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IBB vs. IDNA
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IBB vs. IDNA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Nasdaq Biotechnology ETF (IBB) and iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA). The values are adjusted to include any dividend payments, if applicable.

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IBB vs. IDNA - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
IBB
iShares Nasdaq Biotechnology ETF
0.12%27.98%-2.41%3.76%-13.69%0.95%26.01%16.05%
IDNA
iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund
10.92%17.26%-0.72%-7.63%-42.28%-3.98%54.30%20.83%

Returns By Period

In the year-to-date period, IBB achieves a 0.12% return, which is significantly lower than IDNA's 10.92% return.


IBB

1D
4.32%
1M
-3.65%
YTD
0.12%
6M
17.17%
1Y
32.33%
3Y*
9.65%
5Y*
2.46%
10Y*
6.84%

IDNA

1D
4.46%
1M
-6.68%
YTD
10.92%
6M
23.74%
1Y
43.65%
3Y*
8.86%
5Y*
-8.02%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IBB vs. IDNA - Expense Ratio Comparison

Both IBB and IDNA have an expense ratio of 0.47%.


Return for Risk

IBB vs. IDNA — Risk / Return Rank

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

IBB
IBB Risk / Return Rank: 7878
Overall Rank
IBB Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
IBB Sortino Ratio Rank: 7878
Sortino Ratio Rank
IBB Omega Ratio Rank: 7070
Omega Ratio Rank
IBB Calmar Ratio Rank: 8585
Calmar Ratio Rank
IBB Martin Ratio Rank: 8282
Martin Ratio Rank

IDNA
IDNA Risk / Return Rank: 8484
Overall Rank
IDNA Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
IDNA Sortino Ratio Rank: 8484
Sortino Ratio Rank
IDNA Omega Ratio Rank: 7272
Omega Ratio Rank
IDNA Calmar Ratio Rank: 9292
Calmar Ratio Rank
IDNA Martin Ratio Rank: 8888
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.

IBB vs. IDNA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Nasdaq Biotechnology ETF (IBB) and iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA). 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.


IBBIDNADifference

Sharpe ratio

Return per unit of total volatility

1.35

1.58

-0.23

Sortino ratio

Return per unit of downside risk

1.91

2.21

-0.30

Omega ratio

Gain probability vs. loss probability

1.25

1.26

-0.02

Calmar ratio

Return relative to maximum drawdown

2.41

3.20

-0.79

Martin ratio

Return relative to average drawdown

8.61

10.48

-1.87

IBB vs. IDNA - Sharpe Ratio Comparison

The current IBB Sharpe Ratio is 1.35, which is comparable to the IDNA Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of IBB and IDNA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IBBIDNADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

1.58

-0.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.11

-0.28

+0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.11

+0.15

Correlation

The correlation between IBB and IDNA is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

IBB vs. IDNA - Dividend Comparison

IBB's dividend yield for the trailing twelve months is around 0.23%, less than IDNA's 1.06% yield.


TTM20252024202320222021202020192018201720162015
IBB
iShares Nasdaq Biotechnology ETF
0.23%0.23%0.29%0.26%0.31%0.21%0.21%0.33%0.20%0.30%0.19%0.03%
IDNA
iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund
1.06%1.18%0.98%1.04%0.54%0.70%0.26%0.80%0.00%0.00%0.00%0.00%

Drawdowns

IBB vs. IDNA - Drawdown Comparison

The maximum IBB drawdown since its inception was -62.85%, smaller than the maximum IDNA drawdown of -68.26%. Use the drawdown chart below to compare losses from any high point for IBB and IDNA.


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Drawdown Indicators


IBBIDNADifference

Max Drawdown

Largest peak-to-trough decline

-62.85%

-68.26%

+5.41%

Max Drawdown (1Y)

Largest decline over 1 year

-11.65%

-12.11%

+0.46%

Max Drawdown (5Y)

Largest decline over 5 years

-39.82%

-68.26%

+28.44%

Max Drawdown (10Y)

Largest decline over 10 years

-39.82%

Current Drawdown

Current decline from peak

-4.88%

-45.31%

+40.43%

Average Drawdown

Average peak-to-trough decline

-21.30%

-36.04%

+14.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.47%

3.83%

-0.36%

Volatility

IBB vs. IDNA - Volatility Comparison

The current volatility for iShares Nasdaq Biotechnology ETF (IBB) is 8.62%, while iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) has a volatility of 10.11%. This indicates that IBB experiences smaller price fluctuations and is considered to be less risky than IDNA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IBBIDNADifference

Volatility (1M)

Calculated over the trailing 1-month period

8.62%

10.11%

-1.49%

Volatility (6M)

Calculated over the trailing 6-month period

14.53%

18.36%

-3.83%

Volatility (1Y)

Calculated over the trailing 1-year period

24.08%

27.87%

-3.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.87%

28.53%

-6.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.37%

29.69%

-6.32%