IDNA vs. HELX
Compare and contrast key facts about iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) and Franklin Genomic Advancements ETF (HELX).
IDNA and HELX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IDNA is a passively managed fund by iShares that tracks the performance of the NYSE FactSet Global Genomics and Immuno Biopharma Index. It was launched on Jun 11, 2019. HELX is an actively managed fund by Franklin Templeton. It was launched on Feb 25, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IDNA or HELX.
Key characteristics
| IDNA | HELX | |
|---|---|---|
| YTD Return | 5.08% | 3.91% |
| 1Y Return | 2.13% | 6.11% |
| 3Y Return (Ann) | -18.61% | -8.36% |
| Sharpe Ratio | 0.05 | 0.37 |
| Daily Std Dev | 25.10% | 17.17% |
| Max Drawdown | -68.26% | -56.33% |
| Current Drawdown | -55.49% | -45.49% |
Correlation
The correlation between IDNA and HELX is 0.84, 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
IDNA vs. HELX - Performance Comparison
In the year-to-date period, IDNA achieves a 5.08% return, which is significantly higher than HELX's 3.91% 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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IDNA vs. HELX - Expense Ratio Comparison
IDNA has a 0.47% expense ratio, which is lower than HELX's 0.50% expense ratio.
Risk-Adjusted Performance
IDNA vs. HELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) and Franklin Genomic Advancements ETF (HELX). 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
IDNA vs. HELX - Dividend Comparison
IDNA's dividend yield for the trailing twelve months is around 0.99%, while HELX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
IDNA iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund | 0.99% | 1.04% | 0.54% | 0.70% | 0.26% | 0.80% |
HELX Franklin Genomic Advancements ETF | 0.00% | 0.00% | 0.00% | 0.24% | 0.12% | 0.00% |
Drawdowns
IDNA vs. HELX - Drawdown Comparison
The maximum IDNA drawdown since its inception was -68.26%, which is greater than HELX's maximum drawdown of -56.33%. Use the drawdown chart below to compare losses from any high point for IDNA and HELX. For additional features, visit the drawdowns tool.
Volatility
IDNA vs. HELX - Volatility Comparison
iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) has a higher volatility of 6.54% compared to Franklin Genomic Advancements ETF (HELX) at 4.84%. This indicates that IDNA's price experiences larger fluctuations and is considered to be riskier than HELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.