HELX vs. FBT ETF Comparison
Comparison of Franklin Genomic Advancements ETF (HELX) to First Trust Amex Biotech Index Fund (FBT)
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
$29.95
Average Daily Volume
864
55
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
$143.71
Average Daily Volume
26,569
30
Performance
Period | HELX | FBT |
---|---|---|
30 Days | -7.88% | -6.83% |
60 Days | -6.00% | -5.44% |
90 Days | -0.05% | -5.41% |
12 Months | 2.02% | -5.69% |
12 Overlapping Holdings
Symbol | Grade | Weight in HELX | Weight in FBT | Overlap | |
---|---|---|---|---|---|
ALNY | F | 1.33% | 3.3% | 1.33% | |
BEAM | F | 0.66% | 3.04% | 0.66% | |
BNTX | F | 1.71% | 3.43% | 1.71% | |
BRKR | D | 3.27% | 3.16% | 3.16% | |
EXAS | F | 1.99% | 2.99% | 1.99% | |
MRNA | A | 2.03% | 3.44% | 2.03% | |
NBIX | B | 0.78% | 3.49% | 0.78% | |
NTRA | A | 2.99% | 3.23% | 2.99% | |
REGN | D | 4.59% | 3.37% | 3.37% | |
RGEN | D | 1.0% | 3.35% | 1.0% | |
UTHR | A | 0.51% | 3.38% | 0.51% | |
VRTX | C | 4.72% | 3.43% | 3.43% |
HELX Overweight 43 Positions Relative to FBT
Symbol | Grade | Weight | |
---|---|---|---|
MEDP | C | 7.62% | |
TMO | C | 4.75% | |
KRYS | B | 4.35% | |
LLY | D | 4.34% | |
DHR | C | 4.09% | |
AZN | A | 2.51% | |
CRL | D | 2.42% | |
CDNS | D | 2.35% | |
IONS | D | 2.32% | |
CTVA | C | 2.19% | |
A | D | 2.17% | |
RCKT | F | 2.14% | |
QGEN | D | 1.81% | |
SRPT | B | 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 | F | 0.96% | |
TECH | F | 0.87% | |
CRSP | F | 0.8% | |
INSM | D | 0.79% | |
BMY | F | 0.73% | |
LGND | D | 0.7% | |
TWST | C | 0.67% | |
BIO | F | 0.66% | |
BBIO | F | 0.57% | |
CDMO | D | 0.57% | |
SDGR | F | 0.53% | |
AVTR | B | 0.52% | |
DVAX | F | 0.49% | |
SLP | A | 0.42% | |
RXRX | D | 0.36% | |
ARE | D | 0.31% | |
DOCS | F | 0.3% | |
FTRE | D | 0.18% | |
VCYT | F | 0.14% | |
OLK | C | 0.12% | |
TXG | F | 0.11% | |
PACB | F | 0.04% |
HELX Underweight 18 Positions Relative to FBT
HELX: Top Represented Industries & Keywords
FBT: Top Represented Industries & Keywords