HELX vs. WBIF ETF Comparison
Comparison of Franklin Genomic Advancements ETF (HELX) to WBI Large Cap Tactical Value Shares (WBIF)
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
$28.73
Average Daily Volume
2,428
53
WBIF
WBI Large Cap Tactical Value Shares
WBIF Description
The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display an attractive discount in a company's intrinsic value relative to its market price, and up to 20% of its net assets in other tactical investment opportunities.Grade (RS Rating)
Last Trade
$29.75
Average Daily Volume
1,646
44
Performance
| Period | HELX | WBIF |
|---|---|---|
| 30 Days | -11.80% | 0.27% |
| 60 Days | -14.58% | 2.21% |
| 90 Days | -14.50% | 3.45% |
| 12 Months | 4.57% | 12.16% |
0 Overlapping Holdings
| Symbol | Grade | Weight in HELX | Weight in WBIF | Overlap |
|---|
HELX Overweight 53 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| VRTX | C | 5.94% | |
| KRYS | C | 4.7% | |
| NTRA | B | 4.64% | |
| LLY | F | 4.63% | |
| REGN | F | 4.3% | |
| MEDP | D | 4.07% | |
| TMO | F | 4.01% | |
| DHR | F | 3.99% | |
| UTHR | C | 2.75% | |
| AZN | F | 2.34% | |
| CDNS | B | 2.34% | |
| CTVA | D | 2.29% | |
| CRL | D | 2.23% | |
| BNTX | D | 2.21% | |
| A | F | 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 | C | 1.27% | |
| ICLR | F | 1.25% | |
| EXAS | F | 1.2% | |
| LH | B | 1.15% | |
| IQV | F | 1.08% | |
| RGEN | F | 1.08% | |
| BEAM | D | 1.03% | |
| TECH | F | 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 | D | 0.59% | |
| VCYT | B | 0.56% | |
| DVAX | C | 0.53% | |
| NTLA | F | 0.51% | |
| DOCS | B | 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 | F | 0.15% | |
| SLP | F | 0.11% | |
| FDMT | F | 0.1% |
HELX Underweight 44 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| WRB | A | -4.61% | |
| EME | B | -4.41% | |
| CI | D | -4.2% | |
| V | A | -4.17% | |
| AMAT | F | -4.05% | |
| ACN | C | -4.03% | |
| PRU | A | -4.0% | |
| CMS | C | -3.96% | |
| MCK | A | -3.91% | |
| UNM | A | -3.69% | |
| VOYA | A | -3.23% | |
| RGA | A | -3.08% | |
| OXY | D | -2.86% | |
| PM | A | -2.13% | |
| MMC | C | -2.12% | |
| MLI | B | -1.74% | |
| ADP | B | -1.56% | |
| AXP | B | -1.52% | |
| NXST | D | -1.49% | |
| AME | A | -1.42% | |
| LRCX | F | -1.42% | |
| PAYX | B | -1.41% | |
| PRI | A | -1.37% | |
| G | A | -1.34% | |
| TXRH | B | -1.31% | |
| CASY | B | -1.31% | |
| BR | A | -1.31% | |
| RMD | C | -1.3% | |
| FLTR | A | -0.75% | |
| AGZD | A | -0.74% | |
| FALN | A | -0.74% | |
| SYF | B | -0.72% | |
| ALSN | A | -0.68% | |
| FTSL | A | -0.68% | |
| EQH | B | -0.61% | |
| CBT | C | -0.57% | |
| DOX | D | -0.57% | |
| DCI | B | -0.56% | |
| THG | A | -0.56% | |
| TOL | B | -0.54% | |
| GL | B | -0.54% | |
| ALLE | D | -0.53% | |
| STIP | C | -0.53% | |
| BKLN | A | -0.31% |
HELX: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords
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