IDNA vs. PBPH
IDNA (iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund) and PBPH (Portfolio Building Block World Pharma and Biotech Index ETF) are both Health & Biotech Equities funds - IDNA tracks the NYSE FactSet Global Genomics and Immuno Biopharma Index while PBPH tracks the BITA Global Pharma and Biotech Select Index. Both are passively managed. A 0.69 correlation means they provide meaningful diversification when combined. IDNA charges 0.47%/yr vs 0.13%/yr for PBPH.
Performance
IDNA vs. PBPH - Performance Comparison
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Returns By Period
In the year-to-date period, IDNA achieves a 9.51% return, which is significantly higher than PBPH's -1.70% return.
IDNA
- 1D
- -2.18%
- 1M
- -2.18%
- YTD
- 9.51%
- 6M
- 10.53%
- 1Y
- 41.74%
- 3Y*
- 6.48%
- 5Y*
- -8.26%
- 10Y*
- —
PBPH
- 1D
- -1.15%
- 1M
- -0.61%
- YTD
- -1.70%
- 6M
- 0.14%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDNA vs. PBPH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund | 9.51% | -3.32% |
PBPH Portfolio Building Block World Pharma and Biotech Index ETF | -1.70% | 0.76% |
Correlation
The correlation between IDNA and PBPH is 0.69, 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 | 0.69 |
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Return for Risk
IDNA vs. PBPH — Risk / Return Rank
IDNA
PBPH
IDNA vs. PBPH - 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 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.
| IDNA | PBPH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.71 | — | — |
Sortino ratioReturn per unit of downside risk | 2.48 | — | — |
Omega ratioGain probability vs. loss probability | 1.28 | — | — |
Calmar ratioReturn relative to maximum drawdown | 4.09 | — | — |
Martin ratioReturn relative to average drawdown | 11.79 | — | — |
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
| IDNA | PBPH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.71 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.29 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | -0.11 | +0.21 |
Drawdowns
IDNA vs. PBPH - Drawdown Comparison
The maximum IDNA drawdown since its inception was -68.26%, which is greater than PBPH's maximum drawdown of -11.10%. Use the drawdown chart below to compare losses from any high point for IDNA and PBPH.
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Drawdown Indicators
| IDNA | PBPH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.26% | -11.10% | -57.16% |
Max Drawdown (1Y)Largest decline over 1 year | -10.66% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -29.73% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -68.26% | — | — |
Current DrawdownCurrent decline from peak | -46.01% | -9.22% | -36.79% |
Average DrawdownAverage peak-to-trough decline | -36.24% | -4.20% | -32.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | — | — |
Volatility
IDNA vs. PBPH - Volatility Comparison
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Volatility by Period
| IDNA | PBPH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.24% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 18.21% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 24.51% | 16.83% | +7.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.42% | 16.83% | +11.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.53% | 16.83% | +12.70% |
IDNA vs. PBPH - Expense Ratio Comparison
IDNA has a 0.47% expense ratio, which is higher than PBPH's 0.13% expense ratio.
Dividends
IDNA vs. PBPH - Dividend Comparison
IDNA's dividend yield for the trailing twelve months is around 1.08%, more than PBPH's 0.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund | 1.08% | 1.18% | 0.98% | 1.04% | 0.54% | 0.70% | 0.26% | 0.80% |
PBPH Portfolio Building Block World Pharma and Biotech Index ETF | 0.09% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IDNA and PBPH have a correlation of 0.69, 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 0.47% for IDNA.
IDNA has the higher dividend yield at 1.08%, compared with 0.09% for PBPH.
IDNA tracks NYSE FactSet Global Genomics and Immuno Biopharma Index, while PBPH tracks BITA Global Pharma and Biotech Select Index. They also come from different issuers: iShares and Portfolio Building Block. Their fees differ too: 0.47% for IDNA and 0.13% for PBPH.
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