HELX vs. SAEF ETF Comparison
Comparison of Franklin Genomic Advancements ETF (HELX) to Schwab Ariel ESG ETF (SAEF)
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
$30.51
Average Daily Volume
1,729
51
SAEF
Schwab Ariel ESG ETF
SAEF Description
Schwab Ariel ESG ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. The fund is co-managed by Ariel Investments, LLC. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of diverse market cap companies, within the market capitalization range of the Russell 2500 Index. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It employs proprietary research to create its portfolio. Schwab Ariel ESG ETF was formed on November 16, 2021 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$26.69
Average Daily Volume
2,194
58
Performance
| Period | HELX | SAEF |
|---|---|---|
| 30 Days | -4.73% | 1.84% |
| 60 Days | -8.33% | 2.14% |
| 90 Days | -6.94% | 9.35% |
| 12 Months | 16.57% | 38.53% |
HELX Overweight 48 Positions Relative to SAEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| MEDP | F | 5.91% | |
| VRTX | D | 5.79% | |
| DHR | D | 5.27% | |
| REGN | F | 5.0% | |
| LLY | F | 4.97% | |
| TMO | D | 4.96% | |
| KRYS | C | 4.25% | |
| NTRA | B | 3.8% | |
| AZN | F | 2.68% | |
| CTVA | A | 2.27% | |
| INSM | D | 2.11% | |
| A | D | 2.08% | |
| IONS | F | 2.05% | |
| BRKR | D | 2.01% | |
| ALNY | C | 1.99% | |
| CDNS | C | 1.98% | |
| UTHR | A | 1.86% | |
| BNTX | B | 1.85% | |
| QGEN | D | 1.85% | |
| EXAS | A | 1.73% | |
| ICLR | F | 1.66% | |
| RCKT | F | 1.57% | |
| SRPT | D | 1.56% | |
| RVTY | C | 1.48% | |
| RARE | D | 1.46% | |
| TWST | F | 1.22% | |
| IQV | F | 1.13% | |
| VYGR | C | 1.11% | |
| BBIO | D | 0.92% | |
| TECH | B | 0.91% | |
| LGND | A | 0.88% | |
| AZTA | F | 0.86% | |
| BEAM | F | 0.86% | |
| NBIX | C | 0.84% | |
| NTLA | F | 0.83% | |
| CDMO | C | 0.8% | |
| MRNA | F | 0.79% | |
| CRSP | C | 0.65% | |
| RXRX | F | 0.57% | |
| RGEN | D | 0.54% | |
| AVTR | F | 0.5% | |
| FDMT | F | 0.44% | |
| BMY | A | 0.31% | |
| SLP | F | 0.3% | |
| VCYT | A | 0.24% | |
| DVAX | A | 0.2% | |
| BMRN | F | 0.2% | |
| ARE | F | 0.16% |
HELX Underweight 55 Positions Relative to SAEF
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSW | A | -4.31% | |
| BCO | D | -3.61% | |
| LIND | D | -3.51% | |
| NCLH | A | -3.48% | |
| FI | A | -3.15% | |
| NVT | D | -3.04% | |
| KKR | B | -2.85% | |
| GS | B | -2.5% | |
| ZBRA | A | -2.43% | |
| REZI | C | -2.32% | |
| FICO | B | -2.29% | |
| GNRC | A | -2.24% | |
| PBH | A | -2.18% | |
| NTRS | B | -2.17% | |
| FAF | D | -2.05% | |
| GNTX | B | -1.97% | |
| JLL | B | -1.93% | |
| MTB | B | -1.83% | |
| CBRE | A | -1.77% | |
| LFUS | D | -1.69% | |
| MSI | B | -1.64% | |
| KN | C | -1.63% | |
| KMT | B | -1.61% | |
| KEYS | C | -1.59% | |
| MAT | A | -1.57% | |
| ATGE | A | -1.56% | |
| AXTA | A | -1.48% | |
| ADTN | B | -1.45% | |
| ZBH | C | -1.41% | |
| ST | F | -1.41% | |
| MANU | B | -1.39% | |
| MSGS | A | -1.27% | |
| AFL | D | -1.27% | |
| IPG | F | -1.25% | |
| DNB | B | -1.2% | |
| SNA | A | -1.2% | |
| SSD | F | -1.19% | |
| MAS | D | -1.15% | |
| BRC | D | -1.11% | |
| BWA | D | -1.08% | |
| MIDD | F | -1.06% | |
| KMX | F | -1.04% | |
| PGR | D | -0.99% | |
| PDCO | F | -0.99% | |
| MSGE | C | -0.97% | |
| KFY | C | -0.96% | |
| HCKT | D | -0.94% | |
| LESL | F | -0.94% | |
| REYN | F | -0.91% | |
| MHK | D | -0.83% | |
| SJM | F | -0.75% | |
| SRCL | A | -0.75% | |
| PARA | C | -0.61% | |
| NVST | A | -0.53% | |
| PHIN | C | -0.26% |
HELX: Top Represented Industries & Keywords
SAEF: Top Represented Industries & Keywords
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