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BBP vs. BTEC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BBP and BTEC is 0.50, 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.


Performance

BBP vs. BTEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus LifeSci Biotech Products ETF (BBP) and Principal Healthcare Innovators Index ETF (BTEC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


BBP

YTD

-7.81%

1M

3.38%

6M

-9.19%

1Y

-2.38%

5Y*

3.73%

10Y*

5.76%

BTEC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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BBP vs. BTEC - Expense Ratio Comparison

BBP has a 0.79% expense ratio, which is higher than BTEC's 0.42% expense ratio.


Risk-Adjusted Performance

BBP vs. BTEC — Risk-Adjusted Performance Rank

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

BBP
The Risk-Adjusted Performance Rank of BBP is 1414
Overall Rank
The Sharpe Ratio Rank of BBP is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of BBP is 1515
Sortino Ratio Rank
The Omega Ratio Rank of BBP is 1515
Omega Ratio Rank
The Calmar Ratio Rank of BBP is 1414
Calmar Ratio Rank
The Martin Ratio Rank of BBP is 1414
Martin Ratio Rank

BTEC
The Risk-Adjusted Performance Rank of BTEC is 2525
Overall Rank
The Sharpe Ratio Rank of BTEC is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of BTEC is 2929
Sortino Ratio Rank
The Omega Ratio Rank of BTEC is 2727
Omega Ratio Rank
The Calmar Ratio Rank of BTEC is 2222
Calmar Ratio Rank
The Martin Ratio Rank of BTEC is 2222
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.

BBP vs. BTEC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus LifeSci Biotech Products ETF (BBP) and Principal Healthcare Innovators Index ETF (BTEC). 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.



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Dividends

BBP vs. BTEC - Dividend Comparison

Neither BBP nor BTEC has paid dividends to shareholders.


TTM2024202320222021202020192018201720162015
BBP
Virtus LifeSci Biotech Products ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.18%0.00%1.29%
BTEC
Principal Healthcare Innovators Index ETF
0.00%0.00%0.00%0.00%0.96%0.37%0.00%0.00%0.13%0.00%0.00%

Drawdowns

BBP vs. BTEC - Drawdown Comparison


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Volatility

BBP vs. BTEC - Volatility Comparison


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