BTEC vs. IDNA
BTEC (Principal Healthcare Innovators Index ETF) and IDNA (iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund) are both Health & Biotech Equities funds - BTEC tracks the NASDAQ U.S. Health Care Innovators Index while IDNA tracks the NYSE FactSet Global Genomics and Immuno Biopharma Index. Both are passively managed. BTEC charges 0.42%/yr vs 0.47%/yr for IDNA.
Performance
BTEC vs. IDNA - Performance Comparison
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Returns By Period
BTEC
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDNA
- 1D
- 3.70%
- 1M
- 1.49%
- YTD
- 14.39%
- 6M
- 11.58%
- 1Y
- 45.52%
- 3Y*
- 8.39%
- 5Y*
- -7.75%
- 10Y*
- —
BTEC vs. IDNA - Yearly Performance Comparison
BTEC vs. IDNA - Sectors Allocation Comparison
Sectors
BTEC
IDNA
Healthcare
Industrials
Basic Materials
-
-
Communication Services
-
-
Consumer Cyclical
-
-
Consumer Defensive
-
-
Energy
-
-
Financial Services
-
-
Real Estate
-
-
Technology
-
-
Utilities
-
-
Healthcare
BTEC
IDNA
Industrials
BTEC
IDNA
Basic Materials
BTEC
-
IDNA
-
Communication Services
BTEC
-
IDNA
-
Consumer Cyclical
BTEC
-
IDNA
-
Consumer Defensive
BTEC
-
IDNA
-
Energy
BTEC
-
IDNA
-
Financial Services
BTEC
-
IDNA
-
Real Estate
BTEC
-
IDNA
-
Technology
BTEC
-
IDNA
-
Utilities
BTEC
-
IDNA
-
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Return for Risk
BTEC vs. IDNA — Risk / Return Rank
BTEC
IDNA
BTEC vs. IDNA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Healthcare Innovators Index ETF (BTEC) and iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA). 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.
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Sharpe Ratios by Period
| BTEC | IDNA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.85 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.27 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.12 | — |
Drawdowns
BTEC vs. IDNA - Drawdown Comparison
The maximum BTEC drawdown since its inception was 0.00%, smaller than the maximum IDNA drawdown of -68.26%. Use the drawdown chart below to compare losses from any high point for BTEC and IDNA.
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Drawdown Indicators
| BTEC | IDNA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -68.26% | +68.26% |
Max Drawdown (1Y)Largest decline over 1 year | — | -10.66% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -29.73% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -68.26% | — |
Current DrawdownCurrent decline from peak | 0.00% | -43.60% | +43.60% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -36.25% | +36.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.74% | — |
Volatility
BTEC vs. IDNA - Volatility Comparison
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Volatility by Period
| BTEC | IDNA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 8.09% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 18.14% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 0.00% | 24.71% | -24.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.00% | 28.46% | -28.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.00% | 29.55% | -29.55% |
BTEC vs. IDNA - Expense Ratio Comparison
BTEC has a 0.42% expense ratio, which is lower than IDNA's 0.47% expense ratio.
Dividends
BTEC vs. IDNA - Dividend Comparison
BTEC has not paid dividends to shareholders, while IDNA's dividend yield for the trailing twelve months is around 1.03%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BTEC Principal Healthcare Innovators Index ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund | 1.03% | 1.18% | 0.98% | 1.04% | 0.54% | 0.70% | 0.26% | 0.80% |
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 0.47% for IDNA.
IDNA has the higher dividend yield at 1.03%, compared with 0.00% for BTEC.
BTEC tracks NASDAQ U.S. Health Care Innovators Index, while IDNA tracks NYSE FactSet Global Genomics and Immuno Biopharma Index. They also come from different issuers: Principal and iShares. Their fees differ too: 0.42% for BTEC and 0.47% for IDNA.
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