FBT vs. HELX

In the year-to-date period, FBT achieves a -4.10% return, which is significantly higher than HELX's -6.46% return.

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FBT has a 0.57% expense ratio, which is higher than HELX's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for First Trust Amex Biotechnology Index (FBT) 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.

The current FBT Sharpe Ratio is 0.50, which is higher than the HELX Sharpe Ratio of -0.52. The chart below compares the historical Sharpe Ratios of FBT and HELX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBT's dividend yield for the trailing twelve months is around 0.74%, while HELX has not paid dividends to shareholders.

The maximum FBT drawdown since its inception was -40.51%, smaller than the maximum HELX drawdown of -58.75%. Use the drawdown chart below to compare losses from any high point for FBT and HELX. For additional features, visit the drawdowns tool.

First Trust Amex Biotechnology Index (FBT) and Franklin Genomic Advancements ETF (HELX) have volatilities of 13.64% and 14.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.