HELX vs. FXU ETF Comparison
Comparison of Franklin Genomic Advancements ETF (HELX) to First Trust Utilities AlphaDEX Fund (FXU)
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
$30.46
Average Daily Volume
882
55
FXU
First Trust Utilities AlphaDEX Fund
FXU 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 StrataQuant(R) Utilities Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the utilities sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.Grade (RS Rating)
Last Trade
$32.74
Average Daily Volume
70,295
39
Performance
| Period | HELX | FXU |
|---|---|---|
| 30 Days | -6.23% | 3.26% |
| 60 Days | -4.40% | 7.25% |
| 90 Days | 2.36% | 9.24% |
| 12 Months | 2.70% | 0.25% |
0 Overlapping Holdings
| Symbol | Grade | Weight in HELX | Weight in FXU | Overlap |
|---|
HELX Overweight 55 Positions Relative to FXU
| Symbol | Grade | Weight | |
|---|---|---|---|
| MEDP | B | 7.62% | |
| TMO | B | 4.75% | |
| VRTX | C | 4.72% | |
| REGN | C | 4.59% | |
| KRYS | B | 4.35% | |
| LLY | D | 4.34% | |
| DHR | B | 4.09% | |
| BRKR | D | 3.27% | |
| NTRA | A | 2.99% | |
| AZN | A | 2.51% | |
| CRL | C | 2.42% | |
| CDNS | D | 2.35% | |
| IONS | D | 2.32% | |
| CTVA | C | 2.19% | |
| A | C | 2.17% | |
| RCKT | D | 2.14% | |
| MRNA | A | 2.03% | |
| EXAS | D | 1.99% | |
| QGEN | D | 1.81% | |
| BNTX | F | 1.71% | |
| SRPT | C | 1.57% | |
| ICLR | C | 1.52% | |
| FDMT | D | 1.4% | |
| ALNY | F | 1.33% | |
| NTLA | F | 1.25% | |
| IQV | C | 1.17% | |
| VYGR | F | 1.14% | |
| AZTA | F | 1.07% | |
| RARE | D | 1.0% | |
| RGEN | D | 1.0% | |
| LH | D | 0.96% | |
| TECH | F | 0.87% | |
| CRSP | F | 0.8% | |
| INSM | D | 0.79% | |
| NBIX | B | 0.78% | |
| BMY | F | 0.73% | |
| LGND | B | 0.7% | |
| TWST | C | 0.67% | |
| BEAM | F | 0.66% | |
| BIO | F | 0.66% | |
| BBIO | F | 0.57% | |
| CDMO | F | 0.57% | |
| SDGR | F | 0.53% | |
| AVTR | B | 0.52% | |
| UTHR | A | 0.51% | |
| DVAX | F | 0.49% | |
| SLP | A | 0.42% | |
| RXRX | F | 0.36% | |
| ARE | C | 0.31% | |
| DOCS | F | 0.3% | |
| FTRE | C | 0.18% | |
| VCYT | D | 0.14% | |
| OLK | D | 0.12% | |
| TXG | F | 0.11% | |
| PACB | F | 0.04% |
HELX Underweight 39 Positions Relative to FXU
| Symbol | Grade | Weight | |
|---|---|---|---|
| ED | A | -4.29% | |
| AGR | A | -4.26% | |
| ETR | A | -4.21% | |
| NFG | A | -4.15% | |
| OGE | A | -4.14% | |
| EVRG | A | -4.09% | |
| VST | A | -4.05% | |
| HE | F | -3.88% | |
| XEL | B | -3.43% | |
| NI | A | -3.4% | |
| PCG | A | -3.38% | |
| CWEN | A | -3.35% | |
| EXC | A | -3.35% | |
| PNW | A | -3.35% | |
| PEG | A | -3.34% | |
| SRE | B | -3.27% | |
| DUK | A | -2.55% | |
| IDA | A | -2.55% | |
| D | A | -2.54% | |
| AEE | B | -2.52% | |
| CNP | A | -2.52% | |
| LNT | A | -2.49% | |
| ATO | A | -2.48% | |
| DTE | A | -2.44% | |
| NEE | A | -1.72% | |
| WEC | A | -1.68% | |
| FE | B | -1.67% | |
| PPL | A | -1.66% | |
| CMS | A | -1.66% | |
| EIX | A | -1.65% | |
| AEP | B | -1.64% | |
| WTRG | B | -1.63% | |
| ES | A | -0.85% | |
| RSG | A | -0.85% | |
| SO | A | -0.84% | |
| AWK | C | -0.82% | |
| WM | A | -0.82% | |
| CLH | A | -0.81% | |
| AES | A | -0.78% |
HELX: Top Represented Industries & Keywords
FXU: Top Represented Industries & Keywords
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