Compare · 2 funds side by side · dividends reinvested

BMED and HLTH

BMEDiShares×HLTHTema×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,713BMED · best of the two

02 / 03

BMED and HLTH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Health Innovation Active ETFThematic · Disruptive tech0.77%0.22%+23.3%+32.3%+21.9%+4.9%−14.9%17.9%$15M1.1

Tema Healthcare AI ETFThematic · AI & semis0.75%0.00%[…][…][…][…][…][…]$12M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: BMED 2020 · HLTH 2026

Head to Head

Swap sides Versus in desk

Head to Head

iShares Health Innovation Active ETF · $15M$12,713

BMED

HLTH

Tema Healthcare AI ETF · $12M[…]

$10,000 five years ago, dividends reinvested · they hold 16.0% in common

BMEDMeasureHLTH

+23.3%Year to dateJan 1 → Nov 4[…]

+32.3%1 yearTotal return[…]

+21.9%3 years · per year$10,000 became $18,098 · […][…]

+4.9%5 years · per year$10,000 became $12,713 · […][…]

0.77%Expense ratio$77 · $75 a year on $10k · lower is better0.75%

0.22%Trailing 12-mo yield$22 · $0 a year on $10k0.00%

−14.9%Worst dropSmaller is better[…]

17.9%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BMED vs HLTH: Top 5 Holdings

Today

BMED

25.6%in top 5

HLTH

in top 526.3%

BMEDStockHLTH

5.8%GILDnot top 5

not top 5TXG5.8%

5.5%MRNAnot top 5

not top 5ISRG5.4%

5.1%DHRnot top 5

not top 5NTRA5.1%

not top 5RVMD5.0%

4.3%TMO5.0%

4.8%ABBVnot top 5

Held in common16.0%

End-of-day Nov 4, 2026 · share of each fund

BMED vs HLTH Returns, Every Period

iSharesBMED

+32.3%

past year

HLTHTema

[…]

past year

Returns […]

BMEDHLTHFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BMED vs HLTH

YTD

iSharesBMED

+23.3%

HLTHTema

[…]

+23.3%Year to date[…]

−14.9%Worst drop · 1Y[…]

17.9%Volatility · 1Y[…]

0.2%Yield0.0%

$14.9MAssets$11.8M

1–0BMED wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BMED, HLTH

Today

0.75%lowest, HLTH

FundExpense ratioFee$10k

HLTH0.75%$75

BMED0.77%$77

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BMED, HLTH

0.22%highest, BMED

FundTrailing yieldYield$10k

BMED0.22%$22

HLTH0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$55most kept, BMED

BMED$22 − $77 = −$55

HLTH$0 − $75 = −$75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BMED, HLTH

Today

16.0%most shared, BMED and HLTH

BMEDHLTH

BMED—16.0%

HLTH16.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.3%BMED, at 17.9% volatility

BMEDWorst drop−14.9%17.9% vol

HLTHWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026