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BTEC vs. HEAL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BTEC vs. HEAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Healthcare Innovators Index ETF (BTEC) and Global X HealthTech ETF (HEAL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BTEC

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

HEAL

1D
3.24%
1M
1.39%
YTD
-12.84%
6M
-18.63%
1Y
-19.59%
3Y*
-9.61%
5Y*
-14.16%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTEC vs. HEAL - Yearly Performance Comparison


BTEC vs. HEAL - Sectors Allocation Comparison


Sectors
BTEC
HEAL

Healthcare

99.4%
96.0%

Industrials

0.6%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

-

Real Estate

-

-

Technology

-

3.2%

Utilities

-

-

Healthcare

BTEC
99.4%
HEAL
96.0%

Industrials

BTEC
0.6%
HEAL

-

Basic Materials

BTEC

-

HEAL

-

Communication Services

BTEC

-

HEAL

-

Consumer Cyclical

BTEC

-

HEAL

-

Consumer Defensive

BTEC

-

HEAL

-

Energy

BTEC

-

HEAL

-

Financial Services

BTEC

-

HEAL

-

Real Estate

BTEC

-

HEAL

-

Technology

BTEC

-

HEAL
3.2%

Utilities

BTEC

-

HEAL

-

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Return for Risk

BTEC vs. HEAL — Risk / Return Rank

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

BTEC

HEAL
HEAL Risk / Return Rank: 33
Overall Rank
HEAL Sharpe Ratio Rank: 22
Sharpe Ratio Rank
HEAL Sortino Ratio Rank: 22
Sortino Ratio Rank
HEAL Omega Ratio Rank: 33
Omega Ratio Rank
HEAL Calmar Ratio Rank: 44
Calmar Ratio Rank
HEAL Martin Ratio Rank: 33
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. HEAL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Healthcare Innovators Index ETF (BTEC) and Global X HealthTech ETF (HEAL). 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. HEAL - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BTECHEALDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.89

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.54

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.38

Drawdowns

BTEC vs. HEAL - Drawdown Comparison

The maximum BTEC drawdown since its inception was 0.00%, smaller than the maximum HEAL drawdown of -65.76%. Use the drawdown chart below to compare losses from any high point for BTEC and HEAL.


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Drawdown Indicators


BTECHEALDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-65.76%

+65.76%

Max Drawdown (1Y)

Largest decline over 1 year

-30.71%

Max Drawdown (3Y)

Largest decline over 3 years

-35.78%

Max Drawdown (5Y)

Largest decline over 5 years

-60.36%

Current Drawdown

Current decline from peak

0.00%

-62.37%

+62.37%

Average Drawdown

Average peak-to-trough decline

0.00%

-43.04%

+43.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.21%

Volatility

BTEC vs. HEAL - Volatility Comparison


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Volatility by Period


BTECHEALDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.11%

Volatility (6M)

Calculated over the trailing 6-month period

16.03%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

22.13%

-22.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

26.41%

-26.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

26.21%

-26.21%

BTEC vs. HEAL - Expense Ratio Comparison

BTEC has a 0.42% expense ratio, which is lower than HEAL's 0.50% expense ratio.


Dividends

BTEC vs. HEAL - Dividend Comparison

BTEC has not paid dividends to shareholders, while HEAL's dividend yield for the trailing twelve months is around 0.38%.


PositionTTM202520242023202220212020
BTEC
Principal Healthcare Innovators Index ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HEAL
Global X HealthTech ETF
0.38%0.33%0.00%0.00%0.00%0.00%0.03%

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 0.50% for HEAL.

HEAL has the higher dividend yield at 0.38%, compared with 0.00% for BTEC.

BTEC tracks NASDAQ U.S. Health Care Innovators Index, while HEAL tracks Global X HealthTech Index. They also come from different issuers: Principal and Global X. Their fees differ too: 0.42% for BTEC and 0.50% for HEAL.

Portfolio Optimizer

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