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IBRN vs. GERM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBRN vs. GERM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Neuroscience and Healthcare ETF (IBRN) and Amplify Treatments, Testing and Advancements ETF (GERM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IBRN

1D
-4.52%
1M
-1.90%
YTD
4.62%
6M
12.73%
1Y
52.57%
3Y*
11.10%
5Y*
10Y*

GERM

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

IBRN vs. GERM - Yearly Performance Comparison


IBRN vs. GERM - Sectors Allocation Comparison


Sectors
IBRN
GERM

Healthcare

100.0%
99.3%

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

0.4%

Industrials

-

-

Real Estate

-

-

Technology

-

-

Utilities

-

-

Healthcare

IBRN
100.0%
GERM
99.3%

Basic Materials

IBRN

-

GERM

-

Communication Services

IBRN

-

GERM

-

Consumer Cyclical

IBRN

-

GERM

-

Consumer Defensive

IBRN

-

GERM

-

Energy

IBRN

-

GERM

-

Financial Services

IBRN

-

GERM
0.4%

Industrials

IBRN

-

GERM

-

Real Estate

IBRN

-

GERM

-

Technology

IBRN

-

GERM

-

Utilities

IBRN

-

GERM

-

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Return for Risk

IBRN vs. GERM — Risk / Return Rank

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

IBRN
IBRN Risk / Return Rank: 6969
Overall Rank
IBRN Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
IBRN Sortino Ratio Rank: 6262
Sortino Ratio Rank
IBRN Omega Ratio Rank: 5353
Omega Ratio Rank
IBRN Calmar Ratio Rank: 9292
Calmar Ratio Rank
IBRN Martin Ratio Rank: 7979
Martin Ratio Rank

GERM
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.

IBRN vs. GERM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Neuroscience and Healthcare ETF (IBRN) and Amplify Treatments, Testing and Advancements ETF (GERM). 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.


IBRNGERMDifference

Sharpe ratio

Return per unit of total volatility

2.09

Sortino ratio

Return per unit of downside risk

2.94

Omega ratio

Gain probability vs. loss probability

1.34

Calmar ratio

Return relative to maximum drawdown

6.30

Martin ratio

Return relative to average drawdown

15.59

IBRN vs. GERM - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBRNGERMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

Drawdowns

IBRN vs. GERM - Drawdown Comparison

The maximum IBRN drawdown since its inception was -35.38%, which is greater than GERM's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for IBRN and GERM.


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Drawdown Indicators


IBRNGERMDifference

Max Drawdown

Largest peak-to-trough decline

-35.38%

0.00%

-35.38%

Max Drawdown (1Y)

Largest decline over 1 year

-8.80%

0.00%

-8.80%

Max Drawdown (3Y)

Largest decline over 3 years

-35.38%

Current Drawdown

Current decline from peak

-6.28%

0.00%

-6.28%

Average Drawdown

Average peak-to-trough decline

-9.83%

0.00%

-9.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.56%

0.00%

+3.56%

Volatility

IBRN vs. GERM - Volatility Comparison

iShares Neuroscience and Healthcare ETF (IBRN) has a higher volatility of 7.66% compared to Amplify Treatments, Testing and Advancements ETF (GERM) at 0.00%. This indicates that IBRN's price experiences larger fluctuations and is considered to be riskier than GERM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IBRNGERMDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.66%

0.00%

+7.66%

Volatility (6M)

Calculated over the trailing 6-month period

19.29%

0.00%

+19.29%

Volatility (1Y)

Calculated over the trailing 1-year period

25.38%

0.00%

+25.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.32%

0.00%

+25.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.32%

0.00%

+25.32%

IBRN vs. GERM - Expense Ratio Comparison

IBRN has a 0.47% expense ratio, which is lower than GERM's 0.68% expense ratio.


Dividends

IBRN vs. GERM - Dividend Comparison

IBRN's dividend yield for the trailing twelve months is around 0.95%, while GERM has not paid dividends to shareholders.


PositionTTM202520242023
GERM
Amplify Treatments, Testing and Advancements ETF
0.00%0.00%0.00%0.00%
IBRN
iShares Neuroscience and Healthcare ETF
0.95%0.99%0.40%0.06%

Frequently Asked Questions


IBRN has higher volatility (7.66%) compared to GERM (0.00%). In terms of maximum drawdown, IBRN dropped -35.38% vs GERM's 0.00%.

On 1-year performance, IBRN leads with 52.57% vs 0.00% for GERM. On fees, IBRN is cheaper at 0.47% per year. On volatility, GERM has been the lower-risk option at 0.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, IBRN has performed better with a 52.57% return vs 0.00%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IBRN is cheaper with a 0.47% expense ratio, compared with 0.68% for GERM.

IBRN has the higher dividend yield at 0.95%, compared with 0.00% for GERM.

IBRN tracks NYSE FactSet Global Neuro Biopharma and MedTech Index, while GERM tracks Prime Treatments, Testing and Advancements Index. They also come from different issuers: iShares and Amplify. Their fees differ too: 0.47% for IBRN and 0.68% for GERM.

Portfolio Optimizer

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