IYH vs. BMED
Compare and contrast key facts about iShares U.S. Healthcare ETF (IYH) and Future Health ETF (BMED).
IYH and BMED are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYH is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Health Care Index. It was launched on Jun 12, 2000. BMED is an actively managed fund by Blackrock Financial Management. It was launched on Sep 29, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IYH or BMED.
Correlation
The correlation between IYH and BMED is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IYH vs. BMED - Performance Comparison
Key characteristics
IYH:
-0.05
BMED:
-0.11
IYH:
0.03
BMED:
-0.02
IYH:
1.00
BMED:
1.00
IYH:
-0.05
BMED:
-0.06
IYH:
-0.12
BMED:
-0.36
IYH:
6.24%
BMED:
5.25%
IYH:
14.54%
BMED:
17.65%
IYH:
-43.13%
BMED:
-36.44%
IYH:
-12.83%
BMED:
-26.48%
Returns By Period
In the year-to-date period, IYH achieves a -1.39% return, which is significantly higher than BMED's -4.44% return.
IYH
-1.39%
-5.79%
-8.68%
-1.87%
7.35%
7.82%
BMED
-4.44%
-3.97%
-7.67%
-3.51%
N/A
N/A
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IYH vs. BMED - Expense Ratio Comparison
IYH has a 0.43% expense ratio, which is lower than BMED's 0.85% expense ratio.
Risk-Adjusted Performance
IYH vs. BMED — Risk-Adjusted Performance Rank
IYH
BMED
IYH vs. BMED - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare ETF (IYH) and Future Health ETF (BMED). 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.
Dividends
IYH vs. BMED - Dividend Comparison
IYH's dividend yield for the trailing twelve months is around 1.26%, while BMED has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYH iShares U.S. Healthcare ETF | 1.26% | 1.25% | 1.18% | 1.10% | 0.94% | 1.16% | 1.14% | 1.95% | 1.10% | 1.29% | 2.02% | 1.05% |
BMED Future Health ETF | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IYH vs. BMED - Drawdown Comparison
The maximum IYH drawdown since its inception was -43.13%, which is greater than BMED's maximum drawdown of -36.44%. Use the drawdown chart below to compare losses from any high point for IYH and BMED. For additional features, visit the drawdowns tool.
Volatility
IYH vs. BMED - Volatility Comparison
The current volatility for iShares U.S. Healthcare ETF (IYH) is 9.33%, while Future Health ETF (BMED) has a volatility of 11.25%. This indicates that IYH experiences smaller price fluctuations and is considered to be less risky than BMED based on this measure. The chart below showcases a comparison of their rolling one-month volatility.