Are the EQ-5D-5L and EQ-HWB-9 valid instruments for measuring informal carer outcomes for use in economic evaluations?

OBJECTIVES: Despite growing interest in incorporating informal carer outcomes into economic evaluations, evidence on the performance of utility measures for informal carers remains limited. This study assesses the psychometric performance of the EQ‑5D‑5L and EQ‑HWB‑9 in capturing informal carer outcomes for economic evaluations. METHODS: This study utilized cross-sectional EQ-DAPHNIE survey data from English‑speaking countries (Australia, Canada, New Zealand, UK, and US) to evaluate the EQ‑HWB‑9 (UK pilot value set) and EQ‑5D‑5L (country‑specific value sets), assessing distributional (i.e., acceptability, distribution, floor and ceiling effects) and construct validity (i.e., convergent and known-group) properties, with subgroup analyses by age and financial situation. RESULTS: There were 6,743 informal carers across Australia (n = 1447), Canada (n = 1265), New Zealand (n = 1435), UK (n = 1337), and US (n = 1259). The EQ-5D-5L showed a ceiling effect (19%), but not the EQ-HWB-9 (5%). Most respondents reported problems (level 2-5) on the EQ-5D-5L pain/discomfort (67%) and anxiety/depression (60%), with anxiety/depression showing the highest proportion with worst (level 5) responses (5%). For the EQ-HWB-9, ≥ 50% reported problems (level 2-5) across all domains except mobility, with ≥ 5% reporting the worst (level 5) responses in exhaustion, loneliness, cognition, sad/depressed, anxious, and control. Both instruments moderately correlated with the WHO-5, PROMIS-10 (physical and mental t-scores), ASCOT-SCT4, OPQOL-brief, PHQ-2, and GAD-2, and demonstrated known-group validity across groups relating to self-reported physical and mental disability, chronic conditions, sleep, social support, impact of caring, psychological wellbeing, and self-reported quality-of-life. Results were consistent in subgroup analyses. CONCLUSION: This study provides evidence supporting the acceptability and construct validity of the EQ-5D-5L and EQ-HWB-9 in measuring informal carer outcomes for use in economic evaluations. Responsiveness evidence remains limited and warrants further research.

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Publication Details

Journal
Quality of Life Research
Published
2026-10-15
DOI
https://doi.org/10.1007/s11136-026-04410-w
Primary Topic
Health Systems, Economic Evaluations, Quality of Life
Type
article
Field-Weighted Citation Impact
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article

Are the EQ-5D-5L and EQ-HWB-9 valid instruments for measuring informal carer outcomes for use in economic evaluations?

Cathrine Mihalopoulos, Maja Kuharić, Fatima Al Sayah, Lidia Engel et al.
Quality of Life Research
Health Systems, Economic Evaluations, Quality of Life
article

Are the EQ-5D-5L and EQ-HWB-9 valid instruments for measuring informal carer outcomes for use in economic evaluations?

Cathrine Mihalopoulos, Maja Kuharić, Fatima Al Sayah, Lidia Engel, Jan Faller, Valeriia D. Sokolova, Brendan James Mulhern, Gang Chen
article en

Abstract

OBJECTIVES: Despite growing interest in incorporating informal carer outcomes into economic evaluations, evidence on the performance of utility measures for informal carers remains limited. This study assesses the psychometric performance of the EQ‑5D‑5L and EQ‑HWB‑9 in capturing informal carer outcomes for economic evaluations. METHODS: This study utilized cross-sectional EQ-DAPHNIE survey data from English‑speaking countries (Australia, Canada, New Zealand, UK, and US) to evaluate the EQ‑HWB‑9 (UK pilot value set) and EQ‑5D‑5L (country‑specific value sets), assessing distributional (i.e., acceptability, distribution, floor and ceiling effects) and construct validity (i.e., convergent and known-group) properties, with subgroup analyses by age and financial situation. RESULTS: There were 6,743 informal carers across Australia (n = 1447), Canada (n = 1265), New Zealand (n = 1435), UK (n = 1337), and US (n = 1259). The EQ-5D-5L showed a ceiling effect (19%), but not the EQ-HWB-9 (5%). Most respondents reported problems (level 2-5) on the EQ-5D-5L pain/discomfort (67%) and anxiety/depression (60%), with anxiety/depression showing the highest proportion with worst (level 5) responses (5%). For the EQ-HWB-9, ≥ 50% reported problems (level 2-5) across all domains except mobility, with ≥ 5% reporting the worst (level 5) responses in exhaustion, loneliness, cognition, sad/depressed, anxious, and control. Both instruments moderately correlated with the WHO-5, PROMIS-10 (physical and mental t-scores), ASCOT-SCT4, OPQOL-brief, PHQ-2, and GAD-2, and demonstrated known-group validity across groups relating to self-reported physical and mental disability, chronic conditions, sleep, social support, impact of caring, psychological wellbeing, and self-reported quality-of-life. Results were consistent in subgroup analyses. CONCLUSION: This study provides evidence supporting the acceptability and construct validity of the EQ-5D-5L and EQ-HWB-9 in measuring informal carer outcomes for use in economic evaluations. Responsiveness evidence remains limited and warrants further research.

Quality of Life ResearchVol. 35(11)
Northwestern University (US), University of Technology Sydney (AU), University of Alberta (CA), The University of Melbourne (AU), Monash Health (AU), Monash University (AU)
Australian Government, EuroQol Research Foundation
Good health and well-being
Openalex Percentile: Top 8%
Health Systems, Economic Evaluations, Quality of Life
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