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Upturn AI Summary
BlackRock Future Health ETF(BMED)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BMED
10/08/2026: BMED (2-star) has a low Upturn Star Rating. Not recommended to BUY.
BlackRock Future Health ETF (BMED) provides targeted exposure to companies driving innovation in the global healthcare sector, including biotechnology and digital health. Managed by BlackRock, the fund leverages active research to identify long-term secular growth trends. Its primary strength lies in specialized thematic exposure, though investors should be mindful of its higher expense ratio and volatility compared to broad healthcare indices. It is best suited for long-term growth investors looking to capture the potential upside of medical advancement while accepting sector-specific risks like regulatory changes and clinical trial outcomes.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund targets companies at the forefront of healthcare innovation, offering significant growth potential. |
| Momentum investor | Strong fit while signal remains positive | It can be an effective vehicle for momentum strategies during periods of outperformance in the biotech and innovation sectors. |
| Value investor | Weak fit | Many of the fund's holdings are growth-oriented and may carry high valuation multiples. |
| Dividend/Income investor | Weak fit | The fund focuses on capital appreciation from R&D-heavy companies rather than dividend income. |
| Low-risk investor | Weak fit | The thematic focus on innovation-heavy companies carries higher volatility than a diversified healthcare index. |
Investor Profile
Ideal Investor Profile
An investor seeking long-term growth and exposure to the 'future of medicine' who is willing to accept higher short-term volatility.
Suitability
Best suited for long-term growth investors who want to complement a core portfolio with thematic exposure to healthcare.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The focus on biotech and innovation leads to sharp price fluctuations. |
| Market risk | Medium / high | Broader economic downturns can significantly impact growth stock valuations. |
| Concentration | Medium / high | By focusing on healthcare innovation, the fund lacks exposure to other sectors. |
| Tracking/expense | Medium | The active management fee is higher than passive index alternatives. |
| Liquidity | Medium | Lower trading volumes may result in higher transaction costs for large orders. |
| Business/sector quality | Medium | Regulatory and clinical trial outcomes create binary risks for many holdings. |
Risk Analysis
Volatility
BMED displays higher volatility than broad-market healthcare funds due to its focus on high-growth, innovation-led companies.
Market Risk
The fund is sensitive to market beta, but is specifically exposed to regulatory, clinical, and innovation-adoption risks unique to the healthcare sector.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Healthcare (Biotechnology, Medical Devices, Life Sciences) | 95 | This provides broad exposure to the global healthcare innovation ecosystem. |
| Cash/collateral | Cash and Cash Equivalents | 5 | This represents the liquidity buffer maintained by the fund for rebalancing or redemptions. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 50% | Avg. Invested days 84 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/08/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 8, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $13.51M |
| Issuer | BlackRock |
| Expense Ratio | 0.8500000000000001% |
| Distribution Yield | 0.24% |
| Inception | Sep 29, 2020 |
Performance
| Period | Total Return |
|---|---|
| YTD | +11.69% |
| 1 Year | +23.17% |
| 3 Year | +15.19% |
| 5 Year | +2.81% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 16.91% |
| 3Y Volatility | 15.87% |
| 3Y Sharpe Ratio | 0.71 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 43.00% |
| Mid Cap | 34.80% |
| Small Cap | 14.09% |
| Mega Cap | 4.50% |
| Micro Cap | 1.05% |
Top Sectors
| Sector | Weight |
|---|---|
| Healthcare | 100.00% |
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 19.34x |
| Portfolio P/B | 4.4x |
| Portfolio P/S | 5.29x |
| Holdings Turnover | 74.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Danaher | 5.15% |
| Gilead Sciences | 4.93% |
| Moderna | 4.82% |
| AbbVie | 4.79% |
| Thermo Fisher Scientific | 4.38% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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