FTXH vs BNKU

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

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

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

FTXH vs BNKU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

FTXH

$32M

BNKU

$32M

Expense Ratio

FTXH

0.60%

BNKU

N/A

Max Drawdown

Winner

FTXH

32.11%

BNKU

91.10%

Sharpe Ratio

Winner

FTXH

1.83

BNKU

1.46

5Y Beta

Winner

FTXH

0.54

BNKU

1.43

P/E Ratio

FTXH

38.35

Winner

BNKU

13.99

Forward P/E

FTXH

15.22

Winner

BNKU

13.26

PEG Ratio

FTXH

N/A

BNKU

0.60

5Y Dividends CAGR

FTXH

12.43%

BNKU

N/A

5Y EPS CAGR

FTXH

10.34%

Winner

BNKU

11.94%

Debt to Equity

Winner

FTXH

54.68%

BNKU

92.79%

P/S Ratio

Winner

FTXH

2.46

BNKU

3.72

P/B Ratio

FTXH

4.66

Winner

BNKU

1.72

FTXH vs BNKU - Holdings Comparison

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

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

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

FTXH vs BNKU - Historical Returns

Returns include dividend reinvestment.

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

FTXH

+3.81%

Winner

BNKU

+10.59%

FTXH

+3.55%

Winner

BNKU

+31.00%

FTXH

+9.56%

Winner

BNKU

+15.87%

FTXH

+40.74%

Winner

BNKU

+103.15%

5Y(CAGR)

Winner

FTXH

+8.36%

BNKU

-10.43%

10Y(CAGR)

FTXH

+7.18%

BNKU

N/A

Max(CAGR)

Winner

FTXH

+7.18%

BNKU

-4.80%

FTXH vs BNKU - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

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

FTXH vs BNKU Drawdown Comparison

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

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

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

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

Correlation

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

-0.20

-101

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FTXH vs BNKU

FTXH vs BNKU - Performance Comparison

Key Characteristics

FTXH vs BNKU - Holdings Comparison

FTXH vs BNKU - Historical Returns

FTXH vs BNKU - Annual Returns (2016 - 2026)

FTXH vs BNKU Drawdown Comparison

Correlation

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