DEMZ vs BBP
Comparison between DEMOCRATIC LARGE CAP CORE ETF (DEMZ, ETF) and VIRTUS BIOTECH ETF (BBP, ETF).
5-Year PerformanceDEMZ has outperformed BBP, delivering a return of +12.3% compared to +10.4%
DEMZ vs BBP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DEMZ
$60M
BBP
$59M
Expense Ratio
DEMZ
0.45%
Winner
BBP
0.34%
Max Drawdown
Winner
DEMZ
28.44%
BBP
44.32%
Sharpe Ratio
DEMZ
1.19
Winner
BBP
1.52
5Y Beta
DEMZ
0.94
Winner
BBP
0.86
P/E Ratio
DEMZ
28.30
Winner
BBP
-27.79
Forward P/E
DEMZ
21.86
Winner
BBP
15.58
PEG Ratio
DEMZ
0.61
BBP
N/A
5Y Dividends CAGR
DEMZ
58.07%
BBP
N/A
5Y EPS CAGR
Winner
DEMZ
22.60%
BBP
2.76%
Debt to Equity
DEMZ
40.03%
Winner
BBP
39.52%
P/S Ratio
Winner
DEMZ
3.64
BBP
6.01
P/B Ratio
DEMZ
5.24
Winner
BBP
4.61
DEMZ vs BBP - Holdings Comparison
DEMZ and BBP have 1 common holdings. Overlap is 0.00%
DEMZ's top 25 holdings weight is 79.93%. BBP's top 25 holdings weight is 54.32%.
| Rank | DEMZ | BBP |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 5.75% | IMMUNITYBIO INC ORDINARY SHARES (IBRX) - 5.43% |
| #2 | APPLE INC (AAPL) - 5.49% | KALVISTA PHARMACEUTICALS INC (KALV) - 2.62% |
| #3 | NVIDIA CORP (NVDA) - 5.30% | IOVANCE BIOTHERAPEUTICS INC (IOVA) - 2.60% |
| #4 | KLA CORP (KLAC) - 5.13% | MODERNA INC (MRNA) - 2.56% |
| #5 | MICROSOFT CORP (MSFT) - 4.72% | AXSOME THERAPEUTICS INC (AXSM) - 2.53% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 4.50% | MIRUM PHARMACEUTICALS INC (MIRM) - 2.43% |
| #7 | AMPHENOL CORP CLASS A (APH) - 4.13% | NOVAVAX INC (NVAX) - 2.24% |
| #8 | LOEWS CORP (L) - 4.11% | n/a (KNSA) - 2.12% |
| #9 | COSTCO WHOLESALE CORP (COST) - 4.10% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 2.11% |
| #10 | NORDSON CORP (NDSN) - 3.83% | TG THERAPEUTICS INC (TGTX) - 2.08% |
| #11 | META PLATFORMS INC CLASS A (META) - 3.10% | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 2.00% |
| #12 | XYLEM INC (XYL) - 2.89% | LEGEND BIOTECH CORP ADR (LEGN) - 1.99% |
| #13 | ALPHABET INC CLASS A (GOOGL) - 2.81% | KRYSTAL BIOTECH INC (KRYS) - 1.98% |
| #14 | AVERY DENNISON CORP (AVY) - 2.59% | EXELIXIS INC (EXEL) - 1.97% |
| #15 | ALPHABET INC CLASS C (GOOG) - 2.51% | BIOCRYST PHARMACEUTICALS INC (BCRX) - 1.91% |
| #16 | EVEREST GROUP LTD (EG) - 2.20% | UNITED THERAPEUTICS CORP (UTHR) - 1.90% |
| #17 | KIMCO REALTY CORP (KIM) - 2.15% | HALOZYME THERAPEUTICS INC (HALO) - 1.83% |
| #18 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.10% | BIOGEN INC (BIIB) - 1.81% |
| #19 | THE WALT DISNEY CO (DIS) - 2.08% | LIGAND PHARMACEUTICALS INC (LGND) - 1.81% |
| #20 | ARISTA NETWORKS INC (ANET) - 2.07% | GILEAD SCIENCES INC (GILD) - 1.79% |
| #21 | STRYKER CORP (SYK) - 1.81% | ASCENDIS PHARMA AS (ASND) - 1.78% |
| #22 | ROSS STORES INC (ROST) - 1.76% | AMGEN INC (AMGN) - 1.72% |
| #23 | VERALTO CORP (VLTO) - 1.70% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 1.72% |
| #24 | DANAHER CORP (DHR) - 1.61% | ZAI LAB LTD ADR REPR 1 SHS (ZLAB) - 1.71% |
