17.1%20.7%0.87−26.8%+226%0.59—
MRKMerck & Co., Inc. · Pharmaceuticals
Higher return in most periods+16.3%24.8%0.74−43.4%+241%0.19—
ABBVAbbVie Inc. · Pharmaceuticals
Higher Sharpe, smaller worst decline+26.1%23.4%1.11−45.1%+603%0.25—
JNJJohnson & Johnson · Pharmaceuticals
Smaller losses in recent crashes+12.7%17.9%0.76−27.4%+196%0.41—
Same and neighboring categories, and shared themesbest 4 shownEverything else in Pharmaceuticals and the categories next to it (Biotechnology, Health Care Distribution, Life Sciences Tools, Medical Devices), plus TAK's specific themes. 4 of 104 passed at least one test.
CAHCardinal Health, Inc. · Health Care Distribution
On the frontierHigher Sharpe, smaller worst declineHigher return in most periods+42.1%24.7%1.55−46.1%+349%0.14—
MCKMcKesson Corporation · Health Care Distribution
Higher Sharpe, smaller worst declineHigher return in most periods+38.7%25.0%1.44−38.1%+586%0.13—
RPRXRoyalty Pharma plc · Pharmaceuticals
Higher return in most periods+13.3%23.8%0.65−49.7%—0.11—
CORCencora, Inc. · Health Care Distribution
Higher Sharpe, smaller worst decline+24.2%22.8%1.07−32.4%+406%0.25—
The whole marketbest 8 shownEvery other stock and fund worth at least $500 million. 257 of 3,508 passed at least one test.
VLUEiShares MSCI USA Value Factor ETF · US Large-Cap Value
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+15.9%18.4%0.90−39.5%+286%0.050.15%
RYRoyal Bank of Canada · Banks
On the frontierHigher return, lower volatilityHigher Sharpe, smaller worst decline+17.3%18.2%0.97−40.0%+352%0.19—
BRK-BBerkshire Hathaway Inc. · Insurance
Higher return, lower volatilityHigher Sharpe, smaller worst decline+13.4%17.1%0.82−29.6%+274%0.37—
LVHIFranklin International Low Volatility High Dividend Index ETF · International Equity
On the frontierHigher return, lower volatilityHigher Sharpe, smaller worst decline+17.0%11.1%1.48−32.4%+194%0.400.40%
TRVThe Travelers Companies, Inc. · Property & Casualty Insurance
Higher Sharpe, smaller worst declineHigher return in most periods+22.4%22.3%1.02−46.3%+347%0.21—
DXJWisdomTree Japan Hedged Equity Fund · International Equity
On the frontierHigher return, similar volatilityHigher Sharpe, smaller worst decline+26.6%19.1%1.34−39.1%+428%0.090.48%
VTVVanguard Morningstar Value ETF · US Large-Cap Value
Similar return, lower volatilityHigher Sharpe, smaller worst decline+12.1%13.7%0.90−36.8%+235%0.180.03%
PGRThe Progressive Corporation · Property & Casualty Insurance
Higher Sharpe, smaller worst declineSmaller losses in recent crashes+21.3%25.6%0.89−30.3%+816%0.16—
What these numbers mean for TAK
Annual return
TAK returned 11.9% a year over the past 5 years with dividends reinvested, against 12.7% a year for the S&P 500. At that pace, $10,000 became about $17,500. Annual return is the steady yearly rate that would produce the same total result, so investments held over the same span compare fairly. Guide: What is performance and return? →
Volatility
TAK's volatility over the past 5 years was 19.4%, 1.1 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, TAK's return lands within 19.4% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump. Guide: Understanding and measuring risk (volatility) →
Sharpe ratio
TAK's Sharpe ratio over the past 5 years was 0.68, against 0.79 for the S&P 500, so TAK earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings. Guide: Balancing reward with risk (Sharpe ratio) →
Worst decline
TAK's worst fall from a peak to a low over the past 10 years was 54.4%, against 33.7% for the S&P 500. Losses and gains are not symmetric: climbing back from a 54.4% fall takes a 119% gain. Guide: Market crash risk and tail risk →
Correlation
Over the past 5 years, TAK's monthly returns had a correlation of -0.07 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They are close to unrelated, or move in opposite directions, so it can steady a stock portfolio. In the table, the correlation column measures each option against TAK instead: the lower it is, the more that option would diversify a TAK holding. Guide: Correlation and diversification →
Show all 67 stocks and funds worth at least $500 million that earned more than TAK with less volatility

Out of 3,633 tested over 5 years. The strongest 40 are listed, best first, with funds that hold the same thing listed once.

