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 IBB/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 IBB/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 48.89 216 M 39.0% Sharp Down 34%   7% -27%
ARK Invest Genomic Revolution ETF ARKG BATS Health Care Research Advance USD 90.34 538 M 149.5% Neutral 46%   9% -27%
Direxion Daily S&P Biotech Bull 3X Shares LABU NYSEARCA Health Care Biotech USD 74.50 321 M 146.4% Sharp Down 105%   23% -65%
First Trust NYSE Arca Biotechnology Index Fund FBT NYSEARCA Health Care Biotech USD 162.46 1.7 B 11.5% Weak Down 25%   5% -16%
Invesco Dynamic Biotechnology & Genome ETF PBE NYSEARCA Health Care Biotech USD 75.54 213 M 50.9% Neutral 30%   6% -17%
iShares Evolved US Innovative Healthcare ETF IEIH BATS Health Care Pharma USD 32.81 5.3 M 18.0% Neutral 20%   4% -10%
iShares Nasdaq Biotechnology IBB NASDAQ by Sector Health Care USD 153.19 7.0 B 29.0% Weak Down 26%   6% -15%
Loncar Cancer Immunotherapy ETF CNCR NASDAQ Health Care Biotech USD 29.64 38 M 37.8% Weak Down 33%   7% -22%
Principal Healthcare Innovators Index ETF BTEC NASDAQ Health Care Biotech USD 58.81 57 M 67.8% Sharp Down 32%   7% -23%
ProShares Ultra Nasdaq Biotechnology BIB NASDAQ Leveraged by Sector USD 86.52 152 M 54.0% Sharp Down 51%   11% -29%
ProShares UltraShort Nasdaq Biotechnology BIS NASDAQ Inverse by Sector USD 21.59 22 M -51.8% Neutral 51%   -11% -60%
SPDR S&P Biotech ETF XBI NYSEARCA Health Care Biotech USD 133.48 3.9 B 54.2% Sharp Down 35%   8% -27%
VanEck Vectors® Biotech ETF BBH NASDAQ Health Care Biotech USD 183.45 334 M 28.8% Neutral 25%   5% -14%
Virtus LifeSci Biotech Clinical Trials ETF BBC NYSEARCA Health Care Biotech USD 49.93 32 M 55.5% Weak Down 38%   8% -24%
Virtus LifeSci Biotech Products ETF BBP NYSEARCA Health Care Biotech USD 52.89 25 M 29.0% Weak Down 28%   6% -17%