PEZ vs HELX
Comparison between INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF (PEZ, ETF) and FRANKLIN GENOMIC ADVANCEMENTS ETF (HELX, ETF).
PEZ is from the Consumer Cyclical sector, while HELX is from the Healthcare sector.
5-Year PerformancePEZ has outperformed HELX, delivering a return of +2.8% compared to -5.3%
PEZ vs HELX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PEZ
$23M
Winner
HELX
$23M
Expense Ratio
PEZ
0.60%
Winner
HELX
0.50%
Max Drawdown
PEZ
59.00%
Winner
HELX
58.85%
Sharpe Ratio
PEZ
0.32
Winner
HELX
1.17
5Y Beta
PEZ
1.13
Winner
HELX
0.94
P/E Ratio
PEZ
30.98
Winner
HELX
-164.65
Forward P/E
Winner
PEZ
19.45
HELX
24.00
5Y Dividends CAGR
PEZ
-6.77%
Winner
HELX
22.57%
5Y EPS CAGR
Winner
PEZ
17.79%
HELX
4.50%
Debt to Equity
PEZ
91.65%
Winner
HELX
-66.15%
P/S Ratio
Winner
PEZ
1.11
HELX
7.50
P/B Ratio
Winner
PEZ
4.82
HELX
5.73
PEZ vs HELX - Holdings Comparison
PEZ and HELX have 1 common holdings. Overlap is 0.00%
PEZ's top 25 holdings weight is 72.44%. HELX's top 25 holdings weight is 76.72%.
| Rank | PEZ | HELX |
|---|---|---|
| #1 | TAPESTRY INC (TPR) - 3.96% | GUARDANT HEALTH INC (GH) - 9.17% |
| #2 | RALPH LAUREN CORP CLASS A (RL) - 3.66% | NATERA INC (NTRA) - 6.80% |
| #3 | CARDINAL HEALTH INC (CAH) - 3.61% | KRYSTAL BIOTECH INC (KRYS) - 5.81% |
| #4 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 3.55% | UNITED THERAPEUTICS CORP (UTHR) - 4.07% |
| #5 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 3.54% | LIGAND PHARMACEUTICALS INC (LGND) - 3.96% |
| #6 | WILLIAMS-SONOMA INC (WSM) - 3.41% | BRIDGEBIO PHARMA INC (BBIO) - 3.49% |
| #7 | NETFLIX INC (NFLX) - 3.21% | ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 3.27% |
| #8 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 3.13% | ELI LILLY AND CO (LLY) - 3.05% |
| #9 | WALMART INC (WMT) - 3.08% | ASTRAZENECA PLC (n/a) - 2.94% |
| #10 | FIVE BELOW INC (FIVE) - 3.08% | INSMED INC (INSM) - 2.76% |
| #11 | MCKESSON CORP (MCK) - 3.07% | VERTEX PHARMACEUTICALS INC (VRTX) - 2.73% |
| #12 | GENERAL MOTORS CO (GM) - 3.00% | SAMSUNG BIOLOGICS CO LTD (n/a) - 2.64% |
| #13 | TJX COMPANIES INC (TJX) - 2.94% | CORTEVA INC (CTVA) - 2.40% |
| #14 | GARMIN LTD (GRMN) - 2.84% | CASH (n/a) - 2.30% |
| #15 | RUSH STREET INTERACTIVE INC ORDINARY SHARES CLASS A (RSI) - 2.66% | TWIST BIOSCIENCE CORP (TWST) - 2.26% |
| #16 | BURLINGTON STORES INC (BURL) - 2.64% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.16% |
| #17 | SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 2.60% | MEDPACE HOLDINGS INC (MEDP) - 2.10% |
| #18 | DANA INC (DAN) - 2.46% | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 2.07% |
| #19 | ROSS STORES INC (ROST) - 2.45% | IONIS PHARMACEUTICALS INC (IONS) - 2.05% |
| #20 | CAESARS ENTERTAINMENT INC (CZR) - 2.42% | REGENERON PHARMACEUTICALS INC (REGN) - 2.02% |
| #21 | EXPEDIA GROUP INC (EXPE) - 2.41% | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.97% |
| #22 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.38% | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.94% |
| #23 | NEW YORK TIMES CO CLASS A (NYT) - 2.23% | ARGENX SE (n/a) - 1.66% |
| #24 | HASBRO INC (HAS) - 2.19% | VERACYTE INC (VCYT) - 1.56% |
| #25 | CALLAWAY GOLF CO (CALY) - 1.92% | BIONTECH SE ADR (BNTX) - 1.54% |
| Total Holdings | 47 | 63 |
PEZ vs HELX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PEZ
+7.89%
HELX
+4.51%
3M
PEZ
+8.08%
Winner
HELX
+10.48%
6M
Winner
PEZ
-2.00%
HELX
-3.46%
1Y
PEZ
+10.34%
Winner
HELX
+29.18%
5Y(CAGR)
Winner
PEZ
+2.85%
HELX
-5.32%
10Y(CAGR)
PEZ
+10.03%
HELX
N/A
Max(CAGR)
Winner
PEZ
+7.97%
HELX
+6.56%
PEZ vs HELX - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PEZ | HELX |
|---|---|---|
| 2026 | -0.90% | -2.81% |
| 2025 | +6.13% | +25.61% |
| 2024 | +21.74% | -6.34% |
| 2023 | +30.17% | +2.01% |
| 2022 | -28.99% | -36.31% |
| 2021 | +23.62% | +9.60% |
| 2020 | +37.99% | +85.05% |
| 2019 | +17.65% | N/A |
| 2018 | -7.24% | N/A |
| 2017 | +20.16% | N/A |
| 2016 | -0.51% | N/A |
| 2015 | -0.05% | N/A |
| 2014 | +9.23% | N/A |
| 2013 | +36.96% | N/A |
| 2012 | +18.76% | N/A |
| 2011 | +0.03% | N/A |
| 2010 | +27.53% | N/A |
| 2009 | +22.45% | N/A |
| 2008 | -31.14% | N/A |
| 2007 | -11.83% | N/A |
| 2006 | +5.87% | N/A |
PEZ vs HELX Drawdown Comparison
The maximum drawdown for PEZ was -58.39%, occurring on Mar 6, 2009. Recovery took 1195 trading sessions.
