BNKU vs FTXH

Comparison between Bank of Montreal (BNKU, ETF) and FIRST TRUST NASDAQ PHARMACEUTICALS ETF (FTXH, ETF).

BNKU is from the Financial Services sector, while FTXH is from the Healthcare sector.

5-Year PerformanceFTXH has outperformed BNKU, delivering a return of +8.4% compared to -10.4%

BNKU vs FTXH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BNKU(ETF)	FTXH(ETF)
Net Assets	$32M	$32M
Expense Ratio	N/A	0.60%
Max Drawdown	91.10%	32.11%
Sharpe Ratio	1.46	1.83
5Y Beta	1.43	0.54
P/E Ratio	13.99	38.35
Forward P/E	13.26	15.22
PEG Ratio	0.60	N/A
5Y Dividends CAGR	N/A	12.43%
5Y EPS CAGR	11.94%	10.34%
Debt to Equity	92.79%	54.68%
P/S Ratio	3.72	2.46
P/B Ratio	1.72	4.66

Net Assets

BNKU

$32M

FTXH

$32M

Expense Ratio

BNKU

N/A

FTXH

0.60%

Max Drawdown

BNKU

91.10%

Winner

FTXH

32.11%

Sharpe Ratio

BNKU

1.46

Winner

FTXH

1.83

5Y Beta

BNKU

1.43

Winner

FTXH

0.54

P/E Ratio

Winner

BNKU

13.99

FTXH

38.35

Forward P/E

Winner

BNKU

13.26

FTXH

15.22

PEG Ratio

BNKU

0.60

FTXH

N/A

5Y Dividends CAGR

BNKU

N/A

FTXH

12.43%

5Y EPS CAGR

Winner

BNKU

11.94%

FTXH

10.34%

Debt to Equity

BNKU

92.79%

Winner

FTXH

54.68%

P/S Ratio

BNKU

3.72

Winner

FTXH

2.46

P/B Ratio

Winner

BNKU

1.72

FTXH

4.66

BNKU vs FTXH - Holdings Comparison

BNKU and FTXH have 0 common holdings. Overlap is 0.00%

BNKU's top 25 holdings weight is 99.99%. FTXH's top 25 holdings weight is 84.74%.

Rank	BNKU	FTXH
#1	U.S. BANCORP (USB) - 10.97%	ELI LILLY AND CO (LLY) - 7.61%
#2	PNC FINANCIAL SERVICES GROUP INC (PNC) - 10.70%	MERCK & CO INC (MRK) - 7.27%
#3	BANK OF AMERICA CORP (BAC) - 10.23%	BRISTOL-MYERS SQUIBB CO (BMY) - 6.99%
#4	WELLS FARGO & CO (WFC) - 10.13%	JOHNSON & JOHNSON (JNJ) - 6.96%
#5	JPMORGAN CHASE & CO (JPM) - 10.00%	ABBVIE INC (ABBV) - 6.90%
#6	BANK OF NEW YORK MELLON CORP (BK) - 9.82%	VIATRIS INC (VTRS) - 4.09%
#7	CITIGROUP INC (C) - 9.77%	BIOGEN INC (BIIB) - 3.78%
#8	THE GOLDMAN SACHS GROUP INC (GS) - 9.70%	PFIZER INC (PFE) - 3.51%
#9	CHARLES SCHWAB CORP (SCHW) - 9.45%	GILEAD SCIENCES INC (GILD) - 3.37%
#10	MORGAN STANLEY (MS) - 9.22%	VERTEX PHARMACEUTICALS INC (VRTX) - 3.30%
#11	N/A	CARDINAL HEALTH INC (CAH) - 3.29%
#12	N/A	AMGEN INC (AMGN) - 3.25%
#13	N/A	UNITED THERAPEUTICS CORP (UTHR) - 3.21%
#14	N/A	REGENERON PHARMACEUTICALS INC (REGN) - 3.05%
#15	N/A	JAZZ PHARMACEUTICALS PLC (JAZZ) - 2.70%
#16	N/A	ZOETIS INC CLASS A (ZTS) - 2.30%
#17	N/A	INCYTE CORP (INCY) - 2.26%
#18	N/A	ILLUMINA INC (ILMN) - 1.81%
#19	N/A	EXELIXIS INC (EXEL) - 1.75%
#20	N/A	NEUROCRINE BIOSCIENCES INC (NBIX) - 1.39%
#21	N/A	MEDPACE HOLDINGS INC (MEDP) - 1.26%
#22	N/A	PTC THERAPEUTICS INC (PTCT) - 1.25%
#23	N/A	HALOZYME THERAPEUTICS INC (HALO) - 1.17%
#24	N/A	BIOMARIN PHARMACEUTICAL INC (BMRN) - 1.14%
#25	N/A	CHARLES RIVER LABORATORIES INTERNATIONAL INC (CRL) - 1.13%
Total Holdings	10	51

BNKU vs FTXH - Historical Returns

Returns include dividend reinvestment.

