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BMED vs. VHT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BMED vs. VHT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Future Health ETF (BMED) and Vanguard Health Care ETF (VHT). The values are adjusted to include any dividend payments, if applicable.

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BMED vs. VHT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
BMED
Future Health ETF
-4.58%21.79%1.55%5.70%-19.69%-3.96%17.86%
VHT
Vanguard Health Care ETF
-5.04%15.46%2.66%2.52%-5.60%20.57%10.41%

Returns By Period

In the year-to-date period, BMED achieves a -4.58% return, which is significantly higher than VHT's -5.04% return.


BMED

1D
2.68%
1M
-6.75%
YTD
-4.58%
6M
7.95%
1Y
19.34%
3Y*
7.27%
5Y*
0.33%
10Y*

VHT

1D
2.24%
1M
-7.50%
YTD
-5.04%
6M
5.91%
1Y
4.70%
3Y*
6.16%
5Y*
5.09%
10Y*
9.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BMED vs. VHT - Expense Ratio Comparison

BMED has a 0.85% expense ratio, which is higher than VHT's 0.10% expense ratio.


Return for Risk

BMED vs. VHT — Risk / Return Rank

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

BMED
BMED Risk / Return Rank: 5757
Overall Rank
BMED Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
BMED Sortino Ratio Rank: 6060
Sortino Ratio Rank
BMED Omega Ratio Rank: 5555
Omega Ratio Rank
BMED Calmar Ratio Rank: 5959
Calmar Ratio Rank
BMED Martin Ratio Rank: 5252
Martin Ratio Rank

VHT
VHT Risk / Return Rank: 2121
Overall Rank
VHT Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
VHT Sortino Ratio Rank: 2020
Sortino Ratio Rank
VHT Omega Ratio Rank: 1919
Omega Ratio Rank
VHT Calmar Ratio Rank: 2525
Calmar Ratio Rank
VHT Martin Ratio Rank: 2121
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.

BMED vs. VHT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Future Health ETF (BMED) and Vanguard Health Care ETF (VHT). 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.


BMEDVHTDifference

Sharpe ratio

Return per unit of total volatility

1.07

0.27

+0.80

Sortino ratio

Return per unit of downside risk

1.54

0.49

+1.05

Omega ratio

Gain probability vs. loss probability

1.21

1.06

+0.14

Calmar ratio

Return relative to maximum drawdown

1.51

0.51

+1.00

Martin ratio

Return relative to average drawdown

5.06

1.09

+3.97

BMED vs. VHT - Sharpe Ratio Comparison

The current BMED Sharpe Ratio is 1.07, which is higher than the VHT Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of BMED and VHT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BMEDVHTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

0.27

+0.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.02

0.34

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

0.56

-0.43

Correlation

The correlation between BMED and VHT is 0.83, 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. VHT - Dividend Comparison

BMED has not paid dividends to shareholders, while VHT's dividend yield for the trailing twelve months is around 1.73%.


TTM20252024202320222021202020192018201720162015
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%
VHT
Vanguard Health Care ETF
1.73%1.61%1.53%1.36%1.33%1.14%1.21%1.89%1.38%1.31%1.45%1.22%

Drawdowns

BMED vs. VHT - Drawdown Comparison

The maximum BMED drawdown since its inception was -36.44%, smaller than the maximum VHT drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for BMED and VHT.


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Drawdown Indicators


BMEDVHTDifference

Max Drawdown

Largest peak-to-trough decline

-36.44%

-39.12%

+2.68%

Max Drawdown (1Y)

Largest decline over 1 year

-12.31%

-10.40%

-1.91%

Max Drawdown (5Y)

Largest decline over 5 years

-33.90%

-17.71%

-16.19%

Max Drawdown (10Y)

Largest decline over 10 years

-28.85%

Current Drawdown

Current decline from peak

-10.60%

-8.05%

-2.55%

Average Drawdown

Average peak-to-trough decline

-19.30%

-5.98%

-13.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.67%

4.96%

-1.29%

Volatility

BMED vs. VHT - Volatility Comparison

Future Health ETF (BMED) has a higher volatility of 6.08% compared to Vanguard Health Care ETF (VHT) at 5.10%. This indicates that BMED's price experiences larger fluctuations and is considered to be riskier than VHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BMEDVHTDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.08%

5.10%

+0.98%

Volatility (6M)

Calculated over the trailing 6-month period

11.07%

10.28%

+0.79%

Volatility (1Y)

Calculated over the trailing 1-year period

18.25%

17.61%

+0.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.43%

14.85%

+2.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.82%

16.94%

+0.88%