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BPH vs. NVOH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BPH vs. NVOH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BP p.l.c. ADRhedged ETF (BPH) and Novo Nordisk A/S (B Shares) ADRhedged ETF (NVOH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BPH

1D
2.00%
1M
18.84%
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

NVOH

1D
-8.23%
1M
-7.20%
6M
-15.76%
YTD
-3.13%
1Y
2.68%
3Y*
5Y*
10Y*
ALL TIME*
-32.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$53.46K$52.99K$51.54K
$40.92K$41.70K$51.17K

BPH vs. NVOH - Yearly Performance Comparison


Correlation

The correlation between BPH and NVOH is -0.34, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (All Time)
Calculated using the full available price history since May 26, 2026

-0.34

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Return for Risk

BPH vs. NVOH — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BPH

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


NVOH
NVOH Risk / Return Rank: 1414
Overall Rank
NVOH Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
NVOH Sortino Ratio Rank: 1515
Sortino Ratio Rank
NVOH Omega Ratio Rank: 1616
Omega Ratio Rank
NVOH Calmar Ratio Rank: 1212
Calmar Ratio Rank
NVOH Martin Ratio Rank: 1212
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BPH vs. NVOH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BP p.l.c. ADRhedged ETF (BPH) and Novo Nordisk A/S (B Shares) ADRhedged ETF (NVOH). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BPHNVOHDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.06

Calmar ratioReturn relative to maximum drawdown

0.09

Martin ratioReturn relative to average drawdown

0.17

BPH vs. NVOH - Sharpe Ratio Comparison


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Drawdowns

BPH vs. NVOH - Drawdown Comparison

The maximum BPH drawdown since its inception was -15.58%, smaller than the maximum NVOH drawdown of -61.60%. Use the drawdown chart below to compare losses from any high point for BPH and NVOH.


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Drawdown Indicators


BPHNVOHDifference

Max Drawdown

Largest peak-to-trough decline

-15.58%

-61.60%

+46.02%

Max Drawdown (1Y)

Largest decline over 1 year

-40.93%

Current Drawdown

Current decline from peak

0.00%

-49.02%

+49.02%

Average Drawdown

Average peak-to-trough decline

-5.64%

-39.23%

+33.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.49%

Volatility

BPH vs. NVOH - Volatility Comparison


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Volatility by Period


BPHNVOHDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.19%

Volatility (6M)

Calculated over the trailing 6-month period

35.13%

Volatility (1Y)

Calculated over the trailing 1-year period

28.58%

45.13%

-16.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.58%

47.99%

-19.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.58%

47.99%

-19.41%

BPH vs. NVOH - Expense Ratio Comparison

Both BPH and NVOH have an expense ratio of 0.19%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

BPH vs. NVOH - Dividend Comparison

BPH's dividend yield for the trailing twelve months is around 0.48%, less than NVOH's 6.67% yield.


Frequently Asked Questions


BPH and NVOH have a correlation of -0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.19% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

BPH and NVOH have the same expense ratio: 0.19% per year.

NVOH has the higher dividend yield at 6.67%, compared with 0.48% for BPH.

BPH is categorized as Energy Equities, while NVOH is Foreign Large Cap Equities.

Portfolio Optimizer

Find the right allocation for BPH and NVOH

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