HELX vs. UTRN ETF Comparison
Comparison of Franklin Genomic Advancements ETF (HELX) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)
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
UTRN
Vesper US Large Cap Short-Term Reversal Strategy ETF
UTRN Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Vesper U.S. Large Cap Short-Term Reversal Index (the 'index'). The fund will normally invest at least 80% of its total assets in securities of the index. The index is designed to measure the performance of a portfolio of 25 stocks selected from the S&P 500 that Vesper Capital Management, LLC believes will most likely benefit from the "short-term reversal" effect, as determined by applying a proprietary algorithm ("Chow's Ratio" or "Algorithm").Grade (RS Rating)
Last Trade
$30.34
Average Daily Volume
1,991
24
Performance
| Period | HELX | UTRN |
|---|---|---|
| 30 Days | -3.78% | 3.09% |
| 60 Days | -2.32% | 9.47% |
| 90 Days | 2.25% | 16.03% |
| 12 Months | 15.70% | 37.87% |
0 Overlapping Holdings
| Symbol | Grade | Weight in HELX | Weight in UTRN | Overlap |
|---|
HELX Overweight 49 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| MEDP | F | 5.6% | |
| VRTX | D | 5.35% | |
| DHR | C | 5.34% | |
| 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 Underweight 24 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| EMR | B | -4.11% | |
| NXPI | F | -4.1% | |
| SWKS | F | -4.09% | |
| MGM | D | -4.07% | |
| TXN | C | -4.05% | |
| IPG | C | -4.05% | |
| SNA | A | -4.02% | |
| UPS | D | -4.01% | |
| ROP | C | -3.99% | |
| L | D | -3.99% | |
| DHI | C | -3.98% | |
| AME | D | -3.97% | |
| BRK.A | C | -3.97% | |
| JNJ | D | -3.96% | |
| MDLZ | C | -3.96% | |
| AEP | C | -3.95% | |
| MSFT | D | -3.95% | |
| VRSK | D | -3.95% | |
| JNPR | B | -3.95% | |
| HSY | D | -3.94% | |
| CPB | D | -3.94% | |
| EVRG | C | -3.94% | |
| CI | D | -3.92% | |
| MAA | C | -3.88% |
HELX: Top Represented Industries & Keywords
UTRN: Top Represented Industries & Keywords
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