Compare · 2 funds side by side · dividends reinvested

BMED and BAI

BMEDiShares×BAIiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,236BMED · best of the two

02 / 04

BMED and BAI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Health Innovation Active ETFThematic · Disruptive tech0.77%0.22%+20.0%+27.6%+20.9%+4.1%−14.9%17.8%$14M1.3

iShares A.I. Innovation and Tech Active ETFThematic · Disruptive tech0.65%1.55%+15.0%+4.1%[…][…]−30.9%45.8%$11.9B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BMED 2020 · BAI 2024

Head to Head

Swap sides Versus in desk

Head to Head

iShares Health Innovation Active ETF · $14M$12,236

BMED

BAI

iShares A.I. Innovation and Tech Active ETF · $11.9B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BMEDMeasureBAI

+20.0%Year to dateJan 1 → Nov 3+15.0%

+27.6%1 yearTotal return+4.1%

+20.9%3 years · per year$10,000 became $17,672 · […][…]

+4.1%5 years · per year$10,000 became $12,236 · […][…]

0.77%Expense ratio$77 · $65 a year on $10k · lower is better0.65%

0.22%Trailing 12-mo yield$22 · $155 a year on $10k1.55%

−14.9%Worst dropSmaller is better−30.9%

17.8%VolatilityLower is calmer45.8%

BMEDBAI Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2BMED wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BMED vs BAI: Top 5 Holdings

Today

BMED

25.5%in top 5

BAI

in top 526.6%

BMEDStockBAI

not top 5MU6.2%

5.9%GILDnot top 5

not top 5NVDA5.7%

not top 5AMD5.4%

5.3%MRNAnot top 5

5.1%DHRnot top 5

not top 5TSM5.0%

4.9%ABBVnot top 5

not top 5AVGO4.4%

4.3%TMOnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

BMED vs BAI Returns, Every Period

iSharesBMED

+27.6%

past year

BAIiShares

+4.1%

past year

BMEDBAIFaded: behind in that period

2–0BMED wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BMED vs BAI

YTD

iSharesBMED

+20.0%

BAIiShares

+15.0%

+20.0%Year to date+15.0%

−14.9%Worst drop · 1Y−30.9%

17.8%Volatility · 1Y45.8%

0.2%Yield1.5%

$14.5MAssets$11.9B

3–1BMED wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BMED, BAI

Today

0.65%lowest, BAI

FundExpense ratioFee$10k

BAI0.65%$65

BMED0.77%$77

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BMED, BAI

1.55%highest, BAI

FundTrailing yieldYield$10k

BAI1.55%$155

BMED0.22%$22

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, BAI

BAI$155 − $65 = $90

BMED$22 − $77 = −$55

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BMED, BAI

Today

0.0%most shared, BMED and BAI

BMEDBAI

BMED—0.0%

BAI0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.6%BMED, at 17.8% volatility

BMEDWorst drop−14.9%17.8% vol

BAIWorst drop−30.9%45.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BAIBMED

+15.0%Year to date+20.0%

1.5%Yield0.2%

+4.1%Past year+27.6%

0.65%Fee0.77%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026