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BBP vs. BTEC
Performance
Return for Risk
Dividends
Drawdowns
Volatility

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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BBP vs. BTEC - Yearly Performance Comparison


Returns By Period


BBP

1D
0.80%
1M
-0.93%
YTD
4.77%
6M
17.96%
1Y
47.40%
3Y*
19.33%
5Y*
9.54%
10Y*
12.85%

BTEC

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

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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.


Return for Risk

BBP vs. BTEC — Risk / Return Rank

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

BBP
BBP Risk / Return Rank: 8585
Overall Rank
BBP Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
BBP Sortino Ratio Rank: 8787
Sortino Ratio Rank
BBP Omega Ratio Rank: 7777
Omega Ratio Rank
BBP Calmar Ratio Rank: 9090
Calmar Ratio Rank
BBP Martin Ratio Rank: 8888
Martin Ratio Rank

BTEC
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.

BBP vs. BTEC - Risk-Adjusted Trends 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.


BBPBTECDifference

Sharpe ratio

Return per unit of total volatility

1.78

Sortino ratio

Return per unit of downside risk

2.44

Omega ratio

Gain probability vs. loss probability

1.30

Calmar ratio

Return relative to maximum drawdown

3.20

Martin ratio

Return relative to average drawdown

11.83

BBP vs. BTEC - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BBPBTECDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

Dividends

BBP vs. BTEC - Dividend Comparison

Neither BBP nor BTEC has paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
BBP
Virtus LifeSci Biotech Products ETF
0.00%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%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BBP vs. BTEC - Drawdown Comparison

The maximum BBP drawdown since its inception was -44.32%, which is greater than BTEC's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BBP and BTEC.


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Drawdown Indicators


BBPBTECDifference

Max Drawdown

Largest peak-to-trough decline

-44.32%

0.00%

-44.32%

Max Drawdown (1Y)

Largest decline over 1 year

-13.38%

Max Drawdown (5Y)

Largest decline over 5 years

-38.28%

Max Drawdown (10Y)

Largest decline over 10 years

-44.32%

Current Drawdown

Current decline from peak

-3.12%

0.00%

-3.12%

Average Drawdown

Average peak-to-trough decline

-12.16%

0.00%

-12.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.62%

Volatility

BBP vs. BTEC - Volatility Comparison


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Volatility by Period


BBPBTECDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.64%

Volatility (6M)

Calculated over the trailing 6-month period

18.02%

Volatility (1Y)

Calculated over the trailing 1-year period

27.02%

0.00%

+27.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.22%

0.00%

+26.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.51%

0.00%

+27.51%