#InvestmentFound inAnnual returnVolatilitySharpeWorst decline10Y returnCorr. with TAKExpense
1
VLUEiShares MSCI USA Value Factor ETF · US Large-Cap Value
Whole market+15.9%18.4%0.90−39.5%+286%0.050.15%
2
RYRoyal Bank of Canada · Banks
Whole market+17.3%18.2%0.97−40.0%+352%0.19—
3
BRK-BBerkshire Hathaway Inc. · Insurance
Whole market+13.4%17.1%0.82−29.6%+274%0.37—
4
LVHIFranklin International Low Volatility High Dividend Index ETF · International Equity
Whole market+17.0%11.1%1.48−32.4%+194%0.400.40%
5
KOThe Coca-Cola Company · Food & Beverages
Whole market+14.7%16.8%0.91−37.0%+204%0.37—
6
DYNFiShares U.S. Equity Factor Rotation Active ETF · US Multifactor Equity
Whole market+14.7%17.5%0.87−34.7%—-0.080.26%
7
SDCIUSCF SummerHaven Dynamic Commodity Strategy No K-1 Fund · Bonds
Whole market+20.6%18.4%1.12−45.7%—0.120.80%
8
EFViShares MSCI EAFE Value ETF · International Equity
Whole market+13.6%15.9%0.88−43.2%+157%0.420.31%
9
FNDXSchwab Fundamental U.S. Large Company ETF · US Large-Cap Value
Whole market+13.5%14.9%0.93−37.7%+291%0.120.25%
10
ATOAtmos Energy Corporation · Gas Utilities
Whole market+14.9%18.4%0.85−32.9%+194%0.20—
11
FNDFSchwab Fundamental International Large Company Index ETF · International Equity
Whole market+13.6%16.3%0.87−40.2%+194%0.360.25%
12
HDViShares Core High Dividend ETF · US Dividend Equity
Whole market+12.9%13.0%1.00−37.0%+172%0.380.08%
13
AVDVAvantis International Small Cap Value ETF · International Equity
Whole market+13.9%17.4%0.84−43.0%—0.360.36%
14
FDVVFidelity High Dividend ETF · US Dividend Equity
Whole market+13.2%14.6%0.92−40.2%+253%0.100.15%
15
DBEFXtrackers MSCI EAFE Hedged Equity ETF · International Equity
Whole market+13.1%13.8%0.96−32.5%+206%0.150.35%
16
IOOiShares Global 100 ETF · Global Equity
Whole market+15.7%17.2%0.94−31.4%+361%-0.060.40%
17
MGCVanguard Morningstar Mega Cap ETF · US Large-Cap Equity
Whole market+13.4%17.4%0.81−33.1%+353%-0.100.05%
18
FDLFirst Trust Morningstar Dividend Leaders Index Fund · US Dividend Equity
Whole market+13.9%14.4%0.98−41.4%+199%0.350.43%
19
JQUAJPMorgan U.S. Quality Factor ETF · US Quality Equity
Whole market+13.6%15.7%0.89−32.9%—0.020.12%
20
EMLPFirst Trust North American Energy Infrastructure Fund · Energy Infrastructure
Whole market+14.9%14.5%1.04−43.6%+150%0.150.95%
21
USMCPrincipal U.S. Mega-Cap ETF · Broad Market
Whole market+14.1%16.4%0.89−30.0%—-0.050.12%
22
GCOWPacer Global Cash Cows Dividend ETF · International
Whole market+14.1%13.6%1.04−37.6%+168%0.510.60%
23
IDMOInvesco S&P International Developed Momentum ETF · International Equity
Whole market+13.3%18.2%0.78−31.3%+229%0.220.25%
24
FTGCFirst Trust Global Tactical Commodity Strategy Fund · Alternatives
Whole market+12.9%15.6%0.86−35.9%+139%0.150.98%
25
WTVWisdomTree U.S. Value Fund · Broad Market
Whole market+13.4%17.0%0.83−42.2%+303%0.130.12%
26
DIVIFranklin International Core Dividend Tilt Index ETF · International
Whole market+13.4%15.5%0.89−27.7%+184%0.360.09%
27
DIVBiShares Core Dividend ETF · Dividend & Income
Whole market+13.9%15.4%0.93−36.9%—0.150.05%
28
PWVInvesco Large Cap Value ETF · Broad Market
Whole market+13.5%14.2%0.97−37.6%+223%0.190.55%
29
FFLCFidelity Fundamental Large Cap Core ETF · Broad Market
Whole market+15.7%16.8%0.95−19.7%—-0.030.38%
30
AUSFGlobal X - Adaptive U.S. Factor ETF · International
Whole market+13.2%13.6%0.99−44.2%—0.230.27%
31
VFMFVanguard U.S. Multifactor ETF · Broad Market
Whole market+14.3%17.6%0.85−41.3%—0.110.18%
32
HLALWahed FTSE USA Shariah ETF · Broad Market
Whole market+14.0%18.0%0.82−33.6%—-0.110.50%
33
DTHWisdomTree International High Dividend Fund · International
Whole market+13.0%15.1%0.89−40.8%+131%0.450.58%
34
EWJViShares MSCI Japan Value ETF · International
Whole market+14.9%18.2%0.86−30.1%—0.530.15%
35
DGTState Street SPDR Global Dow ETF · International
Whole market+13.8%15.1%0.94−34.4%+261%0.230.50%
36
FYLDCambria Foreign Shareholder Yield ETF · Dividend & Income
Whole market+13.1%16.0%0.85−44.6%+203%0.420.59%
37
IDOGALPS International Sector Dividend Dogs ETF · International
Whole market+14.1%15.6%0.93−37.3%+180%0.420.50%
38
EPDEnterprise Products Partners L.P. · Oil & Gas Midstream
Whole market+16.4%17.1%0.98−58.1%+178%0.16—
39
MLPAGlobal X - MLP ETF · Energy
Whole market+15.2%17.2%0.91−74.3%+80.0%0.130.77%
40
TPYPTortoise North American Pipeline ETF · Energy
Whole market+16.9%17.3%0.99−51.9%+184%0.240.40%

TAK against its popular alternatives

The investments people most often weigh against TAK, compared period by period and year by year.

