HELX vs. EQTY ETF Comparison
Comparison of Franklin Genomic Advancements ETF (HELX) to Kovitz Core Equity ETF (EQTY)
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
$31.32
Average Daily Volume
1,222
49
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$21.81
Average Daily Volume
57,186
10
Performance
| Period | HELX | EQTY |
|---|---|---|
| 30 Days | -0.36% | 2.29% |
| 60 Days | 1.21% | 2.74% |
| 90 Days | -1.26% | 0.97% |
| 12 Months | 4.24% | 17.04% |
0 Overlapping Holdings
| Symbol | Grade | Weight in HELX | Weight in EQTY | Overlap |
|---|
HELX Overweight 49 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| MEDP | C | 7.39% | |
| VRTX | B | 5.55% | |
| REGN | B | 5.33% | |
| LLY | B | 4.98% | |
| DHR | D | 4.93% | |
| TMO | D | 4.6% | |
| KRYS | C | 4.44% | |
| NTRA | B | 3.45% | |
| AZN | C | 2.71% | |
| MRNA | D | 2.6% | |
| IONS | B | 2.54% | |
| BRKR | F | 2.4% | |
| CDNS | B | 2.34% | |
| CTVA | D | 2.08% | |
| CRL | F | 2.07% | |
| SRPT | C | 2.0% | |
| A | D | 2.0% | |
| INSM | C | 1.92% | |
| RCKT | F | 1.84% | |
| QGEN | D | 1.8% | |
| ICLR | B | 1.78% | |
| ALNY | A | 1.67% | |
| UTHR | B | 1.59% | |
| BNTX | F | 1.31% | |
| TWST | C | 1.29% | |
| EXAS | F | 1.12% | |
| FDMT | D | 1.1% | |
| VYGR | F | 1.1% | |
| AZTA | D | 1.04% | |
| IQV | F | 1.04% | |
| NBIX | C | 0.96% | |
| TECH | D | 0.94% | |
| NTLA | F | 0.93% | |
| BBIO | D | 0.9% | |
| RARE | F | 0.89% | |
| BEAM | D | 0.85% | |
| CRSP | F | 0.76% | |
| LGND | B | 0.69% | |
| RXRX | F | 0.67% | |
| CDMO | D | 0.56% | |
| RGEN | F | 0.49% | |
| AVTR | F | 0.44% | |
| BIO | F | 0.43% | |
| SLP | F | 0.43% | |
| ARE | C | 0.29% | |
| BMY | F | 0.25% | |
| DVAX | F | 0.21% | |
| VCYT | C | 0.16% | |
| OLK | A | 0.13% |
HELX: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords
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