MEDI vs. IDNA
Compare and contrast key facts about Harbor Health Care ETF (MEDI) and iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA).
MEDI and IDNA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MEDI is an actively managed fund by Harbor. It was launched on Nov 16, 2022. IDNA is a passively managed fund by iShares that tracks the performance of the NYSE FactSet Global Genomics and Immuno Biopharma Index. It was launched on Jun 11, 2019.
Performance
MEDI vs. IDNA - Performance Comparison
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MEDI vs. IDNA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
MEDI Harbor Health Care ETF | -5.40% | 27.11% | 0.58% | 24.87% | 2.60% |
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund | 11.45% | 17.26% | -0.72% | -7.63% | -9.78% |
Returns By Period
In the year-to-date period, MEDI achieves a -5.40% return, which is significantly lower than IDNA's 11.45% return.
MEDI
- 1D
- 1.48%
- 1M
- -5.60%
- YTD
- -5.40%
- 6M
- 2.20%
- 1Y
- 21.19%
- 3Y*
- 14.13%
- 5Y*
- —
- 10Y*
- —
IDNA
- 1D
- 0.48%
- 1M
- -5.56%
- YTD
- 11.45%
- 6M
- 20.68%
- 1Y
- 48.06%
- 3Y*
- 9.03%
- 5Y*
- -7.93%
- 10Y*
- —
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MEDI vs. IDNA - Expense Ratio Comparison
MEDI has a 0.80% expense ratio, which is higher than IDNA's 0.47% expense ratio.
Return for Risk
MEDI vs. IDNA — Risk / Return Rank
MEDI
IDNA
MEDI vs. IDNA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Health Care ETF (MEDI) 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.
| MEDI | IDNA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.75 | -0.80 |
Sortino ratioReturn per unit of downside risk | 1.43 | 2.40 | -0.97 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.29 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 3.66 | -2.52 |
Martin ratioReturn relative to average drawdown | 4.02 | 11.65 | -7.63 |
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
| MEDI | IDNA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.75 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.28 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.11 | +0.65 |
Correlation
The correlation between MEDI and IDNA 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.
Dividends
MEDI vs. IDNA - Dividend Comparison
MEDI's dividend yield for the trailing twelve months is around 0.29%, less than IDNA's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MEDI Harbor Health Care ETF | 0.29% | 0.28% | 0.54% | 1.86% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
MEDI vs. IDNA - Drawdown Comparison
The maximum MEDI drawdown since its inception was -19.24%, smaller than the maximum IDNA drawdown of -68.26%. Use the drawdown chart below to compare losses from any high point for MEDI and IDNA.
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Drawdown Indicators
| MEDI | IDNA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.24% | -68.26% | +49.02% |
Max Drawdown (1Y)Largest decline over 1 year | -15.34% | -12.11% | -3.23% |
Max Drawdown (5Y)Largest decline over 5 years | — | -68.26% | — |
Current DrawdownCurrent decline from peak | -9.34% | -45.05% | +35.71% |
Average DrawdownAverage peak-to-trough decline | -4.09% | -36.05% | +31.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.38% | 3.81% | +0.57% |
Volatility
MEDI vs. IDNA - Volatility Comparison
The current volatility for Harbor Health Care ETF (MEDI) is 8.13%, while iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) has a volatility of 9.54%. This indicates that MEDI 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
| MEDI | IDNA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.13% | 9.54% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 14.16% | 18.22% | -4.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.74% | 27.75% | -5.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.48% | 28.53% | -10.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.48% | 29.68% | -11.20% |