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BTEC vs. PBPH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BTEC vs. PBPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Healthcare Innovators Index ETF (BTEC) and Portfolio Building Block World Pharma and Biotech Index ETF (PBPH). 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*

PBPH

1D
0.58%
1M
0.07%
YTD
-1.13%
6M
-0.02%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTEC vs. PBPH - Yearly Performance Comparison


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Return for Risk

BTEC vs. PBPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Healthcare Innovators Index ETF (BTEC) and Portfolio Building Block World Pharma and Biotech Index ETF (PBPH). 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. PBPH - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BTECPBPHDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.04

Drawdowns

BTEC vs. PBPH - Drawdown Comparison

The maximum BTEC drawdown since its inception was 0.00%, smaller than the maximum PBPH drawdown of -11.10%. Use the drawdown chart below to compare losses from any high point for BTEC and PBPH.


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Drawdown Indicators


BTECPBPHDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-11.10%

+11.10%

Current Drawdown

Current decline from peak

0.00%

-8.69%

+8.69%

Average Drawdown

Average peak-to-trough decline

0.00%

-4.23%

+4.23%

Volatility

BTEC vs. PBPH - Volatility Comparison


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Volatility by Period


BTECPBPHDifference

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

16.78%

-16.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

16.78%

-16.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

16.78%

-16.78%

BTEC vs. PBPH - Expense Ratio Comparison

BTEC has a 0.42% expense ratio, which is higher than PBPH's 0.13% expense ratio.


Dividends

BTEC vs. PBPH - Dividend Comparison

BTEC has not paid dividends to shareholders, while PBPH's dividend yield for the trailing twelve months is around 0.09%.


Frequently Asked Questions


On fees, PBPH is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PBPH is cheaper with a 0.13% expense ratio, compared with 0.42% for BTEC.

PBPH has the higher dividend yield at 0.09%, compared with 0.00% for BTEC.

BTEC tracks NASDAQ U.S. Health Care Innovators Index, while PBPH tracks BITA Global Pharma and Biotech Select Index. They also come from different issuers: Principal and Portfolio Building Block. Their fees differ too: 0.42% for BTEC and 0.13% for PBPH.

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