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BBP vs. IYF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BBP vs. IYF

Last updated Jun 24, 2026

BBP (Virtus LifeSci Biotech Products ETF) and IYF (iShares U.S. Financials ETF) are both exchange-traded funds - BBP is a Health & Biotech Equities fund tracking the LifeSci Biotechnology Products Index, while IYF is a Financials Equities fund tracking the Dow Jones U.S. Financials Index. Both are passively managed. Over the past 10 years, BBP returned 13.69%/yr vs 13.90%/yr for IYF. At a 0.44 correlation, their price movements are largely independent. BBP charges 0.79%/yr vs 0.42%/yr for IYF.

Performance

BBP vs. IYF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus LifeSci Biotech Products ETF (BBP) and iShares U.S. Financials ETF (IYF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BBP achieves a 16.04% return, which is significantly higher than IYF's 0.92% return. Both investments have delivered pretty close results over the past 10 years, with BBP having a 13.69% annualized return and IYF not far ahead at 13.90%.

BBP

1D
1.20%
1M
7.69%
YTD
16.04%
6M
14.38%
1Y
59.95%
3Y*
20.40%
5Y*
11.34%
10Y*
13.69%

IYF

1D
0.41%
1M
4.59%
YTD
0.92%
6M
-0.33%
1Y
11.89%
3Y*
23.15%
5Y*
11.53%
10Y*
13.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBP vs. IYF - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
BBP
Virtus LifeSci Biotech Products ETF		16.04%33.15%3.32%17.88%0.85%-8.17%22.24%24.73%-13.95%24.07%
IYF
iShares U.S. Financials ETF		0.92%18.25%31.30%15.32%-11.33%31.60%-1.00%31.86%-9.39%19.58%

Correlation

The correlation between BBP and IYF is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.38

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

0.43

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

0.46

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

0.43

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

0.44

BBP vs. IYF - Sectors Allocation Comparison

Sectors
BBP
IYF

Healthcare

100.0%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

99.1%

Industrials

-

-

Real Estate

-

0.6%

Technology

-

0.3%

Utilities

-

-

Healthcare

BBP
100.0%
IYF

-

Basic Materials

BBP

-

IYF

-

Communication Services

BBP

-

IYF

-

Consumer Cyclical

BBP

-

IYF

-

Consumer Defensive

BBP

-

IYF

-

Energy

BBP

-

IYF

-

Financial Services

BBP

-

IYF
99.1%

Industrials

BBP

-

IYF

-

Real Estate

BBP

-

IYF
0.6%

Technology

BBP

-

IYF
0.3%

Utilities

BBP

-

IYF

-

Compare stocks, funds, or ETFs

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Virtus LifeSci Biotech Products ETF

iShares U.S. Financials ETF

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Often compared with IYF:
IYF vs. XLFIYF vs. VFHIYF vs. IYGIYF vs. KBWBIYF vs. KBEIYF vs. IXGIYF vs. FTXO

Return for Risk

BBP vs. IYF — 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: 8484
Sharpe Ratio Rank
BBP Sortino Ratio Rank: 8282
Sortino Ratio Rank
BBP Omega Ratio Rank: 7373
Omega Ratio Rank
BBP Calmar Ratio Rank: 9494
Calmar Ratio Rank
BBP Martin Ratio Rank: 9191
Martin Ratio Rank
IYF
IYF Risk / Return Rank: 2222
Overall Rank
IYF Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
IYF Sortino Ratio Rank: 2222
Sortino Ratio Rank
IYF Omega Ratio Rank: 2222
Omega Ratio Rank
IYF Calmar Ratio Rank: 2020
Calmar Ratio Rank
IYF Martin Ratio Rank: 2020
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.

BBP vs. IYF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus LifeSci Biotech Products ETF (BBP) and iShares U.S. Financials ETF (IYF). 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.

BBPIYFDifference
Sharpe ratioReturn per unit of total volatility
2.52
0.82

+1.69

Sortino ratioReturn per unit of downside risk
3.42
1.19

+2.23

Omega ratioGain probability vs. loss probability

1.40

1.15

+0.25

Calmar ratioReturn relative to maximum drawdown

6.49

0.86

+5.63

Martin ratioReturn relative to average drawdown

20.18

2.32

+17.86

BBP vs. IYF - Sharpe Ratio Comparison

The current BBP Sharpe Ratio is 2.52, which is higher than the IYF Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of BBP and IYF, 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

BBP vs. IYF - Drawdown Comparison

The maximum BBP drawdown since its inception was -44.32%, smaller than the maximum IYF drawdown of -79.09%. Use the drawdown chart below to compare losses from any high point for BBP and IYF.

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Drawdown Indicators

BBPIYFDifference

Max Drawdown

Largest peak-to-trough decline

-44.32%

-79.09%

+34.77%

Max Drawdown (1Y)

Largest decline over 1 year

-9.28%

-13.88%

+4.60%

Max Drawdown (3Y)

Largest decline over 3 years

-26.09%

-16.60%

-9.49%

Max Drawdown (5Y)

Largest decline over 5 years

-37.89%

-25.06%

-12.83%

Max Drawdown (10Y)

Largest decline over 10 years

-44.32%

-42.57%

-1.75%

Current Drawdown

Current decline from peak

0.00%

-2.17%

+2.17%

Average Drawdown

Average peak-to-trough decline

-11.98%

-17.58%

+5.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.98%

5.14%

-2.16%

Volatility

BBP vs. IYF - Volatility Comparison

Virtus LifeSci Biotech Products ETF (BBP) has a higher volatility of 6.46% compared to iShares U.S. Financials ETF (IYF) at 4.13%. This indicates that BBP's price experiences larger fluctuations and is considered to be riskier than IYF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

BBPIYFDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.46%

4.13%

+2.33%

Volatility (6M)

Calculated over the trailing 6-month period

18.88%

11.19%

+7.69%

Volatility (1Y)

Calculated over the trailing 1-year period

23.96%

14.53%

+9.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.37%

19.00%

+7.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.39%

20.84%

+6.55%

BBP vs. IYF - Expense Ratio Comparison

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

Dividends

BBP vs. IYF - Dividend Comparison

BBP has not paid dividends to shareholders, while IYF's dividend yield for the trailing twelve months is around 1.48%.

PositionTTM20252024202320222021202020192018201720162015
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%
IYF
iShares U.S. Financials ETF		1.48%1.32%1.29%1.67%1.86%1.27%1.72%1.64%1.90%1.46%1.67%1.66%

Frequently Asked Questions

BBP and IYF have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BBP has higher volatility (6.46%) compared to IYF (4.13%). In terms of maximum drawdown, BBP dropped -44.32% vs IYF's -79.09%.

On 10-year performance, IYF leads with 13.90% vs 13.69% for BBP. On fees, IYF is cheaper at 0.42% per year. On volatility, IYF has been the lower-risk option at 4.13%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, IYF has performed better with a 13.90% return vs 13.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IYF is cheaper with a 0.42% expense ratio, compared with 0.79% for BBP.

IYF has the higher dividend yield at 1.48%, compared with 0.00% for BBP.

BBP is categorized as Health & Biotech Equities, while IYF is Financials Equities. BBP tracks LifeSci Biotechnology Products Index, while IYF tracks Dow Jones U.S. Financials Index. They also come from different issuers: Virtus Investment Partners and iShares. Their fees differ too: 0.79% for BBP and 0.42% for IYF.

BBP currently has the higher Sharpe Ratio (2.52 vs 0.82), 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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