PortfoliosLab logoPortfoliosLab logo
BTEC vs. WDNA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BTEC vs. WDNA - Performance Comparison

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

Loading charts...

Returns By Period


BTEC

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

WDNA

1D
1.24%
1M
-0.73%
YTD
5.85%
6M
8.14%
1Y
45.86%
3Y*
2.45%
5Y*
-5.33%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTEC vs. WDNA - Yearly Performance Comparison


BTEC vs. WDNA - Sectors Allocation Comparison


Sectors
BTEC
WDNA

Healthcare

99.4%
85.0%

Industrials

0.6%

-

Basic Materials

-

6.5%

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

3.0%

Energy

-

1.1%

Financial Services

-

-

Real Estate

-

-

Technology

-

-

Utilities

-

-

Healthcare

BTEC
99.4%
WDNA
85.0%

Industrials

BTEC
0.6%
WDNA

-

Basic Materials

BTEC

-

WDNA
6.5%

Communication Services

BTEC

-

WDNA

-

Consumer Cyclical

BTEC

-

WDNA

-

Consumer Defensive

BTEC

-

WDNA
3.0%

Energy

BTEC

-

WDNA
1.1%

Financial Services

BTEC

-

WDNA

-

Real Estate

BTEC

-

WDNA

-

Technology

BTEC

-

WDNA

-

Utilities

BTEC

-

WDNA

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BTEC vs. WDNA — Risk / Return Rank

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

BTEC

WDNA
WDNA Risk / Return Rank: 5757
Overall Rank
WDNA Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
WDNA Sortino Ratio Rank: 5555
Sortino Ratio Rank
WDNA Omega Ratio Rank: 4848
Omega Ratio Rank
WDNA Calmar Ratio Rank: 7878
Calmar Ratio Rank
WDNA 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. WDNA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Healthcare Innovators Index ETF (BTEC) and WisdomTree BioRevolution Fund (WDNA). 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. WDNA - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


BTECWDNADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.21

Drawdowns

BTEC vs. WDNA - Drawdown Comparison

The maximum BTEC drawdown since its inception was 0.00%, smaller than the maximum WDNA drawdown of -58.87%. Use the drawdown chart below to compare losses from any high point for BTEC and WDNA.


Loading charts...

Drawdown Indicators


BTECWDNADifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-58.87%

+58.87%

Max Drawdown (1Y)

Largest decline over 1 year

-11.70%

Max Drawdown (3Y)

Largest decline over 3 years

-38.25%

Max Drawdown (5Y)

Largest decline over 5 years

-58.87%

Current Drawdown

Current decline from peak

0.00%

-31.86%

+31.86%

Average Drawdown

Average peak-to-trough decline

0.00%

-35.65%

+35.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.14%

Volatility

BTEC vs. WDNA - Volatility Comparison


Loading charts...

Volatility by Period


BTECWDNADifference

Volatility (1M)

Calculated over the trailing 1-month period

6.75%

Volatility (6M)

Calculated over the trailing 6-month period

16.39%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

25.53%

-25.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

25.04%

-25.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

25.04%

-25.04%

BTEC vs. WDNA - Expense Ratio Comparison

BTEC has a 0.42% expense ratio, which is lower than WDNA's 0.45% expense ratio.


Dividends

BTEC vs. WDNA - Dividend Comparison

BTEC has not paid dividends to shareholders, while WDNA's dividend yield for the trailing twelve months is around 4.31%.


PositionTTM20252024202320222021
BTEC
Principal Healthcare Innovators Index ETF
0.00%0.00%0.00%0.00%0.00%0.00%
WDNA
WisdomTree BioRevolution Fund
4.31%4.57%0.75%0.80%0.38%0.10%

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 0.45% for WDNA.

WDNA has the higher dividend yield at 4.31%, compared with 0.00% for BTEC.

BTEC tracks NASDAQ U.S. Health Care Innovators Index, while WDNA tracks WisdomTree BioRevolution Index. They also come from different issuers: Principal and WisdomTree. Their fees differ too: 0.42% for BTEC and 0.45% for WDNA.

Portfolio Optimizer

Find the right allocation for BTEC and WDNA

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer