HELX vs. IBB
Compare and contrast key facts about Franklin Genomic Advancements ETF (HELX) and iShares Nasdaq Biotechnology ETF (IBB).
HELX and IBB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HELX is an actively managed fund by Franklin Templeton. It was launched on Feb 25, 2020. IBB is a passively managed fund by iShares that tracks the performance of the NASDAQ Biotechnology Index. It was launched on Feb 5, 2001.
Performance
HELX vs. IBB - Performance Comparison
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HELX vs. IBB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
HELX Franklin Genomic Advancements ETF | -8.14% | 26.34% | -5.32% | 1.14% | -37.89% | 9.80% | 85.05% |
IBB iShares Nasdaq Biotechnology ETF | 0.88% | 27.98% | -2.41% | 3.76% | -13.69% | 0.95% | 33.88% |
Returns By Period
In the year-to-date period, HELX achieves a -8.14% return, which is significantly lower than IBB's 0.88% return.
HELX
- 1D
- 0.90%
- 1M
- -2.17%
- YTD
- -8.14%
- 6M
- 5.21%
- 1Y
- 26.31%
- 3Y*
- 3.29%
- 5Y*
- -5.21%
- 10Y*
- —
IBB
- 1D
- 0.76%
- 1M
- -2.11%
- YTD
- 0.88%
- 6M
- 14.77%
- 1Y
- 37.04%
- 3Y*
- 9.92%
- 5Y*
- 2.62%
- 10Y*
- 6.92%
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HELX vs. IBB - Expense Ratio Comparison
HELX has a 0.50% expense ratio, which is higher than IBB's 0.47% expense ratio.
Return for Risk
HELX vs. IBB — Risk / Return Rank
HELX
IBB
HELX vs. IBB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Genomic Advancements ETF (HELX) and iShares Nasdaq Biotechnology ETF (IBB). 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.
| HELX | IBB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.56 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.63 | 2.16 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.28 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 2.86 | -1.53 |
Martin ratioReturn relative to average drawdown | 4.32 | 10.20 | -5.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HELX | IBB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.56 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | 0.12 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.26 | -0.05 |
Correlation
The correlation between HELX and IBB is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HELX vs. IBB - Dividend Comparison
HELX's dividend yield for the trailing twelve months is around 0.43%, more than IBB's 0.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HELX Franklin Genomic Advancements ETF | 0.43% | 0.39% | 0.00% | 0.00% | 0.00% | 0.24% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IBB iShares Nasdaq Biotechnology ETF | 0.23% | 0.23% | 0.29% | 0.26% | 0.31% | 0.21% | 0.21% | 0.33% | 0.20% | 0.30% | 0.19% | 0.03% |
Drawdowns
HELX vs. IBB - Drawdown Comparison
The maximum HELX drawdown since its inception was -58.75%, smaller than the maximum IBB drawdown of -62.85%. Use the drawdown chart below to compare losses from any high point for HELX and IBB.
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Drawdown Indicators
| HELX | IBB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.75% | -62.85% | +4.10% |
Max Drawdown (1Y)Largest decline over 1 year | -18.01% | -11.65% | -6.36% |
Max Drawdown (5Y)Largest decline over 5 years | -58.75% | -39.82% | -18.93% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.82% | — |
Current DrawdownCurrent decline from peak | -42.36% | -4.16% | -38.20% |
Average DrawdownAverage peak-to-trough decline | -34.12% | -21.30% | -12.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.56% | 3.27% | +2.29% |
Volatility
HELX vs. IBB - Volatility Comparison
Franklin Genomic Advancements ETF (HELX) and iShares Nasdaq Biotechnology ETF (IBB) have volatilities of 8.75% and 8.38%, 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.
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Volatility by Period
| HELX | IBB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.75% | 8.38% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 15.40% | 14.50% | +0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.21% | 24.01% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.26% | 21.87% | +2.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.46% | 23.37% | +4.09% |