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BBC vs. BBH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BBC and BBH is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

BBC vs. BBH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus LifeSci Biotech Clinical Trials ETF (BBC) and VanEck Vectors Biotech ETF (BBH). The values are adjusted to include any dividend payments, if applicable.

-40.00%-20.00%0.00%20.00%40.00%60.00%NovemberDecember2025FebruaryMarchApril
-29.32%
33.13%
BBC
BBH

Key characteristics

Sharpe Ratio

BBC:

-0.71

BBH:

-0.23

Sortino Ratio

BBC:

-0.85

BBH:

-0.19

Omega Ratio

BBC:

0.90

BBH:

0.98

Calmar Ratio

BBC:

-0.36

BBH:

-0.13

Martin Ratio

BBC:

-1.30

BBH:

-0.53

Ulcer Index

BBC:

21.41%

BBH:

8.53%

Daily Std Dev

BBC:

39.03%

BBH:

19.63%

Max Drawdown

BBC:

-76.85%

BBH:

-72.69%

Current Drawdown

BBC:

-70.00%

BBH:

-31.30%

Returns By Period

In the year-to-date period, BBC achieves a -23.46% return, which is significantly lower than BBH's -5.20% return. Over the past 10 years, BBC has underperformed BBH with an annualized return of -5.17%, while BBH has yielded a comparatively higher 1.92% annualized return.


BBC

YTD

-23.46%

1M

-2.16%

6M

-36.57%

1Y

-25.07%

5Y*

-12.40%

10Y*

-5.17%

BBH

YTD

-5.20%

1M

-6.37%

6M

-12.26%

1Y

-3.09%

5Y*

0.32%

10Y*

1.92%

*Annualized

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BBC vs. BBH - Expense Ratio Comparison

BBC has a 0.79% expense ratio, which is higher than BBH's 0.35% expense ratio.


Expense ratio chart for BBC: current value is 0.79%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BBC: 0.79%
Expense ratio chart for BBH: current value is 0.35%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BBH: 0.35%

Risk-Adjusted Performance

BBC vs. BBH — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBC
The Risk-Adjusted Performance Rank of BBC is 33
Overall Rank
The Sharpe Ratio Rank of BBC is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of BBC is 22
Sortino Ratio Rank
The Omega Ratio Rank of BBC is 33
Omega Ratio Rank
The Calmar Ratio Rank of BBC is 44
Calmar Ratio Rank
The Martin Ratio Rank of BBC is 33
Martin Ratio Rank

BBH
The Risk-Adjusted Performance Rank of BBH is 1010
Overall Rank
The Sharpe Ratio Rank of BBH is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of BBH is 1010
Sortino Ratio Rank
The Omega Ratio Rank of BBH is 1010
Omega Ratio Rank
The Calmar Ratio Rank of BBH is 1212
Calmar Ratio Rank
The Martin Ratio Rank of BBH is 1111
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BBC vs. BBH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus LifeSci Biotech Clinical Trials ETF (BBC) and VanEck Vectors Biotech ETF (BBH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for BBC, currently valued at -0.71, compared to the broader market-1.000.001.002.003.004.00
BBC: -0.71
BBH: -0.23
The chart of Sortino ratio for BBC, currently valued at -0.85, compared to the broader market-2.000.002.004.006.008.00
BBC: -0.85
BBH: -0.19
The chart of Omega ratio for BBC, currently valued at 0.90, compared to the broader market0.501.001.502.002.50
BBC: 0.90
BBH: 0.98
The chart of Calmar ratio for BBC, currently valued at -0.36, compared to the broader market0.002.004.006.008.0010.0012.00
BBC: -0.36
BBH: -0.13
The chart of Martin ratio for BBC, currently valued at -1.30, compared to the broader market0.0020.0040.0060.00
BBC: -1.30
BBH: -0.53

The current BBC Sharpe Ratio is -0.71, which is lower than the BBH Sharpe Ratio of -0.23. The chart below compares the historical Sharpe Ratios of BBC and BBH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.00NovemberDecember2025FebruaryMarchApril
-0.71
-0.23
BBC
BBH

Dividends

BBC vs. BBH - Dividend Comparison

BBC's dividend yield for the trailing twelve months is around 1.31%, more than BBH's 0.84% yield.


TTM2024202320222021202020192018201720162015
BBC
Virtus LifeSci Biotech Clinical Trials ETF
1.31%1.00%0.34%0.00%0.00%0.00%0.00%0.00%1.04%0.00%0.51%
BBH
VanEck Vectors Biotech ETF
0.84%0.80%0.43%0.47%0.21%0.36%0.34%0.50%0.55%0.30%0.27%

Drawdowns

BBC vs. BBH - Drawdown Comparison

The maximum BBC drawdown since its inception was -76.85%, which is greater than BBH's maximum drawdown of -72.69%. Use the drawdown chart below to compare losses from any high point for BBC and BBH. For additional features, visit the drawdowns tool.


-80.00%-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%NovemberDecember2025FebruaryMarchApril
-70.00%
-31.30%
BBC
BBH

Volatility

BBC vs. BBH - Volatility Comparison

Virtus LifeSci Biotech Clinical Trials ETF (BBC) has a higher volatility of 19.99% compared to VanEck Vectors Biotech ETF (BBH) at 11.42%. This indicates that BBC's price experiences larger fluctuations and is considered to be riskier than BBH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
19.99%
11.42%
BBC
BBH