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BMED - ETF AI Analysis
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Future Health ETF (BMED)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Medtronic and Johnson & Johnson, have shown strong year-to-date performance, supporting the ETF’s overall gains.
Health Care Focus
The ETF’s heavy exposure to the health care sector provides stability, as this industry tends to perform well during economic uncertainty.
Steady Performance
The ETF has delivered consistent gains over the past three months, indicating solid momentum.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio, which can eat into investor returns over time.
Geographic Concentration
With over 80% exposure to U.S. companies, the ETF lacks significant diversification across global markets.
Mixed Holdings Performance
Some holdings, such as Lonza Group and Edwards Lifesciences, have shown weaker year-to-date performance, potentially dragging on overall returns.
BMED vs. SPDR S&P 500 ETF (SPY)
AUM7.46M
RegionGlobal
Expense Ratio0.55%
Beta0.72
IssueriShares
Inception DateSep 29, 2020
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,702
30 Day Avg. Volume3,211
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
36.06Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering129
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BMED Summary
The Future Health ETF (Ticker: BMED) is a fund focused on investing in companies driving innovation in the health care sector. It includes well-known names like Abbott Laboratories and Medtronic, alongside other leaders in biotechnology, medical devices, and health care services. This ETF is ideal for investors who want to tap into the growth potential of cutting-edge medical advancements and diversify their portfolio with exposure to the health care industry. However, new investors should be aware that the ETF’s performance can fluctuate based on changes in the health care sector and broader market trends.
How much will it cost me?The Future Health ETF (Ticker: BMED) has an expense ratio of 0.85%, meaning you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a specialized sector like health care innovation, which typically requires more research and management expertise.
What would affect this ETF?The Future Health ETF (BMED) could benefit from ongoing advancements in biotechnology and medical devices, as well as increased global demand for innovative health care solutions. However, it may face challenges from regulatory changes in the health care sector or economic downturns that reduce funding for medical innovation. Its global exposure and focus on leading companies like Abbott Laboratories and Johnson & Johnson provide stability but also make it sensitive to international market conditions.
BMED Top 10 Holdings
The Future Health ETF (BMED) is heavily concentrated in the health care sector, with a global mix of established leaders and emerging innovators driving its performance. Exact Sciences and Guardant Health are rising stars, benefiting from strong technical momentum and strategic moves, though profitability concerns linger. Roche Holding AG and Johnson & Johnson provide steady leadership, bolstered by robust pipelines and consistent growth. On the flip side, Abbott Laboratories is lagging, with bearish momentum posing short-term challenges. Overall, the fund’s focus on medical innovation positions it well for long-term growth, despite mixed results from some holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Roche Holding AG | 3.31% | $250.41K | CHF272.24B | 45.48% | 73 Outperform | |
| Johnson & Johnson | 3.21% | $242.97K | $495.71B | 44.83% | 78 Outperform | |
| Medtronic | 3.16% | $238.85K | $126.52B | 22.35% | 80 Outperform | |
| Exact Sciences | 2.88% | $217.79K | $19.39B | 80.14% | 70 Outperform | |
| Gilead Sciences | 2.66% | $201.07K | $149.71B | 34.26% | 78 Outperform | |
| Guardant Health | 2.61% | $197.21K | $14.07B | 196.25% | 61 Neutral | |
| Merck & Company | 2.59% | $195.70K | $274.34B | 11.83% | 80 Outperform | |
| Edwards Lifesciences | 2.53% | $191.38K | $49.08B | 15.20% | 79 Outperform | |
| Natera | 2.26% | $170.96K | $33.14B | 36.89% | 73 Outperform | |
| Novartis AG | 2.00% | $151.26K | CHF217.04B | 25.19% | 80 Outperform |
BMED Technical Analysis
Positive
―
Price Trends
29.86
Positive
28.38
Positive
26.33
Positive
Market Momentum
0.30
Negative
61.15
Neutral
90.51
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BMED, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.53, equal to the 50-day MA of 29.86, and equal to the 200-day MA of 26.33, indicating a bullish trend. The MACD of 0.30 indicates Negative momentum. The RSI at 61.15 is Neutral, neither overbought nor oversold. The STOCH value of 90.51 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BMED.
BMED Peer Comparison
Comparison Results
Performance Comparison
BMED
Future Health ETF
31.08
5.60
21.98%
FMED
Fidelity Disruptive Medicine ETF
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MEDI
Harbor Health Care ETF
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MEDX
Horizon Kinetics Medical ETF
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TMED
T. Rowe Price Health Care ETF
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JDOC
JPMorgan Healthcare Leaders ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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