PortfoliosLab logoPortfoliosLab logo
BTEC vs. FTXH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BTEC vs. FTXH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Healthcare Innovators Index ETF (BTEC) and First Trust Nasdaq Pharmaceuticals ETF (FTXH). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


BTEC

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

FTXH

1D
2.50%
1M
3.66%
YTD
7.62%
6M
9.20%
1Y
39.54%
3Y*
12.33%
5Y*
8.33%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTEC vs. FTXH - Yearly Performance Comparison


BTEC vs. FTXH - Sectors Allocation Comparison


Sectors
BTEC
FTXH

Healthcare

99.4%
100.0%

Industrials

0.6%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

-

Real Estate

-

-

Technology

-

-

Utilities

-

-

Healthcare

BTEC
99.4%
FTXH
100.0%

Industrials

BTEC
0.6%
FTXH

-

Basic Materials

BTEC

-

FTXH

-

Communication Services

BTEC

-

FTXH

-

Consumer Cyclical

BTEC

-

FTXH

-

Consumer Defensive

BTEC

-

FTXH

-

Energy

BTEC

-

FTXH

-

Financial Services

BTEC

-

FTXH

-

Real Estate

BTEC

-

FTXH

-

Technology

BTEC

-

FTXH

-

Utilities

BTEC

-

FTXH

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BTEC vs. FTXH — Risk / Return Rank

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

BTEC

FTXH
FTXH Risk / Return Rank: 7777
Overall Rank
FTXH Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
FTXH Sortino Ratio Rank: 7777
Sortino Ratio Rank
FTXH Omega Ratio Rank: 6767
Omega Ratio Rank
FTXH Calmar Ratio Rank: 8989
Calmar Ratio Rank
FTXH Martin Ratio Rank: 8080
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.

BTEC vs. FTXH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Healthcare Innovators Index ETF (BTEC) and First Trust Nasdaq Pharmaceuticals ETF (FTXH). 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.


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

BTEC vs. FTXH - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


BTECFTXHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

Drawdowns

BTEC vs. FTXH - Drawdown Comparison

The maximum BTEC drawdown since its inception was 0.00%, smaller than the maximum FTXH drawdown of -32.11%. Use the drawdown chart below to compare losses from any high point for BTEC and FTXH.


Loading charts...

Drawdown Indicators


BTECFTXHDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-32.11%

+32.11%

Max Drawdown (1Y)

Largest decline over 1 year

-7.47%

Max Drawdown (3Y)

Largest decline over 3 years

-19.51%

Max Drawdown (5Y)

Largest decline over 5 years

-19.51%

Current Drawdown

Current decline from peak

0.00%

-0.45%

+0.45%

Average Drawdown

Average peak-to-trough decline

0.00%

-5.84%

+5.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.58%

Volatility

BTEC vs. FTXH - Volatility Comparison


Loading charts...

Volatility by Period


BTECFTXHDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.38%

Volatility (6M)

Calculated over the trailing 6-month period

11.96%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

17.14%

-17.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

16.34%

-16.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

18.43%

-18.43%

BTEC vs. FTXH - Expense Ratio Comparison

BTEC has a 0.42% expense ratio, which is lower than FTXH's 0.60% expense ratio.


Dividends

BTEC vs. FTXH - Dividend Comparison

BTEC has not paid dividends to shareholders, while FTXH's dividend yield for the trailing twelve months is around 1.19%.


PositionTTM2025202420232022202120202019201820172016
BTEC
Principal Healthcare Innovators Index ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FTXH
First Trust Nasdaq Pharmaceuticals ETF
1.19%1.41%1.66%1.55%1.11%1.03%0.82%0.67%0.91%2.18%0.19%

Frequently Asked Questions


On fees, BTEC is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BTEC is cheaper with a 0.42% expense ratio, compared with 0.60% for FTXH.

FTXH has the higher dividend yield at 1.19%, compared with 0.00% for BTEC.

BTEC tracks NASDAQ U.S. Health Care Innovators Index, while FTXH tracks Nasdaq U.S. Smart Pharmaceuticals Index. They also come from different issuers: Principal and First Trust. Their fees differ too: 0.42% for BTEC and 0.60% for FTXH.

Portfolio Optimizer

Find the right allocation for BTEC and FTXH

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer