HELX vs HDG
Comparison between FRANKLIN GENOMIC ADVANCEMENTS ETF (HELX, ETF) and PROSHARES HEDGE REPLICATION ETF (HDG, ETF).
5-Year PerformanceHDG has outperformed HELX, delivering a return of +2.8% compared to -4.4%
HELX vs HDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HELX
$22M
HDG
$22M
Expense Ratio
Winner
HELX
0.50%
HDG
0.95%
Max Drawdown
HELX
58.85%
Winner
HDG
15.31%
Sharpe Ratio
HELX
1.18
Winner
HDG
1.30
5Y Beta
HELX
0.94
Winner
HDG
0.32
P/E Ratio
HELX
-157.81
HDG
N/A
Forward P/E
HELX
24.10
HDG
N/A
5Y Dividends CAGR
HELX
22.57%
Winner
HDG
106.61%
5Y EPS CAGR
HELX
3.43%
HDG
N/A
Debt to Equity
HELX
-60.08%
HDG
N/A
P/S Ratio
HELX
8.96
HDG
N/A
P/B Ratio
HELX
5.95
HDG
N/A
HELX vs HDG - Holdings Comparison
HELX and HDG have 20 common holdings. Overlap is 0.33%
HELX's top 25 holdings weight is 76.38%. HDG's top 25 holdings weight is 21.14%.
| Rank | HELX | HDG |
|---|---|---|
| #1 | GUARDANT HEALTH INC (GH) - 8.43% | CTE PROSHARES TRUST M (n/a) - 14.55% |
| #2 | NATERA INC (NTRA) - 6.41% | MSCI EAFE INDEX (EFA) SWAP (n/a) - 2.16% |
| #3 | KRYSTAL BIOTECH INC (KRYS) - 5.98% | CASH (n/a) - 2.09% |
| #4 | UNITED THERAPEUTICS CORP (UTHR) - 4.35% | MSCI EMERGING MARKETS INDEX (EEM) SWAP (n/a) - 0.80% |
| #5 | LIGAND PHARMACEUTICALS INC (LGND) - 4.00% | S&P 500 INDEX SWAP (n/a) - 0.30% |
| #6 | BRIDGEBIO PHARMA INC (BBIO) - 3.70% | U.S. DOLLAR FOR FUTURES (n/a) - 0.17% |
| #7 | ASTRAZENECA PLC (n/a) - 3.10% | BLOOM ENERGY CORP CLASS A (BE) - 0.13% |
| #8 | ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 3.05% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.08% |
| #9 | ELI LILLY AND CO (LLY) - 2.95% | FABRINET (FN) - 0.07% |
| #10 | INSMED INC (INSM) - 2.89% | NEXTPOWER INC CLASS A (NXT) - 0.07% |
| #11 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.80% | ECHOSTAR CORP CLASS A (SATS) - 0.06% |
| #12 | SAMSUNG BIOLOGICS CO LTD (n/a) - 2.76% | HECLA MINING CO (HL) - 0.06% |
| #13 | CORTEVA INC (CTVA) - 2.44% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.06% |
| #14 | CASH (n/a) - 2.28% | COEUR MINING INC (CDE) - 0.06% |
| #15 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.23% | BRIDGEBIO PHARMA INC (BBIO) - 0.05% |
| #16 | IONIS PHARMACEUTICALS INC (IONS) - 2.13% | MODINE MANUFACTURING CO (MOD) - 0.05% |
| #17 | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 2.13% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.05% |
| #18 | REGENERON PHARMACEUTICALS INC (REGN) - 2.12% | ENSIGN GROUP INC (ENSG) - 0.05% |
| #19 | TWIST BIOSCIENCE CORP (TWST) - 2.09% | n/a (HASI) - 0.04% |
| #20 | MEDPACE HOLDINGS INC (MEDP) - 2.02% | TG THERAPEUTICS INC (TGTX) - 0.04% |
| #21 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.88% | GENWORTH FINANCIAL INC (GNW) - 0.04% |
| #22 | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.82% | IRHYTHM HOLDINGS INC (IRTC) - 0.04% |
| #23 | BIONTECH SE ADR (BNTX) - 1.70% | CHAMPION HOMES INC (SKY) - 0.04% |
