BMEZ vs. HELX

In the year-to-date period, BMEZ achieves a 2.90% return, which is significantly higher than HELX's -11.05% return.

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This table presents a comparison of risk-adjusted performance metrics for BlackRock Health Sciences Trust II (BMEZ) and Franklin Genomic Advancements ETF (HELX). 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.

The current BMEZ Sharpe Ratio is 0.32, which is higher than the HELX Sharpe Ratio of -0.75. The chart below compares the historical Sharpe Ratios of BMEZ and HELX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BMEZ's dividend yield for the trailing twelve months is around 14.38%, while HELX has not paid dividends to shareholders.

The maximum BMEZ drawdown since its inception was -46.05%, smaller than the maximum HELX drawdown of -58.75%. Use the drawdown chart below to compare losses from any high point for BMEZ and HELX. For additional features, visit the drawdowns tool.

The current volatility for BlackRock Health Sciences Trust II (BMEZ) is 8.15%, while Franklin Genomic Advancements ETF (HELX) has a volatility of 10.18%. This indicates that BMEZ experiences smaller price fluctuations and is considered to be less risky than HELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.