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BBC vs. LLY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBC vs. LLY - Performance Comparison

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

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Returns By Period

In the year-to-date period, BBC achieves a 23.79% return, which is significantly higher than LLY's 2.90% return. Over the past 10 years, BBC has underperformed LLY with an annualized return of 10.98%, while LLY has yielded a comparatively higher 33.08% annualized return.


BBC

1D
4.97%
1M
11.76%
YTD
23.79%
6M
18.79%
1Y
151.23%
3Y*
26.34%
5Y*
-0.15%
10Y*
10.98%

LLY

1D
0.32%
1M
3.48%
YTD
2.90%
6M
2.73%
1Y
45.51%
3Y*
34.88%
5Y*
39.70%
10Y*
33.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBC vs. LLY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BBC
Virtus LifeSci Biotech Clinical Trials ETF
23.79%63.77%-1.11%-1.80%-35.13%-22.31%30.32%63.81%-18.29%57.85%
LLY
Eli Lilly and Company
2.90%40.25%33.30%60.91%34.26%66.08%31.04%16.14%40.45%17.83%

Correlation

The correlation between BBC and LLY is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.33

Correlation (3Y)
Calculated over the trailing 3-year period

0.27

Correlation (5Y)
Calculated over the trailing 5-year period

0.24

Correlation (10Y)
Calculated over the trailing 10-year period

0.27

Correlation (All Time)
Calculated using the full available price history since Dec 17, 2014

0.29

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Return for Risk

BBC vs. LLY — Risk / Return Rank

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

BBC
BBC Risk / Return Rank: 9494
Overall Rank
BBC Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
BBC Sortino Ratio Rank: 9494
Sortino Ratio Rank
BBC Omega Ratio Rank: 9090
Omega Ratio Rank
BBC Calmar Ratio Rank: 9797
Calmar Ratio Rank
BBC Martin Ratio Rank: 9595
Martin Ratio Rank

LLY
LLY Risk / Return Rank: 7575
Overall Rank
LLY Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
LLY Sortino Ratio Rank: 7272
Sortino Ratio Rank
LLY Omega Ratio Rank: 7474
Omega Ratio Rank
LLY Calmar Ratio Rank: 7575
Calmar Ratio Rank
LLY Martin Ratio Rank: 7676
Martin Ratio Rank
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. LLY - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BBCLLYDifference
Sharpe ratioReturn per unit of total volatility

+2.99

Sortino ratioReturn per unit of downside risk

+2.81

Omega ratioGain probability vs. loss probability

1.55

1.24

+0.31

Calmar ratioReturn relative to maximum drawdown

10.08

1.97

+8.10

Martin ratioReturn relative to average drawdown

29.53

4.93

+24.60

BBC vs. LLY - Sharpe Ratio Comparison

The current BBC Sharpe Ratio is 4.20, which is higher than the LLY Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of BBC and LLY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BBC vs. LLY - Drawdown Comparison

The maximum BBC drawdown since its inception was -76.85%, which is greater than LLY's maximum drawdown of -68.24%. Use the drawdown chart below to compare losses from any high point for BBC and LLY.


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Drawdown Indicators


BBCLLYDifference

Max Drawdown

Largest peak-to-trough decline

-76.85%

-68.24%

-8.61%

Max Drawdown (1Y)

Largest decline over 1 year

-15.10%

-23.18%

+8.08%

Max Drawdown (3Y)

Largest decline over 3 years

-54.45%

-34.48%

-19.97%

Max Drawdown (5Y)

Largest decline over 5 years

-71.97%

-34.48%

-37.49%

Max Drawdown (10Y)

Largest decline over 10 years

-76.85%

-34.48%

-42.37%

Current Drawdown

Current decline from peak

-20.54%

-5.07%

-15.47%

Average Drawdown

Average peak-to-trough decline

-37.09%

-19.20%

-17.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.14%

9.26%

-4.12%

Volatility

BBC vs. LLY - Volatility Comparison

Virtus LifeSci Biotech Clinical Trials ETF (BBC) has a higher volatility of 12.13% compared to Eli Lilly and Company (LLY) at 8.76%. 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.


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Volatility by Period


BBCLLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.13%

8.76%

+3.37%

Volatility (6M)

Calculated over the trailing 6-month period

26.75%

26.89%

-0.14%

Volatility (1Y)

Calculated over the trailing 1-year period

36.33%

37.90%

-1.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.51%

32.46%

+7.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.79%

30.20%

+7.59%

Dividends

BBC vs. LLY - Dividend Comparison

BBC's dividend yield for the trailing twelve months is around 1.37%, more than LLY's 0.59% yield.


PositionTTM20252024202320222021202020192018201720162015
BBC
Virtus LifeSci Biotech Clinical Trials ETF
1.37%1.70%1.00%0.34%0.00%0.00%0.00%0.00%0.00%2.09%0.00%0.51%
LLY
Eli Lilly and Company
0.59%0.56%0.67%0.78%1.07%1.23%1.75%1.96%1.94%2.46%2.77%2.37%

Frequently Asked Questions


BBC and LLY have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BBC has higher volatility (12.13%) compared to LLY (8.76%). In terms of maximum drawdown, BBC dropped -76.85% vs LLY's -68.24%.

BBC currently has the higher Sharpe Ratio (4.20 vs 1.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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