HELX vs PEZ
Comparison between FRANKLIN GENOMIC ADVANCEMENTS ETF (HELX, ETF) and INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF (PEZ, ETF).
HELX is from the Healthcare sector, while PEZ is from the Consumer Cyclical sector.
5-Year PerformancePEZ has outperformed HELX, delivering a return of +2.8% compared to -5.3%
HELX vs PEZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HELX
$23M
PEZ
$23M
Expense Ratio
Winner
HELX
0.50%
PEZ
0.60%
Max Drawdown
Winner
HELX
58.85%
PEZ
59.00%
Sharpe Ratio
Winner
HELX
1.17
PEZ
0.32
5Y Beta
Winner
HELX
0.94
PEZ
1.13
P/E Ratio
Winner
HELX
-164.65
PEZ
30.98
Forward P/E
HELX
24.00
Winner
PEZ
19.45
5Y Dividends CAGR
Winner
HELX
22.57%
PEZ
-6.77%
5Y EPS CAGR
HELX
4.50%
Winner
PEZ
17.79%
Debt to Equity
Winner
HELX
-66.15%
PEZ
91.65%
P/S Ratio
HELX
7.50
Winner
PEZ
1.11
P/B Ratio
HELX
5.73
Winner
PEZ
4.82
HELX vs PEZ - Holdings Comparison
HELX and PEZ have 1 common holdings. Overlap is 0.00%
HELX's top 25 holdings weight is 76.72%. PEZ's top 25 holdings weight is 72.44%.
| Rank | HELX | PEZ |
|---|---|---|
| #1 | GUARDANT HEALTH INC (GH) - 9.17% | TAPESTRY INC (TPR) - 3.96% |
| #2 | NATERA INC (NTRA) - 6.80% | RALPH LAUREN CORP CLASS A (RL) - 3.66% |
| #3 | KRYSTAL BIOTECH INC (KRYS) - 5.81% | CARDINAL HEALTH INC (CAH) - 3.61% |
| #4 | UNITED THERAPEUTICS CORP (UTHR) - 4.07% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 3.55% |
| #5 | LIGAND PHARMACEUTICALS INC (LGND) - 3.96% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 3.54% |
| #6 | BRIDGEBIO PHARMA INC (BBIO) - 3.49% | WILLIAMS-SONOMA INC (WSM) - 3.41% |
| #7 | ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 3.27% | NETFLIX INC (NFLX) - 3.21% |
| #8 | ELI LILLY AND CO (LLY) - 3.05% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 3.13% |
| #9 | ASTRAZENECA PLC (n/a) - 2.94% | WALMART INC (WMT) - 3.08% |
| #10 | INSMED INC (INSM) - 2.76% | FIVE BELOW INC (FIVE) - 3.08% |
| #11 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.73% | MCKESSON CORP (MCK) - 3.07% |
| #12 | SAMSUNG BIOLOGICS CO LTD (n/a) - 2.64% | GENERAL MOTORS CO (GM) - 3.00% |
| #13 | CORTEVA INC (CTVA) - 2.40% | TJX COMPANIES INC (TJX) - 2.94% |
| #14 | CASH (n/a) - 2.30% | GARMIN LTD (GRMN) - 2.84% |
| #15 | TWIST BIOSCIENCE CORP (TWST) - 2.26% | RUSH STREET INTERACTIVE INC ORDINARY SHARES CLASS A (RSI) - 2.66% |
| #16 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.16% | BURLINGTON STORES INC (BURL) - 2.64% |
| #17 | MEDPACE HOLDINGS INC (MEDP) - 2.10% | SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 2.60% |
| #18 | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 2.07% | DANA INC (DAN) - 2.46% |
| #19 | IONIS PHARMACEUTICALS INC (IONS) - 2.05% | ROSS STORES INC (ROST) - 2.45% |
| #20 | REGENERON PHARMACEUTICALS INC (REGN) - 2.02% | CAESARS ENTERTAINMENT INC (CZR) - 2.42% |
| #21 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.97% | EXPEDIA GROUP INC (EXPE) - 2.41% |
| #22 | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.94% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.38% |
| #23 | ARGENX SE (n/a) - 1.66% | NEW YORK TIMES CO CLASS A (NYT) - 2.23% |
| #24 | VERACYTE INC (VCYT) - 1.56% | HASBRO INC (HAS) - 2.19% |
| #25 | BIONTECH SE ADR (BNTX) - 1.54% | CALLAWAY GOLF CO (CALY) - 1.92% |
| Total Holdings | 63 | 47 |
HELX vs PEZ - Historical Returns
Returns include dividend reinvestment.
