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What is the difference between EQ-5D and SF 36?

Published in Health Outcomes Measurement 4 mins read

What is the difference between EQ-5D and SF-36?

The primary difference between the EQ-5D and SF-36 lies in their purpose, structure, and the type of health outcome measure they produce, particularly concerning the ability to generate preference-based utility scores. While both are widely used generic measures of health, the EQ-5D is designed to generate utility scores for economic evaluation, whereas the SF-36 provides a detailed health profile.

Understanding Health-Related Quality of Life (HRQoL) Measures

Both the EQ-5D (EuroQol Five-Dimension) and the SF-36 (Short Form 36 Health Survey) are standardized questionnaires used to assess an individual's health-related quality of life (HRQoL). These tools are invaluable in clinical research, public health, and health economics for understanding the impact of diseases, treatments, and interventions on people's lives.

EQ-5D: Preference-Based Utility for Economic Evaluation

The EQ-5D is a concise and generic preference-based measure of health-related quality of life. It is particularly designed to produce utility scores, which are numerical values reflecting the desirability of a health state, typically ranging from 0 (representing dead) to 1 (representing perfect health). These utility scores are crucial for economic evaluations, such as cost-utility analyses, where they are used to calculate Quality-Adjusted Life Years (QALYs).

Key Characteristics of EQ-5D:

  • Structure: It comprises five dimensions of health:
    • Mobility
    • Self-care
    • Usual activities
    • Pain/discomfort
    • Anxiety/depression
      Each dimension is rated on a 3-level (EQ-5D-3L) or 5-level (EQ-5D-5L) scale, describing the severity of problems.
  • Visual Analogue Scale (VAS): In addition to the five dimensions, the EQ-5D also includes a Visual Analogue Scale (EQ VAS), where respondents rate their overall health on a scale from 0 (worst imaginable health) to 100 (best imaginable health).
  • Output: Generates a health state description that can be converted into a single utility score using country-specific value sets. These scores are anchored at 0 for dead and 1 for perfect health.
  • Primary Use: Widely used in health technology assessment and economic evaluations to inform resource allocation decisions, making it the most widely used generic preference-based measure for this purpose.

SF-36: Comprehensive Health Profile

The SF-36 is a longer, more comprehensive generic health status questionnaire designed to measure functional health and well-being from the patient's perspective. Unlike the EQ-5D, the SF-36 itself does not directly produce preference-based utility scores. Instead, it generates a health profile across various domains.

Key Characteristics of SF-36:

  • Structure: It consists of 36 items grouped into eight health domains:
    • Physical Functioning
    • Role-Physical (problems with work or other daily activities as a result of physical health)
    • Bodily Pain
    • General Health
    • Vitality
    • Social Functioning
    • Role-Emotional (problems with work or other daily activities as a result of emotional problems)
    • Mental Health
  • Output: Provides scores for each of the eight domains, which can be summarized into two broader composite scores: the Physical Component Summary (PCS) and the Mental Component Summary (MCS). These scores offer a detailed profile of an individual's health status.
  • Preference-Based Index: While the SF-36 itself is not a preference-based measure, it can be used to generate a preference-based index via the SF-6D. This means that a separate algorithm or mapping function is applied to SF-36 scores to derive utility values, allowing it to be used in economic evaluations similar to the EQ-5D.
  • Primary Use: Frequently used in population health surveys, clinical trials, and observational studies to assess the burden of disease, monitor treatment effectiveness, and track changes in health over time.

Comparative Summary

Here's a table summarizing the key differences between EQ-5D and SF-36:

Feature EQ-5D (EuroQol Five-Dimension) SF-36 (Short Form 36 Health Survey)
Type of Measure Generic, Preference-Based Measure (Utility) Generic, Health Profile Measure
Number of Dimensions/Items 5 dimensions (+ VAS) 36 items across 8 domains
Output Single utility score (e.g., 0-1), health state description, VAS score Scores for 8 health domains, 2 summary scores (PCS, MCS)
Primary Purpose Economic evaluation (QALYs), health state valuation Detailed health profiling, general health assessment
Utility Score Generation Directly generates utility scores anchored at 0 (dead) and 1 (perfect health) using value sets Does not directly generate utility scores; requires mapping to SF-6D to derive a preference-based index
Length Shorter, less detailed Longer, more comprehensive
Sensitivity May be less sensitive to subtle changes in specific health domains due to fewer items Generally more sensitive to changes in specific aspects of health due to broader coverage

In essence, if the goal is to generate a single utility value for cost-effectiveness analysis, the EQ-5D is the more direct and widely used tool. If a more detailed understanding of various aspects of physical and mental health is required, the SF-36 provides a richer profile, though its data needs further processing (e.g., via SF-6D) to yield utility scores.