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CNCR vs. HELX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CNCR vs. HELX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Loncar Cancer Immunotherapy ETF (CNCR) and Franklin Genomic Advancements ETF (HELX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


CNCR

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

HELX

1D
-2.11%
1M
2.72%
YTD
-5.49%
6M
-7.61%
1Y
31.41%
3Y*
4.34%
5Y*
-4.32%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CNCR vs. HELX - Yearly Performance Comparison


CNCR vs. HELX - Sectors Allocation Comparison


Sectors
CNCR
HELX

Healthcare

96.6%
96.5%

Financial Services

3.3%

-

Basic Materials

-

2.7%

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Industrials

-

-

Real Estate

-

-

Technology

-

0.9%

Utilities

-

-

Healthcare

CNCR
96.6%
HELX
96.5%

Financial Services

CNCR
3.3%
HELX

-

Basic Materials

CNCR

-

HELX
2.7%

Communication Services

CNCR

-

HELX

-

Consumer Cyclical

CNCR

-

HELX

-

Consumer Defensive

CNCR

-

HELX

-

Energy

CNCR

-

HELX

-

Industrials

CNCR

-

HELX

-

Real Estate

CNCR

-

HELX

-

Technology

CNCR

-

HELX
0.9%

Utilities

CNCR

-

HELX

-

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Return for Risk

CNCR vs. HELX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CNCR

HELX
HELX Risk / Return Rank: 3939
Overall Rank
HELX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
HELX Sortino Ratio Rank: 4343
Sortino Ratio Rank
HELX Omega Ratio Rank: 3939
Omega Ratio Rank
HELX Calmar Ratio Rank: 3737
Calmar Ratio Rank
HELX Martin Ratio Rank: 3131
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CNCR vs. HELX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Loncar Cancer Immunotherapy ETF (CNCR) and Franklin Genomic Advancements ETF (HELX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

CNCR vs. HELX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CNCRHELXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

Drawdowns

CNCR vs. HELX - Drawdown Comparison

The maximum CNCR drawdown since its inception was 0.00%, smaller than the maximum HELX drawdown of -58.75%. Use the drawdown chart below to compare losses from any high point for CNCR and HELX.


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Drawdown Indicators


CNCRHELXDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-58.75%

+58.75%

Max Drawdown (1Y)

Largest decline over 1 year

-18.01%

Max Drawdown (3Y)

Largest decline over 3 years

-29.48%

Max Drawdown (5Y)

Largest decline over 5 years

-58.75%

Current Drawdown

Current decline from peak

0.00%

-40.70%

+40.70%

Average Drawdown

Average peak-to-trough decline

0.00%

-34.31%

+34.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.91%

Volatility

CNCR vs. HELX - Volatility Comparison


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Volatility by Period


CNCRHELXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.00%

Volatility (6M)

Calculated over the trailing 6-month period

16.24%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

20.89%

-20.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

24.13%

-24.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

27.40%

-27.40%

CNCR vs. HELX - Expense Ratio Comparison

CNCR has a 0.79% expense ratio, which is higher than HELX's 0.50% expense ratio.


Dividends

CNCR vs. HELX - Dividend Comparison

CNCR has not paid dividends to shareholders, while HELX's dividend yield for the trailing twelve months is around 0.42%.


PositionTTM202520242023202220212020
CNCR
Loncar Cancer Immunotherapy ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HELX
Franklin Genomic Advancements ETF
0.42%0.39%0.00%0.00%0.00%0.24%0.12%

Frequently Asked Questions


On fees, HELX is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HELX is cheaper with a 0.50% expense ratio, compared with 0.79% for CNCR.

HELX has the higher dividend yield at 0.42%, compared with 0.00% for CNCR.

They also come from different issuers: Exchange Traded Concepts and Franklin Templeton. Their fees differ too: 0.79% for CNCR and 0.50% for HELX.

Portfolio Optimizer

Find the right allocation for CNCR and HELX

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