STXM vs HELX
Comparison between STRIVE MID-CAP ETF (STXM, ETF) and FRANKLIN GENOMIC ADVANCEMENTS ETF (HELX, ETF).
STXM vs HELX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
STXM
$22M
Winner
HELX
$23M
Expense Ratio
Winner
STXM
0.18%
HELX
0.50%
Max Drawdown
Winner
STXM
23.81%
HELX
58.85%
Sharpe Ratio
STXM
0.71
Winner
HELX
1.13
5Y Beta
STXM
1.00
Winner
HELX
0.94
P/E Ratio
STXM
31.66
Winner
HELX
-164.65
Forward P/E
Winner
STXM
16.51
HELX
24.00
5Y Dividends CAGR
STXM
N/A
HELX
22.57%
5Y EPS CAGR
Winner
STXM
11.30%
HELX
4.50%
Debt to Equity
STXM
N/A
HELX
-66.15%
P/S Ratio
Winner
STXM
1.67
HELX
7.50
P/B Ratio
Winner
STXM
2.55
HELX
5.73
STXM vs HELX - Holdings Comparison
STXM and HELX have 17 common holdings. Overlap is 4.03%
STXM's top 25 holdings weight is 13.70%. HELX's top 25 holdings weight is 76.72%.
| Rank | STXM | HELX |
|---|---|---|
| #1 | CASEY'S GENERAL STORES INC (CASY) - 0.68% | GUARDANT HEALTH INC (GH) - 9.17% |
| #2 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.67% | NATERA INC (NTRA) - 6.80% |
| #3 | CURTISS-WRIGHT CORP (CW) - 0.66% | KRYSTAL BIOTECH INC (KRYS) - 5.81% |
| #4 | FLEX LTD (FLEX) - 0.64% | UNITED THERAPEUTICS CORP (UTHR) - 4.07% |
| #5 | UNITED THERAPEUTICS CORP (UTHR) - 0.61% | LIGAND PHARMACEUTICALS INC (LGND) - 3.96% |
| #6 | AERCAP HOLDINGS NV (AER) - 0.60% | BRIDGEBIO PHARMA INC (BBIO) - 3.49% |
| #7 | WOODWARD INC (WWD) - 0.58% | ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 3.27% |
| #8 | XPO INC (XPO) - 0.56% | ELI LILLY AND CO (LLY) - 3.05% |
| #9 | KEYCORP (KEY) - 0.56% | ASTRAZENECA PLC (n/a) - 2.94% |
| #10 | US FOODS HOLDING CORP (USFD) - 0.55% | INSMED INC (INSM) - 2.76% |
| #11 | BUNGE GLOBAL SA (BG) - 0.53% | VERTEX PHARMACEUTICALS INC (VRTX) - 2.73% |
| #12 | ATI INC (ATI) - 0.53% | SAMSUNG BIOLOGICS CO LTD (n/a) - 2.64% |
| #13 | EVERPURE INC CLASS A (PSTG) - 0.53% | CORTEVA INC (CTVA) - 2.40% |
| #14 | ALBEMARLE CORP (ALB) - 0.52% | CASH (n/a) - 2.30% |
| #15 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.52% | TWIST BIOSCIENCE CORP (TWST) - 2.26% |
| #16 | EXACT SCIENCES CORP (EXAS) - 0.52% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.16% |
| #17 | BWX TECHNOLOGIES INC (BWXT) - 0.51% | MEDPACE HOLDINGS INC (MEDP) - 2.10% |
| #18 | BURLINGTON STORES INC (BURL) - 0.51% | TRAVERE THERAPEUTICS INC ORDINARY SHARES (TVTX) - 2.07% |
| #19 | MASTEC INC (MTZ) - 0.50% | IONIS PHARMACEUTICALS INC (IONS) - 2.05% |
| #20 | SNAP-ON INC (SNA) - 0.50% | REGENERON PHARMACEUTICALS INC (REGN) - 2.02% |
| #21 | TENET HEALTHCARE CORP (THC) - 0.49% | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.97% |
| #22 | CARPENTER TECHNOLOGY CORP (CRS) - 0.49% | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.94% |
| #23 | NVENT ELECTRIC PLC (NVT) - 0.49% | ARGENX SE (n/a) - 1.66% |
| #24 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.48% | VERACYTE INC (VCYT) - 1.56% |
| #25 | ENTEGRIS INC (ENTG) - 0.47% | BIONTECH SE ADR (BNTX) - 1.54% |
| Total Holdings | 404 | 63 |
STXM vs HELX - Historical Returns
Returns include dividend reinvestment.
