BMED - ETF AI Analysis
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Future Health ETF (BMED)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past three months and year-to-date, indicating positive recent momentum.
Leading Health Care Holdings
Several top positions, including well-known global health care companies, have delivered strong or steady performance that supports the fund.
Global Health Care Exposure
While focused on the U.S., the fund also holds meaningful positions in major international markets like Switzerland, Germany, and Japan, adding some geographic diversification.
Negative Factors
High Sector Concentration
With the vast majority of assets in health care, the ETF is heavily exposed to risks specific to that single sector.
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can gradually reduce net returns for long-term investors.
Small Asset Base
The relatively low level of assets under management may lead to lower trading volume and potentially wider bid-ask spreads for investors.
BMED vs. SPDR S&P 500 ETF (SPY)
AUM10.44M
RegionGlobal
Expense Ratio0.55%
Beta0.74
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. Volume2,549
30 Day Avg. Volume5,205
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
34.46Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering42
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BMED Summary
The Future Health ETF (BMED) focuses on the health care theme, investing in companies working on new drugs, medical devices, and advanced health services, mainly in the U.S. It does not track a traditional index, but instead selects a mix of established names and innovators. Well-known holdings include Johnson & Johnson and Merck. Someone might invest in BMED to seek long-term growth from medical breakthroughs while spreading risk across many health care companies. A key risk is that it is heavily concentrated in the health care sector, so its price can rise or fall sharply with changes in that industry.
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
BMED is firmly hitched to the future of health care, with big U.S. names like Johnson & Johnson, Merck, Amgen, and Gilead doing much of the heavy lifting as their shares have generally been rising over the past few months. Moderna has turned into a powerful swing factor, surging lately and adding extra fuel to returns despite its shaky fundamentals. On the flip side, Waters and Edwards Lifesciences have been lagging, acting as a bit of a brake. While mostly U.S.-driven, Wuxi Biologics adds a notable global twist to this health‑focused story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Johnson & Johnson | 7.87% | $814.32K | $580.40B | 60.65% | 78 Outperform | |
| Gilead Sciences | 5.45% | $564.52K | $173.96B | 35.80% | 78 Outperform | |
| Merck & Company | 4.71% | $487.98K | $298.79B | 48.87% | 80 Outperform | |
| Amgen | 4.50% | $465.42K | $184.67B | 22.23% | 77 Outperform | |
| Edwards Lifesciences | 4.48% | $463.45K | $47.16B | 21.05% | 79 Outperform | |
| McKesson | 4.22% | $437.24K | $104.94B | 29.43% | 62 Neutral | |
| Biogen | 3.10% | $320.47K | $25.29B | 51.11% | 74 Outperform | |
| Wuxi Biologics (Cayman) | 3.05% | $315.62K | HK$144.73B | 97.25% | 63 Neutral | |
| Waters | 2.97% | $307.16K | $29.83B | -6.66% | 70 Outperform | |
| Moderna | 2.95% | $305.12K | $19.26B | 97.93% | 59 Neutral |
BMED Technical Analysis
Negative
―
Price Trends
29.99
Negative
30.21
Negative
28.22
Positive
Market Momentum
-0.36
Negative
44.01
Neutral
75.60
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BMED, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 28.77, equal to the 50-day MA of 29.99, and equal to the 200-day MA of 28.22, indicating a neutral trend. The MACD of -0.36 indicates Negative momentum. The RSI at 44.01 is Neutral, neither overbought nor oversold. The STOCH value of 75.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BMED.
BMED Peer Comparison
Comparison Results
Performance Comparison
BMED
Future Health ETF
28.73
6.71
30.47%
FMED
Fidelity Disruptive Medicine ETF
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MEDI
Harbor Health Care ETF
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TMED
T. Rowe Price Health Care ETF
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MEDX
Horizon Kinetics Medical 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.
DisclaimerThis 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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