HELX vs. IDNA
Compare and contrast key facts about Franklin Genomic Advancements ETF (HELX) and iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA).
HELX and IDNA 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. IDNA is a passively managed fund by iShares that tracks the performance of the NYSE FactSet Global Genomics and Immuno Biopharma Index. It was launched on Jun 11, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HELX or IDNA.
Correlation
The correlation between HELX and IDNA is 0.84, 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.
Performance
HELX vs. IDNA - Performance Comparison
Key characteristics
HELX:
-1.10
IDNA:
-0.84
HELX:
-1.44
IDNA:
-1.08
HELX:
0.83
IDNA:
0.88
HELX:
-0.39
IDNA:
-0.28
HELX:
-2.39
IDNA:
-2.32
HELX:
9.31%
IDNA:
7.94%
HELX:
20.34%
IDNA:
21.96%
HELX:
-57.12%
IDNA:
-68.26%
HELX:
-57.12%
IDNA:
-65.01%
Returns By Period
In the year-to-date period, HELX achieves a -13.67% return, which is significantly higher than IDNA's -16.79% return.
HELX
-13.67%
-14.36%
-21.67%
-21.48%
2.79%
N/A
IDNA
-16.79%
-16.50%
-22.97%
-17.61%
-5.77%
N/A
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HELX vs. IDNA - Expense Ratio Comparison
HELX has a 0.50% expense ratio, which is higher than IDNA's 0.47% expense ratio.
Risk-Adjusted Performance
HELX vs. IDNA — Risk-Adjusted Performance Rank
HELX
IDNA
HELX vs. IDNA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Genomic Advancements ETF (HELX) and iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA). 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.
Dividends
HELX vs. IDNA - Dividend Comparison
HELX has not paid dividends to shareholders, while IDNA's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
HELX Franklin Genomic Advancements ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.24% | 0.12% | 0.00% |
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund | 1.18% | 0.98% | 1.04% | 0.54% | 0.70% | 0.26% | 0.80% |
Drawdowns
HELX vs. IDNA - Drawdown Comparison
The maximum HELX drawdown since its inception was -57.12%, smaller than the maximum IDNA drawdown of -68.26%. Use the drawdown chart below to compare losses from any high point for HELX and IDNA. For additional features, visit the drawdowns tool.
Volatility
HELX vs. IDNA - Volatility Comparison
Franklin Genomic Advancements ETF (HELX) has a higher volatility of 8.69% compared to iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) at 8.22%. This indicates that HELX's price experiences larger fluctuations and is considered to be riskier than IDNA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.