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

Performance

GSKH vs. BTEC - Performance Comparison

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

Loading charts...

Returns By Period


GSKH

1D
1.34%
1M
4.57%
YTD
7.84%
6M
8.19%
1Y
30.78%
3Y*
5Y*
10Y*

BTEC

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GSKH vs. BTEC - Yearly Performance Comparison


GSKH vs. BTEC - Sectors Allocation Comparison


Sectors
GSKH
BTEC

Healthcare

100.0%
99.4%

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

-

Industrials

-

0.6%

Real Estate

-

-

Technology

-

-

Utilities

-

-

Healthcare

GSKH
100.0%
BTEC
99.4%

Basic Materials

GSKH

-

BTEC

-

Communication Services

GSKH

-

BTEC

-

Consumer Cyclical

GSKH

-

BTEC

-

Consumer Defensive

GSKH

-

BTEC

-

Energy

GSKH

-

BTEC

-

Financial Services

GSKH

-

BTEC

-

Industrials

GSKH

-

BTEC
0.6%

Real Estate

GSKH

-

BTEC

-

Technology

GSKH

-

BTEC

-

Utilities

GSKH

-

BTEC

-

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

GSKH vs. BTEC — Risk / Return Rank

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

GSKH
GSKH Risk / Return Rank: 3636
Overall Rank
GSKH Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
GSKH Sortino Ratio Rank: 3939
Sortino Ratio Rank
GSKH Omega Ratio Rank: 3838
Omega Ratio Rank
GSKH Calmar Ratio Rank: 3737
Calmar Ratio Rank
GSKH Martin Ratio Rank: 3030
Martin Ratio Rank

BTEC
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.

GSKH vs. BTEC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GSK plc ADRhedged ETF (GSKH) and Principal Healthcare Innovators Index ETF (BTEC). 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.


GSKHBTECDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.23

Calmar ratioReturn relative to maximum drawdown

1.67

Martin ratioReturn relative to average drawdown

4.06

GSKH vs. BTEC - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


GSKHBTECDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.18

Sharpe Ratio (All Time)

Calculated using the full available price history

1.19

Drawdowns

GSKH vs. BTEC - Drawdown Comparison

The maximum GSKH drawdown since its inception was -18.54%, which is greater than BTEC's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for GSKH and BTEC.


Loading charts...

Drawdown Indicators


GSKHBTECDifference

Max Drawdown

Largest peak-to-trough decline

-18.54%

0.00%

-18.54%

Max Drawdown (1Y)

Largest decline over 1 year

-18.54%

Current Drawdown

Current decline from peak

-13.28%

0.00%

-13.28%

Average Drawdown

Average peak-to-trough decline

-5.65%

0.00%

-5.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.61%

Volatility

GSKH vs. BTEC - Volatility Comparison


Loading charts...

Volatility by Period


GSKHBTECDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.33%

Volatility (6M)

Calculated over the trailing 6-month period

18.35%

Volatility (1Y)

Calculated over the trailing 1-year period

26.30%

0.00%

+26.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.08%

0.00%

+27.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.08%

0.00%

+27.08%

GSKH vs. BTEC - Expense Ratio Comparison

GSKH has a 0.19% expense ratio, which is lower than BTEC's 0.42% expense ratio.


Dividends

GSKH vs. BTEC - Dividend Comparison

GSKH's dividend yield for the trailing twelve months is around 1.57%, while BTEC has not paid dividends to shareholders.


PositionTTM2025
BTEC
Principal Healthcare Innovators Index ETF
0.00%0.00%
GSKH
GSK plc ADRhedged ETF
1.57%1.15%

Frequently Asked Questions


On fees, GSKH is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

GSKH is cheaper with a 0.19% expense ratio, compared with 0.42% for BTEC.

GSKH has the higher dividend yield at 1.57%, compared with 0.00% for BTEC.

GSKH tracks GSK plc Local Shares Total Return, while BTEC tracks NASDAQ U.S. Health Care Innovators Index. They also come from different issuers: ADRhedged and Principal. Their fees differ too: 0.19% for GSKH and 0.42% for BTEC.

Portfolio Optimizer

Find the right allocation for GSKH and BTEC

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