HELX vs. IVES ETF Comparison
Comparison of Franklin Genomic Advancements ETF (HELX) to Wedbush ETFMG Global Cloud Technology ETF (IVES)
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
$28.55
Average Daily Volume
2,269
53
IVES
Wedbush ETFMG Global Cloud Technology ETF
IVES Description
The Wedbush ETFMG Global Cloud Technology ETF (IVES) largely holds the “undercover gems” of cloud-based technology. The Fund’s investment objective seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Dan Ives Global Cloud Technology Prime Index. The Dan Ives Global Cloud Technology Prime Index (the “Index”) is an Index of Prime Indexes, a division of Level ETF Ventures LLC. The Index has been created to provide investors with a reference measure that enables them to track both event-driven news and long-term trends of cloud technology companies. The Index is designed to include the securities of companies across the globe engaged in providing infrastructure, equipment, connectivity, data back-up and storage services as well as data center management for enterprise-based software applications. Additionally, the constituents engaged in providing cloud-based software platforms that enable businesses to move data and software applications onto the cloud – cloud-enabling Software as a Service (SaaS) technologies. These companies are known collectively as “Cloud Technology Companies.”Grade (RS Rating)
Last Trade
$49.21
Average Daily Volume
1,131
36
Performance
| Period | HELX | IVES |
|---|---|---|
| 30 Days | -11.42% | 7.17% |
| 60 Days | -13.85% | 5.41% |
| 90 Days | -13.36% | 7.27% |
| 12 Months | 5.29% | 43.26% |
1 Overlapping Holdings
| Symbol | Grade | Weight in HELX | Weight in IVES | Overlap | |
|---|---|---|---|---|---|
| CDNS | B | 2.34% | 2.38% | 2.34% |
HELX Overweight 52 Positions Relative to IVES
| Symbol | Grade | Weight | |
|---|---|---|---|
| VRTX | C | 5.94% | |
| KRYS | D | 4.7% | |
| NTRA | B | 4.64% | |
| LLY | F | 4.63% | |
| REGN | F | 4.3% | |
| MEDP | D | 4.07% | |
| TMO | D | 4.01% | |
| DHR | D | 3.99% | |
| UTHR | B | 2.75% | |
| AZN | F | 2.34% | |
| CTVA | D | 2.29% | |
| CRL | D | 2.23% | |
| BNTX | D | 2.21% | |
| A | D | 2.11% | |
| IONS | F | 2.1% | |
| INSM | D | 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 | B | 1.27% | |
| ICLR | F | 1.25% | |
| EXAS | F | 1.2% | |
| LH | B | 1.15% | |
| IQV | F | 1.08% | |
| RGEN | D | 1.08% | |
| BEAM | D | 1.03% | |
| TECH | D | 1.01% | |
| VYGR | F | 0.99% | |
| AZTA | F | 0.95% | |
| NBIX | D | 0.94% | |
| BBIO | F | 0.91% | |
| RXRX | F | 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 | C | 0.25% | |
| BMRN | F | 0.2% | |
| ARE | D | 0.15% | |
| SLP | F | 0.11% | |
| FDMT | F | 0.1% |
HELX Underweight 35 Positions Relative to IVES
| Symbol | Grade | Weight | |
|---|---|---|---|
| TEAM | A | -3.08% | |
| CFLT | C | -2.89% | |
| MRVL | B | -2.71% | |
| GTLB | B | -2.56% | |
| NVDA | B | -2.55% | |
| APPN | B | -2.53% | |
| VRT | A | -2.52% | |
| DELL | C | -2.43% | |
| AMZN | B | -2.4% | |
| SNPS | C | -2.38% | |
| ORCL | A | -2.38% | |
| MDB | C | -2.36% | |
| SNOW | C | -2.35% | |
| GOOGL | B | -2.33% | |
| INTC | C | -2.29% | |
| CIEN | B | -2.28% | |
| HPE | B | -2.26% | |
| HPQ | B | -2.21% | |
| MSFT | D | -2.18% | |
| MU | D | -2.18% | |
| DDOG | B | -2.16% | |
| HCP | B | -2.15% | |
| AVGO | C | -2.14% | |
| ANET | C | -2.14% | |
| JNPR | D | -2.13% | |
| AAPL | C | -2.12% | |
| NTAP | D | -2.1% | |
| QCOM | F | -2.08% | |
| WDC | F | -2.07% | |
| IBM | D | -2.0% | |
| DOCN | D | -1.92% | |
| AMD | F | -1.8% | |
| BABA | D | -1.7% | |
| MPWR | F | -1.48% | |
| SMCI | F | -1.13% |
HELX: Top Represented Industries & Keywords
IVES: Top Represented Industries & Keywords
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