iShares Health Innovation Active ETF

iShares Health Innovation Active ETF

About

iShares Health Innovation Active ETF (US09290C4006) is a US-listed equity ETF tracking the STOXX GLOBAL BREAKTHROUGH HEALTHCARE (Net). With a expense ratio of 0.55%, its costs are on the higher end for an ETF, paying distributions. The fund holds 61 positions across 7 regions with 10M in assets, with heavy concentration — 84% in United States, 95% in Health Care.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 7.5 Tracking Difference: 10.0 · TD Consistency: — · Expense Ratio: 1.6
Liquidity (25%) 3.2 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker BMED
ISIN
Fund Size $10.2M
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Sep 2020
Base Currency USD
Index STOXX GLOBAL BREAKTHROUGH HEALTHCARE (Net)
Asset Class Equities
Category Equity Sector

Costs

7.5
This fund has moderate costs compared to similar ETFs.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.55%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year +19.25%
3 Years +6.86%
5 Years -0.20%
10 Years
YTD -5.12%
Since Inception +2.40%

Holdings

This fund invests into 61 individual investments.
#1
Merck & Co Inc
5.64%
#2
Gilead Sciences Inc
5.05%
#3
Johnson & Johnson
4.98%
#4
Edwards Lifesciences Corp
4.90%
#5
BLK CSH FND TREASURY SL AGENCY
4.11%
#6
Moderna Inc
3.72%
#7
Biogen Inc
3.72%
#8
Thermo Fisher Scientific Inc
3.69%
#9
Danaher Corp
3.60%
#10
Waters Corp
3.60%
View all holdings (50)
# Holding Ticker Weight
1 Merck & Co Inc MRK 564.42%
2 Gilead Sciences Inc GILD 504.54%
3 Johnson & Johnson JNJ 498.29%
4 Edwards Lifesciences Corp EW 489.63%
5 BLK CSH FND TREASURY SL AGENCY XTSLA 411.10%
6 Moderna Inc MRNA 372.37%
7 Biogen Inc BIIB 372.32%
8 Thermo Fisher Scientific Inc TMO 369.27%
9 Danaher Corp DHR 360.19%
10 Waters Corp WAT 360.09%
11 Amgen Inc AMGN 345.65%
12 Charles River Laboratories International Inc CRL 322.87%
13 Mettler-Toledo International Inc MTD 307.04%
14 Vertex Pharmaceuticals Inc VRTX 305.02%
15 Dexcom Inc DXCM 247.77%
16 Illumina Inc ILMN 245.36%
17 Bruker Corp BRKR 241.83%
18 Pfizer Inc PFE 231.78%
19 Novartis AG NOVN 226.35%
20 Neurocrine Biosciences Inc NBIX 220.47%
21 Bio-Techne Corp TECH 215.79%
22 Roche Holding AG ROP 209.26%
23 Cytokinetics Inc CYTK 200.49%
24 UnitedHealth Group Inc UNH 184.85%
25 UCB SA UCB 164.27%
26 Axsome Therapeutics Inc AXSM 159.13%
27 Incyte Corp INCY 158.15%
28 AstraZeneca PLC AZN 149.82%
29 AbbVie Inc ABBV 147.91%
30 BioMarin Pharmaceutical Inc BMRN 122.05%
31 REVOLUTION Medicines Inc RVMD 115.35%
32 Bristol-Myers Squibb Co BMY 114.64%
33 Boston Scientific Corp BSX 107.95%
34 ARGENX SE - ADR ARGX 105.67%
35 Wuxi Biologics Cayman Inc 2269 102.01%
36 Protagonist Therapeutics Inc PTGX 86.17%
37 Alcon AG ALC 86.10%
38 Alkermes PLC ALKS 75.39%
39 Intuitive Surgical Inc ISRG 74.46%
40 Arcus Biosciences Inc RCUS 61.06%
41 Cogent Biosciences Inc COGT 55.17%
42 Dianthus Therapeutics Inc DNTH 52.56%
43 Apogee Therapeutics Inc APGE 50.96%
44 Insmed Inc INSM 46.23%
45 Biontech Se BNTX 45.11%
46 USD CASH USD 39.64%
47 Erasca Inc ERAS 16.74%
48 Ultragenyx Pharmaceutical Inc RARE 12.35%
49 EIKON THERAPEUTICS INC EIKN 11.79%
50 AVALO THERAPEUTICS INC AVTX 11.24%

Sectors

Allocation by industry sector.
 
Sector Weight
Health Care 9514.00%
Unknown 486.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
United States 8425.00%
Switzerland 522.00%
UNKNOWN 486.00%
Belgium 164.00%
United Kingdom 150.00%
Netherlands 106.00%
Hong Kong SAR China 102.00%
Germany 45.00%
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