HELX vs. WDNA

In the year-to-date period, HELX achieves a -9.23% return, which is significantly higher than WDNA's -13.69% return.

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HELX has a 0.50% expense ratio, which is higher than WDNA's 0.45% expense ratio.

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.

The current HELX Sharpe Ratio is -0.74, which is comparable to the WDNA Sharpe Ratio of -0.96. The chart below compares the historical Sharpe Ratios of HELX and WDNA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HELX has not paid dividends to shareholders, while WDNA's dividend yield for the trailing twelve months is around 0.86%.

The maximum HELX drawdown since its inception was -58.75%, roughly equal to the maximum WDNA drawdown of -58.87%. Use the drawdown chart below to compare losses from any high point for HELX and WDNA. For additional features, visit the drawdowns tool.

The current volatility for Franklin Genomic Advancements ETF (HELX) is 8.61%, while WisdomTree BioRevolution Fund (WDNA) has a volatility of 10.70%. 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.