HELX vs. WDNA
Compare and contrast key facts about Franklin Genomic Advancements ETF (HELX) and WisdomTree BioRevolution Fund (WDNA).
HELX and WDNA 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. WDNA is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree BioRevolution Index. It was launched on Jun 3, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HELX or WDNA.
Correlation
The correlation between HELX and WDNA is 0.88, 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. WDNA - Performance Comparison
Key characteristics
HELX:
-0.06
WDNA:
-0.48
HELX:
0.04
WDNA:
-0.53
HELX:
1.01
WDNA:
0.94
HELX:
-0.02
WDNA:
-0.22
HELX:
-0.19
WDNA:
-1.11
HELX:
5.70%
WDNA:
9.43%
HELX:
18.20%
WDNA:
22.02%
HELX:
-56.33%
WDNA:
-51.90%
HELX:
-49.73%
WDNA:
-47.12%
Returns By Period
In the year-to-date period, HELX achieves a -4.17% return, which is significantly higher than WDNA's -13.52% return.
HELX
-4.17%
-0.14%
-8.17%
-2.69%
N/A
N/A
WDNA
-13.52%
-3.72%
-8.38%
-13.63%
N/A
N/A
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HELX vs. WDNA - Expense Ratio Comparison
HELX has a 0.50% expense ratio, which is higher than WDNA's 0.45% expense ratio.
Risk-Adjusted Performance
HELX vs. WDNA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Genomic Advancements ETF (HELX) and WisdomTree BioRevolution Fund (WDNA). 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. WDNA - Dividend Comparison
Neither HELX nor WDNA has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
HELX Franklin Genomic Advancements ETF | 0.00% | 0.00% | 0.00% | 0.24% | 0.12% |
WDNA WisdomTree BioRevolution Fund | 0.00% | 0.80% | 0.37% | 0.11% | 0.00% |
Drawdowns
HELX vs. WDNA - Drawdown Comparison
The maximum HELX drawdown since its inception was -56.33%, which is greater than WDNA's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for HELX and WDNA. For additional features, visit the drawdowns tool.
Volatility
HELX vs. WDNA - Volatility Comparison
The current volatility for Franklin Genomic Advancements ETF (HELX) is 6.43%, while WisdomTree BioRevolution Fund (WDNA) has a volatility of 7.42%. This indicates that HELX experiences smaller price fluctuations and is considered to be less risky than WDNA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.