PCIG vs. HELX ETF Comparison
Comparison of Polen Capital International Growth ETF (PCIG) to Franklin Genomic Advancements ETF (HELX)
PCIG
Polen Capital International Growth ETF
PCIG Description
PCIG aims to deliver sustainable, above-average earnings growth and long-term stock price appreciation within the global ex-US equity market. The strategy is rooted in fundamental research, selecting 25-35 large-cap growth companies with a sustainable edge like consistent earnings growth, robust balance sheets, and shareholder-oriented management teams. Such companies are selected within industries characterized by high barriers to entry, such as those requiring substantial capital investment, government approvals, or significant intellectual property. Moreover, it integrates ESG factors into the investment process. While the fund may concentrate investments in the consumer discretionary and financial sectors, it avoids over-concentration in any one industry. Investments are typically held for the long term but are subject to period review and potential sale based on changing market conditions, company performance, or perceived threats to competitive advantage.
Grade (RS Rating)
Last Trade
$9.40
Average Daily Volume
5,905
10
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 innovationGrade (RS Rating)
Last Trade
$29.19
Average Daily Volume
2,553
53
Performance
| Period | PCIG | HELX |
|---|---|---|
| 30 Days | -4.03% | -8.43% |
| 60 Days | -4.91% | -11.31% |
| 90 Days | -4.78% | -11.94% |
| 12 Months | 6.08% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PCIG | Weight in HELX | Overlap | |
|---|---|---|---|---|---|
| ICLR | D | 10.24% | 1.25% | 1.25% |
PCIG Underweight 52 Positions Relative to HELX
| Symbol | Grade | Weight | |
|---|---|---|---|
| VRTX | D | -5.94% | |
| KRYS | C | -4.7% | |
| NTRA | A | -4.64% | |
| LLY | F | -4.63% | |
| REGN | F | -4.3% | |
| MEDP | F | -4.07% | |
| TMO | D | -4.01% | |
| DHR | D | -3.99% | |
| UTHR | C | -2.75% | |
| AZN | F | -2.34% | |
| CDNS | B | -2.34% | |
| CTVA | C | -2.29% | |
| CRL | D | -2.23% | |
| BNTX | D | -2.21% | |
| A | F | -2.11% | |
| IONS | F | -2.1% | |
| INSM | C | -2.08% | |
| RVTY | D | -2.01% | |
| ALNY | D | -1.98% | |
| QGEN | D | -1.96% | |
| BRKR | F | -1.94% | |
| SRPT | F | -1.5% | |
| RARE | F | -1.46% | |
| RCKT | F | -1.42% | |
| TWST | F | -1.27% | |
| LGND | C | -1.27% | |
| EXAS | D | -1.2% | |
| LH | B | -1.15% | |
| IQV | F | -1.08% | |
| RGEN | D | -1.08% | |
| BEAM | D | -1.03% | |
| TECH | F | -1.01% | |
| VYGR | F | -0.99% | |
| AZTA | D | -0.95% | |
| NBIX | C | -0.94% | |
| BBIO | F | -0.91% | |
| RXRX | D | -0.69% | |
| MRNA | F | -0.66% | |
| BIO | C | -0.59% | |
| VCYT | B | -0.56% | |
| DVAX | C | -0.53% | |
| NTLA | F | -0.51% | |
| DOCS | C | -0.51% | |
| CDMO | A | -0.51% | |
| CRSP | D | -0.5% | |
| AVTR | F | -0.46% | |
| BMY | B | -0.36% | |
| CRNX | B | -0.25% | |
| BMRN | F | -0.2% | |
| ARE | F | -0.15% | |
| SLP | F | -0.11% | |
| FDMT | F | -0.1% |
PCIG: Top Represented Industries & Keywords
HELX: Top Represented Industries & Keywords
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