Screener
BMED vs IUSV
iShares Health Innovation Active ETF vs iShares Core S&P U.S. Value ETF
Key differences
- IUSV costs 0.51% less per year.
- IUSV is significantly larger than BMED — larger funds tend to be more liquid and less likely to close.
- BMED follows a active selection strategy; IUSV uses index tracking.
- Over the last 3 years, IUSV has delivered higher annualized returns.
- IUSV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BMED | IUSV | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.04% |
| Fund size (AUM) | $10M | $25.6B |
| Since | 2020 | 2000 |
| Dividend yield | 0.00% | 1.71% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.7% | +24.5% |
| CAGR 3Y | +4.8% | +16.4% |
| CAGR 5Y | +0.1% | +11.1% |
| Sharpe 3Y | 0.16 | 0.98 |
| Volatility 1Y | 14.93% | 10.12% |
| Max drawdown | -36.44% | -37.54% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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