HELX vs. PBPH
HELX (Franklin Genomic Advancements ETF) and PBPH (Portfolio Building Block World Pharma and Biotech Index ETF) are both Health & Biotech Equities funds. HELX is actively managed, while PBPH is passively managed. A 0.60 correlation means they provide meaningful diversification when combined. HELX charges 0.50%/yr vs 0.13%/yr for PBPH.
Performance
HELX vs. PBPH - Performance Comparison
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Returns By Period
In the year-to-date period, HELX achieves a 0.89% return, which is significantly lower than PBPH's 2.63% return.
HELX
- 1D
- 0.84%
- 1M
- 7.10%
- YTD
- 0.89%
- 6M
- -0.79%
- 1Y
- 35.07%
- 3Y*
- 7.14%
- 5Y*
- -5.27%
- 10Y*
- —
PBPH
- 1D
- 1.41%
- 1M
- 0.87%
- YTD
- 2.63%
- 6M
- 2.11%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HELX vs. PBPH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
HELX Franklin Genomic Advancements ETF | 0.89% | -3.51% |
PBPH Portfolio Building Block World Pharma and Biotech Index ETF | 2.63% | 0.74% |
Correlation
The correlation between HELX and PBPH is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 25, 2025 | 0.60 |
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Return for Risk
HELX vs. PBPH — Risk / Return Rank
HELX
PBPH
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HELX vs. PBPH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Genomic Advancements ETF (HELX) and Portfolio Building Block World Pharma and Biotech Index ETF (PBPH). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HELX | PBPH | Difference | |
|---|---|---|---|
| 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 | 1.96 | — | — |
| Martin ratioReturn relative to average drawdown | 4.96 | — | — |
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Drawdowns
HELX vs. PBPH - Drawdown Comparison
The maximum HELX drawdown since its inception was -58.75%, which is greater than PBPH's maximum drawdown of -11.10%. Use the drawdown chart below to compare losses from any high point for HELX and PBPH.
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Drawdown Indicators
| HELX | PBPH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.75% | -11.10% | -47.65% |
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 DrawdownCurrent decline from peak | -36.69% | -5.21% | -31.48% |
Average DrawdownAverage peak-to-trough decline | -34.33% | -4.36% | -29.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.09% | — | — |
Volatility
HELX vs. PBPH - Volatility Comparison
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Volatility by Period
| HELX | PBPH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.84% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 16.93% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 21.37% | 17.07% | +4.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.14% | 17.07% | +7.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.36% | 17.07% | +10.29% |
HELX vs. PBPH - Expense Ratio Comparison
HELX has a 0.50% expense ratio, which is higher than PBPH's 0.13% expense ratio.
Dividends
HELX vs. PBPH - Dividend Comparison
HELX's dividend yield for the trailing twelve months is around 0.39%, more than PBPH's 0.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
HELX Franklin Genomic Advancements ETF | 0.39% | 0.39% | 0.00% | 0.00% | 0.00% | 0.24% | 0.12% |
PBPH Portfolio Building Block World Pharma and Biotech Index ETF | 0.09% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HELX and PBPH have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PBPH is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PBPH is cheaper with a 0.13% expense ratio, compared with 0.50% for HELX.
HELX has the higher dividend yield at 0.39%, compared with 0.09% for PBPH.
They also come from different issuers: Franklin Templeton and Portfolio Building Block. Their fees differ too: 0.50% for HELX and 0.13% for PBPH.
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