HELX vs MCH
Comparison between FRANKLIN GENOMIC ADVANCEMENTS ETF (HELX, ETF) and MATTHEWS CHINA ACTIVE ETF (MCH, ETF).
HELX vs MCH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HELX
$23M
Winner
MCH
$23M
Expense Ratio
Winner
HELX
0.50%
MCH
0.79%
Max Drawdown
HELX
58.85%
Winner
MCH
41.50%
Sharpe Ratio
Winner
HELX
1.17
MCH
0.79
5Y Beta
HELX
0.94
Winner
MCH
0.65
P/E Ratio
HELX
-164.65
MCH
N/A
Forward P/E
HELX
24.00
MCH
N/A
5Y Dividends CAGR
HELX
22.57%
MCH
N/A
5Y EPS CAGR
HELX
4.50%
MCH
N/A
Debt to Equity
HELX
-66.15%
MCH
N/A
P/S Ratio
HELX
7.50
MCH
N/A
P/B Ratio
HELX
5.73
MCH
N/A
HELX vs MCH - Holdings Comparison
HELX and MCH have 1 common holdings. Overlap is 0.00%
HELX's top 25 holdings weight is 76.72%. MCH's top 25 holdings weight is 66.48%.
| Rank | HELX | MCH |
|---|---|---|
| #1 | GUARDANT HEALTH INC (GH) - 9.17% | n/a (n/a) - 8.84% |
| #2 | NATERA INC (NTRA) - 6.80% | TENCENT HOLDINGS LTD (n/a) - 8.76% |
| #3 | KRYSTAL BIOTECH INC (KRYS) - 5.81% | n/a (n/a) - 4.14% |
| #4 | UNITED THERAPEUTICS CORP (UTHR) - 4.07% | CHINA LIFE INSURANCE CO LTD CLASS H (n/a) - 4.11% |
| #5 | LIGAND PHARMACEUTICALS INC (LGND) - 3.96% | n/a (n/a) - 3.30% |
| #6 | BRIDGEBIO PHARMA INC (BBIO) - 3.49% | PDD HOLDINGS INC ADR (PDD) - 2.51% |
| #7 | ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 3.27% | CMOC GROUP LTD CLASS H (n/a) - 2.09% |
| #8 | ELI LILLY AND CO (LLY) - 3.05% | n/a (n/a) - 2.05% |
| #9 | ASTRAZENECA PLC (n/a) - 2.94% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.05% |
| #10 | INSMED INC (INSM) - 2.76% | CMOC GROUP LTD CLASS A (n/a) - 2.01% |
| #11 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.73% | n/a (n/a) - 1.99% |
| #12 | SAMSUNG BIOLOGICS CO LTD (n/a) - 2.64% | n/a (n/a) - 1.99% |
| #13 | CORTEVA INC (CTVA) - 2.40% | CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 1.98% |
| #14 | CASH (n/a) - 2.30% | JP MORGAN US GOVT CAPITAL 3164 (n/a) - 1.97% |
| #15 | TWIST BIOSCIENCE CORP (TWST) - 2.26% | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 1.94% |
| #16 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.16% | NEW CHINA LIFE INSURANCE CO LTD CLASS H (n/a) - 1.89% |
| #17 | MEDPACE HOLDINGS INC (MEDP) - 2.10% | WUXI APPTEC CO LTD CLASS A (n/a) - 1.85% |
| #18 | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 2.07% | CHINA MERCHANTS BANK CO LTD CLASS A (n/a) - 1.80% |
| #19 | IONIS PHARMACEUTICALS INC (IONS) - 2.05% | GALAXY ENTERTAINMENT GROUP LTD (n/a) - 1.80% |
| #20 | REGENERON PHARMACEUTICALS INC (REGN) - 2.02% | n/a (n/a) - 1.79% |
| #21 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.97% | INNOVENT BIOLOGICS INC (n/a) - 1.71% |
