BUYZ vs HELX
Franklin Disruptive Commerce ETF vs Franklin Genomic Advancements ETF
Which is better, BUYZ or HELX?
HELX has been ahead.
HELX led over 1Y, 3Y, 5Y and the full window. HELX is less concentrated, with 48.5% of the fund in its ten largest positions against 50.3%.
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 | BUYZ | HELX |
|---|---|---|
| Expense Ratio | 0.50%Tie | 0.50%Tie |
| AUM | $5M | $33M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 60 | 70 |
| YTD Return | -9.04% | +14.99%Best |
| 1Y Return | -15.57% | +29.06%Best |
| 3Y Return (annualized) | +13.40% | +14.80%Best |
| 5Y Return (annualized) | -6.54% | -3.58%Best |
| Volatility (annualized) | 28.4% | 25.0%Best |
| Max Drawdown | -68.0% | -58.8%Best |
| $10,000 over 5 years | $7,131 | $8,334Best |
| Top 10 Weight | 50.3% | 48.5%Best |
| Fund Family | Franklin Templeton Investments (US) | Franklin Templeton Investments (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Mid Cap Growth |
| Inception | Feb 25, 2020 | Feb 25, 2020 |
Volatility and max drawdown are measured over the window both funds cover: Feb 27, 2020 to Oct 14, 2026 (6.6 years).
BUYZ vs HELX growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.6 years both funds cover.
BUYZ vs HELX Performance
Franklin Disruptive Commerce ETF (BUYZ) is an ETF from Franklin Templeton Investments (US) and Franklin Genomic Advancements ETF (HELX) is an ETF from Franklin Templeton Investments (US). Over the past year BUYZ returned -15.57% while HELX returned +29.06%. Year to date, BUYZ is down 9.04% versus a gain of 14.99% for HELX.
Over three years, BUYZ compounded at +13.40% per year against +14.80% for HELX; over five years the annualized figures are -6.54% and -3.58% respectively. Across the full 7-year window we track, HELX has the edge at +8.88% annualized vs +6.09%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BUYZ has been the more volatile fund, with annualized monthly volatility of 28.4% compared with 25.0% 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 -68.0% for BUYZ and -58.8% 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 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BUYZ charges 0.50% per year while HELX charges 0.50%. On a $10,000 position that is $50 vs $50 annually. On income, BUYZ currently yields 0.00% against 0.00% for HELX.
Holdings Overlap
0.6% of BUYZ's money is in holdings HELX also owns. 0.5% of HELX's money is in holdings BUYZ also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 58 positions we hold weights for in BUYZ and 67 in HELX, against full books of 60 and 70.
What only one of them owns
Our book lists 53 positions for HELX that do not appear in our book for BUYZ (89.8% of the fund), and 45 for BUYZ that do not appear in HELX (80.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BUYZ | Weight in HELX | Difference |
|---|---|---|---|
| GMAB:COGenmab A/s ADR | 0.58% | 0.54% | 0.04% |
You are not choosing between two funds in isolation.
Whichever of BUYZ 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, BUYZ or HELX?
BUYZ has an expense ratio of 0.50% while HELX charges 0.50%. At the precision these are quoted to, they cost the same.
Which performed better, BUYZ or HELX?
Over the past year BUYZ returned -15.57% vs +29.06% for HELX, so HELX leads on 1-year performance. Over the longest common window we track (7 years), BUYZ annualized +6.09% vs +8.88% for HELX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BUYZ or HELX?
BUYZ has been the more volatile fund at 28.4% annualized versus 25.0% for HELX. Worst drawdown: BUYZ -68.0% vs HELX -58.8%.
Should I hold both BUYZ and HELX?
BUYZ and HELX have a monthly-return correlation of 0.68, 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, BUYZ or HELX?
BUYZ yields 0.00% while HELX yields 0.00%, so HELX currently pays the higher dividend yield.
Is HELX better than BUYZ?
HELX led over 1Y, 3Y, 5Y and the full window. HELX is less concentrated, with 48.5% of the fund in its ten largest positions against 50.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.