How do TAK's risk and return compare with its alternatives?

This map plots each investment's annual return over the past 5 years against its volatility, the size of its typical price swings. Investments toward the upper left earned more for a smoother ride, and those toward the lower right earned less for a rougher one. The dashed lines cross at TAK, which divides the map into what did better or worse on each measure.

Green points earned more than TAK with less volatility; red points earned less with more. Hover over a point for its figures. Total returns with dividends reinvested, annualized.

15.0%20.0%25.0%30.0%35.0%40.0%45.0%50.0%55.0%−10.0%0.0%10.0%20.0%30.0%40.0%50.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityTAK: 11.8% a year, volatility 19.4%SPY (S&P 500): 12.7% a year, volatility 17.1%JNJ: 12.7% a year, volatility 17.9%XBI: 4.6% a year, volatility 32.5%GSK: 9.5% a year, volatility 24.5%IQV: 1.3% a year, volatility 34.7%PFE: −1.7% a year, volatility 25.4%ALNY: 2.5% a year, volatility 50.9%AZN: 8.7% a year, volatility 35.7%NVO: −4.0% a year, volatility 39.1%REGN: 7.7% a year, volatility 31.1%BMY: 5.5% a year, volatility 24.9%SNY: 0.6% a year, volatility 25.3%BIIB: −1.8% a year, volatility 34.7%BMRN: −5.6% a year, volatility 33.0%AMGN: 19.6% a year, volatility 24.9%LLY: 40.7% a year, volatility 32.8%MRK: 16.3% a year, volatility 24.8%ABBV: 26.1% a year, volatility 23.4%NVS: 17.2% a year, volatility 20.7%GILD: 22.8% a year, volatility 24.9%VRTX: 22.6% a year, volatility 29.1%ARGX: 24.1% a year, volatility 39.9%TAKSPY (S&P 500)JNJXBIGSKIQVPFEALNYAZNNVOREGNBMYSNYBIIBBMRNAMGNLLYMRKABBVNVSGILDVRTXARGX10.0%20.0%30.0%40.0%50.0%60.0%−10.0%0.0%10.0%20.0%30.0%40.0%50.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityTAK: 11.8% a year, volatility 19.4%SPY (S&P 500): 12.7% a year, volatility 17.1%JNJ: 12.7% a year, volatility 17.9%XBI: 4.6% a year, volatility 32.5%GSK: 9.5% a year, volatility 24.5%IQV: 1.3% a year, volatility 34.7%PFE: −1.7% a year, volatility 25.4%ALNY: 2.5% a year, volatility 50.9%AZN: 8.7% a year, volatility 35.7%NVO: −4.0% a year, volatility 39.1%REGN: 7.7% a year, volatility 31.1%BMY: 5.5% a year, volatility 24.9%SNY: 0.6% a year, volatility 25.3%BIIB: −1.8% a year, volatility 34.7%BMRN: −5.6% a year, volatility 33.0%AMGN: 19.6% a year, volatility 24.9%LLY: 40.7% a year, volatility 32.8%MRK: 16.3% a year, volatility 24.8%ABBV: 26.1% a year, volatility 23.4%NVS: 17.2% a year, volatility 20.7%GILD: 22.8% a year, volatility 24.9%VRTX: 22.6% a year, volatility 29.1%ARGX: 24.1% a year, volatility 39.9%TAKSPY (S&P 500)JNJXBIGSKIQVPFEALNYAZNNVOBMYSNYBMRNAMGNLLYMRKABBVNVSGILDARGX
All figures
InvestmentAnnual returnVolatility
LLY Eli Lilly and Company+40.7%32.8%
ABBV AbbVie Inc.+26.1%23.4%
ARGX argenx SE+24.1%39.9%
GILD Gilead Sciences, Inc.+22.8%24.9%
VRTX Vertex Pharmaceuticals Incorporated+22.6%29.1%
AMGN Amgen Inc.+19.6%24.9%
NVS Novartis AG+17.2%20.7%
MRK Merck & Co., Inc.+16.3%24.8%
JNJ Johnson & Johnson+12.7%17.9%
SPY S&P 500State Street SPDR S&P 500 ETF+12.7%17.1%
TAK This pageTakeda Pharmaceutical Company Limited+11.8%19.4%
GSK GSK plc+9.5%24.5%
AZN AstraZeneca PLC+8.7%35.7%
REGN Regeneron Pharmaceuticals, Inc.+7.7%31.1%
BMY Bristol-Myers Squibb Company+5.5%24.9%
XBI State Street SPDR S&P Biotech ETF+4.6%32.5%
ALNY Alnylam Pharmaceuticals, Inc.+2.5%50.9%
IQV IQVIA Holdings Inc.+1.3%34.7%
SNY Sanofi+0.6%25.3%
PFE Pfizer Inc.−1.7%25.4%
BIIB Biogen Inc.−1.8%34.7%
NVO Novo Nordisk A/S−4.0%39.1%
BMRN BioMarin Pharmaceutical Inc.−5.6%33.0%
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Has TAK consistently beaten its popular alternatives?

This section compares TAK with the investments people most often weigh against it, checking each one over eight periods from one month to ten years. Counting how often an alternative earned more than TAK helps separate lasting outperformance from a single strong stretch.

