BBP vs. WDNA
Compare and contrast key facts about Virtus LifeSci Biotech Products ETF (BBP) and WisdomTree BioRevolution Fund (WDNA).
BBP and WDNA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBP is a passively managed fund by Virtus Investment Partners that tracks the performance of the LifeSci Biotechnology Products Index. It was launched on Dec 17, 2014. WDNA is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree BioRevolution Index. It was launched on Jun 3, 2021. Both BBP and WDNA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBP or WDNA.
Key characteristics
| BBP | WDNA | |
|---|---|---|
| YTD Return | 13.02% | -2.92% |
| 1Y Return | 38.68% | 17.22% |
| 3Y Return (Ann) | 8.99% | -13.15% |
| Sharpe Ratio | 1.79 | 0.76 |
| Sortino Ratio | 2.47 | 1.22 |
| Omega Ratio | 1.29 | 1.14 |
| Calmar Ratio | 1.75 | 0.34 |
| Martin Ratio | 5.45 | 2.09 |
| Ulcer Index | 7.30% | 8.20% |
| Daily Std Dev | 22.23% | 22.53% |
| Max Drawdown | -44.32% | -51.90% |
| Current Drawdown | -3.66% | -40.64% |
Correlation
The correlation between BBP and WDNA is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BBP vs. WDNA - Performance Comparison
In the year-to-date period, BBP achieves a 13.02% return, which is significantly higher than WDNA's -2.92% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BBP vs. WDNA - Expense Ratio Comparison
BBP has a 0.79% expense ratio, which is higher than WDNA's 0.45% expense ratio.
Risk-Adjusted Performance
BBP vs. WDNA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus LifeSci Biotech Products ETF (BBP) and WisdomTree BioRevolution Fund (WDNA). 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
BBP vs. WDNA - Dividend Comparison
BBP has not paid dividends to shareholders, while WDNA's dividend yield for the trailing twelve months is around 0.82%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBP Virtus LifeSci Biotech Products ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.18% | 0.00% | 1.29% |
WDNA WisdomTree BioRevolution Fund | 0.82% | 0.80% | 0.37% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BBP vs. WDNA - Drawdown Comparison
The maximum BBP drawdown since its inception was -44.32%, smaller than the maximum WDNA drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for BBP and WDNA. For additional features, visit the drawdowns tool.
Volatility
BBP vs. WDNA - Volatility Comparison
Virtus LifeSci Biotech Products ETF (BBP) has a higher volatility of 5.97% compared to WisdomTree BioRevolution Fund (WDNA) at 3.93%. This indicates that BBP's price experiences larger fluctuations and is considered to be riskier than WDNA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.