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BBC vs. GERM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBC vs. GERM - Performance Comparison

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

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Returns By Period


BBC

1D
-4.90%
1M
-4.81%
YTD
8.17%
6M
20.12%
1Y
123.11%
3Y*
19.82%
5Y*
-2.05%
10Y*
7.60%

GERM

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
0.00%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBC vs. GERM - Yearly Performance Comparison


BBC vs. GERM - Sectors Allocation Comparison


Sectors
BBC
GERM

Healthcare

100.0%
99.3%

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

0.4%

Industrials

-

-

Real Estate

-

-

Technology

-

-

Utilities

-

-

Healthcare

BBC
100.0%
GERM
99.3%

Basic Materials

BBC

-

GERM

-

Communication Services

BBC

-

GERM

-

Consumer Cyclical

BBC

-

GERM

-

Consumer Defensive

BBC

-

GERM

-

Energy

BBC

-

GERM

-

Financial Services

BBC

-

GERM
0.4%

Industrials

BBC

-

GERM

-

Real Estate

BBC

-

GERM

-

Technology

BBC

-

GERM

-

Utilities

BBC

-

GERM

-

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Return for Risk

BBC vs. GERM — Risk / Return Rank

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

BBC
BBC Risk / Return Rank: 9090
Overall Rank
BBC Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
BBC Sortino Ratio Rank: 8989
Sortino Ratio Rank
BBC Omega Ratio Rank: 7979
Omega Ratio Rank
BBC Calmar Ratio Rank: 9696
Calmar Ratio Rank
BBC Martin Ratio Rank: 9494
Martin Ratio Rank

GERM
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBC vs. GERM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus LifeSci Biotech Clinical Trials ETF (BBC) and Amplify Treatments, Testing and Advancements ETF (GERM). 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.


BBCGERMDifference

Sharpe ratio

Return per unit of total volatility

3.49

Sortino ratio

Return per unit of downside risk

4.11

Omega ratio

Gain probability vs. loss probability

1.48

Calmar ratio

Return relative to maximum drawdown

8.82

Martin ratio

Return relative to average drawdown

28.55

BBC vs. GERM - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BBCGERMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

Drawdowns

BBC vs. GERM - Drawdown Comparison

The maximum BBC drawdown since its inception was -76.85%, which is greater than GERM's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BBC and GERM.


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Drawdown Indicators


BBCGERMDifference

Max Drawdown

Largest peak-to-trough decline

-76.85%

0.00%

-76.85%

Max Drawdown (1Y)

Largest decline over 1 year

-15.10%

0.00%

-15.10%

Max Drawdown (3Y)

Largest decline over 3 years

-54.45%

Max Drawdown (5Y)

Largest decline over 5 years

-72.44%

Max Drawdown (10Y)

Largest decline over 10 years

-76.85%

Current Drawdown

Current decline from peak

-30.57%

0.00%

-30.57%

Average Drawdown

Average peak-to-trough decline

-37.14%

0.00%

-37.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.66%

0.00%

+4.66%

Volatility

BBC vs. GERM - Volatility Comparison

Virtus LifeSci Biotech Clinical Trials ETF (BBC) has a higher volatility of 11.21% compared to Amplify Treatments, Testing and Advancements ETF (GERM) at 0.00%. This indicates that BBC's price experiences larger fluctuations and is considered to be riskier than GERM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBCGERMDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.21%

0.00%

+11.21%

Volatility (6M)

Calculated over the trailing 6-month period

26.65%

0.00%

+26.65%

Volatility (1Y)

Calculated over the trailing 1-year period

35.74%

0.00%

+35.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.31%

0.00%

+39.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.75%

0.00%

+37.75%

BBC vs. GERM - Expense Ratio Comparison

BBC has a 0.79% expense ratio, which is higher than GERM's 0.68% expense ratio.


Dividends

BBC vs. GERM - Dividend Comparison

BBC's dividend yield for the trailing twelve months is around 1.57%, while GERM has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
BBC
Virtus LifeSci Biotech Clinical Trials ETF
1.57%1.70%1.00%0.34%0.00%0.00%0.00%0.00%0.00%2.09%0.00%0.51%
GERM
Amplify Treatments, Testing and Advancements ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


BBC has higher volatility (11.21%) compared to GERM (0.00%). In terms of maximum drawdown, BBC dropped -76.85% vs GERM's 0.00%.

On 1-year performance, BBC leads with 123.11% vs 0.00% for GERM. On fees, GERM is cheaper at 0.68% per year. On volatility, GERM has been the lower-risk option at 0.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, BBC has performed better with a 123.11% return vs 0.00%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

GERM is cheaper with a 0.68% expense ratio, compared with 0.79% for BBC.

BBC has the higher dividend yield at 1.57%, compared with 0.00% for GERM.

BBC tracks LifeSci Biotechnology Clinical Trials Index, while GERM tracks Prime Treatments, Testing and Advancements Index. They also come from different issuers: Virtus Investment Partners and Amplify. Their fees differ too: 0.79% for BBC and 0.68% for GERM.

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