MEDI vs. PBPH
MEDI (Harbor Health Care ETF) and PBPH (Portfolio Building Block World Pharma and Biotech Index ETF) are both Health & Biotech Equities funds. MEDI is actively managed, while PBPH is passively managed. Their 0.79 correlation means they have sometimes moved together and sometimes differently. MEDI charges 0.80%/yr vs 0.13%/yr for PBPH.
Performance
MEDI vs. PBPH - Performance Comparison
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Returns By Period
In the year-to-date period, MEDI achieves a 2.78% return, which is significantly lower than PBPH's 7.71% return.
MEDI
- 1D
- -1.40%
- 1M
- -7.14%
- 6M
- 3.32%
- YTD
- 2.78%
- 1Y
- 21.60%
- 3Y*
- 14.21%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 15.10%
PBPH
- 1D
- -1.24%
- 1M
- -2.58%
- 6M
- 4.02%
- YTD
- 7.71%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $122.30K | $134.20K | $281.73K | |
| $2.67M | $4.96M | $3.73M |
MEDI vs. PBPH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MEDI Harbor Health Care ETF | 2.78% | -2.45% |
PBPH Portfolio Building Block World Pharma and Biotech Index ETF | 7.71% | 0.74% |
Correlation
The correlation between MEDI and PBPH is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 25, 2025 | 0.79 |
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Return for Risk
MEDI vs. PBPH — Risk / Return Rank
MEDI
PBPH
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MEDI vs. PBPH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Health Care ETF (MEDI) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MEDI | PBPH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.19 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | — | — |
| Martin ratioReturn relative to average drawdown | 4.09 | — | — |
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Drawdowns
MEDI vs. PBPH - Drawdown Comparison
The maximum MEDI drawdown since its inception was -19.24%, which is greater than PBPH's maximum drawdown of -11.10%. Use the drawdown chart below to compare losses from any high point for MEDI and PBPH.
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Drawdown Indicators
| MEDI | PBPH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.24% | -11.10% | -8.14% |
Max Drawdown (1Y)Largest decline over 1 year | -15.34% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -19.24% | — | — |
Current DrawdownCurrent decline from peak | -7.33% | -3.03% | -4.30% |
Average DrawdownAverage peak-to-trough decline | -4.26% | -4.04% | -0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.35% | — | — |
Volatility
MEDI vs. PBPH - Volatility Comparison
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Volatility by Period
| MEDI | PBPH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 15.53% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.25% | 17.84% | +2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.70% | 17.84% | +0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.70% | 17.84% | +0.86% |
MEDI vs. PBPH - Expense Ratio Comparison
MEDI has a 0.80% expense ratio, which is higher than PBPH's 0.13% expense ratio.
Dividends
MEDI vs. PBPH - Dividend Comparison
MEDI's dividend yield for the trailing twelve months is around 0.27%, more than PBPH's 0.08% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
MEDI Harbor Health Care ETF | 0.27% | 0.28% | 0.54% | 1.86% |
PBPH Portfolio Building Block World Pharma and Biotech Index ETF | 0.08% | 0.09% | 0.00% | 0.00% |
Frequently Asked Questions
MEDI and PBPH have a correlation of 0.79, 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 0.80% for MEDI.
MEDI has the higher dividend yield at 0.27%, compared with 0.08% for PBPH.
They also come from different issuers: Harbor and Portfolio Building Block. Their fees differ too: 0.80% for MEDI and 0.13% for PBPH.
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