MEDXvsPBPHETF Comparison
VS
ETF 2
PBPH
Portfolio Building Block World Pharma and Biotech Index ETF
This fund is part of
DM Large & Mid Cap
+0.39%
Horizon Kinetics Medical ETF (MEDX) belongs to the Tomorrow's Treatments segment. Portfolio Building Block World Pharma and Biotech Index ETF (PBPH) is part of the DM Large & Mid Cap segment. Both ETFs have the same top 3 sector exposures: and Healthcare. MEDX is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.13% for PBPH. MEDX is up 6.9% year-to-date (YTD) with -$3M in YTD flows. PBPH performs better with 8.97% YTD performance, and +$933M in YTD flows. Run a side-by-side ETF comparison of MEDX and PBPH below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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MEDX vs PBPH performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MEDX PBPH | -4.21%+0.45% | +11.46%+12.02% | +6.90%+8.97% | +29.42%n/a | +28.36%n/a | n/an/a |
| Flows | MEDX PBPH | -$883K+$103M | -$2M+$154M | -$3M+$933M | -$3M- | -$4M- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MEDX PBPH | +20.91%+18.61% | +18.55%n/a | +17.31%n/a | n/an/a |
| Max drawdown | MEDX PBPH | -7.93%-4.94% | -10.65%n/a | -23.05%n/a | n/an/a |
| Max drawdown duration | MEDX PBPH | 20d20d | 115dn/a | 393dn/a | n/an/a |
Trading data
MEDX | PBPH | |
Last sale 7/28/2026 at 1:30 PM | $36.03 | $28.04 |
| Previous close 07/27/2026 | $35.58 | $27.52 |
| Consolidated volume 07/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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MEDX
is actively managed and doesn’t replicate an indexMEDX | PBPH | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/28/2026 at 1:30 PM
Live
Closed
MEDX | PBPH | |
|---|---|---|
| Last price | $36.03 | $28.04 |
| 1D performance | +1.26% | +1.90% |
| AuM | $17.59 M | $963.38 M |
| E/R | 0.85% | 0.13% |
Characteristics
MEDX | PBPH | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Horizon Kinetics LLC | Tidal |
| Benchmark | - | BITA Global Pharma and Biotech Select Index |
| N° of holdings | 30 | 52 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 27, 2023 | November 24, 2025 |
| ESG | No | No |
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Exposure
Countries
MEDX
USA
68.17%
Switzerland
10.22%
United Kingdom
8.49%
Other
13.12%
PBPH
USA
65.6%
Switzerland
10.39%
United Kingdom
7.56%
Other
16.46%
Sectors
MEDX
Healthcare
92.67%
Other
7.33%
PBPH
Healthcare
99.59%
Other
0.41%
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Diversification
MEDX
Total weight of top 15 holdings out of 15
81.88%
PBPH
Total weight of top 15 holdings out of 15
75.88%
Top 15 holdings
Data as of June 30, 2026
MEDX
Eli Lilly & Co.
18.51%
AbbVie, Inc.
8.87%
Novartis AG
6.80%
Alkermes Plc
5.79%
Johnson & Johnson
5.58%
AstraZeneca PLC
4.93%
Ionis Pharmaceuticals, Inc.
4.62%
Bristol Myers Squibb Co.
4.40%
Merck & Co., Inc.
3.94%
Amgen, Inc.
3.86%
Alnylam Pharmaceuticals, Inc.
3.30%
Biogen, Inc.
3.07%
Pfizer Inc.
2.87%
GSK Plc
2.70%
CRISPR Therapeutics AG
2.64%
PBPH
Eli Lilly & Co.
16.15%
Johnson & Johnson
9.67%
AbbVie, Inc.
6.99%
Merck & Co., Inc.
4.97%
Roche Holding AG
4.52%
Novartis AG
4.43%
AstraZeneca PLC
4.31%
Amgen, Inc.
4.30%
Gilead Sciences, Inc.
3.63%
Novo Nordisk A/S
3.55%
Pfizer Inc.
3.22%
Vertex Pharmaceuticals, Inc.
2.93%
Bristol Myers Squibb Co.
2.77%
GSK Plc
2.26%
Sanofi
2.17%
Frequently asked questions about MEDX and PBPH
How have the MEDX and PBPH ETFs performed in 2026?
As of July 27, 2026, MEDX is up 6.9% year-to-date (YTD), while PBPH has returned 8.97%. That puts PBPH better performer ahead so far this year.
Which ETF is attracting more investor money: MEDX or PBPH?
Year-to-date, the MEDX ETF saw -$3M in flows, compared to +$933M for PBPH.
Which ETF is bigger: MEDX or PBPH?
As of July 27, 2026, MEDX holds $17.59 M in assets under management (AUM), while PBPH manages $963.38 M.
What sectors do the MEDX and PBPH ETFs invest in?
MEDX leans toward sectors like Healthcare. Meanwhile, PBPH focuses on Healthcare.
What are the top holdings of the MEDX ETF and PBPH ETF?
MEDX top holdings include Eli Lilly & Co., AbbVie, Inc. and Novartis AG. PBPH holds in its top three: Eli Lilly & Co., Johnson & Johnson and AbbVie, Inc..
Which ETF is more diversified: MEDX or PBPH?
MEDX holds 30 securities with 81.88% of its assets in the top 15. PBPH has 53 securities and a top 15 weight of 75.88%.
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