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.
Key characteristics
| HELX | IDNA | |
|---|---|---|
| YTD Return | 2.43% | 10.77% |
| 1Y Return | 17.11% | 34.09% |
| 3Y Return (Ann) | -15.12% | -19.34% |
| Sharpe Ratio | 0.91 | 1.38 |
| Sortino Ratio | 1.39 | 2.02 |
| Omega Ratio | 1.16 | 1.24 |
| Calmar Ratio | 0.29 | 0.47 |
| Martin Ratio | 3.78 | 6.11 |
| Ulcer Index | 4.18% | 5.13% |
| Daily Std Dev | 17.32% | 22.68% |
| Max Drawdown | -56.33% | -68.26% |
| Current Drawdown | -46.27% | -53.08% |
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
In the year-to-date period, HELX achieves a 2.43% return, which is significantly lower than IDNA's 10.77% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 1.10%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
HELX Franklin Genomic Advancements ETF | 0.00% | 0.00% | 0.00% | 0.24% | 0.12% | 0.00% |
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund | 1.10% | 1.04% | 0.54% | 0.70% | 0.26% | 0.80% |
Drawdowns
HELX vs. IDNA - Drawdown Comparison
The maximum HELX drawdown since its inception was -56.33%, 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) and iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) have volatilities of 4.33% and 4.35%, 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.