BBC vs. LLY
Compare and contrast key facts about Virtus LifeSci Biotech Clinical Trials ETF (BBC) and Eli Lilly and Company (LLY).
BBC is a passively managed fund by Virtus Investment Partners that tracks the performance of the LifeSci Biotechnology Clinical Trials Index. It was launched on Dec 16, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBC or LLY.
Correlation
The correlation between BBC and LLY is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BBC vs. LLY - Performance Comparison
Key characteristics
BBC:
0.30
LLY:
1.18
BBC:
0.66
LLY:
1.78
BBC:
1.07
LLY:
1.23
BBC:
0.17
LLY:
1.47
BBC:
0.89
LLY:
4.28
BBC:
11.77%
LLY:
8.29%
BBC:
34.94%
LLY:
30.04%
BBC:
-72.73%
LLY:
-68.27%
BBC:
-60.17%
LLY:
-19.89%
Returns By Period
In the year-to-date period, BBC achieves a 0.49% return, which is significantly lower than LLY's 32.57% return. Over the past 10 years, BBC has underperformed LLY with an annualized return of -0.51%, while LLY has yielded a comparatively higher 29.62% annualized return.
BBC
0.49%
-6.09%
-3.67%
7.94%
-8.13%
-0.51%
LLY
32.57%
1.90%
-12.87%
35.10%
44.05%
29.62%
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Risk-Adjusted Performance
BBC vs. LLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus LifeSci Biotech Clinical Trials ETF (BBC) and Eli Lilly and Company (LLY). 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.
Dividends
BBC vs. LLY - Dividend Comparison
BBC's dividend yield for the trailing twelve months is around 0.99%, more than LLY's 0.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBC Virtus LifeSci Biotech Clinical Trials ETF | 0.99% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.04% | 0.00% | 0.51% | 0.00% | 0.00% |
LLY Eli Lilly and Company | 0.68% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.95% | 2.46% | 2.77% | 2.37% | 2.84% | 3.84% |
Drawdowns
BBC vs. LLY - Drawdown Comparison
The maximum BBC drawdown since its inception was -72.73%, which is greater than LLY's maximum drawdown of -68.27%. Use the drawdown chart below to compare losses from any high point for BBC and LLY. For additional features, visit the drawdowns tool.
Volatility
BBC vs. LLY - Volatility Comparison
Virtus LifeSci Biotech Clinical Trials ETF (BBC) has a higher volatility of 11.33% compared to Eli Lilly and Company (LLY) at 7.16%. This indicates that BBC's price experiences larger fluctuations and is considered to be riskier than LLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.