Compare · 2 funds side by side · dividends reinvested

HELX and SPY

HELXFranklin Templeton×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 04

HELX and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.3

Franklin Genomic Advancements ETFSectors · Health care0.50%0.32%+22.4%+26.6%+20.5%−3.3%−18.0%24.6%$36M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: HELX 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Genomic Advancements ETF · $36M$8,473

HELX

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

HELXMeasureSPY

+22.4%Year to dateJan 1 → Nov 3+11.5%

+26.6%1 yearTotal return+11.8%

+20.5%3 years · per year$10,000 became $17,514 · $19,046+24.0%

−3.3%5 years · per year$10,000 became $8,473 · $17,688+12.1%

0.50%Expense ratio$50 · $9 a year on $10k · lower is better0.09%

0.32%Trailing 12-mo yield$32 · $101 a year on $10k1.01%

−18.0%Worst dropSmaller is better−8.9%

24.6%VolatilityLower is calmer12.8%

HELXSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SPY wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HELX vs SPY: Top 5 Holdings

Today

HELX

32.4%in top 5

SPY

in top 527.4%

HELXStockSPY

9.5%NTRAnot top 5

9.5%GHnot top 5

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

4.6%KRYSnot top 5

4.5%LGNDnot top 5

4.3%ADPTnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common2.9%

End-of-day Nov 3, 2026 · share of each fund

HELX vs SPY Returns, Every Period

Franklin TempletonHELX

−3.3%

5 years, per year

SPYSPDR

+12.1%

5 years, per year

HELXSPYFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Core: HELX vs SPY

YTD

Franklin TempletonHELX

+22.4%

SPYSPDR

+11.5%

+22.4%Year to date+11.5%

−18.0%Worst drop · 1Y−8.9%

24.6%Volatility · 1Y12.8%

0.3%Yield1.0%

$35.6MAssets$798B

3–1SPY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HELX, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

HELX0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: HELX, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

HELX0.32%$32

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

HELX$32 − $50 = −$18

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: HELX, SPY

Today

2.9%most shared, HELX and SPY

HELXSPY

HELX—2.9%

SPY2.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.6%HELX, at 24.6% volatility

SPYWorst drop−8.9%12.8% vol

HELXWorst drop−18.0%24.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYHELX

+11.5%Year to date+22.4%

1.0%Yield0.3%

+11.8%Past year+26.6%

0.09%Fee0.50%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026