BMED vs RSEE

BMED vs RSEE

Which is better, BMED or RSEE?

Each has led over a different period.

BMED has a lower expense ratio. BMED led over 1Y, RSEE over 3Y and the full window.

Lower Fees: BMEDHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBMEDRSEE
Expense Ratio0.55%Best2.71%
AUM$14M$81M
Dividend Yield0.24%0.00%
Holdings617
YTD Return+13.90%Best+11.41%
1Y Return+25.38%Best+16.75%
3Y Return (annualized)+15.61%+18.97%Best
5Y Return (annualized)+3.48%-
Volatility (annualized)15.9%15.2%Best
Max Drawdown-21.0%Best-21.7%
$10,000 over 4.7 years$13,895$17,235Best
Fund FamilyBlackRock, Inc. (US)Rareview Capital
CategoryEquityEquity
StyleAll Cap BlendAll Cap Blend
InceptionSep 29, 2020Jan 20, 2022

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Jan 21, 2022 to Oct 14, 2026 (4.7 years).

BMED vs RSEE growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.7 years both funds cover.

Compare BMED against instead:BMED vs SPYBMED vs QQQBMED vs VOOBMED vs VTIRSEE against:RSEE vs VXUS

BMED vs RSEE Performance

iShares Health Innovation Active ETF (BMED) is an ETF from BlackRock, Inc. (US) and Rareview Systematic Equity ETF (RSEE) is an ETF from Rareview Capital. Over the past year BMED returned +25.38% while RSEE returned +16.75%. Year to date, BMED is up 13.90% versus a gain of 11.41% for RSEE.

Over three years, BMED compounded at +15.61% per year against +18.97% for RSEE.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BMED has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 15.2% for RSEE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -21.0% for BMED and -21.7% for RSEE. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BMED charges 0.55% per year while RSEE charges 2.71%. On a $10,000 position that is $55 vs $271 annually, a gap of $216 per year that compounds over a long holding period. On income, BMED currently yields 0.24% against 0.00% for RSEE.

Holdings Overlap

We hold position weights for 53 holdings in BMED and 6 in RSEE, totalling 98.4% and 165.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 53 positions we hold weights for in BMED and 6 in RSEE, against full books of 61 and 7.

You are not choosing between two funds in isolation.

Whichever of BMED and RSEE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BMEDRSEE

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BMED or RSEE?

BMED has an expense ratio of 0.55% while RSEE charges 2.71%. BMED is the cheaper option, by $216 a year on a $10,000 investment.

Which performed better, BMED or RSEE?

Over the past year BMED returned +25.38% vs +16.75% for RSEE, so BMED leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BMED or RSEE?

BMED has been the more volatile fund at 15.9% annualized versus 15.2% for RSEE. Worst drawdown: BMED -21.0% vs RSEE -21.7%.

Should I hold both BMED and RSEE?

BMED and RSEE have a monthly-return correlation of 0.56, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BMED or RSEE?

BMED yields 0.24% while RSEE yields 0.00%, so BMED currently pays the higher dividend yield.

Is RSEE better than BMED?

BMED has a lower expense ratio. BMED led over 1Y, RSEE over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.