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HEAL vs BMED

Global X HealthTech ETF vs iShares Health Innovation Active ETF

HEAL

Global X HealthTech ETF

Global X Funds

Annual cost

0.50%

Fund size

$25M

BMED

iShares Health Innovation Active ETF

BlackRock

Annual cost

0.55%

Fund size

$10M

Key differences

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

Side-by-side comparison

HEALBMED
Annual cost (TER)0.50%0.55%
Fund size (AUM)$25M$10M
Since20202020
Dividend yield0.38%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y-20.2%+18.0%
CAGR 3Y-10.3%+4.9%
CAGR 5Y-14.0%+0.1%
Sharpe 3Y-0.460.16
Volatility 1Y21.71%14.94%
Max drawdown-65.76%-36.44%

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

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