BITA vs HELX

Comparison between iShares Bitcoin Premium Income ETF (BITA, ETF) and FRANKLIN GENOMIC ADVANCEMENTS ETF (HELX, ETF).

BITA vs HELX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BITA(ETF)	HELX(ETF)
Net Assets	$28M	$28M
Expense Ratio	0.65%	0.50%
Max Drawdown	8.67%	58.85%
Sharpe Ratio	0.69	1.63
5Y Beta	0.97	0.92
P/E Ratio	N/A	-218.04
Forward P/E	N/A	26.14
5Y Dividends CAGR	N/A	22.57%
5Y EPS CAGR	N/A	3.45%
Debt to Equity	N/A	-69.26%
P/S Ratio	N/A	8.16
P/B Ratio	N/A	6.78

Net Assets

BITA

$28M

HELX

$28M

Expense Ratio

BITA

0.65%

Winner

HELX

0.50%

Max Drawdown

Winner

BITA

8.67%

HELX

58.85%

Sharpe Ratio

BITA

0.69

Winner

HELX

1.63

5Y Beta

BITA

0.97

Winner

HELX

0.92

P/E Ratio

BITA

N/A

HELX

-218.04

Forward P/E

BITA

N/A

HELX

26.14

5Y Dividends CAGR

BITA

N/A

HELX

22.57%

5Y EPS CAGR

BITA

N/A

HELX

3.45%

Debt to Equity

BITA

N/A

HELX

-69.26%

P/S Ratio

BITA

N/A

HELX

8.16

P/B Ratio

BITA

N/A

HELX

6.78

BITA vs HELX - Holdings Comparison

BITA and HELX have 0 common holdings. Overlap is 0.00%

BITA's top 25 holdings weight is 33.17%. HELX's top 25 holdings weight is 77.34%.

Rank	BITA	HELX
#1	ISHARES BITCOIN TRUST ETF (IBIT) - 33.17%	GUARDANT HEALTH INC (GH) - 9.90%
#2	N/A	NATERA INC (NTRA) - 7.47%
#3	N/A	KRYSTAL BIOTECH INC (KRYS) - 6.21%
#4	N/A	LIGAND PHARMACEUTICALS INC (LGND) - 4.55%
#5	N/A	ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 3.83%
#6	N/A	BRIDGEBIO PHARMA INC (BBIO) - 3.53%
#7	N/A	UNITED THERAPEUTICS CORP (UTHR) - 3.50%
#8	N/A	ELI LILLY AND CO (LLY) - 2.91%
#9	N/A	VERTEX PHARMACEUTICALS INC (VRTX) - 2.84%
#10	N/A	ASTRAZENECA PLC (n/a) - 2.70%
#11	N/A	TWIST BIOSCIENCE CORP (TWST) - 2.67%
#12	N/A	TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 2.53%
#13	N/A	INSMED INC (INSM) - 2.48%
#14	N/A	CORTEVA INC (CTVA) - 2.22%
#15	N/A	SAMSUNG BIOLOGICS CO LTD (n/a) - 2.21%
#16	N/A	MEDPACE HOLDINGS INC (MEDP) - 2.20%
#17	N/A	ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.98%
#18	N/A	TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.97%
#19	N/A	IONIS PHARMACEUTICALS INC (IONS) - 1.92%
#20	N/A	NEUROCRINE BIOSCIENCES INC (NBIX) - 1.86%
#21	N/A	REGENERON PHARMACEUTICALS INC (REGN) - 1.83%
#22	N/A	ARGENX SE (n/a) - 1.62%
#23	N/A	VERACYTE INC (VCYT) - 1.55%
#24	N/A	PTC THERAPEUTICS INC (PTCT) - 1.45%
#25	N/A	BIONTECH SE ADR (BNTX) - 1.41%
Total Holdings	1	65

BITA vs HELX - Historical Returns

Returns include dividend reinvestment.

Period	BITA	HELX
1 month	+3.30%	+7.82%
3 months	N/A	+13.96%
6 months	N/A	+4.47%
1 year	N/A	+45.30%
5 years(CAGR)	N/A	-5.32%
Max(CAGR)	+20.77%	+8.11%

BITA

+3.30%

Winner

HELX

+7.82%

BITA

N/A

HELX

+13.96%

BITA

N/A

HELX

+4.47%

BITA

N/A

HELX

+45.30%

5Y(CAGR)

BITA

N/A

HELX

-5.32%

Max(CAGR)

Winner

BITA

+20.77%

HELX

+8.11%

BITA vs HELX - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	BITA	HELX
2026	+1.82%	+7.37%
2025	N/A	+25.61%
2024	N/A	-6.34%
2023	N/A	+2.01%
2022	N/A	-36.31%
2021	N/A	+9.60%
2020	N/A	+85.05%

BITA vs HELX Drawdown Comparison

The maximum drawdown for BITA was -8.67%, occurring on Jun 30, 2026. Recovery took 19 trading sessions.

The maximum drawdown for HELX was -58.75%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current HELX drawdown is -32.31%.

Rank	BITA	HELX
#1	-8.67% Jun 16, 2026 - Jul 15, 2026	-58.75% Sep 7, 2021 - Apr 8, 2025
#2	-0.91% Jul 15, 2026 - Jul 20, 2026	-27.15% Mar 4, 2020 - Apr 27, 2020
#3	N/A	-26.01% Feb 12, 2021 - Jul 30, 2021
#4	N/A	-8.87% Sep 2, 2020 - Oct 5, 2020
#5	N/A	-8.01% Oct 13, 2020 - Nov 5, 2020
#6	N/A	-7.96% Aug 9, 2021 - Sep 2, 2021
#7	N/A	-7.95% Jan 20, 2021 - Feb 8, 2021
#8	N/A	-6.48% Jun 2, 2020 - Jun 18, 2020
#9	N/A	-6.11% Aug 4, 2020 - Aug 31, 2020
#10	N/A	-5.93% Dec 22, 2020 - Jan 7, 2021
#11	N/A	-4.79% Apr 27, 2020 - May 7, 2020
#12	N/A	-4.47% Nov 6, 2020 - Nov 27, 2020
#13	N/A	-4.20% Jul 20, 2020 - Aug 3, 2020
#14	N/A	-3.85% Jun 23, 2020 - Jul 2, 2020
#15	N/A	-3.35% Jul 9, 2020 - Jul 15, 2020

Correlation

Correlation between BITA and HELX is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101