BMED vs. IYH
Compare and contrast key facts about Future Health ETF (BMED) and iShares U.S. Healthcare ETF (IYH).
BMED and IYH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BMED is an actively managed fund by BlackRock. It was launched on Sep 29, 2020. IYH is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Health Care Index. It was launched on Jun 12, 2000.
Performance
BMED vs. IYH - Performance Comparison
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BMED vs. IYH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BMED Future Health ETF | -4.26% | 21.79% | 1.55% | 5.70% | -19.69% | -3.96% | 17.86% |
IYH iShares U.S. Healthcare ETF | -4.28% | 13.16% | 2.99% | 2.14% | -4.46% | 23.41% | 8.73% |
Returns By Period
The year-to-date returns for both stocks are quite close, with BMED having a -4.26% return and IYH slightly lower at -4.28%.
BMED
- 1D
- 0.34%
- 1M
- -5.51%
- YTD
- -4.26%
- 6M
- 5.68%
- 1Y
- 22.21%
- 3Y*
- 7.39%
- 5Y*
- 0.40%
- 10Y*
- —
IYH
- 1D
- 0.78%
- 1M
- -5.70%
- YTD
- -4.28%
- 6M
- 3.41%
- 1Y
- 5.26%
- 3Y*
- 5.68%
- 5Y*
- 5.52%
- 10Y*
- 9.51%
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BMED vs. IYH - Expense Ratio Comparison
BMED has a 0.85% expense ratio, which is higher than IYH's 0.43% expense ratio.
Return for Risk
BMED vs. IYH — Risk / Return Rank
BMED
IYH
BMED vs. IYH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Future Health ETF (BMED) and iShares U.S. Healthcare ETF (IYH). 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.
| BMED | IYH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.30 | +0.94 |
Sortino ratioReturn per unit of downside risk | 1.75 | 0.53 | +1.22 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.07 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 0.32 | +1.28 |
Martin ratioReturn relative to average drawdown | 5.45 | 0.68 | +4.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BMED | IYH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.30 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.38 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.57 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.43 | -0.30 |
Correlation
The correlation between BMED and IYH is 0.79, 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.
Dividends
BMED vs. IYH - Dividend Comparison
BMED has not paid dividends to shareholders, while IYH's dividend yield for the trailing twelve months is around 1.30%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMED Future Health ETF | 0.00% | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IYH iShares U.S. Healthcare ETF | 1.30% | 1.19% | 1.25% | 1.18% | 1.10% | 0.94% | 1.16% | 1.14% | 1.95% | 1.10% | 1.29% | 2.02% |
Drawdowns
BMED vs. IYH - Drawdown Comparison
The maximum BMED drawdown since its inception was -36.44%, smaller than the maximum IYH drawdown of -43.12%. Use the drawdown chart below to compare losses from any high point for BMED and IYH.
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Drawdown Indicators
| BMED | IYH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.44% | -43.12% | +6.68% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -10.52% | -1.79% |
Max Drawdown (5Y)Largest decline over 5 years | -33.90% | -17.91% | -15.99% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.40% | — |
Current DrawdownCurrent decline from peak | -10.30% | -7.45% | -2.85% |
Average DrawdownAverage peak-to-trough decline | -19.30% | -8.97% | -10.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 4.95% | -1.33% |
Volatility
BMED vs. IYH - Volatility Comparison
Future Health ETF (BMED) has a higher volatility of 5.98% compared to iShares U.S. Healthcare ETF (IYH) at 4.91%. This indicates that BMED's price experiences larger fluctuations and is considered to be riskier than IYH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMED | IYH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 4.91% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.87% | 10.32% | +0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.24% | 17.95% | +0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.42% | 14.79% | +2.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.81% | 16.70% | +1.11% |