HELX vs. XLV
Compare and contrast key facts about Franklin Genomic Advancements ETF (HELX) and State Street Health Care Select Sector SPDR ETF (XLV).
HELX and XLV 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. XLV is a passively managed fund by State Street that tracks the performance of the Health Care Select Sector Index. It was launched on Dec 16, 1998.
Performance
HELX vs. XLV - Performance Comparison
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HELX vs. XLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
HELX Franklin Genomic Advancements ETF | -8.14% | 26.34% | -5.32% | 1.14% | -37.89% | 9.80% | 85.05% |
XLV State Street Health Care Select Sector SPDR ETF | -4.18% | 14.50% | 2.47% | 2.07% | -2.08% | 26.04% | 23.00% |
Returns By Period
In the year-to-date period, HELX achieves a -8.14% return, which is significantly lower than XLV's -4.18% return.
HELX
- 1D
- 0.90%
- 1M
- -2.17%
- YTD
- -8.14%
- 6M
- 5.21%
- 1Y
- 26.31%
- 3Y*
- 3.29%
- 5Y*
- -5.21%
- 10Y*
- —
XLV
- 1D
- 0.76%
- 1M
- -6.43%
- YTD
- -4.18%
- 6M
- 3.83%
- 1Y
- 4.90%
- 3Y*
- 6.25%
- 5Y*
- 6.59%
- 10Y*
- 9.80%
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HELX vs. XLV - Expense Ratio Comparison
HELX has a 0.50% expense ratio, which is higher than XLV's 0.08% expense ratio.
Return for Risk
HELX vs. XLV — Risk / Return Rank
HELX
XLV
HELX vs. XLV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Genomic Advancements ETF (HELX) and State Street Health Care Select Sector SPDR ETF (XLV). 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.
| HELX | XLV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.28 | +0.82 |
Sortino ratioReturn per unit of downside risk | 1.63 | 0.51 | +1.13 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.06 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 0.28 | +1.06 |
Martin ratioReturn relative to average drawdown | 4.32 | 0.58 | +3.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HELX | XLV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.28 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | 0.45 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.46 | -0.25 |
Correlation
The correlation between HELX and XLV is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HELX vs. XLV - Dividend Comparison
HELX's dividend yield for the trailing twelve months is around 0.43%, less than XLV's 1.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HELX Franklin Genomic Advancements ETF | 0.43% | 0.39% | 0.00% | 0.00% | 0.00% | 0.24% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLV State Street Health Care Select Sector SPDR ETF | 1.70% | 1.60% | 1.67% | 1.59% | 1.47% | 1.33% | 1.49% | 2.17% | 1.57% | 1.47% | 1.60% | 1.43% |
Drawdowns
HELX vs. XLV - Drawdown Comparison
The maximum HELX drawdown since its inception was -58.75%, which is greater than XLV's maximum drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for HELX and XLV.
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Drawdown Indicators
| HELX | XLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.75% | -39.17% | -19.58% |
Max Drawdown (1Y)Largest decline over 1 year | -18.01% | -10.76% | -7.25% |
Max Drawdown (5Y)Largest decline over 5 years | -58.75% | -17.11% | -41.64% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.40% | — |
Current DrawdownCurrent decline from peak | -42.36% | -7.41% | -34.95% |
Average DrawdownAverage peak-to-trough decline | -34.12% | -7.12% | -27.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.56% | 5.11% | +0.45% |
Volatility
HELX vs. XLV - Volatility Comparison
Franklin Genomic Advancements ETF (HELX) has a higher volatility of 8.75% compared to State Street Health Care Select Sector SPDR ETF (XLV) at 4.79%. This indicates that HELX's price experiences larger fluctuations and is considered to be riskier than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HELX | XLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.75% | 4.79% | +3.96% |
Volatility (6M)Calculated over the trailing 6-month period | 15.40% | 10.29% | +5.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.21% | 17.73% | +6.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.26% | 14.56% | +9.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.46% | 16.53% | +10.93% |