PCIG vs HELX

Comparison between Polen Capital International Growth ETF (PCIG, ETF) and FRANKLIN GENOMIC ADVANCEMENTS ETF (HELX, ETF).

PCIG vs HELX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCIG(ETF)	HELX(ETF)
Net Assets	$28M	$28M
Expense Ratio	0.85%	0.50%
Max Drawdown	23.62%	58.85%
Sharpe Ratio	-0.75	1.59
5Y Beta	0.91	0.93
P/E Ratio	N/A	-218.04
Forward P/E	N/A	25.73
5Y Dividends CAGR	N/A	22.57%
5Y EPS CAGR	N/A	3.45%
Debt to Equity	N/A	-69.26%
P/S Ratio	N/A	8.16
P/B Ratio	N/A	6.78

Net Assets

PCIG

$28M

HELX

$28M

Expense Ratio

PCIG

0.85%

Winner

HELX

0.50%

Max Drawdown

Winner

PCIG

23.62%

HELX

58.85%

Sharpe Ratio

PCIG

-0.75

Winner

HELX

1.59

5Y Beta

Winner

PCIG

0.91

HELX

0.93

P/E Ratio

PCIG

N/A

HELX

-218.04

Forward P/E

PCIG

N/A

HELX

25.73

5Y Dividends CAGR

PCIG

N/A

HELX

22.57%

5Y EPS CAGR

PCIG

N/A

HELX

3.45%

Debt to Equity

PCIG

N/A

HELX

-69.26%

P/S Ratio

PCIG

N/A

HELX

8.16

P/B Ratio

PCIG

N/A

HELX

6.78

PCIG vs HELX - Holdings Comparison

PCIG and HELX have 1 common holdings. Overlap is 0.00%

PCIG's top 25 holdings weight is 92.37%. HELX's top 25 holdings weight is 77.34%.

Rank	PCIG	HELX
#1	ASML HOLDING NV (n/a) - 7.38%	GUARDANT HEALTH INC (GH) - 9.90%
#2	MERCADOLIBRE INC (MELI) - 6.85%	NATERA INC (NTRA) - 7.47%
#3	SAP SE (n/a) - 6.12%	KRYSTAL BIOTECH INC (KRYS) - 6.21%
#4	SPOTIFY TECHNOLOGY SA (SPOT) - 5.20%	LIGAND PHARMACEUTICALS INC (LGND) - 4.55%
#5	TOKYO ELECTRON LTD (n/a) - 5.11%	ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 3.83%
#6	SCHNEIDER ELECTRIC SE (n/a) - 5.03%	BRIDGEBIO PHARMA INC (BBIO) - 3.53%
#7	LONZA GROUP LTD (n/a) - 4.91%	UNITED THERAPEUTICS CORP (UTHR) - 3.50%
#8	NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 4.24%	ELI LILLY AND CO (LLY) - 2.91%
#9	AON PLC CLASS A (AON) - 3.93%	VERTEX PHARMACEUTICALS INC (VRTX) - 2.84%
#10	SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 3.67%	ASTRAZENECA PLC (n/a) - 2.70%
#11	ASTRAZENECA PLC (AZN) - 3.55%	TWIST BIOSCIENCE CORP (TWST) - 2.67%
#12	TENCENT HOLDINGS LTD (n/a) - 3.50%	TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 2.53%
#13	FIXED INC CLEARING CORP.REPO (n/a) - 3.50%	INSMED INC (INSM) - 2.48%
#14	SAGE GROUP (THE) PLC (n/a) - 3.45%	CORTEVA INC (CTVA) - 2.22%
#15	ASM INTERNATIONAL NV (n/a) - 3.32%	SAMSUNG BIOLOGICS CO LTD (n/a) - 2.21%
#16	DISCO CORP (n/a) - 2.75%	MEDPACE HOLDINGS INC (MEDP) - 2.20%
#17	WILLIS TOWERS WATSON PLC (WTW) - 2.61%	ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.98%
#18	ADYEN NV (n/a) - 2.61%	TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.97%
#19	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.57%	IONIS PHARMACEUTICALS INC (IONS) - 1.92%
#20	MEDTRONIC PLC (MDT) - 2.42%	NEUROCRINE BIOSCIENCES INC (NBIX) - 1.86%
#21	MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 2.14%	REGENERON PHARMACEUTICALS INC (REGN) - 1.83%
#22	AIA GROUP LTD (n/a) - 2.11%	ARGENX SE (n/a) - 1.62%
#23	SAAB AB CLASS B (n/a) - 1.85%	VERACYTE INC (VCYT) - 1.55%
#24	ICICI BANK LTD ADR (IBN) - 1.85%	PTC THERAPEUTICS INC (PTCT) - 1.45%
#25	SAMSUNG ELECTRONICS CO LTD (n/a) - 1.70%	BIONTECH SE ADR (BNTX) - 1.41%
Total Holdings	32	65

PCIG vs HELX - Historical Returns

Returns include dividend reinvestment.

Period	PCIG	HELX
1 month	-0.77%	+6.40%
3 months	-0.39%	+16.62%
6 months	-10.23%	+4.33%
1 year	-14.02%	+38.40%
5 years(CAGR)	N/A	-5.57%
Max(CAGR)	-6.71%	+8.02%

PCIG

-0.77%

Winner

HELX

+6.40%

PCIG

-0.39%

Winner

HELX

+16.62%

PCIG

-10.23%

Winner

HELX

+4.33%

PCIG

-14.02%

Winner

HELX

+38.40%

5Y(CAGR)

PCIG

N/A

HELX

-5.57%

Max(CAGR)

PCIG

-6.71%

Winner

HELX

+8.02%

PCIG vs HELX - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	PCIG	HELX
2026	-7.94%	+6.84%
2025	+0.42%	+25.61%
2024	-8.06%	-6.34%
2023	N/A	+2.01%
2022	N/A	-36.31%
2021	N/A	+9.60%
2020	N/A	+85.05%

PCIG vs HELX Drawdown Comparison

The maximum drawdown for PCIG was -23.40%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for HELX was -58.75%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current PCIG drawdown is -16.40%. The current HELX drawdown is -32.64%.

Rank	PCIG	HELX
#1	-23.40% Feb 13, 2025 - Mar 30, 2026	-58.75% Sep 7, 2021 - Apr 8, 2025
#2	-9.68% Aug 30, 2024 - Feb 13, 2025	-27.15% Mar 4, 2020 - Apr 27, 2020
#3	-7.44% Mar 28, 2024 - Aug 29, 2024	-26.01% Feb 12, 2021 - Jul 30, 2021
#4	-0.83% Mar 15, 2024 - Mar 27, 2024	-8.87% Sep 2, 2020 - Oct 5, 2020
#5	N/A	-8.01% Oct 13, 2020 - Nov 5, 2020
#6	N/A	-7.96% Aug 9, 2021 - Sep 2, 2021
#7	N/A	-7.95% Jan 20, 2021 - Feb 8, 2021
#8	N/A	-6.48% Jun 2, 2020 - Jun 18, 2020
#9	N/A	-6.11% Aug 4, 2020 - Aug 31, 2020
#10	N/A	-5.93% Dec 22, 2020 - Jan 7, 2021
#11	N/A	-4.79% Apr 27, 2020 - May 7, 2020
#12	N/A	-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 PCIG and HELX is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.43

-101