Period	BNKU	FTXH
1 month	+10.59%	+3.81%
3 months	+31.00%	+3.55%
6 months	+15.87%	+9.56%
1 year	+103.15%	+40.74%
5 years(CAGR)	-10.43%	+8.36%
10 years(CAGR)	N/A	+7.18%
Max(CAGR)	-4.80%	+7.18%

Winner

BNKU

+10.59%

FTXH

+3.81%

Winner

BNKU

+31.00%

FTXH

+3.55%

Winner

BNKU

+15.87%

FTXH

+9.56%

Winner

BNKU

+103.15%

FTXH

+40.74%

5Y(CAGR)

BNKU

-10.43%

Winner

FTXH

+8.36%

10Y(CAGR)

BNKU

N/A

FTXH

+7.18%

Max(CAGR)

BNKU

-4.80%

Winner

FTXH

+7.18%

BNKU vs FTXH - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	BNKU	FTXH
2026	+0.46%	+7.18%
2025	+46.04%	+23.89%
2024	+44.52%	+0.61%
2023	-7.85%	-1.51%
2022	-57.27%	+2.99%
2021	+120.87%	+7.38%
2020	-68.69%	+10.94%
2019	+55.40%	+22.13%
2018	N/A	-10.71%
2017	N/A	+19.40%
2016	N/A	-10.11%

BNKU vs FTXH Drawdown Comparison

The maximum drawdown for BNKU was -91.10%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The maximum drawdown for FTXH was -32.11%, occurring on Mar 23, 2020. Recovery took 127 trading sessions.

The current BNKU drawdown is -56.10%. The current FTXH drawdown is -0.31%.

Rank	BNKU	FTXH
#1	-91.10% Jan 2, 2020 - Mar 23, 2020	-32.11% Jan 16, 2020 - Jul 20, 2020
#2	-35.57% Jul 26, 2019 - Oct 25, 2019	-23.42% Aug 28, 2018 - Jan 14, 2020
#3	-28.32% May 3, 2019 - Jul 24, 2019	-19.51% Aug 30, 2024 - Oct 1, 2025
#4	-8.07% Nov 27, 2019 - Dec 6, 2019	-14.62% Jan 29, 2018 - Aug 7, 2018
#5	-4.47% Oct 29, 2019 - Nov 1, 2019	-14.58% Dec 2, 2022 - Feb 22, 2024
#6	-4.22% Nov 8, 2019 - Nov 21, 2019	-14.29% Apr 8, 2022 - Nov 30, 2022
#7	-3.87% Apr 4, 2019 - Apr 12, 2019	-11.68% Sep 22, 2016 - Jun 20, 2017
#8	-3.36% Apr 12, 2019 - Apr 16, 2019	-10.14% Dec 30, 2021 - Apr 6, 2022
#9	-3.09% Apr 29, 2019 - May 3, 2019	-9.41% Jun 26, 2017 - Dec 7, 2017
#10	-2.90% Apr 17, 2019 - Apr 29, 2019	-8.81% Feb 27, 2024 - Jul 16, 2024
#11	-2.75% Jul 24, 2019 - Jul 26, 2019	-7.98% Oct 12, 2020 - Nov 9, 2020
#12	-2.72% Dec 17, 2019 - Dec 26, 2019	-7.87% Feb 8, 2021 - Aug 6, 2021
#13	-2.71% Dec 12, 2019 - Dec 17, 2019	-7.47% Feb 27, 2026 - Mar 20, 2026
#14	-2.21% Dec 26, 2019 - Jan 2, 2020	-7.13% Nov 8, 2021 - Dec 23, 2021
#15	-1.74% Dec 6, 2019 - Dec 12, 2019	-5.77% Aug 31, 2020 - Oct 9, 2020

Correlation

Correlation between BNKU and FTXH is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.20

-101

Select Stocks to Compare

First Stock

Second Stock

Popular: BNKU vs SPY FTXH vs SPY

More Comparisons

Compare with similar stocks

BNKU vs FTXH

BNKU vs FTXH - Performance Comparison

Key Characteristics

BNKU vs FTXH - Holdings Comparison

BNKU vs FTXH - Historical Returns

BNKU vs FTXH - Annual Returns (2016 - 2026)

BNKU vs FTXH Drawdown Comparison

Correlation

Select Stocks to Compare

More Comparisons

Compare BNKU with:

Compare FTXH with:

Popular suggestions: