HELX vs. CARU ETF Comparison
Comparison of Franklin Genomic Advancements ETF (HELX) to Bank Of Montreal MAX Auto Industry 3x Leveraged ETN (CARU)
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
53
CARU
Bank Of Montreal MAX Auto Industry 3x Leveraged ETN
CARU Description
CARU is an aggressive and bullish one-day bet on the US auto industry. The fund provides 3x daily leveraged exposure to a modified liquidity-weighted index that includes firms engaged in automobile manufacturing, automobile parts and retail, and car dealing. The index defines the industries based on the North American Industry Classification System (NAICS) and selects US-listed equities, excluding ETPs. The fund gains its international exposure through the use of ADRs, but will specifically exclude issuers organized in Canada or China. As a geared product, CARU is designed as a short-term trading tool and not a long-term investment vehicle. Long-term returns could materially differ from those of the index due to daily compounding. Since the fund uses an ETN structure, investors assume the credit risk of the issuer.Grade (RS Rating)
Last Trade
$29.10
Average Daily Volume
157
20
Performance
| Period | HELX | CARU |
|---|---|---|
| 30 Days | -4.15% | 38.43% |
| 60 Days | -8.40% | 28.09% |
| 90 Days | -10.93% | 14.74% |
| 12 Months | 7.62% | 87.33% |
0 Overlapping Holdings
| Symbol | Grade | Weight in HELX | Weight in CARU | Overlap |
|---|
HELX Overweight 53 Positions Relative to CARU
| Symbol | Grade | Weight | |
|---|---|---|---|
| NTRA | B | 6.07% | |
| VRTX | F | 5.76% | |
| KRYS | B | 4.71% | |
| LLY | F | 4.49% | |
| DHR | F | 4.09% | |
| REGN | F | 4.09% | |
| TMO | F | 4.0% | |
| MEDP | D | 3.87% | |
| UTHR | C | 2.63% | |
| CDNS | B | 2.52% | |
| CTVA | C | 2.48% | |
| 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% | |
| NBIX | C | 0.96% | |
| 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% | |
| BMY | B | 0.37% | |
| CRNX | C | 0.25% | |
| BMRN | D | 0.2% | |
| ARE | D | 0.15% | |
| FDMT | F | 0.11% | |
| SLP | D | 0.1% |
HELX Underweight 20 Positions Relative to CARU
HELX: Top Represented Industries & Keywords
CARU: Top Represented Industries & Keywords
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