1M
STXM
-5.58%
Winner
HELX
+9.29%
3M
STXM
+0.82%
Winner
HELX
+10.30%
6M
Winner
STXM
+4.37%
HELX
-2.76%
1Y
STXM
+18.68%
Winner
HELX
+31.04%
5Y(CAGR)
STXM
N/A
HELX
-4.88%
Max(CAGR)
Winner
STXM
+10.87%
HELX
+6.72%
STXM vs HELX - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | STXM | HELX |
|---|---|---|
| 2026 | +1.23% | -1.81% |
| 2025 | +10.86% | +25.61% |
| 2024 | +7.29% | -6.34% |
| 2023 | N/A | +2.01% |
| 2022 | N/A | -36.31% |
| 2021 | N/A | +9.60% |
| 2020 | N/A | +85.05% |
STXM vs HELX Drawdown Comparison
The maximum drawdown for STXM was -23.53%, occurring on Apr 8, 2025. Recovery took 193 trading sessions.
The maximum drawdown for HELX was -58.75%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current STXM drawdown is -6.47%. The current HELX drawdown is -38.10%.
| Rank | STXM | HELX |
|---|---|---|
| #1 | -23.53% Nov 25, 2024 - Sep 5, 2025 | -58.75% Sep 7, 2021 - Apr 8, 2025 |
| #2 | -8.62% Feb 26, 2026 - Mar 20, 2026 | -27.15% Mar 4, 2020 - Apr 27, 2020 |
| #3 | -8.04% Jul 16, 2024 - Aug 23, 2024 | -26.01% Feb 12, 2021 - Jul 30, 2021 |
| #4 | -6.72% Oct 27, 2025 - Dec 10, 2025 | -8.87% Sep 2, 2020 - Oct 5, 2020 |
| #5 | -4.71% Aug 30, 2024 - Sep 19, 2024 | -8.01% Oct 13, 2020 - Nov 5, 2020 |
| #6 | -4.61% May 15, 2024 - Jul 15, 2024 | -7.96% Aug 9, 2021 - Sep 2, 2021 |
| #7 | -4.58% Apr 11, 2024 - May 9, 2024 | -7.95% Jan 20, 2021 - Feb 8, 2021 |
| #8 | -3.60% Oct 6, 2025 - Oct 24, 2025 | -6.48% Jun 2, 2020 - Jun 18, 2020 |
| #9 | -3.37% Nov 11, 2024 - Nov 22, 2024 | -6.11% Aug 4, 2020 - Aug 31, 2020 |
| #10 | -3.17% Dec 11, 2025 - Jan 5, 2026 | -5.93% Dec 22, 2020 - Jan 7, 2021 |
| #11 | -2.91% Oct 18, 2024 - Nov 6, 2024 | -4.79% Apr 27, 2020 - May 7, 2020 |
| #12 | -2.48% Jan 22, 2026 - Feb 6, 2026 | -4.47% Nov 6, 2020 - Nov 27, 2020 |
| #13 | -2.10% Sep 18, 2025 - Oct 3, 2025 | -4.20% Jul 20, 2020 - Aug 3, 2020 |
| #14 | -1.49% Feb 20, 2026 - Feb 26, 2026 | -3.85% Jun 23, 2020 - Jul 2, 2020 |
| #15 | -1.19% Jan 15, 2026 - Jan 21, 2026 | -3.35% Jul 9, 2020 - Jul 15, 2020 |
Correlation
Correlation between STXM and HELX 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)
STXM vs HELX dividend yield comparison.
| Year | STXM | HELX |
|---|---|---|
| 2025 | 1.14% | 0.39% |
| 2024 | 0.90% | 0.00% |
| 2021 | 0.00% | 0.24% |
| 2020 | 0.00% | 0.12% |
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