Compare · 3 funds side by side · dividends reinvested

BMED, HLTH and IBB

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,634IBB · best of the three

02 / 04

BMED, HLTH and IBB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Biotechnology ETFSectors · Technology0.44%0.16%+27.8%+35.5%+24.5%+6.4%−9.6%22.7%$11.2B1.3

iShares Health Innovation Active ETFThematic · Disruptive tech0.77%0.22%+20.0%+27.6%+20.9%+4.1%−14.9%17.8%$14M1.9

Tema Healthcare AI ETFThematic · AI & semis0.75%0.00%[…][…][…][…][…][…]$12M2.5

Rank among the three1st → 3rdFee, 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 · HLTH 2026 · IBB 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

BMED

HLTH

Tema Healthcare AI ETF · $12M[…]

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

BMEDMeasureHLTH

+20.0%Year to dateJan 1 → Nov 3[…]

+27.6%1 yearTotal return[…]

+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 · $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[…]

17.8%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 3, 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

25.5%in top 5

HLTH

in top 526.1%

BMEDStockHLTH

5.9%GILDnot top 5

not top 5TXG5.6%

not top 5ISRG5.5%

5.3%MRNAnot top 5

5.1%DHRnot top 5

not top 5NTRA5.0%

not top 5RVMD5.0%

4.3%TMO5.0%

4.9%ABBVnot top 5

Held in common16.0%

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

BMED vs HLTH Returns, Every Period

iSharesBMED

+27.6%

past year

HLTHTema

[…]

past year

Returns […]

BMEDHLTHFaded: behind in that period

0–0Level

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

Thematic vs Sector: BMED vs IBB

YTD

iSharesBMED

+20.0%

IBBiShares

+27.8%

+20.0%Year to date+27.8%

−14.9%Worst drop · 1Y−9.6%

17.8%Volatility · 1Y22.7%

0.2%Yield0.2%

$14.5MAssets$11.2B

2–1IBB wins

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

Cost, Income and Risk

Fees: BMED, HLTH, IBB

Today

0.44%lowest, IBB

FundExpense ratioFee$10k

IBB0.44%$44

HLTH0.75%$75

BMED0.77%$77

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

Yields: BMED, HLTH, IBB

0.22%highest, BMED

FundTrailing yieldYield$10k

BMED0.22%$22

IBB0.16%$16

HLTH0.00%$0

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

Income After Fees on $10,000

−$28most kept, IBB

IBB$16 − $44 = −$28

BMED$22 − $77 = −$55

HLTH$0 − $75 = −$75

KeptFee

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

Overlap: BMED, HLTH, IBB

Today

34.8%most shared, BMED and IBB

BMEDHLTHIBB

BMED—16.0%34.8%

HLTH16.0%—18.5%

IBB34.8%18.5%—

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

Return vs Bumpiness: 3 ETFs

+35.5%IBB, at 22.7% volatility

BMEDWorst drop−14.9%17.8% vol

IBBWorst drop−9.6%22.7% vol

HLTHWorst drop[…][…]

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

Paid More vs Made More

YTD

BMEDIBB

+20.0%Year to date+27.8%

0.2%Yield0.2%

+27.6%Past year+35.5%

0.77%Fee0.44%

3–0IBB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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