BMED vs VTI
iShares Health Innovation Active ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. BMED delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | BMED | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.03% | |
| AUM | $13M | $666.9B | |
| Dividend Yield | 0.26% | 1.07% | |
| Holdings | 56 | 3,543 | |
| YTD Return | +12.55% | +12.65% | |
| 1Y Return | +31.40% | +21.39% | |
| 3Y Return (annualized) | +13.24% | +21.54% | |
| 5Y Return (annualized) | +2.92% | +12.11% | |
| Volatility (annualized) | 17.3% | 15.3% | |
| Max Drawdown | -36.4% | -56.6% | |
| Fund Family | BlackRock, Inc. (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 29, 2020 | May 24, 2001 |
BMED vs VTI Performance
iShares Health Innovation Active ETF (BMED) is a ETF from BlackRock, Inc. (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BMED returned +31.40% while VTI returned +21.39%. Year to date, BMED is up 12.55% versus a gain of 12.65% for VTI.
Over three years, BMED compounded at +13.24% per year against +21.54% for VTI; over five years the annualized figures are +2.92% and +12.11% respectively. Across the full 6-year window we track, VTI has the edge at +8.07% annualized vs +5.09%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BMED has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 15.3% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -36.4% for BMED and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BMED charges 0.55% per year while VTI charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, BMED currently yields 0.26% against 1.07% for VTI.
Holdings Overlap
BMED and VTI share 38 holdings out of 2802 unique holdings combined, representing a 3.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BMED or VTI?
BMED has an expense ratio of 0.55% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, BMED or VTI?
Over the past year BMED returned +31.40% vs +21.39% for VTI, so BMED leads on 1-year performance. Over the longest common window we track (6 years), BMED annualized +5.09% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, BMED or VTI?
BMED has been the more volatile fund at 17.3% annualized versus 15.3% for VTI. Worst drawdown: BMED -36.4% vs VTI -56.6%.
Should I hold both BMED and VTI?
BMED and VTI have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BMED and VTI?
BMED and VTI share 38 common holdings with a 3.4% weight overlap. Combined, they hold 2802 unique securities.
Which pays a higher dividend, BMED or VTI?
BMED yields 0.26% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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