HELX vs. ACWV ETF Comparison
Comparison of Franklin Genomic Advancements ETF (HELX) to iShares MSCI All Country World Minimum Volatility Index Fund (ACWV)
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 innovation
Grade (RS Rating)
Last Trade
$29.86
Average Daily Volume
2,835
Number of Holdings
*
53
* may have additional holdings in another (foreign) market
ACWV
iShares MSCI All Country World Minimum Volatility Index Fund
ACWV Description
The investment seeks to track the investment results of an index composed of developed and emerging market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed and emerging equity markets. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. It seeks to track the underlying index, which has been developed by MSCI Inc. ("MSCI") to measure the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility. The fund is non-diversified.Grade (RS Rating)
Last Trade
$113.95
Average Daily Volume
117,990
Number of Holdings
*
139
* may have additional holdings in another (foreign) market
Performance
| Period | HELX | ACWV |
|---|---|---|
| 30 Days | -4.15% | 0.32% |
| 60 Days | -8.40% | -0.25% |
| 90 Days | -10.93% | 1.23% |
| 12 Months | 7.62% | 18.77% |
HELX Overweight 45 Positions Relative to ACWV
| Symbol | Grade | Weight | |
|---|---|---|---|
| NTRA | B | 6.07% | |
| KRYS | B | 4.71% | |
| DHR | F | 4.09% | |
| TMO | F | 4.0% | |
| MEDP | D | 3.87% | |
| CDNS | B | 2.52% | |
| AZN | D | 2.39% | |
| INSM | C | 2.27% | |
| BNTX | D | 2.24% | |
| A | D | 2.14% | |
| IONS | F | 2.07% | |
| CRL | C | 2.04% | |
| QGEN | D | 2.01% | |
| RVTY | F | 1.96% | |
| BRKR | D | 1.95% | |
| ALNY | D | 1.93% | |
| SRPT | D | 1.53% | |
| RARE | D | 1.49% | |
| EXAS | D | 1.32% | |
| ICLR | D | 1.26% | |
| LGND | B | 1.24% | |
| TWST | D | 1.22% | |
| RCKT | F | 1.22% | |
| LH | C | 1.18% | |
| RGEN | D | 1.06% | |
| IQV | D | 1.03% | |
| TECH | D | 0.98% | |
| AZTA | D | 0.97% | |
| BEAM | D | 0.95% | |
| BBIO | F | 0.89% | |
| VYGR | F | 0.82% | |
| VCYT | B | 0.61% | |
| MRNA | F | 0.59% | |
| RXRX | F | 0.58% | |
| BIO | D | 0.55% | |
| CDMO | B | 0.54% | |
| DVAX | C | 0.5% | |
| CRSP | D | 0.49% | |
| DOCS | C | 0.46% | |
| AVTR | F | 0.45% | |
| NTLA | F | 0.42% | |
| CRNX | C | 0.25% | |
| ARE | D | 0.15% | |
| FDMT | F | 0.11% | |
| SLP | D | 0.1% |
HELX Underweight 131 Positions Relative to ACWV
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | B | -2.03% | |
| MSI | B | -1.88% | |
| WMT | A | -1.82% | |
| CSCO | B | -1.57% | |
| WM | A | -1.5% | |
| MCK | B | -1.42% | |
| ROP | B | -1.36% | |
| RSG | A | -1.19% | |
| PEP | F | -1.08% | |
| MRK | F | -1.06% | |
| JNJ | D | -1.05% | |
| COR | B | -1.05% | |
| MCD | D | -1.02% | |
| BRK.A | B | -0.91% | |
| CB | C | -0.88% | |
| MMC | B | -0.88% | |
| PGR | A | -0.84% | |
| ED | D | -0.84% | |
| UNH | C | -0.83% | |
| KR | B | -0.83% | |
| PG | A | -0.82% | |
| DUK | C | -0.81% | |
| SO | D | -0.8% | |
| NOC | D | -0.77% | |
| AZO | C | -0.77% | |
| VZ | C | -0.76% | |