A green cell means the alternative earned more than TAK over that period. "Qualified" marks those that did so in at least 3 of 5 short-term periods and 2 of 3 long-term periods.

InvestmentPeriods outperformed Short termLong termRisk · 5 yearsFund
1M3M6MYTD1Y3Y5Y10YVolatilitylower is calmerSharpehigher is betterWorst declinepast 10 yearsExpenseAssetsOverlapsame sectors
TAK Takeda Pharmaceutical Company Limited (this page)—+8.6%+20.3%+16.9%+33.6%+48.2%+56.1%+75.1%+30.4%19.4%0.68−54.4%—$64B—
AMGN QualifiedAmgen Inc.4/5 short3/3 longAll-weather+11.6%+21.2%+27.0%+36.7%+48.7%+72.2%+145%+266%24.9%0.85−24.9%—$237B—
LLY QualifiedEli Lilly and Company3/5 short3/3 long+10.2%+12.1%+40.0%+19.4%+59.7%+124%+451%+1,807%32.8%1.21−34.5%—$1.2T—
MRK QualifiedMerck & Co., Inc.3/5 short3/3 long−0.8%+19.9%+28.3%+42.2%+76.8%+58.3%+113%+241%24.8%0.74−43.4%—$366B—
ABBV Drug Manufacturers - GeneralAbbVie Inc.2/5 short3/3 long+9.9%+14.8%+43.8%+29.8%+28.3%+118%+218%+603%23.4%1.11−45.1%—$511B—
NVS Drug Manufacturers - GeneralNovartis AG0/5 short3/3 long+9.0%+2.7%+1.8%+13.1%+18.8%+75.9%+121%+226%20.7%0.87−26.8%—$292B—
GILD Drug Manufacturers - GeneralGilead Sciences, Inc.0/5 short3/3 long+4.0%+18.2%+16.6%+31.0%+30.3%+121%+180%+200%24.9%0.95−30.5%—$194B—
JNJ Drug Manufacturers - GeneralJohnson & Johnson0/5 short3/3 long−3.8%+4.8%+13.6%+27.1%+36.9%+84.6%+82.1%+196%17.9%0.76−27.4%—$625B—
VRTX BiotechnologyVertex Pharmaceuticals Incorporated0/5 short2/3 long+0.8%+7.1%+17.2%+13.8%+22.8%+42.2%+177%+521%29.1%0.85−41.6%—$130B—
XBI HealthcareState Street SPDR S&P Biotech ETF0/5 short2/3 long−3.2%+1.5%+11.3%+26.2%+39.7%+130%+25.1%+159%32.5%0.30−63.9%0.35%$10B—
GSK Drug Manufacturers - GeneralGSK plc0/5 short2/3 long−0.9%+2.1%−10.1%+4.7%+18.9%+60.0%+57.2%+95.1%24.5%0.49−37.6%—$102B—
ARGX Biotechnologyargenx SE0/5 short2/3 long−12.0%+2.8%+4.2%+3.5%+2.4%+83.1%+194%—39.9%0.74−38.2%—$54B—
IQV Medical - Diagnostics & ResearchIQVIA Holdings Inc.2/5 short1/3 long−0.8%+31.4%+51.5%+18.8%+26.3%+45.3%+6.5%+260%34.7%0.21−51.5%—$44B—
PFE Drug Manufacturers - GeneralPfizer Inc.1/5 short1/3 long+8.5%+23.8%+13.2%+25.7%+30.5%+19.2%−8.3%+55.0%25.4%0.06−58.9%—$172B—
ALNY BiotechnologyAlnylam Pharmaceuticals, Inc.0/5 short1/3 long−5.6%−15.4%−25.8%−42.3%−53.0%+42.6%+13.2%+514%50.9%0.29−58.2%—$31B—
AZN Drug Manufacturers - GeneralAstraZeneca PLC0/5 short1/3 long+0.4%+3.3%−15.3%−7.0%+1.8%+38.8%+52.1%+257%35.7%0.41−28.7%—$262B—
NVO Drug Manufacturers - GeneralNovo Nordisk A/S0/5 short1/3 long−1.1%−20.0%−1.5%−23.9%−28.5%−57.0%−18.5%+134%39.1%0.09−75.2%—$174B—
REGN BiotechnologyRegeneron Pharmaceuticals, Inc.0/5 short1/3 long+1.2%+20.3%+8.0%+4.4%+40.7%+0.8%+44.9%+120%31.1%0.40−59.7%—$83B—
BMY Drug Manufacturers - GeneralBristol-Myers Squibb Company0/5 short1/3 long−0.5%+3.6%+6.6%+19.1%+47.8%+25.8%+30.6%+74.8%24.9%0.34−47.7%—$126B—
SNY Drug Manufacturers - GeneralSanofi0/5 short1/3 long−2.6%−5.9%−10.3%−10.7%−13.4%−10.0%+3.0%+61.5%25.3%0.15−33.5%—$99B—
BIIB Drug Manufacturers - GeneralBiogen Inc.5/5 short0/3 long+11.0%+21.6%+32.6%+36.7%+65.8%−5.6%−8.8%−18.9%34.7%0.11−72.7%—$36B—
BMRN BiotechnologyBioMarin Pharmaceutical Inc.0/5 short0/3 long−11.9%−4.5%+2.8%−5.1%+6.3%−31.3%−24.9%−33.0%33.0%-0.01−62.1%—$11B—
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How did TAK do year by year?

