HELX vs. JDOC ETF Comparison
Comparison of Franklin Genomic Advancements ETF (HELX) to JPMorgan Healthcare Leaders ETF (JDOC)
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
$30.51
Average Daily Volume
1,729
51
JDOC
JPMorgan Healthcare Leaders ETF
JDOC Description
The fund will invest primarily in equity securities issued by pharmaceutical, biotechnology, healthcare services, healthcare technology, medical technology and life sciences companies which the adviser believes are leaders and where the magnitude and/or duration of future growth for these companies is underappreciated by the market. Under normal circumstances, the fund invests at least 80% of its assets in the equity securities of healthcare companies.Grade (RS Rating)
Last Trade
$58.34
Average Daily Volume
558
44
Performance
| Period | HELX | JDOC |
|---|---|---|
| 30 Days | -4.73% | -3.12% |
| 60 Days | -8.33% | -8.12% |
| 90 Days | -6.94% | -3.19% |
| 12 Months | 16.57% | 19.87% |
14 Overlapping Holdings
| Symbol | Grade | Weight in HELX | Weight in JDOC | Overlap | |
|---|---|---|---|---|---|
| ALNY | C | 1.99% | 0.38% | 0.38% | |
| BMRN | F | 0.2% | 0.54% | 0.2% | |
| BMY | A | 0.31% | 2.41% | 0.31% | |
| DHR | D | 5.27% | 3.92% | 3.92% | |
| EXAS | A | 1.73% | 1.22% | 1.22% | |
| IQV | F | 1.13% | 1.15% | 1.13% | |
| LLY | F | 4.97% | 8.97% | 4.97% | |
| NBIX | C | 0.84% | 0.73% | 0.73% | |
| NTRA | B | 3.8% | 0.64% | 0.64% | |
| REGN | F | 5.0% | 3.31% | 3.31% | |
| SRPT | D | 1.56% | 0.66% | 0.66% | |
| TMO | D | 4.96% | 4.6% | 4.6% | |
| TWST | F | 1.22% | 0.49% | 0.49% | |
| VRTX | D | 5.79% | 2.59% | 2.59% |
HELX Overweight 37 Positions Relative to JDOC
| Symbol | Grade | Weight | |
|---|---|---|---|
| MEDP | F | 5.91% | |
| KRYS | C | 4.25% | |
| AZN | F | 2.68% | |
| CTVA | A | 2.27% | |
| INSM | D | 2.11% | |
| A | D | 2.08% | |
| IONS | F | 2.05% | |
| BRKR | D | 2.01% | |
| CDNS | C | 1.98% | |
| CRL | F | 1.95% | |
| UTHR | A | 1.86% | |
| BNTX | B | 1.85% | |
| QGEN | D | 1.85% | |
| ICLR | F | 1.66% | |
| RCKT | F | 1.57% | |
| RVTY | C | 1.48% | |
| RARE | D | 1.46% | |
| VYGR | C | 1.11% | |
| LH | A | 0.97% | |
| BBIO | D | 0.92% | |
| TECH | B | 0.91% | |
| LGND | A | 0.88% | |
| AZTA | F | 0.86% | |
| BEAM | F | 0.86% | |
| NTLA | F | 0.83% | |
| CDMO | C | 0.8% | |
| MRNA | F | 0.79% | |
| CRSP | C | 0.65% | |
| RXRX | F | 0.57% | |
| RGEN | D | 0.54% | |
| BIO | A | 0.53% | |
| AVTR | F | 0.5% | |
| FDMT | F | 0.44% | |
| SLP | F | 0.3% | |
| VCYT | A | 0.24% | |
| DVAX | A | 0.2% | |
| ARE | F | 0.16% |
HELX Underweight 30 Positions Relative to JDOC
| Symbol | Grade | Weight | |
|---|---|---|---|
| UNH | C | -8.1% | |
| ABBV | A | -5.36% | |
| BSX | C | -3.27% | |
| MDT | B | -2.57% | |
| SYK | A | -2.53% | |
| JNJ | D | -2.45% | |
| MCK | C | -2.35% | |
| CI | D | -2.32% | |
| HCA | D | -1.66% | |
| MRK | F | -1.65% | |
| ISRG | B | -1.54% | |
| WST | B | -0.89% | |
| CNC | D | -0.89% | |
| DXCM | C | -0.78% | |
| AMGN | C | -0.75% | |
| ITCI | A | -0.74% | |
| INSP | D | -0.73% | |
| HALO | B | -0.67% | |
| HUM | F | -0.61% | |
| AGIO | B | -0.6% | |
| NVS | D | -0.57% | |
| BPMC | C | -0.54% | |
| RVMD | A | -0.51% | |
| BIIB | F | -0.49% | |
| EVH | D | -0.47% | |
| ACHC | F | -0.44% | |
| IRTC | C | -0.35% | |
| APLS | F | -0.32% | |
| ARVN | C | -0.3% | |
| IDXX | F | -0.19% |
HELX: Top Represented Industries & Keywords
JDOC: Top Represented Industries & Keywords
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