HELX vs CVRT

Comparison between FRANKLIN GENOMIC ADVANCEMENTS ETF (HELX, ETF) and Calamos Convertible Equity Alternative ETF (CVRT, ETF).

HELX vs CVRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HELX(ETF)	CVRT(ETF)
Net Assets	$22M	$22M
Expense Ratio	0.50%	0.69%
Max Drawdown	58.85%	21.13%
Sharpe Ratio	1.18	2.26
5Y Beta	0.94	1.00
P/E Ratio	-157.81	N/A
Forward P/E	24.10	N/A
5Y Dividends CAGR	22.57%	N/A
5Y EPS CAGR	3.43%	N/A
Debt to Equity	-60.08%	N/A
P/S Ratio	8.96	N/A
P/B Ratio	5.95	N/A

Net Assets

HELX

$22M

CVRT

$22M

Expense Ratio

Winner

HELX

0.50%

CVRT

0.69%

Max Drawdown

HELX

58.85%

Winner

CVRT

21.13%

Sharpe Ratio

HELX

1.18

Winner

CVRT

2.26

5Y Beta

Winner

HELX

0.94

CVRT

1.00

P/E Ratio

HELX

-157.81

CVRT

N/A

Forward P/E

HELX

24.10

CVRT

N/A

5Y Dividends CAGR

HELX

22.57%

CVRT

N/A

5Y EPS CAGR

HELX

3.43%

CVRT

N/A

Debt to Equity

HELX

-60.08%

CVRT

N/A

P/S Ratio

HELX

8.96

CVRT

N/A

P/B Ratio

HELX

5.95

CVRT

N/A

HELX vs CVRT - Historical Returns

Returns include dividend reinvestment.

Period	HELX	CVRT
1 month	+3.01%	+0.80%
3 months	+4.48%	+21.19%
6 months	-6.12%	+32.64%
1 year	+31.33%	+66.84%
5 years(CAGR)	-4.45%	N/A
Max(CAGR)	+6.26%	+33.66%

Winner

HELX

+3.01%

CVRT

+0.80%

HELX

+4.48%

Winner

CVRT

+21.19%

HELX

-6.12%

Winner

CVRT

+32.64%

HELX

+31.33%

Winner

CVRT

+66.84%

5Y(CAGR)

HELX

-4.45%

CVRT

N/A

Max(CAGR)

HELX

+6.26%

Winner

CVRT

+33.66%

HELX vs CVRT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	HELX	CVRT
2026	-4.60%	+30.09%
2025	+25.61%	+29.40%
2024	-6.34%	+16.12%
2023	+2.01%	+11.01%
2022	-36.31%	N/A
2021	+9.60%	N/A
2020	+85.05%	N/A

HELX vs CVRT Drawdown Comparison

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

The maximum drawdown for CVRT was -20.71%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.

The current HELX drawdown is -39.85%. The current CVRT drawdown is -6.47%.

Rank	HELX	CVRT
#1	-58.75% Sep 7, 2021 - Apr 8, 2025	-20.71% Nov 29, 2024 - Jul 9, 2025
#2	-27.15% Mar 4, 2020 - Apr 27, 2020	-9.41% Jul 16, 2024 - Sep 19, 2024
#3	-26.01% Feb 12, 2021 - Jul 30, 2021	-8.60% Feb 25, 2026 - Apr 8, 2026
#4	-8.87% Sep 2, 2020 - Oct 5, 2020	-8.52% Oct 11, 2023 - Nov 29, 2023
#5	-8.01% Oct 13, 2020 - Nov 5, 2020	-7.97% Mar 27, 2024 - Jul 16, 2024
#6	-7.96% Aug 9, 2021 - Sep 2, 2021	-7.52% Nov 10, 2025 - Dec 10, 2025
#7	-7.95% Jan 20, 2021 - Feb 8, 2021	-6.47% Jun 2, 2026 - Jun 5, 2026
#8	-6.48% Jun 2, 2020 - Jun 18, 2020	-6.24% Feb 12, 2024 - Mar 4, 2024
#9	-6.11% Aug 4, 2020 - Aug 31, 2020	-6.16% May 11, 2026 - May 29, 2026
#10	-5.93% Dec 22, 2020 - Jan 7, 2021	-5.22% Jan 28, 2026 - Feb 6, 2026
#11	-4.79% Apr 27, 2020 - May 7, 2020	-5.02% Dec 26, 2023 - Feb 9, 2024
#12	-4.47% Nov 6, 2020 - Nov 27, 2020	-4.73% Dec 11, 2025 - Jan 5, 2026
#13	-4.20% Jul 20, 2020 - Aug 3, 2020	-4.05% Oct 15, 2025 - Oct 27, 2025
#14	-3.85% Jun 23, 2020 - Jul 2, 2020	-3.21% Nov 3, 2025 - Nov 10, 2025
#15	-3.35% Jul 9, 2020 - Jul 15, 2020	-3.09% Jul 17, 2025 - Aug 22, 2025