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BTEC vs. WDNA
Performance
Return for Risk
Dividends
Drawdowns
Volatility

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.

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BTEC vs. WDNA - Yearly Performance Comparison


Returns By Period


BTEC

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

WDNA

1D
4.08%
1M
-4.89%
YTD
2.99%
6M
14.31%
1Y
41.33%
3Y*
2.41%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BTEC vs. WDNA - Expense Ratio Comparison

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


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: 7878
Overall Rank
WDNA Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
WDNA Sortino Ratio Rank: 8080
Sortino Ratio Rank
WDNA Omega Ratio Rank: 6767
Omega Ratio Rank
WDNA Calmar Ratio Rank: 9191
Calmar Ratio Rank
WDNA Martin Ratio Rank: 7373
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


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Sharpe Ratios by Period


BTECWDNADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.40

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.24

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 4.43%.


TTM20252024202320222021
BTEC
Principal Healthcare Innovators Index ETF
0.00%0.00%0.00%0.00%0.00%0.00%
WDNA
WisdomTree BioRevolution Fund
4.43%4.57%0.75%0.80%0.38%0.10%

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.


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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%

Current Drawdown

Current decline from peak

0.00%

-33.71%

+33.71%

Average Drawdown

Average peak-to-trough decline

0.00%

-35.79%

+35.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.20%

Volatility

BTEC vs. WDNA - Volatility Comparison


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Volatility by Period


BTECWDNADifference

Volatility (1M)

Calculated over the trailing 1-month period

8.88%

Volatility (6M)

Calculated over the trailing 6-month period

18.59%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

29.63%

-29.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

25.17%

-25.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

25.17%

-25.17%