BTEC vs HELX
Principal Healthcare Innovators ETF vs Franklin Genomic Advancements ETF
Which is better, BTEC or HELX?
HELX has been ahead.
BTEC has a lower expense ratio. HELX led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BTEC | HELX |
|---|---|---|
| Expense Ratio | 0.42%Best | 0.50% |
| AUM | $16M | $33M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 268 | 70 |
| Volatility (annualized) | 28.9% | 26.1%Best |
| Max Drawdown | -62.9% | -56.3%Best |
| $10,000 over 4.7 years | $10,880 | $12,488Best |
| Fund Family | Principal Funds | Franklin Templeton Investments (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Mid Cap Growth |
| Inception | Aug 19, 2016 | Feb 25, 2020 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 691 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BTEC has data through Nov 22, 2024 and HELX through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Feb 27, 2020 to Nov 22, 2024 (4.7 years).
Risk: Volatility and Drawdowns
BTEC has been the more volatile fund, with annualized monthly volatility of 28.9% compared with 26.1% for HELX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -62.9% for BTEC and -56.3% for HELX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BTEC charges 0.42% per year while HELX charges 0.50%. On a $10,000 position that is $42 vs $50 annually, a gap of $8 per year that compounds over a long holding period. On income, BTEC currently yields 0.00% against 0.00% for HELX.
You are not choosing between two funds in isolation.
Whichever of BTEC and HELX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BTEC or HELX?
BTEC has an expense ratio of 0.42% while HELX charges 0.50%. BTEC is the cheaper option, by $8 a year on a $10,000 investment.
Which is riskier, BTEC or HELX?
BTEC has been the more volatile fund at 28.9% annualized versus 26.1% for HELX. Worst drawdown: BTEC -62.9% vs HELX -56.3%.
Should I hold both BTEC and HELX?
BTEC and HELX have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BTEC or HELX?
BTEC yields 0.00% while HELX yields 0.00%, so HELX currently pays the higher dividend yield.
Is HELX better than BTEC?
BTEC has a lower expense ratio. HELX led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.