HTEC vs. PBPH
HTEC (ROBO Global Healthcare Technology and Innovation ETF) and PBPH (Portfolio Building Block World Pharma and Biotech Index ETF) are both Health & Biotech Equities funds - HTEC tracks the ROBO Global® Healthcare Technology and Innovation Index while PBPH tracks the BITA Global Pharma and Biotech Select Index. Both are passively managed. A 0.57 correlation means they provide meaningful diversification when combined. HTEC charges 0.68%/yr vs 0.13%/yr for PBPH.
Performance
HTEC vs. PBPH - Performance Comparison
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Returns By Period
In the year-to-date period, HTEC achieves a -2.96% return, which is significantly lower than PBPH's -1.13% return.
HTEC
- 1D
- 0.67%
- 1M
- 3.12%
- YTD
- -2.96%
- 6M
- -3.90%
- 1Y
- 26.68%
- 3Y*
- 5.17%
- 5Y*
- -4.88%
- 10Y*
- —
PBPH
- 1D
- 0.58%
- 1M
- 0.07%
- YTD
- -1.13%
- 6M
- -0.02%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HTEC vs. PBPH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
HTEC ROBO Global Healthcare Technology and Innovation ETF | -2.96% | -1.59% |
PBPH Portfolio Building Block World Pharma and Biotech Index ETF | -1.13% | 0.76% |
Correlation
The correlation between HTEC and PBPH is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 26, 2025 | 0.57 |
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Return for Risk
HTEC vs. PBPH — Risk / Return Rank
HTEC
PBPH
HTEC vs. PBPH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ROBO Global Healthcare Technology and Innovation ETF (HTEC) 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.
| HTEC | PBPH | Difference | |
|---|---|---|---|
| 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 | 1.64 | — | — |
| Martin ratioReturn relative to average drawdown | 4.07 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HTEC | PBPH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.20 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | -0.04 | +0.25 |
Drawdowns
HTEC vs. PBPH - Drawdown Comparison
The maximum HTEC drawdown since its inception was -57.53%, which is greater than PBPH's maximum drawdown of -11.10%. Use the drawdown chart below to compare losses from any high point for HTEC and PBPH.
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Drawdown Indicators
| HTEC | PBPH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.53% | -11.10% | -46.43% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -28.67% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -56.10% | — | — |
Current DrawdownCurrent decline from peak | -33.25% | -8.69% | -24.56% |
Average DrawdownAverage peak-to-trough decline | -28.99% | -4.23% | -24.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.57% | — | — |
Volatility
HTEC vs. PBPH - Volatility Comparison
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Volatility by Period
| HTEC | PBPH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 14.90% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.32% | 16.78% | +3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.39% | 16.78% | +7.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.46% | 16.78% | +8.68% |
HTEC vs. PBPH - Expense Ratio Comparison
HTEC has a 0.68% expense ratio, which is higher than PBPH's 0.13% expense ratio.
Dividends
HTEC vs. PBPH - Dividend Comparison
HTEC's dividend yield for the trailing twelve months is around 1.01%, more than PBPH's 0.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
HTEC ROBO Global Healthcare Technology and Innovation ETF | 1.01% | 0.98% | 0.00% | 0.00% | 0.00% | 0.05% |
PBPH Portfolio Building Block World Pharma and Biotech Index ETF | 0.09% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HTEC and PBPH have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.68% for HTEC.
HTEC has the higher dividend yield at 1.01%, compared with 0.09% for PBPH.
HTEC tracks ROBO Global® Healthcare Technology and Innovation Index, while PBPH tracks BITA Global Pharma and Biotech Select Index. They also come from different issuers: Exchange Traded Concepts and Portfolio Building Block. Their fees differ too: 0.68% for HTEC and 0.13% for PBPH.
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