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HELX vs. CNCR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HELX vs. CNCR - Performance Comparison

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

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Returns By Period


HELX

1D
3.11%
1M
5.81%
YTD
-1.55%
6M
-4.90%
1Y
33.84%
3Y*
5.75%
5Y*
-3.93%
10Y*

CNCR

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HELX vs. CNCR - Yearly Performance Comparison


HELX vs. CNCR - Sectors Allocation Comparison


Sectors
HELX
CNCR

Healthcare

96.5%
96.6%

Basic Materials

2.7%

-

Technology

0.9%

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

3.3%

Industrials

-

-

Real Estate

-

-

Utilities

-

-

Healthcare

HELX
96.5%
CNCR
96.6%

Basic Materials

HELX
2.7%
CNCR

-

Technology

HELX
0.9%
CNCR

-

Communication Services

HELX

-

CNCR

-

Consumer Cyclical

HELX

-

CNCR

-

Consumer Defensive

HELX

-

CNCR

-

Energy

HELX

-

CNCR

-

Financial Services

HELX

-

CNCR
3.3%

Industrials

HELX

-

CNCR

-

Real Estate

HELX

-

CNCR

-

Utilities

HELX

-

CNCR

-

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Return for Risk

HELX vs. CNCR — Risk / Return Rank

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

HELX
HELX Risk / Return Rank: 4242
Overall Rank
HELX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
HELX Sortino Ratio Rank: 4848
Sortino Ratio Rank
HELX Omega Ratio Rank: 4444
Omega Ratio Rank
HELX Calmar Ratio Rank: 3939
Calmar Ratio Rank
HELX Martin Ratio Rank: 3333
Martin Ratio Rank

CNCR
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.

HELX vs. CNCR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Genomic Advancements ETF (HELX) and Loncar Cancer Immunotherapy ETF (CNCR). 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.


HELXCNCRDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.28

Calmar ratioReturn relative to maximum drawdown

1.89

Martin ratioReturn relative to average drawdown

4.88

HELX vs. CNCR - Sharpe Ratio Comparison


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Sharpe Ratios by Period


HELXCNCRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

Drawdowns

HELX vs. CNCR - Drawdown Comparison

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


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Drawdown Indicators


HELXCNCRDifference

Max Drawdown

Largest peak-to-trough decline

-58.75%

0.00%

-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

-38.22%

0.00%

-38.22%

Average Drawdown

Average peak-to-trough decline

-34.32%

0.00%

-34.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.95%

Volatility

HELX vs. CNCR - Volatility Comparison


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Volatility by Period


HELXCNCRDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.45%

Volatility (6M)

Calculated over the trailing 6-month period

16.47%

Volatility (1Y)

Calculated over the trailing 1-year period

21.07%

0.00%

+21.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.15%

0.00%

+24.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.41%

0.00%

+27.41%

HELX vs. CNCR - Expense Ratio Comparison

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


Dividends

HELX vs. CNCR - Dividend Comparison

HELX's dividend yield for the trailing twelve months is around 0.40%, while CNCR has not paid dividends to shareholders.


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
0.40%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 0.40%, compared with 0.00% for CNCR.

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

Portfolio Optimizer

Find the right allocation for HELX and CNCR

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