HELX vs. STNC ETF Comparison

Comparison of Franklin Genomic Advancements ETF (HELX) to Stance Equity ESG Large Cap Core ETF (STNC)
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

Number of Holdings *

55

* may have additional holdings in another (foreign) market
STNC

Stance Equity ESG Large Cap Core ETF

STNC Description The Fund is an actively managed exchange-traded fund (“ETF”) that will invest, under normal circumstances at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in exchange-traded equity securities of U.S. large capitalization issuers that meet environmental, social, and governance (“ESG”) standards, as determined and in the sole discretion of Stance Capital, LLC. The Fund currently considers companies within the Russell 1000® Index and S&P 500® Index to be large capitalization issuers.

Grade (RS Rating)

Last Trade

$29.38

Average Daily Volume

8,693

Number of Holdings *

35

* may have additional holdings in another (foreign) market
Performance
Period HELX STNC
30 Days -6.23% -1.69%
60 Days -4.40% -0.09%
90 Days 2.36% 4.29%
12 Months 2.70% 11.73%
3 Overlapping Holdings
Symbol Grade Weight in HELX Weight in STNC Overlap
A C 2.17% 0.21% 0.21%
DHR B 4.09% 0.75% 0.75%
REGN C 4.59% 3.41% 3.41%
HELX Overweight 52 Positions Relative to STNC
Symbol Grade Weight
MEDP B 7.62%
TMO B 4.75%
VRTX C 4.72%
KRYS B 4.35%
LLY D 4.34%
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%
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 32 Positions Relative to STNC
Symbol Grade Weight
GE A -4.53%
AVGO D -4.04%
BRO C -4.02%
TDG A -4.01%
GWW C -3.8%
CI A -3.75%
HLT C -3.73%
MA C -3.68%
MSFT D -3.67%
AON D -3.66%
MKC A -3.6%
ELV A -3.46%
V C -3.44%
GOOGL A -3.43%
SNA D -3.32%
AFL B -3.25%
HPQ D -3.22%
CNC C -3.21%
T B -3.2%
PSA D -3.12%
MMC C -3.03%
AAPL F -2.99%
NKE D -2.89%
CTSH D -2.85%
APH A -2.49%
ADM B -2.14%
NFLX D -1.98%
CSX D -1.51%
OTIS D -1.32%
AVY C -1.2%
LOW C -0.27%
TXN B -0.26%
Compare ETFs