Screener
BMED vs ITOT
iShares Health Innovation Active ETF vs iShares Core S&P Total U.S. Stock Market ETF
Key differences
- ITOT costs 0.52% less per year.
- ITOT is significantly larger than BMED — larger funds tend to be more liquid and less likely to close.
- BMED follows a active selection strategy; ITOT uses index tracking.
- Over the last 3 years, ITOT has delivered higher annualized returns.
- ITOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BMED | ITOT | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.03% |
| Fund size (AUM) | $10M | $88.9B |
| Since | 2020 | 2004 |
| Dividend yield | 0.00% | 1.03% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.7% | +31.1% |
| CAGR 3Y | +4.8% | +22.8% |
| CAGR 5Y | +0.1% | +13.2% |
| Sharpe 3Y | 0.16 | 1.20 |
| Volatility 1Y | 14.93% | 12.35% |
| Max drawdown | -36.44% | -35.00% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to BMED and ITOT
Explore further