MCH vs HELX
Comparison between MATTHEWS CHINA ACTIVE ETF (MCH, ETF) and FRANKLIN GENOMIC ADVANCEMENTS ETF (HELX, ETF).
MCH vs HELX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MCH
$23M
HELX
$23M
Expense Ratio
MCH
0.79%
Winner
HELX
0.50%
Max Drawdown
Winner
MCH
41.50%
HELX
58.85%
Sharpe Ratio
MCH
0.79
Winner
HELX
1.17
5Y Beta
Winner
MCH
0.65
HELX
0.94
P/E Ratio
MCH
N/A
HELX
-164.65
Forward P/E
MCH
N/A
HELX
24.00
5Y Dividends CAGR
MCH
N/A
HELX
22.57%
5Y EPS CAGR
MCH
N/A
HELX
4.50%
Debt to Equity
MCH
N/A
HELX
-66.15%
P/S Ratio
MCH
N/A
HELX
7.50
P/B Ratio
MCH
N/A
HELX
5.73
MCH vs HELX - Holdings Comparison
MCH and HELX have 1 common holdings. Overlap is 0.00%
MCH's top 25 holdings weight is 66.48%. HELX's top 25 holdings weight is 76.72%.
| Rank | MCH | HELX |
|---|---|---|
| #1 | n/a (n/a) - 8.84% | GUARDANT HEALTH INC (GH) - 9.17% |
| #2 | TENCENT HOLDINGS LTD (n/a) - 8.76% | NATERA INC (NTRA) - 6.80% |
| #3 | n/a (n/a) - 4.14% | KRYSTAL BIOTECH INC (KRYS) - 5.81% |
| #4 | CHINA LIFE INSURANCE CO LTD CLASS H (n/a) - 4.11% | UNITED THERAPEUTICS CORP (UTHR) - 4.07% |
| #5 | n/a (n/a) - 3.30% | LIGAND PHARMACEUTICALS INC (LGND) - 3.96% |
| #6 | PDD HOLDINGS INC ADR (PDD) - 2.51% | BRIDGEBIO PHARMA INC (BBIO) - 3.49% |
| #7 | CMOC GROUP LTD CLASS H (n/a) - 2.09% | ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 3.27% |
| #8 | n/a (n/a) - 2.05% | ELI LILLY AND CO (LLY) - 3.05% |
| #9 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.05% | ASTRAZENECA PLC (n/a) - 2.94% |
| #10 | CMOC GROUP LTD CLASS A (n/a) - 2.01% | INSMED INC (INSM) - 2.76% |
| #11 | n/a (n/a) - 1.99% | VERTEX PHARMACEUTICALS INC (VRTX) - 2.73% |
| #12 | n/a (n/a) - 1.99% | SAMSUNG BIOLOGICS CO LTD (n/a) - 2.64% |
| #13 | CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 1.98% | CORTEVA INC (CTVA) - 2.40% |
| #14 | JP MORGAN US GOVT CAPITAL 3164 (n/a) - 1.97% | CASH (n/a) - 2.30% |
| #15 | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 1.94% | TWIST BIOSCIENCE CORP (TWST) - 2.26% |
| #16 | NEW CHINA LIFE INSURANCE CO LTD CLASS H (n/a) - 1.89% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.16% |
| #17 | WUXI APPTEC CO LTD CLASS A (n/a) - 1.85% | MEDPACE HOLDINGS INC (MEDP) - 2.10% |
| #18 | CHINA MERCHANTS BANK CO LTD CLASS A (n/a) - 1.80% | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 2.07% |
| #19 | GALAXY ENTERTAINMENT GROUP LTD (n/a) - 1.80% | IONIS PHARMACEUTICALS INC (IONS) - 2.05% |
| #20 | n/a (n/a) - 1.79% | REGENERON PHARMACEUTICALS INC (REGN) - 2.02% |
| #21 | INNOVENT BIOLOGICS INC (n/a) - 1.71% | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.97% |
| #22 | MEITUAN CLASS B (n/a) - 1.67% | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.94% |
| #23 | n/a (n/a) - 1.47% | ARGENX SE (n/a) - 1.66% |
| #24 | n/a (n/a) - 1.43% | VERACYTE INC (VCYT) - 1.56% |
| #25 | CHINA OILFIELD SERVICES LTD CLASS H (n/a) - 1.34% | BIONTECH SE ADR (BNTX) - 1.54% |
| Total Holdings | 75 | 63 |
MCH vs HELX - Historical Returns
Returns include dividend reinvestment.
