FBT vs. HELX ETF Comparison
Comparison of First Trust Amex Biotech Index Fund (FBT) to Franklin Genomic Advancements ETF (HELX)
FBT
First Trust Amex Biotech Index Fund
FBT Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NYSE Arca Biotechnology Index(SM). The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The index is an equal-dollar weighted index designed to measure the performance of a cross section of companies in the biotechnology industry that are primarily involved in the use of biological processes to develop products or provide services. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$145.35
Average Daily Volume
26,120
30
HELX
Franklin Genomic Advancements ETF
HELX Description
Seeks capital appreciation by investing in innovative companies related to genomic-based technologies designed to enhance the quality of life. Provides access to companies benefitting from or facilitating the use of new research including DNA sequencing, gene editing and personalized medicine Uses bottom-up fundamental research conducted by dedicated, industry-specific analysts to identify disruptive business models at the right stage for investment Actively managed by a seasoned portfolio management team that is based in Silicon Valley and has a long history of investing in the craft of innovationGrade (RS Rating)
Last Trade
$30.46
Average Daily Volume
882
55
Performance
| Period | FBT | HELX |
|---|---|---|
| 30 Days | -5.30% | -6.23% |
| 60 Days | -3.61% | -4.40% |
| 90 Days | -3.88% | 2.36% |
| 12 Months | -5.07% | 2.70% |
12 Overlapping Holdings
| Symbol | Grade | Weight in FBT | Weight in HELX | Overlap | |
|---|---|---|---|---|---|
| ALNY | F | 2.66% | 1.33% | 1.33% | |
| BRKR | D | 4.13% | 3.27% | 3.27% | |
| DVAX | F | 2.89% | 0.49% | 0.49% | |
| EXAS | D | 3.33% | 1.99% | 1.99% | |
| INSM | D | 3.22% | 0.79% | 0.79% | |
| MRNA | A | 3.43% | 2.03% | 2.03% | |
| NBIX | B | 3.53% | 0.78% | 0.78% | |
| NTRA | A | 5.2% | 2.99% | 2.99% | |
| REGN | C | 3.36% | 4.59% | 3.36% | |
| RGEN | D | 3.32% | 1.0% | 1.0% | |
| UTHR | A | 3.71% | 0.51% | 0.51% | |
| VRTX | C | 3.19% | 4.72% | 3.19% |
FBT Underweight 43 Positions Relative to HELX
| Symbol | Grade | Weight | |
|---|---|---|---|
| MEDP | B | -7.62% | |
| TMO | B | -4.75% | |
| KRYS | B | -4.35% | |
| LLY | D | -4.34% | |
| DHR | B | -4.09% | |
| AZN | A | -2.51% | |
| CRL | C | -2.42% | |
| CDNS | D | -2.35% | |
| IONS | D | -2.32% | |
| CTVA | C | -2.19% | |
| A | C | -2.17% | |
| RCKT | D | -2.14% | |
| QGEN | D | -1.81% | |
| BNTX | F | -1.71% | |
| SRPT | C | -1.57% | |
| ICLR | C | -1.52% | |
| FDMT | D | -1.4% | |
| NTLA | F | -1.25% | |
| IQV | C | -1.17% | |
| VYGR | F | -1.14% | |
| AZTA | F | -1.07% | |
| RARE | D | -1.0% | |
| LH | D | -0.96% | |
| TECH | F | -0.87% | |
| CRSP | F | -0.8% | |
| BMY | F | -0.73% | |
| LGND | B | -0.7% | |
| TWST | C | -0.67% | |
| BEAM | F | -0.66% | |
| BIO | F | -0.66% | |
| BBIO | F | -0.57% | |
| CDMO | F | -0.57% | |
| SDGR | F | -0.53% | |
| AVTR | B | -0.52% | |
| SLP | A | -0.42% | |
| RXRX | F | -0.36% | |
| ARE | C | -0.31% | |
| DOCS | F | -0.3% | |
| FTRE | C | -0.18% | |
| VCYT | D | -0.14% | |
| OLK | D | -0.12% | |
| TXG | F | -0.11% | |
| PACB | F | -0.04% |
FBT: Top Represented Industries & Keywords
HELX: Top Represented Industries & Keywords
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