This table shows each investment's total return in every full calendar year since 2009, along with where TAK ranked among its popular alternatives each year. Annual results reveal how consistently each one kept pace with TAK and how far its good and bad years diverged, detail that multiyear averages tend to smooth over.

Note: TAK began trading on March 6, 2008, so the table starts with 2009, its first full calendar year, and cannot show how it fared during the dot-com bust.

Newest year first. Green marks a year in which the fund came out ahead of TAK; gray means the two finished within a fraction of a point. The rank row places TAK among the alternatives that traded the full year; dark green is the top quarter and red the bottom quarter.

InvestmentYears ahead of TAK20252024202320222021202020192018201720162015201420132012201120102009
TAK This pageTakeda Pharmaceutical Company Limited—+22.7%−3.2%−4.8%+20.1%−21.6%−3.0%+22.1%−38.8%+41.3%−14.0%+24.4%−6.5%+7.4%+5.8%−5.0%+21.2%−16.1%
Rank among alternativesTop quarter in 3 of 1712 of 2213 of 2216 of 2210 of 2222 of 2218 of 2213 of 2221 of 226 of 2113 of 214 of 2119 of 2119 of 2017 of 1917 of 195 of 1918 of 19
SPY S&P 500State Street SPDR S&P 500 ETF12 of 17+17.7%+24.9%+26.2%−18.2%+28.7%+18.3%+31.2%−4.6%+21.7%+12.0%+1.2%+13.5%+32.3%+16.0%+1.9%+15.1%+26.4%
AMGN Amgen Inc.12 of 17+29.7%−6.8%+13.5%+20.4%+0.9%−2.0%+27.6%+15.2%+22.3%−7.6%+4.0%+42.3%+34.8%+36.8%+18.2%−3.0%−2.0%
LLY Eli Lilly and Company13 of 17+40.3%+33.3%+60.9%+34.3%+66.1%+31.0%+16.2%+40.5%+17.8%−10.4%+25.4%+39.8%+7.3%+24.2%+25.2%+3.6%−6.2%
MRK Merck & Co., Inc.10 of 17+9.8%−6.3%+1.0%+49.4%+1.8%−7.2%+22.3%+40.0%−1.5%+15.0%−3.9%+16.9%+26.9%+13.1%+9.6%+2.9%+26.7%
ABBV AbbVie Inc.11 of 13+33.1%+18.9%−0.2%+24.0%+32.4%+27.7%+1.5%−1.0%+60.1%+9.8%−6.5%+27.9%+60.7%————
NVS Novartis AG13 of 17+46.0%−0.5%+21.1%+6.6%−5.0%+2.2%+29.1%+6.2%+19.8%−11.8%−4.3%+19.4%+32.2%+16.1%+1.5%+12.6%+14.6%
GILD Gilead Sciences, Inc.11 of 17+36.6%+18.7%−2.0%+23.6%+29.9%−6.7%+7.9%−9.9%+3.0%−27.6%+8.6%+25.5%+105%+79.5%+12.9%−16.3%−15.4%
JNJ Johnson & Johnson10 of 17+47.5%−4.8%−8.6%+6.0%+11.4%+10.8%+16.2%−5.1%+24.4%+15.3%+1.2%+17.3%+34.6%+10.8%+9.9%−0.6%+11.3%
VRTX Vertex Pharmaceuticals Incorporated12 of 17+12.6%−1.0%+40.9%+31.5%−7.1%+7.9%+32.1%+10.6%+103%−41.4%+5.9%+59.9%+77.3%+26.2%−5.2%−18.3%+41.0%
XBI State Street SPDR S&P Biotech ETF13 of 17+35.9%+1.0%+7.6%−25.9%−20.4%+48.3%+32.6%−15.3%+43.8%−15.4%+13.6%+45.0%+48.4%+32.7%+5.2%+17.6%+0.4%
GSK GSK plc9 of 17+51.3%−5.2%+9.8%−16.8%+27.1%−17.7%+29.2%+13.8%−3.0%+2.1%−0.3%−15.7%+28.9%+0.6%+22.7%−2.1%+19.2%
ARGX argenx SE7 of 8+36.7%+61.7%+0.4%+8.2%+19.1%+83.2%+67.1%+52.1%—————————
IQV IQVIA Holdings Inc.7 of 12+14.7%−15.1%+12.9%−27.4%+57.5%+16.0%+33.0%+18.7%+28.7%+10.8%+16.6%+27.0%—————
PFE Pfizer Inc.10 of 17+0.6%−2.2%−41.3%−10.4%+66.7%+3.4%−6.7%+25.1%+16.1%+4.4%+7.3%+5.4%+26.5%+20.6%+28.8%+0.6%+8.1%
ALNY Alnylam Pharmaceuticals, Inc.10 of 17+69.0%+22.9%−19.5%+40.1%+30.5%+12.8%+58.0%−42.6%+239%−60.2%−2.9%+50.8%+252%+124%−17.3%−44.0%−28.7%
AZN AstraZeneca PLC12 of 17+38.0%−1.2%+0.8%+20.4%+17.9%+2.9%+37.4%+13.9%+35.3%−16.7%+0.1%+24.6%+32.0%+8.6%+6.0%+3.5%+20.4%
NVO Novo Nordisk A/S14 of 17−39.2%−15.9%+54.8%+22.6%+63.5%+23.3%+28.7%−11.8%+54.3%−36.6%+39.3%+16.7%+15.3%+44.0%+4.1%+79.3%+27.2%
REGN Regeneron Pharmaceuticals, Inc.11 of 17+9.0%−18.9%+21.7%+14.2%+30.7%+28.7%+0.5%−0.7%+2.4%−32.4%+32.3%+49.0%+60.9%+209%+68.8%+35.8%+31.7%
BMY Bristol-Myers Squibb Company10 of 17+0.1%+15.8%−26.1%+19.0%+2.9%+0.4%+27.7%−12.9%+7.7%−13.5%+19.3%+14.2%+70.0%−3.8%+39.4%+8.8%+14.8%
SNY Sanofi10 of 17+4.9%+1.1%+6.5%+0.5%+7.0%+0.4%+20.5%+6.0%+9.9%−1.2%−3.4%−11.9%+17.1%+36.0%+18.8%−13.4%+28.7%
BIIB Biogen Inc.9 of 17+15.1%−40.9%−6.6%+15.4%−2.0%−17.5%−1.4%−5.5%+12.3%−7.4%−9.8%+21.4%+91.0%+33.0%+64.1%+25.3%+12.3%
BMRN BioMarin Pharmaceutical Inc.9 of 17−9.6%−31.8%−6.8%+17.1%+0.8%+3.7%−0.7%−4.5%+7.6%−20.9%+15.9%+28.5%+43.0%+43.1%+27.7%+43.2%+5.7%
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Risk and diversification