| #22 | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.94% | MEITUAN CLASS B (n/a) - 1.67% |
| #23 | ARGENX SE (n/a) - 1.66% | n/a (n/a) - 1.47% |
| #24 | VERACYTE INC (VCYT) - 1.56% | n/a (n/a) - 1.43% |
| #25 | BIONTECH SE ADR (BNTX) - 1.54% | CHINA OILFIELD SERVICES LTD CLASS H (n/a) - 1.34% |
| Total Holdings | 63 | 75 |
HELX vs MCH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HELX
+4.51%
MCH
-2.24%
3M
Winner
HELX
+10.48%
MCH
+4.58%
6M
HELX
-3.46%
Winner
MCH
+1.66%
1Y
Winner
HELX
+29.18%
MCH
+20.22%
5Y(CAGR)
HELX
-5.32%
MCH
N/A
Max(CAGR)
Winner
HELX
+6.56%
MCH
+4.96%
HELX vs MCH - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | HELX | MCH |
|---|---|---|
| 2026 | -2.81% | -1.55% |
| 2025 | +25.61% | +32.78% |
| 2024 | -6.34% | +20.50% |
| 2023 | +2.01% | -21.97% |
| 2022 | -36.31% | -3.12% |
| 2021 | +9.60% | N/A |
| 2020 | +85.05% | N/A |
HELX vs MCH 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 MCH was -40.54%, occurring on Feb 2, 2024. Recovery took 426 trading sessions.
The current HELX drawdown is -38.73%. The current MCH drawdown is -5.28%.
| Rank | HELX | MCH |
|---|---|---|
| #1 | -58.75% Sep 7, 2021 - Apr 8, 2025 | -40.54% Jan 26, 2023 - Oct 7, 2024 |
| #2 | -27.15% Mar 4, 2020 - Apr 27, 2020 | -30.56% Oct 7, 2024 - Sep 11, 2025 |
| #3 | -26.01% Feb 12, 2021 - Jul 30, 2021 | -29.21% Jul 19, 2022 - Dec 9, 2022 |
| #4 | -8.87% Sep 2, 2020 - Oct 5, 2020 | -15.05% Jan 12, 2026 - Mar 30, 2026 |
| #5 | -8.01% Oct 13, 2020 - Nov 5, 2020 | -9.18% Dec 9, 2022 - Jan 4, 2023 |
| #6 | -7.96% Aug 9, 2021 - Sep 2, 2021 | -9.10% Oct 2, 2025 - Jan 12, 2026 |
| #7 | -7.95% Jan 20, 2021 - Feb 8, 2021 | -2.97% Sep 17, 2025 - Sep 30, 2025 |
| #8 | -6.48% Jun 2, 2020 - Jun 18, 2020 | -1.96% Jan 13, 2023 - Jan 20, 2023 |
| #9 | -6.11% Aug 4, 2020 - Aug 31, 2020 | -1.30% Jul 14, 2022 - Jul 19, 2022 |
| #10 | -5.93% Dec 22, 2020 - Jan 7, 2021 | -0.37% Sep 11, 2025 - Sep 16, 2025 |
| #11 | -4.79% Apr 27, 2020 - May 7, 2020 | -0.36% Jan 10, 2023 - Jan 13, 2023 |
| #12 | -4.47% Nov 6, 2020 - Nov 27, 2020 | -0.15% Jan 6, 2023 - Jan 10, 2023 |
| #13 | -4.20% Jul 20, 2020 - Aug 3, 2020 | N/A |
| #14 | -3.85% Jun 23, 2020 - Jul 2, 2020 | N/A |
| #15 | -3.35% Jul 9, 2020 - Jul 15, 2020 | N/A |
Correlation
Correlation between HELX and MCH is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.49
-101
Dividend Comparison (2020 - 2025)
HELX vs MCH dividend yield comparison.
| Year | HELX | MCH |
|---|---|---|
| 2025 | 0.39% | 1.76% |
| 2024 | 0.00% | 1.31% |
| 2023 | 0.00% | 1.62% |
| 2021 | 0.24% | 0.00% |
| 2020 | 0.12% | 0.00% |
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