BMED vs. VOO
Compare and contrast key facts about Future Health ETF (BMED) and Vanguard S&P 500 ETF (VOO).
BMED and VOO 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 Financial Management. It was launched on Sep 29, 2020. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMED or VOO.
Correlation
The correlation between BMED and VOO is 0.71, 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
BMED vs. VOO - Performance Comparison
Key characteristics
BMED:
0.09
VOO:
1.89
BMED:
0.22
VOO:
2.54
BMED:
1.03
VOO:
1.35
BMED:
0.05
VOO:
2.83
BMED:
0.35
VOO:
11.83
BMED:
3.79%
VOO:
2.02%
BMED:
14.05%
VOO:
12.66%
BMED:
-36.44%
VOO:
-33.99%
BMED:
-19.18%
VOO:
-0.42%
Returns By Period
In the year-to-date period, BMED achieves a 5.06% return, which is significantly higher than VOO's 4.17% return.
BMED
5.06%
-0.55%
0.05%
1.95%
N/A
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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BMED vs. VOO - Expense Ratio Comparison
BMED has a 0.85% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BMED vs. VOO — Risk-Adjusted Performance Rank
BMED
VOO
BMED vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Future Health ETF (BMED) and Vanguard S&P 500 ETF (VOO). 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
BMED vs. VOO - Dividend Comparison
BMED has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BMED Future Health ETF | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BMED vs. VOO - Drawdown Comparison
The maximum BMED drawdown since its inception was -36.44%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BMED and VOO. For additional features, visit the drawdowns tool.
Volatility
BMED vs. VOO - Volatility Comparison
Future Health ETF (BMED) has a higher volatility of 3.35% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that BMED's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.