HELX vs. BCHP ETF Comparison
Comparison of Franklin Genomic Advancements ETF (HELX) to Principal Focused Blue Chip ETF (BCHP)
HELX
Franklin Genomic Advancements ETF
HELX Description
Seeks capital appreciation by investing in innovative companies related to genomic-based technologies designed to enhance the quality of life. Provides access to companies benefitting from or facilitating the use of new research including DNA sequencing, gene editing and personalized medicine Uses bottom-up fundamental research conducted by dedicated, industry-specific analysts to identify disruptive business models at the right stage for investment Actively managed by a seasoned portfolio management team that is based in Silicon Valley and has a long history of investing in the craft of innovation
Grade (RS Rating)
Last Trade
$32.02
Average Daily Volume
2,284
49
BCHP
Principal Focused Blue Chip ETF
BCHP Description
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase that, in the opinion of Principal Global Investors, LLC ("PGI"), the fund"s investment advisor, display characteristics of a "blue chip" company. Blue chip companies are firms that, in PGI"s view, are well established in their industries and have the potential for growth of capital and an expectation for above-average earnings. The fund is non-diversified.Grade (RS Rating)
Last Trade
$32.80
Average Daily Volume
22,102
9
Performance
| Period | HELX | BCHP |
|---|---|---|
| 30 Days | -3.78% | 1.18% |
| 60 Days | -2.32% | 5.24% |
| 90 Days | 2.25% | 0.74% |
| 12 Months | 15.70% | 35.99% |
1 Overlapping Holdings
| Symbol | Grade | Weight in HELX | Weight in BCHP | Overlap | |
|---|---|---|---|---|---|
| DHR | C | 5.34% | 4.4% | 4.4% |
HELX Overweight 48 Positions Relative to BCHP
| Symbol | Grade | Weight | |
|---|---|---|---|
| MEDP | F | 5.6% | |
| VRTX | D | 5.35% | |
| REGN | D | 5.19% | |
| TMO | C | 5.09% | |
| LLY | D | 4.9% | |
| KRYS | D | 4.27% | |
| NTRA | A | 3.82% | |
| AZN | D | 2.67% | |
| BRKR | D | 2.32% | |
| CTVA | A | 2.22% | |
| A | B | 2.21% | |
| IONS | F | 2.18% | |
| INSM | D | 2.06% | |
| CDNS | D | 2.05% | |
| CRL | F | 1.95% | |
| QGEN | D | 1.94% | |
| BNTX | B | 1.89% | |
| ALNY | C | 1.83% | |
| UTHR | C | 1.77% | |
| EXAS | C | 1.68% | |
| ICLR | F | 1.6% | |
| SRPT | F | 1.56% | |
| RCKT | F | 1.49% | |
| RARE | C | 1.41% | |
| TWST | D | 1.26% | |
| IQV | F | 1.13% | |
| TECH | C | 1.01% | |
| AZTA | F | 0.96% | |
| MRNA | F | 0.92% | |
| CDMO | C | 0.88% | |
| BEAM | F | 0.88% | |
| BBIO | F | 0.86% | |
| NBIX | F | 0.82% | |
| LGND | D | 0.82% | |
| NTLA | F | 0.81% | |
| VYGR | F | 0.81% | |
| CRSP | F | 0.63% | |
| RXRX | F | 0.62% | |
| FDMT | F | 0.57% | |
| RGEN | F | 0.56% | |
| AVTR | D | 0.52% | |
| BIO | B | 0.51% | |
| BMY | B | 0.29% | |
| SLP | F | 0.28% | |
| VCYT | C | 0.24% | |
| BMRN | F | 0.21% | |
| DVAX | D | 0.19% | |
| ARE | D | 0.16% |
HELX: Top Represented Industries & Keywords
BCHP: Top Represented Industries & Keywords
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