HELX vs. DIVY ETF Comparison
Comparison of Franklin Genomic Advancements ETF (HELX) to Sound Equity Income ETF (DIVY)
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
$32.30
Average Daily Volume
2,261
49
DIVY
Sound Equity Income ETF
DIVY Description
The investment seeks to produce long-term capital appreciation. The fund's principal investment strategy is designed to provide exposure to the aggregate value of ordinary dividends expected to be paid on a portfolio of large capitalization equity securities listed for trading in the U.S. (Large Cap Securities). The fund may use a variety of investment strategies to achieve this objective. Under normal circumstances, it generally invests in a combination of dividend swaps, dividend futures and forwards on indexes of Large Cap Securities (Large Cap Securities Indexes). The fund is non-diversified.Grade (RS Rating)
Last Trade
$27.11
Average Daily Volume
5,110
8
Performance
Period | HELX | DIVY |
---|---|---|
30 Days | -3.28% | 1.98% |
60 Days | -3.55% | 3.84% |
90 Days | 1.95% | 8.58% |
12 Months | 13.96% | 11.03% |
0 Overlapping Holdings
Symbol | Grade | Weight in HELX | Weight in DIVY | Overlap |
---|
HELX Overweight 49 Positions Relative to DIVY
Symbol | Grade | Weight | |
---|---|---|---|
MEDP | F | 5.6% | |
VRTX | D | 5.35% | |
DHR | B | 5.34% | |
REGN | D | 5.19% | |
TMO | B | 5.09% | |
LLY | D | 4.9% | |
KRYS | D | 4.27% | |
NTRA | C | 3.82% | |
AZN | D | 2.67% | |
BRKR | D | 2.32% | |
CTVA | B | 2.22% | |
A | C | 2.21% | |
IONS | F | 2.18% | |
INSM | D | 2.06% | |
CDNS | D | 2.05% | |
CRL | F | 1.95% | |
QGEN | C | 1.94% | |
BNTX | C | 1.89% | |
ALNY | C | 1.83% | |
UTHR | B | 1.77% | |
EXAS | D | 1.68% | |
ICLR | F | 1.6% | |
SRPT | F | 1.56% | |
RCKT | F | 1.49% | |
RARE | C | 1.41% | |
TWST | D | 1.26% | |
IQV | D | 1.13% | |
TECH | C | 1.01% | |
AZTA | F | 0.96% | |
MRNA | F | 0.92% | |
CDMO | C | 0.88% | |
BEAM | F | 0.88% | |
BBIO | F | 0.86% | |
NBIX | F | 0.82% | |
LGND | D | 0.82% | |
NTLA | F | 0.81% | |
VYGR | F | 0.81% | |
CRSP | F | 0.63% | |
RXRX | F | 0.62% | |
FDMT | F | 0.57% | |
RGEN | F | 0.56% | |
AVTR | C | 0.52% | |
BIO | C | 0.51% | |
BMY | C | 0.29% | |
SLP | F | 0.28% | |
VCYT | C | 0.24% | |
BMRN | F | 0.21% | |
DVAX | D | 0.19% | |
ARE | C | 0.16% |
HELX: Top Represented Industries & Keywords
DIVY: Top Represented Industries & Keywords