IDNA vs. BBC

Last updated Jun 4, 2026

IDNA (iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund) and BBC (Virtus LifeSci Biotech Clinical Trials ETF) are both Health & Biotech Equities funds - IDNA tracks the NYSE FactSet Global Genomics and Immuno Biopharma Index while BBC tracks the LifeSci Biotechnology Clinical Trials Index. Both are passively managed. Over the past 5 years, IDNA returned -8.42%/yr vs -1.96%/yr for BBC. Their correlation of 0.86 suggests significant overlap in exposure. IDNA charges 0.47%/yr vs 0.79%/yr for BBC.

Performance

IDNA vs. BBC - Performance Comparison

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

Returns By Period

In the year-to-date period, IDNA achieves a 10.31% return, which is significantly higher than BBC's 8.64% return.

IDNA

• 1D: 0.73%
• 1M: -2.56%
• YTD: 10.31%
• 6M: 8.52%
• 1Y: 40.87%
• 3Y*: 6.74%
• 5Y*: -8.42%
• 10Y*: —

BBC

• 1D: 0.43%
• 1M: -6.52%
• YTD: 8.64%
• 6M: 14.08%
• 1Y: 116.78%
• 3Y*: 19.99%
• 5Y*: -1.96%
• 10Y*: 7.64%

*Multi-year figures are annualized to reflect compound growth (CAGR)

IDNA vs. BBC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund	10.31%	17.26%	-0.72%	-7.63%	-42.28%	-3.98%	54.30%	20.83%
BBC Virtus LifeSci Biotech Clinical Trials ETF	8.64%	63.77%	-1.11%	-1.80%	-35.13%	-22.31%	30.32%	41.13%

Correlation

The correlation between IDNA and BBC is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.81
Correlation (3Y) Calculated over the trailing 3-year period	0.85
Correlation (5Y) Calculated over the trailing 5-year period	0.86
Correlation (All Time) Calculated using the full available price history since Jun 14, 2019	0.86

The correlation between IDNA and BBC has been stable across timeframes, ranging from 0.81 to 0.86 - a consistent structural relationship.

IDNA vs. BBC - Sectors Allocation Comparison

Sectors	IDNA	BBC
Healthcare	97.8%	100.0%
Industrials	0.4%	-
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	-
Real Estate	-	-
Technology	-	-
Utilities	-	-

Return for Risk

IDNA vs. BBC — Risk / Return Rank

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

IDNA

IDNA Risk / Return Rank: 55
IDNA Sharpe Ratio Rank: 48
IDNA Sortino Ratio Rank: 49
IDNA Omega Ratio Rank: 42
IDNA Calmar Ratio Rank: 76
IDNA Martin Ratio Rank: 61

BBC

BBC Risk / Return Rank: 89
BBC Sharpe Ratio Rank: 92
BBC Sortino Ratio Rank: 87
BBC Omega Ratio Rank: 77
BBC Calmar Ratio Rank: 95
BBC Martin Ratio Rank: 93

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.

IDNA vs. BBC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) and Virtus LifeSci Biotech Clinical Trials ETF (BBC). 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.

	IDNA	BBC	Difference
Sharpe ratio: Return per unit of total volatility	1.68	3.32	-1.64
Sortino ratio: Return per unit of downside risk	2.44	3.98	-1.54
Omega ratio: Gain probability vs. loss probability	1.27	1.46	-0.19
Calmar ratio: Return relative to maximum drawdown	3.85	7.78	-3.93
Martin ratio: Return relative to average drawdown	10.98	24.80	-13.82
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IDNA vs. BBC - Sharpe Ratio Comparison

The current IDNA Sharpe Ratio is 1.68, which is lower than the BBC Sharpe Ratio of 3.32. The chart below compares the historical Sharpe Ratios of IDNA and BBC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	IDNA	BBC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.68	3.32	-1.64
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.30	-0.05	-0.25
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.20	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.10	0.12	-0.02

Drawdowns

IDNA vs. BBC - Drawdown Comparison

The maximum IDNA drawdown since its inception was -68.26%, smaller than the maximum BBC drawdown of -76.85%. Use the drawdown chart below to compare losses from any high point for IDNA and BBC.

Drawdown Indicators

	IDNA	BBC	Difference
Max Drawdown Largest peak-to-trough decline	-68.26%	-76.85%	+8.59%
Max Drawdown (1Y) Largest decline over 1 year	-10.66%	-15.10%	+4.44%
Max Drawdown (3Y) Largest decline over 3 years	-29.73%	-54.45%	+24.72%
Max Drawdown (5Y) Largest decline over 5 years	-68.26%	-72.44%	+4.18%
Max Drawdown (10Y) Largest decline over 10 years	—	-76.85%	—
Current Drawdown Current decline from peak	-45.61%	-30.27%	-15.34%
Average Drawdown Average peak-to-trough decline	-36.24%	-37.14%	+0.90%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.73%	4.73%	-1.00%

Volatility

IDNA vs. BBC - Volatility Comparison

The current volatility for iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) is 7.18%, while Virtus LifeSci Biotech Clinical Trials ETF (BBC) has a volatility of 10.93%. This indicates that IDNA experiences smaller price fluctuations and is considered to be less risky than BBC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IDNA	BBC	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.18%	10.93%	-3.75%
Volatility (6M) Calculated over the trailing 6-month period	17.98%	26.43%	-8.45%
Volatility (1Y) Calculated over the trailing 1-year period	24.48%	35.50%	-11.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.42%	39.31%	-10.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.53%	37.74%	-8.21%

IDNA vs. BBC - Expense Ratio Comparison

IDNA has a 0.47% expense ratio, which is lower than BBC's 0.79% expense ratio.

Dividends

IDNA vs. BBC - Dividend Comparison

IDNA's dividend yield for the trailing twelve months is around 1.07%, less than BBC's 1.56% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BBC Virtus LifeSci Biotech Clinical Trials ETF	1.56%	1.70%	1.00%	0.34%	0.00%	0.00%	0.00%	0.00%	0.00%	2.09%	0.00%	0.51%
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund	1.07%	1.18%	0.98%	1.04%	0.54%	0.70%	0.26%	0.80%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IDNA and BBC in my portfolio?

IDNA and BBC have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IDNA or BBC?

BBC has higher volatility (10.93%) compared to IDNA (7.18%). In terms of maximum drawdown, IDNA dropped -68.26% vs BBC's -76.85%.

Which ETF is better, IDNA or BBC?

On 5-year performance, BBC leads with -1.96% vs -8.42% for IDNA. On fees, IDNA is cheaper at 0.47% per year. On volatility, IDNA has been the lower-risk option at 7.18%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IDNA or BBC?

Over the 5-year period, BBC has performed better with a -1.96% return vs -8.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IDNA or BBC?

IDNA is cheaper with a 0.47% expense ratio, compared with 0.79% for BBC.

Which ETF pays a higher dividend yield, IDNA or BBC?

BBC has the higher dividend yield at 1.56%, compared with 1.07% for IDNA.

What is the main difference between IDNA and BBC?

IDNA tracks NYSE FactSet Global Genomics and Immuno Biopharma Index, while BBC tracks LifeSci Biotechnology Clinical Trials Index. They also come from different issuers: iShares and Virtus Investment Partners. Their fees differ too: 0.47% for IDNA and 0.79% for BBC.

Which has better risk-adjusted returns?

BBC currently has the higher Sharpe Ratio (3.32 vs 1.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.