| MSFT | F | -0.76% | |
| IBM | C | -0.73% | |
| WEC | A | -0.68% | |
| GDDY | A | -0.64% | |
| EA | A | -0.63% | |
| ORLY | B | -0.62% | |
| GIS | D | -0.61% | |
| V | A | -0.59% | |
| K | A | -0.57% | |
| ACGL | D | -0.57% | |
| CBOE | B | -0.54% | |
| APH | A | -0.54% | |
| ORCL | B | -0.54% | |
| ABBV | D | -0.49% | |
| GILD | C | -0.48% | |
| FI | A | -0.48% | |
| CHD | B | -0.46% | |
| HSY | F | -0.44% | |
| MKL | A | -0.43% | |
| ELV | F | -0.42% | |
| WRB | A | -0.41% | |
| KEYS | A | -0.41% | |
| L | A | -0.4% | |
| WCN | A | -0.39% | |
| INCY | C | -0.38% | |
| CHT | D | -0.37% | |
| TJX | A | -0.37% | |
| BAH | F | -0.37% | |
| KDP | D | -0.36% | |
| FFIV | B | -0.36% | |
| CL | D | -0.35% | |
| VRSN | F | -0.35% | |
| AON | A | -0.35% | |
| AMGN | D | -0.34% | |
| KHC | F | -0.33% | |
| AJG | B | -0.33% | |
| TRV | B | -0.32% | |
| TSN | B | -0.32% | |
| JNPR | F | -0.32% | |
| HUM | C | -0.31% | |
| BRO | B | -0.3% | |
| GEN | B | -0.3% | |
| KMB | D | -0.3% | |
| AKAM | D | -0.27% | |
| SJM | D | -0.27% | |
| T | A | -0.26% | |
| ACN | C | -0.26% | |
| ERIE | D | -0.26% | |
| MDLZ | F | -0.25% | |
| CF | B | -0.25% | |
| CI | F | -0.24% | |
| YUM | B | -0.24% | |
| FCNCA | A | -0.23% | |
| LMT | D | -0.23% | |
| CME | A | -0.23% | |
| HRL | D | -0.23% | |
| FWONK | B | -0.22% | |
| PTC | A | -0.22% | |
| BDX | F | -0.22% | |
| CPB | D | -0.22% | |
| CTSH | B | -0.21% | |
| ROL | B | -0.21% | |
| MFG | B | -0.21% | |
| JKHY | D | -0.2% | |
| MA | C | -0.19% | |
| DPZ | C | -0.19% | |
| CAH | B | -0.18% | |
| GD | F | -0.18% | |
| LNG | B | -0.16% | |
| ULTA | F | -0.16% | |
| CMS | C | -0.16% | |
| MPC | D | -0.15% | |
| DGX | A | -0.15% | |
| AIZ | A | -0.13% | |
| WIT | A | -0.12% | |
| MOH | F | -0.12% | |
| FICO | B | -0.12% | |
| MNST | C | -0.12% | |
| AZPN | A | -0.11% | |
| TDY | B | -0.11% | |
| AEE | A | -0.11% | |
| XEL | A | -0.11% | |
| EG | C | -0.1% | |
| WTW | B | -0.1% | |
| XOM | B | -0.1% | |
| WDAY | B | -0.1% | |
| PCG | A | -0.1% | |
| ABT | B | -0.1% | |
| TPL | A | -0.1% | |
| NEM | D | -0.09% | |
| TRGP | B | -0.08% | |
| AEP | D | -0.07% | |
| IT | C | -0.07% | |
| KNX | B | -0.06% | |
| ANET | C | -0.06% | |
| DINO | D | -0.06% | |
| FANG | D | -0.06% | |
| CHRW | C | -0.06% | |
| CAG | D | -0.05% | |
| GPC | D | -0.05% | |
| HOLX | D | -0.05% | |
| ACI | C | -0.05% | |
| KO | D | -0.05% | |
| HSIC | B | -0.05% | |
| HKD | F | -0.0% |
HELX: Top Represented Industries & Keywords
ACWV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Drug Manufacturers - Major
Packaged Foods
Biotechnology
Insurance - Property & Casualty
Insurance Brokers
Software - Application
Health Care Plans
Information Technology Services
Beverages - Soft Drinks
Business Services
Household & Personal Products
Medical Distribution
Software - Infrastructure
Specialty Retail
Telecom Services
Aerospace & Defense
Communication Equipment
Insurance - Diversified
Restaurants
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