HELX vs. IPDP ETF Comparison
Comparison of Franklin Genomic Advancements ETF (HELX) to Dividend Performers ETF (IPDP)
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
$29.52
Average Daily Volume
2,553
53
IPDP
Dividend Performers ETF
IPDP Description
The investment seeks to provide income; the secondary objective is capital appreciation. The fund’s investment strategy is twofold: (1) investing in dividend paying U.S. equity securities, and (2) credit spread options on an S&P 500 ETF or Index. It may also invest in equity real estate investment trusts (“REITs”). A credit spread is an options strategy that involves the purchase of one option and a sale of another option in the same class and with the same expiration but different strike prices.Grade (RS Rating)
Last Trade
$20.26
Average Daily Volume
1,326
50
Performance
| Period | HELX | IPDP |
|---|---|---|
| 30 Days | -8.43% | 1.50% |
| 60 Days | -11.31% | 4.79% |
| 90 Days | -11.94% | 7.50% |
| 12 Months | 6.08% | 30.29% |
1 Overlapping Holdings
| Symbol | Grade | Weight in HELX | Weight in IPDP | Overlap | |
|---|---|---|---|---|---|
| A | F | 2.11% | 1.78% | 1.78% |
HELX Overweight 52 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| VRTX | D | 5.94% | |
| KRYS | C | 4.7% | |
| NTRA | A | 4.64% | |
| LLY | F | 4.63% | |
| REGN | F | 4.3% | |
| MEDP | F | 4.07% | |
| TMO | D | 4.01% | |
| DHR | D | 3.99% | |
| UTHR | C | 2.75% | |
| AZN | F | 2.34% | |
| CDNS | B | 2.34% | |
| CTVA | C | 2.29% | |
| CRL | D | 2.23% | |
| BNTX | D | 2.21% | |
| IONS | F | 2.1% | |
| INSM | C | 2.08% | |
| RVTY | D | 2.01% | |
| ALNY | D | 1.98% | |
| QGEN | D | 1.96% | |
| BRKR | F | 1.94% | |
| SRPT | F | 1.5% | |
| RARE | F | 1.46% | |
| RCKT | F | 1.42% | |
| TWST | F | 1.27% | |
| LGND | C | 1.27% | |
| ICLR | D | 1.25% | |
| EXAS | D | 1.2% | |
| LH | B | 1.15% | |
| IQV | F | 1.08% | |
| RGEN | D | 1.08% | |
| BEAM | D | 1.03% | |
| TECH | F | 1.01% | |
| VYGR | F | 0.99% | |
| AZTA | D | 0.95% | |
| NBIX | C | 0.94% | |
| BBIO | F | 0.91% | |
| RXRX | D | 0.69% | |
| MRNA | F | 0.66% | |
| BIO | C | 0.59% | |
| VCYT | B | 0.56% | |
| DVAX | C | 0.53% | |
| NTLA | F | 0.51% | |
| DOCS | C | 0.51% | |
| CDMO | A | 0.51% | |
| CRSP | D | 0.5% | |
| AVTR | F | 0.46% | |
| BMY | B | 0.36% | |
| CRNX | B | 0.25% | |
| BMRN | F | 0.2% | |
| ARE | F | 0.15% | |
| SLP | F | 0.11% | |
| FDMT | F | 0.1% |
HELX Underweight 49 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| CAH | B | -2.37% | |
| ACN | B | -2.36% | |
| AIT | B | -2.34% | |
| SYK | A | -2.33% | |
| AMP | A | -2.32% | |
| CSCO | B | -2.32% | |
| TT | A | -2.31% | |
| SNA | B | -2.31% | |
| HNI | A | -2.3% | |
| GWW | B | -2.29% | |
| ADP | B | -2.29% | |
| COR | B | -2.28% | |
| SEIC | B | -2.28% | |
| HIG | A | -2.27% | |
| TRV | B | -2.27% | |
| CTAS | B | -2.27% | |
| BRO | B | -2.27% | |
| MCK | A | -2.26% | |
| APOG | B | -2.26% | |
| BRC | C | -2.25% | |
| AAPL | C | -2.25% | |
| ABM | B | -2.24% | |
| UNH | B | -2.23% | |
| ABT | B | -2.23% | |
| ETN | B | -2.22% | |
| RGA | B | -2.2% | |
| DOV | B | -2.2% | |
| APH | B | -2.17% | |
| ECL | D | -2.16% | |
| MMC | D | -2.16% | |
| IEX | B | -2.14% | |
| DCI | B | -2.09% | |
| TROW | B | -2.04% | |
| JNJ | D | -2.02% | |
| WTS | B | -1.99% | |
| UPS | C | -1.88% | |
| LECO | C | -1.87% | |
| AOS | F | -1.74% | |
| MSI | A | -1.72% | |
| KLAC | F | -1.68% | |
| GPC | F | -1.67% | |
| QCOM | F | -1.6% | |
| MRK | F | -1.52% | |
| NSP | F | -1.52% | |
| ELV | F | -1.51% | |
| AVGO | D | -0.25% | |
| HD | C | -0.24% | |
| HPQ | B | -0.23% | |
| CSX | C | -0.22% |
HELX: Top Represented Industries & Keywords
IPDP: Top Represented Industries & Keywords
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