How TAK has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.

What were TAK's worst declines?

A drawdown is the decline from a peak to the lowest point before a new high. This section presents TAK's five deepest drawdowns since it began trading in 2008, alongside the S&P 500's return over the same dates, and how long each took to recover. Together, these figures show how much an investor could have lost and how long it took to get back to even.

Note: TAK began trading on March 6, 2008, so this list cannot include the dot-com bust. The crash tests on this page show how older funds and the S&P 500 fared through those years.

Green means TAK fell less than the S&P 500 over the same dates. Based on daily closing prices with dividends reinvested.

DuringTAK fellS&P 500, same datesPeakLowTime to the lowBack at the peakTime to recover
Late-2018 sell-off−54.4%−13.1%Jan 2018Mar 20202.2 yearsNot yet—
2008 financial crisis−46.7%−50.5%May 2008Mar 200910 monthsJan 20133.8 years
2015 China and oil sell-off−22.0%+12.5%Mar 2015Dec 201621 monthsMay 20175 months
No named crash−21.7%+28.6%Apr 2013Dec 201420 monthsMar 20153 months
No named crash−8.9%+0.4%Mar 2013Apr 20131 monthApr 2013Under a month

How did TAK do in stock market crashes?

This section measures how far TAK, the S&P 500 and each alternative fell from peak to trough during every major market crash since 2000. A smaller decline means an investment held up better, and comparing results across crashes shows whether that resilience was consistent or a one-off.

Note: TAK began trading on March 6, 2008, so its row reads "Not yet trading" for the dot-com bust or the 2008 financial crisis. The older alternatives and the S&P 500 show how those crashes played out.

Newest crash first. Each figure is the fund's deepest fall within the crash window; green means a smaller fall than TAK.

InvestmentHeld up better2023 regional bank crisisMar 20232022 bear marketJan 2022Covid crashFeb 2020Late-2018 sell-offSep 2018February 2018 volatility shockFeb 20182015 China and oil sell-offAug 20152011 euro debt crisisJul 20112010 flash crashMay 20102008 financial crisisOct 2007Dot-com bustMar 2000
TAK This pageTakeda Pharmaceutical Company Limited—−0.6%−14.8%−31.5%−27.9%−6.5%−17.0%−5.6%−3.7%Not yet tradingNot yet trading
SPY S&P 500State Street SPDR S&P 500 ETF3 of 8−3.4%−24.5%−33.7%−19.3%−6.5%−12.8%−17.9%−1.5%−55.2%−47.5%
AMGN Amgen Inc.4 of 8−1.2%−11.9%−18.3%−14.3%−7.4%−22.1%−12.6%−0.5%−31.3%−60.2%
LLY Eli Lilly and Company4 of 8−0.6%−11.7%−16.9%−10.2%−8.6%−19.6%−10.9%0.0%−50.0%−54.3%
MRK Merck & Co., Inc.4 of 8−2.4%−10.8%−19.3%−9.7%−6.6%−18.2%−17.4%−2.3%−63.3%−57.5%
ABBV AbbVie Inc.2 of 6−1.5%−21.9%−32.1%−18.1%−5.8%−29.8%————
NVS Novartis AG3 of 8−1.1%−20.4%−25.5%−9.9%−6.6%−30.1%−14.5%−2.6%−41.7%−25.7%
GILD Gilead Sciences, Inc.4 of 8−1.6%−20.0%−13.7%−22.7%−5.5%−28.7%−18.2%−2.1%−34.3%−53.6%
JNJ Johnson & Johnson5 of 8−1.1%−12.7%−25.4%−16.9%−8.2%−9.0%−9.8%−0.1%−34.4%−35.9%
VRTX Vertex Pharmaceuticals Incorporated4 of 80.0%−19.2%−19.4%−21.2%−8.8%−43.7%−23.9%−2.7%−59.9%−86.7%
XBI State Street SPDR S&P Biotech ETF1 of 8−6.9%−43.6%−32.9%−32.5%−5.5%−42.6%−26.7%−4.1%−37.5%—
GSK GSK plc5 of 8−0.3%−37.6%−26.5%−11.5%−4.3%−15.7%−12.4%−2.0%−46.6%−45.1%
ARGX argenx SE3 of 50.0%−26.0%−32.8%−19.8%−1.2%—————
IQV IQVIA Holdings Inc.2 of 6−6.8%−35.9%−48.9%−19.2%−5.3%−28.7%————
PFE Pfizer Inc.3 of 8−1.8%−24.6%−21.8%−12.3%−8.1%−18.2%−16.1%−1.8%−49.8%−46.0%
ALNY Alnylam Pharmaceuticals, Inc.2 of 8−4.1%−28.9%−30.0%−33.7%−6.9%−48.9%−39.3%−1.5%−58.6%—
AZN AstraZeneca PLC3 of 8−0.5%−25.7%−22.6%−11.4%−6.4%−18.0%−16.4%−1.1%−37.4%−43.5%
NVO Novo Nordisk A/S4 of 8−1.1%−21.4%−23.7%−13.8%−3.9%−20.8%−23.1%−1.7%−40.9%−51.0%
REGN Regeneron Pharmaceuticals, Inc.2 of 8−0.2%−25.8%−12.7%−17.3%−7.3%−37.7%−23.2%−7.2%−49.9%−71.6%
BMY Bristol-Myers Squibb Company5 of 8−2.3%−16.0%−29.4%−22.9%−4.1%−16.3%−10.5%0.0%−39.2%−69.5%
SNY Sanofi3 of 8−0.5%−33.5%−25.2%−9.0%−9.8%−30.2%−20.7%−2.8%−46.6%—
BIIB Biogen Inc.3 of 8−2.5%−22.4%−21.2%−21.7%−9.3%−24.6%−19.4%−0.6%−52.7%−59.8%
BMRN BioMarin Pharmaceutical Inc.2 of 8−4.5%−22.9%−26.3%−24.4%−11.6%−53.6%−23.1%−4.1%−74.9%−89.7%
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How closely does TAK move with the S&P 500?