1M
HELX
+4.51%
Winner
PEZ
+7.89%
3M
Winner
HELX
+10.48%
PEZ
+8.08%
6M
HELX
-3.46%
Winner
PEZ
-2.00%
1Y
Winner
HELX
+29.18%
PEZ
+10.34%
5Y(CAGR)
HELX
-5.32%
Winner
PEZ
+2.85%
10Y(CAGR)
HELX
N/A
PEZ
+10.03%
Max(CAGR)
HELX
+6.56%
Winner
PEZ
+7.97%
HELX vs PEZ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | HELX | PEZ |
|---|---|---|
| 2026 | -2.81% | -0.90% |
| 2025 | +25.61% | +6.13% |
| 2024 | -6.34% | +21.74% |
| 2023 | +2.01% | +30.17% |
| 2022 | -36.31% | -28.99% |
| 2021 | +9.60% | +23.62% |
| 2020 | +85.05% | +37.99% |
| 2019 | N/A | +17.65% |
| 2018 | N/A | -7.24% |
| 2017 | N/A | +20.16% |
| 2016 | N/A | -0.51% |
| 2015 | N/A | -0.05% |
| 2014 | N/A | +9.23% |
| 2013 | N/A | +36.96% |
| 2012 | N/A | +18.76% |
| 2011 | N/A | +0.03% |
| 2010 | N/A | +27.53% |
| 2009 | N/A | +22.45% |
| 2008 | N/A | -31.14% |
| 2007 | N/A | -11.83% |
| 2006 | N/A | +5.87% |
HELX vs PEZ 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 PEZ was -58.39%, occurring on Mar 6, 2009. Recovery took 1195 trading sessions.
The current HELX drawdown is -38.73%. The current PEZ drawdown is -7.57%.
| Rank | HELX | PEZ |
|---|---|---|
| #1 | -58.75% Sep 7, 2021 - Apr 8, 2025 | -58.39% Jun 4, 2007 - Mar 1, 2012 |
| #2 | -27.15% Mar 4, 2020 - Apr 27, 2020 | -52.05% Sep 27, 2018 - Aug 5, 2020 |
| #3 | -26.01% Feb 12, 2021 - Jul 30, 2021 | -41.72% Nov 18, 2021 - Aug 23, 2024 |
| #4 | -8.87% Sep 2, 2020 - Oct 5, 2020 | -31.48% Nov 25, 2024 - Apr 8, 2025 |
| #5 | -8.01% Oct 13, 2020 - Nov 5, 2020 | -25.01% Aug 5, 2015 - Oct 6, 2017 |
| #6 | -7.96% Aug 9, 2021 - Sep 2, 2021 | -16.59% Feb 9, 2021 - Nov 2, 2021 |
| #7 | -7.95% Jan 20, 2021 - Feb 8, 2021 | -14.38% Oct 15, 2020 - Nov 19, 2020 |
| #8 | -6.48% Jun 2, 2020 - Jun 18, 2020 | -14.05% Sep 2, 2014 - Nov 28, 2014 |
| #9 | -6.11% Aug 4, 2020 - Aug 31, 2020 | -12.36% Jan 23, 2018 - Jun 4, 2018 |
| #10 | -5.93% Dec 22, 2020 - Jan 7, 2021 | -12.12% Aug 21, 2020 - Oct 9, 2020 |
| #11 | -4.79% Apr 27, 2020 - May 7, 2020 | -10.88% May 2, 2012 - Sep 13, 2012 |
| #12 | -4.47% Nov 6, 2020 - Nov 27, 2020 | -9.64% Mar 5, 2014 - Jul 1, 2014 |
| #13 | -4.20% Jul 20, 2020 - Aug 3, 2020 | -9.00% Jan 10, 2014 - Feb 24, 2014 |
| #14 | -3.85% Jun 23, 2020 - Jul 2, 2020 | -8.48% Aug 23, 2024 - Sep 19, 2024 |
| #15 | -3.35% Jul 9, 2020 - Jul 15, 2020 | -8.00% Sep 14, 2012 - Jan 4, 2013 |
Correlation
Correlation between HELX and PEZ is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.
0.27
-101
Dividend Comparison (2006 - 2026)
HELX vs PEZ dividend yield comparison.
| Year | HELX | PEZ |
|---|---|---|
| 2026 | 0.00% | 0.10% |
| 2025 | 0.39% | 0.11% |
| 2024 | 0.00% | 0.12% |
| 2023 | 0.00% | 0.60% |
| 2022 | 0.00% | 0.43% |
| 2021 | 0.24% | 0.23% |
| 2020 | 0.12% | 0.39% |
| 2019 | 0.00% | 0.01% |
| 2018 | 0.00% | 0.40% |
| 2017 | 0.00% | 0.42% |
| 2016 | 0.00% | 0.83% |
| 2015 | 0.00% | 0.64% |
| 2014 | 0.00% | 0.15% |
| 2013 | 0.00% | 0.46% |
| 2012 | 0.00% | 1.07% |
| 2011 | 0.00% | 0.75% |
| 2010 | 0.00% | 0.67% |
| 2009 | 0.00% | 0.28% |
| 2008 | 0.00% | 1.03% |
| 2007 | 0.00% | 0.55% |
| 2006 | 0.00% | 0.61% |
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