HELX vs STXM
Comparison between FRANKLIN GENOMIC ADVANCEMENTS ETF (HELX, ETF) and STRIVE MID-CAP ETF (STXM, ETF).
HELX vs STXM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HELX
$22M
Winner
STXM
$22M
Expense Ratio
HELX
0.50%
Winner
STXM
0.18%
Max Drawdown
HELX
58.85%
Winner
STXM
23.81%
Sharpe Ratio
Winner
HELX
1.18
STXM
0.71
5Y Beta
Winner
HELX
0.94
STXM
1.00
P/E Ratio
Winner
HELX
-157.81
STXM
31.66
Forward P/E
HELX
24.10
Winner
STXM
16.51
5Y Dividends CAGR
HELX
22.57%
STXM
N/A
5Y EPS CAGR
HELX
3.43%
Winner
STXM
11.30%
Debt to Equity
HELX
-60.08%
STXM
N/A
P/S Ratio
HELX
8.96
Winner
STXM
1.67
P/B Ratio
HELX
5.95
Winner
STXM
2.55
HELX vs STXM - Holdings Comparison
HELX and STXM have 17 common holdings. Overlap is 4.03%
HELX's top 25 holdings weight is 76.38%. STXM's top 25 holdings weight is 13.70%.
| Rank | HELX | STXM |
|---|---|---|
| #1 | GUARDANT HEALTH INC (GH) - 8.43% | CASEY'S GENERAL STORES INC (CASY) - 0.68% |
| #2 | NATERA INC (NTRA) - 6.41% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.67% |
| #3 | KRYSTAL BIOTECH INC (KRYS) - 5.98% | CURTISS-WRIGHT CORP (CW) - 0.66% |
| #4 | UNITED THERAPEUTICS CORP (UTHR) - 4.35% | FLEX LTD (FLEX) - 0.64% |
| #5 | LIGAND PHARMACEUTICALS INC (LGND) - 4.00% | UNITED THERAPEUTICS CORP (UTHR) - 0.61% |
| #6 | BRIDGEBIO PHARMA INC (BBIO) - 3.70% | AERCAP HOLDINGS NV (AER) - 0.60% |
| #7 | ASTRAZENECA PLC (n/a) - 3.10% | WOODWARD INC (WWD) - 0.58% |
| #8 | ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 3.05% | XPO INC (XPO) - 0.56% |
| #9 | ELI LILLY AND CO (LLY) - 2.95% | KEYCORP (KEY) - 0.56% |
| #10 | INSMED INC (INSM) - 2.89% | US FOODS HOLDING CORP (USFD) - 0.55% |
| #11 | VERTEX PHARMACEUTICALS INC (VRTX) - 2.80% | BUNGE GLOBAL SA (BG) - 0.53% |
| #12 | SAMSUNG BIOLOGICS CO LTD (n/a) - 2.76% | ATI INC (ATI) - 0.53% |
| #13 | CORTEVA INC (CTVA) - 2.44% | EVERPURE INC CLASS A (PSTG) - 0.53% |
| #14 | CASH (n/a) - 2.28% | ALBEMARLE CORP (ALB) - 0.52% |
| #15 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.23% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.52% |
| #16 | IONIS PHARMACEUTICALS INC (IONS) - 2.13% | EXACT SCIENCES CORP (EXAS) - 0.52% |
| #17 | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 2.13% | BWX TECHNOLOGIES INC (BWXT) - 0.51% |
| #18 | REGENERON PHARMACEUTICALS INC (REGN) - 2.12% | BURLINGTON STORES INC (BURL) - 0.51% |
| #19 | TWIST BIOSCIENCE CORP (TWST) - 2.09% | MASTEC INC (MTZ) - 0.50% |
| #20 | MEDPACE HOLDINGS INC (MEDP) - 2.02% | SNAP-ON INC (SNA) - 0.50% |
| #21 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.88% | TENET HEALTHCARE CORP (THC) - 0.49% |
| #22 | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.82% | CARPENTER TECHNOLOGY CORP (CRS) - 0.49% |
