HELX vs. MBCC ETF Comparison
Comparison of Franklin Genomic Advancements ETF (HELX) to Monarch Blue Chips Core ETF (MBCC)
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
$30.96
Average Daily Volume
723
54
MBCC
Monarch Blue Chips Core ETF
MBCC Description
The investment seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Kingsview Blue Chips Core Index. The fund generally invests at least 80% of its total assets in the component securities of the index. The index consists of established, well-recognized companies listed on the S&P 500 from a broad range of industries that demonstrate strength in the marketplace based on fundamental company data such as revenue, revenue growth, net income, and net income growth.Grade (RS Rating)
Last Trade
$31.26
Average Daily Volume
13,797
24
Performance
| Period | HELX | MBCC |
|---|---|---|
| 30 Days | -4.39% | -4.33% |
| 60 Days | -6.31% | -4.25% |
| 90 Days | 1.87% | 0.24% |
| 12 Months | 1.42% | 22.23% |
HELX Overweight 52 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| MEDP | D | 7.98% | |
| VRTX | C | 4.78% | |
| REGN | C | 4.55% | |
| DHR | C | 4.25% | |
| KRYS | C | 4.09% | |
| BRKR | F | 3.2% | |
| NTRA | A | 2.96% | |
| AZN | A | 2.55% | |
| CRL | D | 2.49% | |
| IONS | D | 2.33% | |
| CDNS | D | 2.22% | |
| CTVA | B | 2.22% | |
| A | C | 2.21% | |
| RCKT | D | 2.11% | |
| MRNA | A | 2.08% | |
| EXAS | F | 1.96% | |
| QGEN | B | 1.91% | |
| BNTX | C | 1.72% | |
| ICLR | D | 1.57% | |
| SRPT | B | 1.54% | |
| FDMT | C | 1.35% | |
| ALNY | D | 1.32% | |
| NTLA | F | 1.23% | |
| IQV | D | 1.21% | |
| VYGR | D | 1.11% | |
| AZTA | D | 1.08% | |
| RGEN | D | 1.05% | |
| RARE | D | 1.0% | |
| LH | F | 0.99% | |
| TECH | B | 0.87% | |
| NBIX | A | 0.81% | |
| CRSP | D | 0.8% | |
| INSM | D | 0.75% | |
| BMY | F | 0.73% | |
| TWST | C | 0.72% | |
| BIO | D | 0.64% | |
| BEAM | F | 0.62% | |
| LGND | C | 0.61% | |
| BBIO | D | 0.57% | |
| CDMO | B | 0.55% | |
| AVTR | D | 0.54% | |
| SDGR | F | 0.51% | |
| UTHR | A | 0.5% | |
| DVAX | D | 0.49% | |
| SLP | A | 0.43% | |
| RXRX | F | 0.36% | |
| ARE | C | 0.31% | |
| DOCS | D | 0.28% | |
| FTRE | C | 0.18% | |
| VCYT | D | 0.15% | |
| OLK | C | 0.12% | |
| TXG | F | 0.1% |
HELX Underweight 22 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| GE | A | -5.48% | |
| NVDA | C | -4.69% | |
| PEP | A | -4.51% | |
| ALL | B | -4.5% | |
| ORCL | D | -4.41% | |
| EMR | D | -4.35% | |
| MRK | B | -4.33% | |
| AMZN | B | -4.33% | |
| DIS | C | -4.25% | |
| COST | B | -4.13% | |
| MSFT | D | -4.11% | |
| V | D | -4.07% | |
| MA | D | -4.07% | |
| AAPL | C | -4.06% | |
| MCD | D | -3.96% | |
| SBUX | F | -3.94% | |
| NFLX | C | -3.93% | |
| NKE | F | -3.83% | |
| CRM | D | -3.78% | |
| AMT | D | -3.72% | |
| ADBE | D | -3.57% | |
| INTC | F | -3.08% |
HELX: Top Represented Industries & Keywords
MBCC: Top Represented Industries & Keywords
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