| #25 | RALPH LAUREN CORP CLASS A (RL) - 1.49% | AGIOS PHARMACEUTICALS INC (AGIO) - 1.68% |
| Total Holdings | 46 | 61 |
DEMZ vs BBP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DEMZ
+3.02%
BBP
-3.10%
3M
Winner
DEMZ
+6.54%
BBP
+3.19%
6M
DEMZ
+5.89%
Winner
BBP
+7.25%
1Y
DEMZ
+21.80%
Winner
BBP
+44.26%
5Y(CAGR)
Winner
DEMZ
+12.33%
BBP
+10.40%
10Y(CAGR)
DEMZ
N/A
BBP
+11.47%
Max(CAGR)
Winner
DEMZ
+16.21%
BBP
+10.97%
DEMZ vs BBP - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | DEMZ | BBP |
|---|---|---|
| 2026 | +5.69% | +6.31% |
| 2025 | +19.81% | +31.60% |
| 2024 | +24.16% | +1.76% |
| 2023 | +24.28% | +19.51% |
| 2022 | -18.81% | -0.92% |
| 2021 | +34.21% | -8.54% |
| 2020 | +11.09% | +23.26% |
| 2019 | N/A | +23.60% |
| 2018 | N/A | -15.04% |
| 2017 | N/A | +24.38% |
| 2016 | N/A | +10.01% |
| 2015 | N/A | +17.91% |
| 2014 | N/A | +0.27% |
DEMZ vs BBP Drawdown Comparison
The maximum drawdown for DEMZ was -27.17%, occurring on Oct 12, 2022. Recovery took 500 trading sessions.
The maximum drawdown for BBP was -44.32%, occurring on May 9, 2022. Recovery took 767 trading sessions.
The current DEMZ drawdown is -2.72%. The current BBP drawdown is -6.29%.
| Rank | DEMZ | BBP |
|---|---|---|
| #1 | -27.17% Dec 29, 2021 - Dec 26, 2023 | -44.32% Feb 8, 2021 - Feb 27, 2024 |
| #2 | -18.69% Dec 4, 2024 - Jun 10, 2025 | -40.50% Jul 20, 2015 - Feb 9, 2017 |
| #3 | -12.28% Jan 27, 2026 - May 6, 2026 | -32.25% Jul 13, 2018 - May 11, 2020 |
| #4 | -8.31% Jul 16, 2024 - Sep 19, 2024 | -26.09% Nov 8, 2024 - Sep 2, 2025 |
| #5 | -7.34% Oct 27, 2025 - Jan 6, 2026 | -19.84% Feb 27, 2024 - Jul 15, 2024 |
| #6 | -6.20% Mar 21, 2024 - May 15, 2024 | -12.40% Jan 29, 2018 - Jun 19, 2018 |
| #7 | -5.44% Sep 8, 2021 - Nov 2, 2021 | -11.75% Jul 20, 2020 - Oct 7, 2020 |
| #8 | -4.64% Jan 21, 2021 - Feb 4, 2021 | -11.54% Apr 23, 2015 - Jun 5, 2015 |
| #9 | -4.42% Feb 12, 2021 - Mar 17, 2021 | -10.58% Jul 16, 2024 - Nov 6, 2024 |
| #10 | -4.20% Nov 19, 2021 - Dec 8, 2021 | -10.39% Oct 5, 2017 - Jan 22, 2018 |
| #11 | -4.10% Dec 10, 2021 - Dec 27, 2021 | -10.09% Jul 24, 2017 - Sep 29, 2017 |
| #12 | -3.97% Oct 14, 2024 - Nov 7, 2024 | -9.28% Feb 24, 2026 - Apr 14, 2026 |
| #13 | -3.91% May 7, 2021 - May 28, 2021 | -8.86% Mar 3, 2017 - Jun 20, 2017 |
| #14 | -3.33% Oct 8, 2025 - Oct 20, 2025 | -7.56% May 6, 2026 - Jun 2, 2026 |
| #15 | -2.79% Jul 12, 2021 - Jul 23, 2021 | -7.56% Jun 23, 2015 - Jul 14, 2015 |
Correlation
Correlation between DEMZ and BBP is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2015 - 2025)
DEMZ vs BBP dividend yield comparison.
| Year | DEMZ | BBP |
|---|---|---|
| 2025 | 0.98% | 0.00% |
| 2024 | 0.53% | 0.00% |
| 2023 | 0.90% | 0.00% |
| 2022 | 0.98% | 0.00% |
| 2021 | 2.46% | 0.00% |
| 2020 | 0.27% | 0.00% |
| 2017 | 0.00% | 0.18% |
| 2015 | 0.00% | 1.29% |
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