HELX vs. XBI
Compare and contrast key facts about Franklin Genomic Advancements ETF (HELX) and SPDR S&P Biotech ETF (XBI).
HELX and XBI 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. XBI is a passively managed fund by State Street that tracks the performance of the S&P Biotechnology Select Industry Index. It was launched on Feb 6, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HELX or XBI.
Key characteristics
| HELX | XBI | |
|---|---|---|
| YTD Return | -1.70% | -5.99% |
| 1Y Return | 2.02% | 4.93% |
| 3Y Return (Ann) | -14.40% | -14.51% |
| Sharpe Ratio | 0.06 | 0.12 |
| Daily Std Dev | 17.22% | 28.10% |
| Max Drawdown | -56.33% | -63.89% |
| Current Drawdown | -48.43% | -51.73% |
Correlation
The correlation between HELX and XBI is 0.77, 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. XBI - Performance Comparison
In the year-to-date period, HELX achieves a -1.70% return, which is significantly higher than XBI's -5.99% 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. XBI - Expense Ratio Comparison
HELX has a 0.50% expense ratio, which is higher than XBI's 0.35% expense ratio.
Risk-Adjusted Performance
HELX vs. XBI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Genomic Advancements ETF (HELX) and SPDR S&P Biotech ETF (XBI). 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. XBI - Dividend Comparison
HELX has not paid dividends to shareholders, while XBI's dividend yield for the trailing twelve months is around 0.02%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HELX Franklin Genomic Advancements ETF | 0.00% | 0.00% | 0.00% | 0.24% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XBI SPDR S&P Biotech ETF | 0.02% | 0.02% | 0.00% | 0.04% | 0.20% | 0.00% | 0.28% | 0.24% | 0.26% | 0.61% | 1.07% | 0.17% |
Drawdowns
HELX vs. XBI - Drawdown Comparison
The maximum HELX drawdown since its inception was -56.33%, smaller than the maximum XBI drawdown of -63.89%. Use the drawdown chart below to compare losses from any high point for HELX and XBI. For additional features, visit the drawdowns tool.
Volatility
HELX vs. XBI - Volatility Comparison
The current volatility for Franklin Genomic Advancements ETF (HELX) is 5.77%, while SPDR S&P Biotech ETF (XBI) has a volatility of 7.20%. This indicates that HELX experiences smaller price fluctuations and is considered to be less risky than XBI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.