HELX vs. BEEZ ETF Comparison
Comparison of Franklin Genomic Advancements ETF (HELX) to Honeytree U.S. Equity ETF (BEEZ)
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
$29.52
Average Daily Volume
2,553
53
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.Grade (RS Rating)
Last Trade
$32.83
Average Daily Volume
586
25
Performance
| Period | HELX | BEEZ |
|---|---|---|
| 30 Days | -8.43% | -1.30% |
| 60 Days | -11.31% | 0.44% |
| 90 Days | -11.94% | 4.26% |
| 12 Months | 6.08% | 23.42% |
HELX Overweight 51 Positions Relative to BEEZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| VRTX | D | 5.94% | |
| KRYS | C | 4.7% | |
| NTRA | A | 4.64% | |
| LLY | F | 4.63% | |
| REGN | F | 4.3% | |
| MEDP | F | 4.07% | |
| DHR | D | 3.99% | |
| UTHR | C | 2.75% | |
| AZN | F | 2.34% | |
| CDNS | B | 2.34% | |
| CTVA | C | 2.29% | |
| CRL | D | 2.23% | |
| BNTX | D | 2.21% | |
| IONS | F | 2.1% | |
| INSM | C | 2.08% | |
| RVTY | D | 2.01% | |
| ALNY | D | 1.98% | |
| QGEN | D | 1.96% | |
| BRKR | F | 1.94% | |
| SRPT | F | 1.5% | |
| RARE | F | 1.46% | |
| RCKT | F | 1.42% | |
| TWST | F | 1.27% | |
| LGND | C | 1.27% | |
| ICLR | D | 1.25% | |
| EXAS | D | 1.2% | |
| LH | B | 1.15% | |
| IQV | F | 1.08% | |
| RGEN | D | 1.08% | |
| BEAM | D | 1.03% | |
| TECH | F | 1.01% | |
| VYGR | F | 0.99% | |
| AZTA | D | 0.95% | |
| NBIX | C | 0.94% | |
| BBIO | F | 0.91% | |
| RXRX | D | 0.69% | |
| MRNA | F | 0.66% | |
| BIO | C | 0.59% | |
| VCYT | B | 0.56% | |
| DVAX | C | 0.53% | |
| NTLA | F | 0.51% | |
| DOCS | C | 0.51% | |
| CDMO | A | 0.51% | |
| CRSP | D | 0.5% | |
| AVTR | F | 0.46% | |
| BMY | B | 0.36% | |
| CRNX | B | 0.25% | |
| BMRN | F | 0.2% | |
| ARE | F | 0.15% | |
| SLP | F | 0.11% | |
| FDMT | F | 0.1% |
HELX Underweight 23 Positions Relative to BEEZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| INTU | B | -4.17% | |
| HD | C | -4.13% | |
| ACN | B | -4.11% | |
| COST | A | -4.1% | |
| NOW | B | -4.09% | |
| CMI | A | -4.08% | |
| EW | C | -4.07% | |
| ZTS | D | -4.05% | |
| V | A | -4.04% | |
| FAST | B | -4.03% | |
| ATR | B | -4.02% | |
| WTS | B | -4.02% | |
| MA | B | -4.01% | |
| SHW | C | -3.99% | |
| EQIX | A | -3.98% | |
| ITW | B | -3.98% | |
| APD | A | -3.97% | |
| AMT | D | -3.91% | |
| MAS | D | -3.87% | |
| TSCO | D | -3.86% | |
| TXN | C | -3.78% | |
| LRCX | F | -3.76% | |
| OLED | F | -3.72% |
HELX: Top Represented Industries & Keywords
BEEZ: Top Represented Industries & Keywords
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