Upside capture measures how much of the S&P 500's gains an investment kept in the months the market rose, and downside capture how much of its losses it took in the months the market fell. An investment that captures more of the gains than the losses has compounded ahead of the market over time. This section compares TAK with its popular alternatives on both measures, and on beta (how strongly each has moved with the market), over the past 10 years.

Monthly total returns over the past 10 years, measured against SPY. 100% capture or a beta of 1.00 means moving in line with the S&P 500. Green marks a better figure than TAK's: more upside, less downside or a higher capture ratio. Sorted by capture ratio.

InvestmentUpside captureDownside captureCapture ratioBeta
TAK This pageTakeda Pharmaceutical Company Limited34%58%0.580.44
LLY Eli Lilly and Company101%6%15.730.37
VRTX Vertex Pharmaceuticals Incorporated87%50%1.750.46
ABBV AbbVie Inc.92%57%1.620.54
AZN AstraZeneca PLC60%39%1.520.39
GILD Gilead Sciences, Inc.52%36%1.440.35
MRK Merck & Co., Inc.64%46%1.390.30
JNJ Johnson & Johnson64%53%1.200.46
AMGN Amgen Inc.74%64%1.160.54
NVS Novartis AG69%64%1.080.49
ALNY Alnylam Pharmaceuticals, Inc.92%93%0.990.73
REGN Regeneron Pharmaceuticals, Inc.55%66%0.840.19
GSK GSK plc51%61%0.820.52
NVO Novo Nordisk A/S75%94%0.800.60
IQV IQVIA Holdings Inc.128%167%0.771.31
XBI State Street SPDR S&P Biotech ETF93%122%0.761.01
BMY Bristol-Myers Squibb Company55%75%0.730.41
SNY Sanofi53%74%0.720.46
PFE Pfizer Inc.52%81%0.650.54
BIIB Biogen Inc.35%91%0.380.28
BMRN BioMarin Pharmaceutical Inc.20%70%0.290.38
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What diversifies TAK?

Correlation measures how closely two investments move together, on a scale from 1 (in lockstep) through 0 (unrelated) to -1 (in opposite directions). This section lists large ETFs and stocks whose returns have had a low correlation with TAK's. Because such investments tend not to fall at the same time, pairing TAK with them can reduce a portfolio's overall swings.

Only ETFs with at least $1.0B in assets and stocks worth at least $10B, with a correlation below 0.5 over the past 5 years and a positive return, are included, ranked by Sharpe ratio; funds that hold the same thing are shown once. The year columns are the years in which TAK lost money. The last two columns show a portfolio that is 80% TAK and 20% the other investment, rebalanced monthly.

