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BTEC vs. RSPH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BTEC vs. RSPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Healthcare Innovators Index ETF (BTEC) and Invesco S&P 500 Equal Weight Health Care ETF (RSPH). 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*

RSPH

1D
0.81%
1M
2.49%
YTD
-2.71%
6M
-2.70%
1Y
8.70%
3Y*
3.21%
5Y*
2.54%
10Y*
7.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTEC vs. RSPH - Yearly Performance Comparison


BTEC vs. RSPH - Sectors Allocation Comparison


Sectors
BTEC
RSPH

Healthcare

99.4%
98.5%

Industrials

0.6%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

0.1%

Real Estate

-

-

Technology

-

-

Utilities

-

-

Healthcare

BTEC
99.4%
RSPH
98.5%

Industrials

BTEC
0.6%
RSPH

-

Basic Materials

BTEC

-

RSPH

-

Communication Services

BTEC

-

RSPH

-

Consumer Cyclical

BTEC

-

RSPH

-

Consumer Defensive

BTEC

-

RSPH

-

Energy

BTEC

-

RSPH

-

Financial Services

BTEC

-

RSPH
0.1%

Real Estate

BTEC

-

RSPH

-

Technology

BTEC

-

RSPH

-

Utilities

BTEC

-

RSPH

-

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Return for Risk

BTEC vs. RSPH — Risk / Return Rank

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

BTEC

RSPH
RSPH Risk / Return Rank: 1818
Overall Rank
RSPH Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
RSPH Sortino Ratio Rank: 1818
Sortino Ratio Rank
RSPH Omega Ratio Rank: 1717
Omega Ratio Rank
RSPH Calmar Ratio Rank: 1919
Calmar Ratio Rank
RSPH Martin Ratio Rank: 1919
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. RSPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Healthcare Innovators Index ETF (BTEC) and Invesco S&P 500 Equal Weight Health Care ETF (RSPH). 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. RSPH - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BTECRSPHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

Drawdowns

BTEC vs. RSPH - Drawdown Comparison

The maximum BTEC drawdown since its inception was 0.00%, smaller than the maximum RSPH drawdown of -40.49%. Use the drawdown chart below to compare losses from any high point for BTEC and RSPH.


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Drawdown Indicators


BTECRSPHDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-40.49%

+40.49%

Max Drawdown (1Y)

Largest decline over 1 year

-10.87%

Max Drawdown (3Y)

Largest decline over 3 years

-17.13%

Max Drawdown (5Y)

Largest decline over 5 years

-21.95%

Max Drawdown (10Y)

Largest decline over 10 years

-30.44%

Current Drawdown

Current decline from peak

0.00%

-6.83%

+6.83%

Average Drawdown

Average peak-to-trough decline

0.00%

-6.14%

+6.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.33%

Volatility

BTEC vs. RSPH - Volatility Comparison


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Volatility by Period


BTECRSPHDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.87%

Volatility (6M)

Calculated over the trailing 6-month period

10.36%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

15.46%

-15.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

16.26%

-16.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

17.72%

-17.72%

BTEC vs. RSPH - Expense Ratio Comparison

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


Dividends

BTEC vs. RSPH - Dividend Comparison

BTEC has not paid dividends to shareholders, while RSPH's dividend yield for the trailing twelve months is around 0.73%.


PositionTTM20252024202320222021202020192018201720162015
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%0.00%
RSPH
Invesco S&P 500 Equal Weight Health Care ETF
0.73%0.70%0.71%0.66%0.64%0.50%0.51%0.54%0.53%0.47%0.48%0.49%

Frequently Asked Questions


On fees, RSPH is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

RSPH is cheaper with a 0.40% expense ratio, compared with 0.42% for BTEC.

RSPH has the higher dividend yield at 0.73%, compared with 0.00% for BTEC.

BTEC tracks NASDAQ U.S. Health Care Innovators Index, while RSPH tracks S&P 500 Equal Weighted / Health Care -SEC. They also come from different issuers: Principal and Invesco. Their fees differ too: 0.42% for BTEC and 0.40% for RSPH.

Portfolio Optimizer

Find the right allocation for BTEC and RSPH

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