The maximum drawdown for HELX was -58.75%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current PEZ drawdown is -7.57%. The current HELX drawdown is -38.73%.
| Rank | PEZ | HELX |
|---|---|---|
| #1 | -58.39% Jun 4, 2007 - Mar 1, 2012 | -58.75% Sep 7, 2021 - Apr 8, 2025 |
| #2 | -52.05% Sep 27, 2018 - Aug 5, 2020 | -27.15% Mar 4, 2020 - Apr 27, 2020 |
| #3 | -41.72% Nov 18, 2021 - Aug 23, 2024 | -26.01% Feb 12, 2021 - Jul 30, 2021 |
| #4 | -31.48% Nov 25, 2024 - Apr 8, 2025 | -8.87% Sep 2, 2020 - Oct 5, 2020 |
| #5 | -25.01% Aug 5, 2015 - Oct 6, 2017 | -8.01% Oct 13, 2020 - Nov 5, 2020 |
| #6 | -16.59% Feb 9, 2021 - Nov 2, 2021 | -7.96% Aug 9, 2021 - Sep 2, 2021 |
| #7 | -14.38% Oct 15, 2020 - Nov 19, 2020 | -7.95% Jan 20, 2021 - Feb 8, 2021 |
| #8 | -14.05% Sep 2, 2014 - Nov 28, 2014 | -6.48% Jun 2, 2020 - Jun 18, 2020 |
| #9 | -12.36% Jan 23, 2018 - Jun 4, 2018 | -6.11% Aug 4, 2020 - Aug 31, 2020 |
| #10 | -12.12% Aug 21, 2020 - Oct 9, 2020 | -5.93% Dec 22, 2020 - Jan 7, 2021 |
| #11 | -10.88% May 2, 2012 - Sep 13, 2012 | -4.79% Apr 27, 2020 - May 7, 2020 |
| #12 | -9.64% Mar 5, 2014 - Jul 1, 2014 | -4.47% Nov 6, 2020 - Nov 27, 2020 |
| #13 | -9.00% Jan 10, 2014 - Feb 24, 2014 | -4.20% Jul 20, 2020 - Aug 3, 2020 |
| #14 | -8.48% Aug 23, 2024 - Sep 19, 2024 | -3.85% Jun 23, 2020 - Jul 2, 2020 |
| #15 | -8.00% Sep 14, 2012 - Jan 4, 2013 | -3.35% Jul 9, 2020 - Jul 15, 2020 |
Correlation
Correlation between PEZ and HELX 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)
PEZ vs HELX dividend yield comparison.
| Year | PEZ | HELX |
|---|---|---|
| 2026 | 0.10% | 0.00% |
| 2025 | 0.11% | 0.39% |
| 2024 | 0.12% | 0.00% |
| 2023 | 0.60% | 0.00% |
| 2022 | 0.43% | 0.00% |
| 2021 | 0.23% | 0.24% |
| 2020 | 0.39% | 0.12% |
| 2019 | 0.01% | 0.00% |
| 2018 | 0.40% | 0.00% |
| 2017 | 0.42% | 0.00% |
| 2016 | 0.83% | 0.00% |
| 2015 | 0.64% | 0.00% |
| 2014 | 0.15% | 0.00% |
| 2013 | 0.46% | 0.00% |
| 2012 | 1.07% | 0.00% |
| 2011 | 0.75% | 0.00% |
| 2010 | 0.67% | 0.00% |
| 2009 | 0.28% | 0.00% |
| 2008 | 1.03% | 0.00% |
| 2007 | 0.55% | 0.00% |
| 2006 | 0.61% | 0.00% |
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