ETFs

InvestmentCorrelation5Y returnSharpe20242023202120202018201620142011200980/20 mix volatility80/20 mix annual return
TAK Takeda Pharmaceutical Company Limited (this page)1.00+75.1%0.68−3.2%−4.8%−21.6%−3.0%−38.8%−14.0%−6.5%−5.0%−16.1%19.7%+6.5%
LVHI InternationalFranklin International Low Volatility High Dividend Index ETF0.40+119%1.48+15.9%+17.4%+17.8%−9.0%−5.2%————16.6%+8.8%
DXJ InternationalWisdomTree Japan Hedged Equity Fund0.09+225%1.34+29.8%+42.0%+18.0%+3.9%−19.8%+1.1%+8.1%−16.1%+2.0%16.2%+10.8%
EMLP Broad MarketFirst Trust North American Energy Infrastructure Fund0.15+101%1.04+33.4%+8.0%+23.1%−13.4%−8.7%+29.8%+23.8%——16.4%+8.7%
HDV Dividend & IncomeiShares Core High Dividend ETF0.38+83.3%1.00+14.1%+1.8%+19.6%−6.5%−3.0%+15.9%+12.6%——17.0%+7.9%
SMH TechnologyVanEck Semiconductor ETF-0.13+323%0.97+39.1%+73.4%+42.1%+55.5%−9.1%+35.6%+30.2%+6.8%+60.5%16.4%+13.7%
DBEF InternationalXtrackers MSCI EAFE Hedged Equity ETF0.15+85.0%0.96+13.4%+20.1%+19.6%+2.1%−9.5%+6.3%+3.4%——16.2%+8.3%
GLD CommoditiesSPDR Gold Shares0.30+126%0.96+26.7%+12.7%−4.2%+24.8%−1.9%+8.0%−2.2%+9.6%+24.0%17.1%+9.2%
SPMO Broad MarketInvesco S&P 500 Momentum ETF-0.16+136%0.93+45.8%+17.6%+22.7%+28.2%−0.9%+7.4%———15.6%+10.2%

Stocks

InvestmentCorrelation5Y returnSharpe20242023202120202018201620142011200980/20 mix volatility80/20 mix annual return
TAK Takeda Pharmaceutical Company Limited (this page)1.00+75.1%0.68−3.2%−4.8%−21.6%−3.0%−38.8%−14.0%−6.5%−5.0%−16.1%19.7%+6.5%
CAH Medical - DistributionCardinal Health, Inc.0.14+479%1.55+19.0%+34.1%−0.4%+10.1%−24.5%−17.5%+23.0%+8.1%−4.4%17.3%+13.0%
CLS Hardware, Equipment & PartsCelestica Inc.-0.33+3,143%1.47+215%+160%+37.9%−2.4%−16.3%+7.4%+12.9%−24.4%+105%16.2%+26.3%
FIX Engineering & ConstructionComfort Systems USA, Inc.-0.28+1,636%1.46+107%+79.6%+89.0%+6.7%+0.8%+18.3%−10.4%−17.0%+17.8%15.8%+22.1%
MCK Medical - DistributionMcKesson Corporation0.13+413%1.44+23.7%+24.1%+44.2%+27.1%−28.4%−28.3%+29.3%+11.8%+62.9%17.1%+12.4%
MPC Oil & Gas Refining & MarketingMarathon Petroleum Corporation0.18+690%1.41−4.0%+30.4%+61.0%−27.4%−8.2%+0.7%+0.4%——18.1%+14.9%
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Common questions

What was TAK's worst drawdown?

TAK's deepest decline since it began trading in 2008 was 54.4%, from January 2018 to March 2020. It has not yet climbed back to that peak. Because TAK launched in March 2008, that record does not include the dot-com bust.

What were TAK's best and worst years?

Over 17 full calendar years, TAK's best year was 2017, when it returned 41.3%. Its worst was 2018, with a return of -38.8%.

Is there a better investment than TAK?

Among TAK's popular alternatives, LLY earned more for the risk it took than TAK over the past 5 years, and its worst fall in 10 years was 34.5%, against 54.4% for TAK. Looking beyond its popular alternatives, CAH (health care distribution) earned more for the risk it took than TAK over the past 5 years, and its worst fall in 10 years was 46.1%, against 54.4% for TAK.

Is TAK more volatile than the S&P 500?

Yes. TAK's volatility over the past 5 years was 19.4%, 1.1 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, TAK's return lands within 19.4% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump.

What is TAK's Sharpe ratio?

TAK's Sharpe ratio over the past 5 years was 0.68, against 0.79 for the S&P 500, so TAK earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings.

How correlated is TAK with the S&P 500?

Over the past 5 years, TAK's monthly returns had a correlation of -0.07 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They are close to unrelated, or move in opposite directions, so it can steady a stock portfolio. In the table, the correlation column measures each option against TAK instead: the lower it is, the more that option would diversify a TAK holding.

What are the best alternatives to TAK?

Of the 21 popular alternatives we compared, three outperformed TAK in at least 3 of 5 short-term and 2 of 3 long-term timeframes, with dividends reinvested: AMGN, LLY and MRK.

Did TAK outperform the S&P 500?

TAK finished ahead of the S&P 500 (SPY) in five of 17 full calendar years. In 2025, it returned +22.7%, against +17.7% for the index.

How did TAK do in stock market crashes?

TAK fell less than the S&P 500 (SPY) in four of the eight major crashes it has traded through, and further in three. The clearest case was the 2011 euro debt crisis, when TAK fell 5.6% and the S&P 500 fell 17.9%.

What diversifies TAK?

These had a low correlation with TAK over the past 5 years and still earned a positive 5-year return: among large ETFs, LVHI (correlation 0.40), DXJ (correlation 0.09) and EMLP (correlation 0.15); among large stocks, CAH (correlation 0.14), CLS (correlation -0.33) and FIX (correlation -0.28). A correlation near zero means the two have moved largely independently.

How we measure

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Popular alternatives to TAK