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BMED vs HEAL

iShares Health Innovation Active ETF vs Global X HealthTech ETF

BMED

iShares Health Innovation Active ETF

BlackRock

Annual cost

0.55%

Fund size

$10M

HEAL

Global X HealthTech ETF

Global X Funds

Annual cost

0.50%

Fund size

$25M

Key differences

  • HEAL costs 0.05% less per year.
  • BMED follows a active selection strategy; HEAL uses index tracking.
  • Over the last 3 years, BMED has delivered higher annualized returns.

Side-by-side comparison

BMEDHEAL
Annual cost (TER)0.55%0.50%
Fund size (AUM)$10M$25M
Since20202020
Dividend yield0.00%0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+18.0%-20.2%
CAGR 3Y+4.9%-10.3%
CAGR 5Y+0.1%-14.0%
Sharpe 3Y0.16-0.46
Volatility 1Y14.94%21.71%
Max drawdown-36.44%-65.76%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BMED and HEAL