| #24 | ARGENX SE (n/a) - 1.66% | ICU MEDICAL INC (ICUI) - 0.04% |
| #25 | STOKE THERAPEUTICS INC (STOK) - 1.46% | TERAWULF INC (WULF) - 0.04% |
| Total Holdings | 64 | 1778 |
HELX vs HDG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HELX
+3.01%
HDG
-0.40%
3M
Winner
HELX
+4.48%
HDG
+3.79%
6M
HELX
-6.12%
Winner
HDG
+5.25%
1Y
Winner
HELX
+31.33%
HDG
+11.74%
5Y(CAGR)
HELX
-4.45%
Winner
HDG
+2.76%
10Y(CAGR)
HELX
N/A
HDG
+3.74%
Max(CAGR)
Winner
HELX
+6.26%
HDG
+2.86%
HELX vs HDG - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | HELX | HDG |
|---|---|---|
| 2026 | -4.60% | +4.84% |
| 2025 | +25.61% | +7.20% |
| 2024 | -6.34% | +5.48% |
| 2023 | +2.01% | +6.75% |
| 2022 | -36.31% | -8.65% |
| 2021 | +9.60% | +3.46% |
| 2020 | +85.05% | +7.08% |
| 2019 | N/A | +9.83% |
| 2018 | N/A | -4.79% |
| 2017 | N/A | +5.32% |
| 2016 | N/A | +2.87% |
| 2015 | N/A | -0.06% |
| 2014 | N/A | +2.04% |
| 2013 | N/A | +3.33% |
| 2012 | N/A | +2.38% |
| 2011 | N/A | -3.01% |
HELX vs HDG 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 HDG was -15.31%, occurring on Sep 29, 2022. Recovery took 722 trading sessions.
The current HELX drawdown is -39.85%. The current HDG drawdown is -1.62%.
| Rank | HELX | HDG |
|---|---|---|
| #1 | -58.75% Sep 7, 2021 - Apr 8, 2025 | -15.31% Nov 8, 2021 - Sep 24, 2024 |
| #2 | -27.15% Mar 4, 2020 - Apr 27, 2020 | -13.76% Feb 14, 2020 - Nov 5, 2020 |
| #3 | -26.01% Feb 12, 2021 - Jul 30, 2021 | -7.83% Jul 21, 2011 - Jan 2, 2013 |
| #4 | -8.87% Sep 2, 2020 - Oct 5, 2020 | -7.82% May 21, 2015 - Feb 15, 2017 |
| #5 | -8.01% Oct 13, 2020 - Nov 5, 2020 | -7.43% Jan 26, 2018 - Oct 21, 2019 |
| #6 | -7.96% Aug 9, 2021 - Sep 2, 2021 | -7.20% Feb 18, 2025 - Jul 3, 2025 |
| #7 | -7.95% Jan 20, 2021 - Feb 8, 2021 | -3.97% Feb 25, 2026 - Apr 16, 2026 |
| #8 | -6.48% Jun 2, 2020 - Jun 18, 2020 | -3.78% May 21, 2013 - Sep 18, 2013 |
| #9 | -6.11% Aug 4, 2020 - Aug 31, 2020 | -3.67% Mar 15, 2021 - Nov 5, 2021 |
| #10 | -5.93% Dec 22, 2020 - Jan 7, 2021 | -3.41% Sep 3, 2014 - Feb 4, 2015 |
| #11 | -4.79% Apr 27, 2020 - May 7, 2020 | -2.92% Feb 9, 2021 - Mar 15, 2021 |
| #12 | -4.47% Nov 6, 2020 - Nov 27, 2020 | -2.72% Oct 31, 2013 - Apr 2, 2014 |
| #13 | -4.20% Jul 20, 2020 - Aug 3, 2020 | -2.21% Oct 27, 2025 - Dec 10, 2025 |
| #14 | -3.85% Jun 23, 2020 - Jul 2, 2020 | -1.81% Jan 14, 2021 - Feb 4, 2021 |
| #15 | -3.35% Jul 9, 2020 - Jul 15, 2020 | -1.73% Dec 4, 2024 - Jan 30, 2025 |
Correlation
Correlation between HELX and HDG is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.
0.20
-101
Dividend Comparison (2012 - 2026)
HELX vs HDG dividend yield comparison.
| Year | HELX | HDG |
|---|---|---|
| 2026 | 0.00% | 0.51% |
| 2025 | 0.39% | 2.55% |
| 2024 | 0.00% | 3.50% |
| 2023 | 0.00% | 3.48% |
| 2022 | 0.00% | 0.39% |
| 2021 | 0.24% | 0.00% |
| 2020 | 0.12% | 0.08% |
| 2019 | 0.00% | 1.09% |
| 2018 | 0.00% | 0.51% |
| 2015 | 0.00% | 0.00% |
| 2012 | 0.00% | 0.13% |
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