BMED - ETF AI Analysis
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Future Health ETF (BMED)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Large-Cap Health Leaders
Several major holdings like Merck, Johnson & Johnson, AbbVie, Biogen, and Amgen have shown strong year-to-date performance, helping support the ETF’s overall returns.
Focused Exposure to Health Care
With most assets in the health care sector, the fund offers targeted access to a specialized area that can benefit from long-term trends in medicine and biotechnology.
Recent Short-Term Momentum
The ETF’s one-month and three-month results have been strong, suggesting recent positive momentum in its portfolio.
Negative Factors
High Sector Concentration
Because the ETF is heavily concentrated in health care, it may be more vulnerable if this single sector faces a downturn.
Limited Geographic Diversification
The fund is overwhelmingly invested in U.S. companies, offering little exposure to international health care markets.
Mixed Performance Among Top Holdings
Some key positions like Edwards Lifesciences, Thermo Fisher, and Danaher have shown weak year-to-date performance, which can drag on the fund’s overall results.
BMED vs. SPDR S&P 500 ETF (SPY)
AUM13.34M
RegionGlobal
Expense Ratio0.55%
Beta0.62
IssueriShares
Inception DateSep 29, 2020
Dividend Yield0.24%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,460
30 Day Avg. Volume2,053
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
37.07Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering47
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BMED Summary
The Future Health ETF (ticker BMED) focuses on the health care theme, investing in companies involved in new medicines, medical devices, and advanced health services, mainly in the United States. It does not track a traditional index, but instead selects a mix of well-known names like Johnson & Johnson and Merck, along with smaller, innovative firms. Someone might invest in BMED to gain diversified exposure to the long-term growth of medical innovation. A key risk is that it is heavily concentrated in health care, so its value can rise or fall sharply with changes in the health sector.
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 a pure play on global health care, with Big Pharma and medical innovators steering the ship. Merck and Johnson & Johnson have been steady climbers, giving the fund a solid backbone, while AbbVie adds more fuel with a rising trend. On the more volatile side, Moderna has been surging lately, helping performance despite lingering fundamental questions. Charles River Labs and Danaher are more mixed, occasionally losing steam and tempering gains. Overall, the ETF leans heavily into U.S.-based health leaders, with a clear tilt toward drug makers and advanced medical tools.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Gilead Sciences | 5.10% | $677.44K | $183.12B | 31.55% | 78 Outperform | |
| Merck & Company | 4.98% | $661.67K | $357.52B | 77.74% | 80 Outperform | |
| AbbVie | 4.79% | $636.36K | $463.89B | 18.88% | 66 Neutral | |
| Johnson & Johnson | 4.36% | $578.45K | $644.12B | 55.16% | 78 Outperform | |
| Thermo Fisher | 4.17% | $553.49K | $239.76B | 36.84% | 72 Outperform | |
| Moderna | 4.11% | $545.98K | $58.14B | 521.10% | 59 Neutral | |
| Charles River Labs | 4.07% | $541.03K | $13.05B | 79.03% | 60 Neutral | |
| IQVIA Holdings | 3.85% | $510.88K | $44.25B | 43.99% | 73 Outperform | |
| Edwards Lifesciences | 3.79% | $502.86K | $51.46B | 18.38% | 79 Outperform | |
| Waters | 3.55% | $471.51K | $41.13B | 37.86% | 70 Outperform |
BMED Technical Analysis
Positive
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Price Trends
32.37
Positive
30.48
Positive
30.26
Positive
Market Momentum
0.28
Positive
60.78
Neutral
58.88
Neutral
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 33.89, equal to the 50-day MA of 32.37, and equal to the 200-day MA of 30.26, indicating a bullish trend. The MACD of 0.28 indicates Positive momentum. The RSI at 60.78 is Neutral, neither overbought nor oversold. The STOCH value of 58.88 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
Performance Comparison
BMED
Future Health ETF
34.17
7.85
29.83%
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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