Biotechnology Breakthroughs ETFs

Biotechnology Breakthroughs ETFs
  • Pininvest Analysis

Because R&D in biotechnology is complex and the rate of drug approval remains uncertain, investment strategies followed by ETFs adopt two distinct models

  • broad based funds cast a wide net, as poor performing clinical-stage companies could become tomorrow's stars  - with more than 190 holdings, iShares fund [asset ticker="IBB" mnemonic="NASDAQ"] limits risk exposure through diversification 
  • focused funds, targeting break-through technologies, advanced treatments of rare diseases or clinical-stage research, accept high risk exposure (volatility) in the hope of above average performance 

Including funds based on either models as well as leveraged funds, the theme is benchmarked with the iShares NASDAQ Biotechnology ETF [asset ticker="IBB" mnemonic="NASDAQ"] 

Our ETF market sector themes present a cross-sectional view of equity trends – in terms of market coverage, size and style. We hope to achieve a fair coverage of ETFs in each category, which is a work in progress

We do not receive any commission or other form of compensation from the providers included in our 'Funds' presentation

Biotechnology Breakthroughs ETFs • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
ALPS Medical Breakthroughs SBIO NYSEARCA Health Care Research Advance USD 49.14 216 M 15.2% Neutral 32%   7% -31%
ARK Genomic Revolution ETF ARKG BATS Health Care Research Advance USD 87.16 538 M 84.7% Weak Up 44%   9% -35%
Direxion Daily S&P Biotech Bull 3X Shares LABU NYSEARCA Health Care Leveraged USD 72.07 321 M 42.0% Weak Up 99%   23% -70%
First Trust NYSE Arca Biotechnology Index Fund FBT NYSEARCA Health Care Biotech USD 173.03 1.7 B 4.7% Weak Up 23%   5% -16%
Invesco Dynamic Biotechnology & Genome ETF PBE NYSEARCA Health Care Biotech USD 76.87 213 M 36.7% Neutral 28%   6% -18%
iShares Biotechnology ETF IBB NASDAQ by Sector Health Care USD 159.06 7.0 B 19.3% Weak Up 24%   5% -15%
iShares Evolved US Innovative Healthcare ETF IEIH BATS Health Care Pharma USD 34.46 5.3 M 17.6% Neutral 18%   4% -10%
Loncar Cancer Immunotherapy ETF CNCR NASDAQ Health Care Biotech USD 31.09 38 M 18.8% Neutral 31%   7% -22%
Principal Healthcare Innovators Index ETF BTEC NASDAQ Health Care Biotech USD 59.46 57 M 36.9% Weak Up 30%   7% -28%
ProShares Ultra Nasdaq Biotechnology BIB NASDAQ Healthcare Leveraged USD 92.81 152 M 33.7% Weak Up 47%   11% -29%
ProShares UltraShort Nasdaq Biotechnology BIS NASDAQ Health Care Inverse USD 19.50 22 M -42.6% Weak Down 48%   -11% -50%
SPDR S&P Biotech ETF XBI NYSEARCA Health Care Biotech USD 134.38 3.9 B 27.2% Neutral 33%   8% -30%
VanEck Vectors® Biotech ETF BBH NASDAQ Health Care Biotech USD 195.41 334 M 22.9% Weak Up 24%   5% -14%
Virtus LifeSci Biotech Clinical Trials ETF BBC NYSEARCA Health Care Biotech USD 50.59 32 M 17.9% Weak Up 36%   8% -28%
Virtus LifeSci Biotech Products ETF BBP NYSEARCA Health Care Biotech USD 53.79 25 M 15.3% Neutral 26%   5% -17%