BMED - ETF AI Analysis
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Future Health ETF (BMED)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Core Holdings
Several of the largest positions, including well-known healthcare leaders, have shown strong year-to-date performance, helping support the fund’s overall results.
Focused Healthcare Exposure
With most assets in the health care sector, the ETF gives targeted access to a specialized area that can benefit from long-term trends in medical innovation and aging populations.
Global but U.S.-Led Portfolio
The fund is primarily invested in U.S. companies while still holding some international names, offering a mix of domestic stability with a small dose of global exposure.
Negative Factors
Recent Weak Overall Performance
The ETF’s returns over the year to date and the last three months have been weak, signaling recent headwinds for the strategy.
Sector Concentration Risk
Heavy weighting in health care means the fund could be hit hard if this single sector faces regulatory changes, pricing pressure, or other industry-specific challenges.
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into returns over time compared with lower-cost alternatives.
BMED vs. SPDR S&P 500 ETF (SPY)
AUM10.13M
RegionGlobal
Expense Ratio0.55%
Beta0.68
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. Volume1,160
30 Day Avg. Volume2,505
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
33.26Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering50
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 involved in biotech, medical devices, and advanced health services, mainly in the United States. It does not track a traditional index but aims to capture future-looking medical innovation. Well-known holdings include Johnson & Johnson and Merck, along with other specialized health companies. Someone might invest in BMED to seek long-term growth from new medical treatments and technologies while getting diversification across many health care firms. A key risk is that it is heavily concentrated in the health care sector, so its value can rise or fall with 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 anchored in global health care, with big U.S. pharma and biotech names setting the tone. Merck and Johnson & Johnson are doing much of the heavy lifting, with Merck in particular powering ahead and J&J staying on a solid upward path. Biogen and Gilead are also rising, adding to the fund’s momentum, while Edwards Lifesciences provides a steadier medical-device counterweight. On the flip side, names like Wuxi Biologics and Charles River Labs are losing altitude, creating some drag but not enough to overshadow the fund’s core strength in large, innovative drug makers.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Merck & Company | 5.57% | $573.37K | $298.26B | 45.70% | 80 Outperform | |
| Johnson & Johnson | 5.17% | $531.24K | $573.71B | 53.32% | 78 Outperform | |
| Gilead Sciences | 5.10% | $524.25K | $156.28B | 14.19% | 78 Outperform | |
| Edwards Lifesciences | 4.77% | $491.06K | $49.38B | 13.25% | 79 Outperform | |
| Biogen | 3.76% | $386.92K | $29.52B | 53.12% | 74 Outperform | |
| Thermo Fisher | 3.76% | $386.24K | $176.77B | 16.53% | 72 Outperform | |
| Danaher | 3.65% | $375.50K | $127.96B | -10.25% | 75 Outperform | |
| Waters | 3.62% | $372.33K | $35.32B | 3.86% | 70 Outperform | |
| Amgen | 3.60% | $370.35K | $191.09B | 20.32% | 77 Outperform | |
| Charles River Labs | 3.26% | $335.31K | $9.06B | 25.47% | 60 Neutral |
BMED Technical Analysis
Positive
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Price Trends
28.35
Positive
29.23
Negative
28.99
Negative
Market Momentum
0.09
Negative
53.81
Neutral
67.36
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 28.15, equal to the 50-day MA of 28.35, and equal to the 200-day MA of 28.99, indicating a neutral trend. The MACD of 0.09 indicates Negative momentum. The RSI at 53.81 is Neutral, neither overbought nor oversold. The STOCH value of 67.36 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
28.56
3.93
15.96%
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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