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BMED vs IBBQ

iShares Health Innovation Active ETF vs Invesco Nasdaq Biotechnology ETF

BMED

iShares Health Innovation Active ETF

BlackRock

Annual cost

0.55%

Fund size

$10M

IBBQ

Invesco Nasdaq Biotechnology ETF

Invesco

Annual cost

0.19%

Fund size

$65M

Key differences

  • IBBQ costs 0.36% less per year.
  • IBBQ is significantly larger than BMED — larger funds tend to be more liquid and less likely to close.
  • BMED follows a active selection strategy; IBBQ uses index tracking.
  • Over the last 3 years, IBBQ has delivered higher annualized returns.

Side-by-side comparison

BMEDIBBQ
Annual cost (TER)0.55%0.19%
Fund size (AUM)$10M$65M
Since20202021
Dividend yield0.00%0.86%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+18.0%+45.0%
CAGR 3Y+4.9%+13.0%
CAGR 5Y+0.1%N/A
Sharpe 3Y0.160.54
Volatility 1Y14.94%19.50%
Max drawdown-36.44%-37.94%

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

Similar to BMED and IBBQ