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BTEC vs. HEAL.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BTEC vs. HEAL.L - Performance Comparison

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

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BTEC vs. HEAL.L - Yearly Performance Comparison


Returns By Period


BTEC

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

HEAL.L

1D
3.07%
1M
-2.86%
YTD
-2.11%
6M
5.34%
1Y
20.03%
3Y*
6.36%
5Y*
-2.37%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BTEC vs. HEAL.L - Expense Ratio Comparison

BTEC has a 0.42% expense ratio, which is higher than HEAL.L's 0.40% expense ratio.


Return for Risk

BTEC vs. HEAL.L — Risk / Return Rank

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

BTEC

HEAL.L
HEAL.L Risk / Return Rank: 5555
Overall Rank
HEAL.L Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
HEAL.L Sortino Ratio Rank: 5656
Sortino Ratio Rank
HEAL.L Omega Ratio Rank: 4848
Omega Ratio Rank
HEAL.L Calmar Ratio Rank: 6363
Calmar Ratio Rank
HEAL.L Martin Ratio Rank: 5353
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.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Healthcare Innovators Index ETF (BTEC) and iShares Healthcare Innovation UCITS ETF USD (Acc) (HEAL.L). 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.L - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BTECHEAL.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

Dividends

BTEC vs. HEAL.L - Dividend Comparison

Neither BTEC nor HEAL.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

BTEC vs. HEAL.L - Drawdown Comparison

The maximum BTEC drawdown since its inception was 0.00%, smaller than the maximum HEAL.L drawdown of -46.43%. Use the drawdown chart below to compare losses from any high point for BTEC and HEAL.L.


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Drawdown Indicators


BTECHEAL.LDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-46.43%

+46.43%

Max Drawdown (1Y)

Largest decline over 1 year

-12.10%

Max Drawdown (5Y)

Largest decline over 5 years

-43.70%

Current Drawdown

Current decline from peak

0.00%

-22.18%

+22.18%

Average Drawdown

Average peak-to-trough decline

0.00%

-18.53%

+18.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.82%

Volatility

BTEC vs. HEAL.L - Volatility Comparison


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Volatility by Period


BTECHEAL.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.68%

Volatility (6M)

Calculated over the trailing 6-month period

12.16%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

19.29%

-19.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

19.88%

-19.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

19.90%

-19.90%