BMED - ETF AI Analysis
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Future Health ETF (BMED)
BMED, the Future Health ETF, has a solid overall rating driven mainly by strong, diversified pharmaceutical and life sciences holdings like Merck, Vertex, Gilead, Danaher, and Thermo Fisher, which benefit from robust financial performance, healthy pipelines, and generally positive earnings outlooks. The fund is held back somewhat by names such as Moderna, AbbVie, and Mettler-Toledo, where high valuations, profitability or leverage concerns, and market-specific challenges introduce more uncertainty. The main risk factor is the ETF’s concentration in healthcare and biotech, meaning sector-specific issues—like drug pricing pressures, regulatory changes, or pipeline setbacks—could impact many holdings at once.
BMED vs. SPDR S&P 500 ETF (SPY)
- AUM
- 14.43M
- Region
- Global
- Expense Ratio
- 0.55%
- Beta
- 0.61
- Issuer
- iShares
- Inception Date
- Sep 29, 2020
- Dividend Yield
- 0.22%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
BMED Summary
The Future Health ETF (BMED) is a fund that focuses on the theme of medical innovation and the health care sector, rather than tracking a traditional index. It invests mainly in U.S. health care companies involved in biotech, advanced medical devices, and modern health services. Well-known holdings include Moderna and Merck, along with other major drug and medical technology makers. Someone might invest in BMED to get diversified exposure to companies working on the next generation of treatments and health tools. A key risk is that health care and biotech stocks can be volatile, so the value of the ETF can go up and down sharply.
How much will it cost me?
This ETF has an expense ratio of 0.55%, which means you’ll pay about $5.50 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because BMED is more specialized and actively focused on future health care innovations, which typically costs more to manage.
What would affect this ETF?
BMED could benefit if global health care spending grows, new drugs and vaccines succeed, and supportive regulations encourage innovation, which would help major holdings like Moderna, AbbVie, and Merck. On the other hand, tighter drug pricing rules, failed clinical trials, or economic slowdowns that reduce health care budgets, along with higher interest rates that pressure growth stocks, could hurt the ETF’s future performance.
BMED Top 10 Holdings
BMED is essentially a bet on cutting-edge health care, with a heavy tilt toward big biotech and medical tools. Moderna has been the rocket fuel lately, rising sharply on renewed optimism around its pipeline, while Biogen and Gilead add more steady, upward momentum from their own drug portfolios. On the equipment and diagnostics side, Danaher and Thermo Fisher are climbing but face some valuation worries that could cap gains. Overall, the fund is concentrated in global health innovators, with performance driven more by biotech breakthroughs than by traditional pharma or services.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 GILD | Gilead Sciences | 5.94% | $857.27K | $211.27B | 37.21% | 78Outperform |
 MRNA | Moderna | 5.32% | $767.61K | $88.16B | 817.06% | 59Neutral |
 DHR | Danaher | 5.11% | $736.80K | $160.38B | 7.50% | 75Outperform |
 ABBV | AbbVie | 4.87% | $702.17K | $510.41B | 34.93% | 66Neutral |
 TMO | Thermo Fisher | 4.27% | $615.75K | $252.93B | 23.63% | 72Outperform |
 BIIB | Biogen | 3.71% | $535.37K | $36.81B | 64.38% | 74Outperform |
 IQV | IQVIA Holdings | 3.45% | $496.98K | $42.59B | 22.77% | 73Outperform |
 MTD | Mettler-Toledo | 3.54% | $510.17K | $33.63B | 20.70% | 64Neutral |
 VRTX | Vertex Pharmaceuticals | 3.39% | $488.98K | $140.20B | 24.59% | 78Outperform |
 EW | Edwards Lifesciences | 3.06% | $441.68K | $53.76B | 14.59% | 79Outperform |
BMED Technical Analysis
Price Trends
Market Momentum
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 36.28 is above the 20-day moving average (MA) of 35.16, above the 50-day MA of 34.48, and above the 200-day MA of 30.97, indicating a bullish trend. The MACD of 0.60 indicates Negative momentum. The RSI at 62.66 is Neutral, neither overbought nor oversold. The STOCH value of 65.96 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BMED.
BMED Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BMED | $36.28 | $37.00(1.98% Upside) | $14.43M | 0.55% | 65Neutral |
 FMED | $32.05 | $43.79(36.62% Upside) | $51.26M | 0.50% | 59Neutral |
 MEDI | $35.07 | $45.88(30.84% Upside) | $45.44M | 0.80% | 62Neutral |
 TMED | $34.52 | $56.07(62.45% Upside) | $34.12M | 0.44% | 61Neutral |
 MEDX | $37.83 | $44.23(16.92% Upside) | $17.87M | 0.85% | 65Neutral |
 HLTH | $28.09 | $37.76(34.40% Upside) | $11.56M | 0.75% | 55Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BMED | Future Health ETF | 36.28 | 8.09 | 28.68% | |
| FMED | Fidelity Disruptive Medicine ETF | 32.05 | 6.17 | 23.86% | |
| MEDI | Harbor Health Care ETF | 35.07 | 5.30 | 17.82% | |
| TMED | T. Rowe Price Health Care ETF | 34.52 | 6.29 | 22.30% | |
| MEDX | Horizon Kinetics Medical ETF | 37.83 | 6.76 | 21.77% | |
| HLTH | Tema Healthcare AI ETF | 28.09 | 2.78 | 10.99% |
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.