1M
MCH
-2.24%
Winner
HELX
+4.51%
3M
MCH
+4.58%
Winner
HELX
+10.48%
6M
Winner
MCH
+1.66%
HELX
-3.46%
1Y
MCH
+20.22%
Winner
HELX
+29.18%
5Y(CAGR)
MCH
N/A
HELX
-5.32%
Max(CAGR)
MCH
+4.96%
Winner
HELX
+6.56%
MCH vs HELX - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | MCH | HELX |
|---|---|---|
| 2026 | -1.55% | -2.81% |
| 2025 | +32.78% | +25.61% |
| 2024 | +20.50% | -6.34% |
| 2023 | -21.97% | +2.01% |
| 2022 | -3.12% | -36.31% |
| 2021 | N/A | +9.60% |
| 2020 | N/A | +85.05% |
MCH vs HELX Drawdown Comparison
The maximum drawdown for MCH was -40.54%, occurring on Feb 2, 2024. Recovery took 426 trading sessions.
The maximum drawdown for HELX was -58.75%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current MCH drawdown is -5.28%. The current HELX drawdown is -38.73%.
| Rank | MCH | HELX |
|---|---|---|
| #1 | -40.54% Jan 26, 2023 - Oct 7, 2024 | -58.75% Sep 7, 2021 - Apr 8, 2025 |
| #2 | -30.56% Oct 7, 2024 - Sep 11, 2025 | -27.15% Mar 4, 2020 - Apr 27, 2020 |
| #3 | -29.21% Jul 19, 2022 - Dec 9, 2022 | -26.01% Feb 12, 2021 - Jul 30, 2021 |
| #4 | -15.05% Jan 12, 2026 - Mar 30, 2026 | -8.87% Sep 2, 2020 - Oct 5, 2020 |
| #5 | -9.18% Dec 9, 2022 - Jan 4, 2023 | -8.01% Oct 13, 2020 - Nov 5, 2020 |
| #6 | -9.10% Oct 2, 2025 - Jan 12, 2026 | -7.96% Aug 9, 2021 - Sep 2, 2021 |
| #7 | -2.97% Sep 17, 2025 - Sep 30, 2025 | -7.95% Jan 20, 2021 - Feb 8, 2021 |
| #8 | -1.96% Jan 13, 2023 - Jan 20, 2023 | -6.48% Jun 2, 2020 - Jun 18, 2020 |
| #9 | -1.30% Jul 14, 2022 - Jul 19, 2022 | -6.11% Aug 4, 2020 - Aug 31, 2020 |
| #10 | -0.37% Sep 11, 2025 - Sep 16, 2025 | -5.93% Dec 22, 2020 - Jan 7, 2021 |
| #11 | -0.36% Jan 10, 2023 - Jan 13, 2023 | -4.79% Apr 27, 2020 - May 7, 2020 |
| #12 | -0.15% Jan 6, 2023 - Jan 10, 2023 | -4.47% Nov 6, 2020 - Nov 27, 2020 |
| #13 | N/A | -4.20% Jul 20, 2020 - Aug 3, 2020 |
| #14 | N/A | -3.85% Jun 23, 2020 - Jul 2, 2020 |
| #15 | N/A | -3.35% Jul 9, 2020 - Jul 15, 2020 |
Correlation
Correlation between MCH and HELX 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)
MCH vs HELX dividend yield comparison.
| Year | MCH | HELX |
|---|---|---|
| 2025 | 1.76% | 0.39% |
| 2024 | 1.31% | 0.00% |
| 2023 | 1.62% | 0.00% |
| 2021 | 0.00% | 0.24% |
| 2020 | 0.00% | 0.12% |
Select Stocks to Compare
Popular: MCH vs SPYHELX vs SPY
More Comparisons
Compare with similar stocks