| #23 | BIONTECH SE ADR (BNTX) - 1.70% | NVENT ELECTRIC PLC (NVT) - 0.49% |
| #24 | ARGENX SE (n/a) - 1.66% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.48% |
| #25 | STOKE THERAPEUTICS INC (STOK) - 1.46% | ENTEGRIS INC (ENTG) - 0.47% |
| Total Holdings | 64 | 404 |
HELX vs STXM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HELX
+3.01%
STXM
-5.58%
3M
Winner
HELX
+4.48%
STXM
+0.82%
6M
HELX
-6.12%
Winner
STXM
+4.37%
1Y
Winner
HELX
+31.33%
STXM
+18.68%
5Y(CAGR)
HELX
-4.45%
STXM
N/A
Max(CAGR)
HELX
+6.26%
Winner
STXM
+10.87%
HELX vs STXM - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | HELX | STXM |
|---|---|---|
| 2026 | -4.60% | +1.23% |
| 2025 | +25.61% | +10.86% |
| 2024 | -6.34% | +7.29% |
| 2023 | +2.01% | N/A |
| 2022 | -36.31% | N/A |
| 2021 | +9.60% | N/A |
| 2020 | +85.05% | N/A |
HELX vs STXM 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 STXM was -23.53%, occurring on Apr 8, 2025. Recovery took 193 trading sessions.
The current HELX drawdown is -39.85%. The current STXM drawdown is -6.47%.
| Rank | HELX | STXM |
|---|---|---|
| #1 | -58.75% Sep 7, 2021 - Apr 8, 2025 | -23.53% Nov 25, 2024 - Sep 5, 2025 |
| #2 | -27.15% Mar 4, 2020 - Apr 27, 2020 | -8.62% Feb 26, 2026 - Mar 20, 2026 |
| #3 | -26.01% Feb 12, 2021 - Jul 30, 2021 | -8.04% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -8.87% Sep 2, 2020 - Oct 5, 2020 | -6.72% Oct 27, 2025 - Dec 10, 2025 |
| #5 | -8.01% Oct 13, 2020 - Nov 5, 2020 | -4.71% Aug 30, 2024 - Sep 19, 2024 |
| #6 | -7.96% Aug 9, 2021 - Sep 2, 2021 | -4.61% May 15, 2024 - Jul 15, 2024 |
| #7 | -7.95% Jan 20, 2021 - Feb 8, 2021 | -4.58% Apr 11, 2024 - May 9, 2024 |
| #8 | -6.48% Jun 2, 2020 - Jun 18, 2020 | -3.60% Oct 6, 2025 - Oct 24, 2025 |
| #9 | -6.11% Aug 4, 2020 - Aug 31, 2020 | -3.37% Nov 11, 2024 - Nov 22, 2024 |
| #10 | -5.93% Dec 22, 2020 - Jan 7, 2021 | -3.17% Dec 11, 2025 - Jan 5, 2026 |
| #11 | -4.79% Apr 27, 2020 - May 7, 2020 | -2.91% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -4.47% Nov 6, 2020 - Nov 27, 2020 | -2.48% Jan 22, 2026 - Feb 6, 2026 |
| #13 | -4.20% Jul 20, 2020 - Aug 3, 2020 | -2.10% Sep 18, 2025 - Oct 3, 2025 |
| #14 | -3.85% Jun 23, 2020 - Jul 2, 2020 | -1.49% Feb 20, 2026 - Feb 26, 2026 |
| #15 | -3.35% Jul 9, 2020 - Jul 15, 2020 | -1.19% Jan 15, 2026 - Jan 21, 2026 |
Correlation
Correlation between HELX and STXM is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.59
-101
Dividend Comparison (2020 - 2025)
HELX vs STXM dividend yield comparison.
| Year | HELX | STXM |
|---|---|---|
| 2025 | 0.39% | 1.14% |
| 2024 | 0.00% | 0.90% |
| 2021 | 0.24% | 0.00% |
| 2020 | 0.12% | 0.00% |
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