Compare · 2 funds side by side · dividends reinvested

HELX and XBI

HELXFranklin Templeton×XBISPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,576XBI · best of the two

02 / 04

HELX and XBI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Biotech ETFSectors · Health care0.35%0.35%+27.2%+38.1%+34.5%+4.7%−14.9%29.1%$10.5B1.1

Franklin Genomic Advancements ETFSectors · Health care0.50%0.32%+22.4%+26.6%+20.5%−3.3%−18.0%24.6%$36M1.9

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 · XBI 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

HELX

XBI

State Street SPDR S&P Biotech ETF · $10.5B$12,576

$10,000 five years ago, dividends reinvested · they hold 26.9% in common

HELXMeasureXBI

+22.4%Year to dateJan 1 → Nov 3+27.2%

+26.6%1 yearTotal return+38.1%

+20.5%3 years · per year$10,000 became $17,514 · $24,320+34.5%

−3.3%5 years · per year$10,000 became $8,473 · $12,576+4.7%

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

0.32%Trailing 12-mo yield$32 · $35 a year on $10k0.35%

−18.0%Worst dropSmaller is better−14.9%

24.6%VolatilityLower is calmer29.1%

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

1–7XBI 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 XBI: Top 5 Holdings

Today

HELX

32.4%in top 5

XBI

in top 59.7%

HELXStockXBI

9.5%NTRA1.9%

9.5%GHnot top 5

4.6%KRYSnot top 5

4.5%LGNDnot top 5

4.3%ADPTnot top 5

not top 5MRNA2.4%

not top 5TWST2.0%

not top 5HALO1.8%

not top 5BIIB1.7%

Held in common26.9%

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

HELX vs XBI Returns, Every Period

Franklin TempletonHELX

−3.3%

5 years, per year

XBISPDR

+4.7%

5 years, per year

HELXXBIFaded: behind in that period

0–4XBI wins

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

HELX vs XBI

YTD

Franklin TempletonHELX

+22.4%

XBISPDR

+27.2%

+22.4%Year to date+27.2%

−18.0%Worst drop · 1Y−14.9%

24.6%Volatility · 1Y29.1%

0.3%Yield0.4%

$35.6MAssets$10.5B

3–1XBI wins

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

Cost, Income and Risk

Fees: HELX, XBI

Today

0.35%lowest, XBI

FundExpense ratioFee$10k

XBI0.35%$35

HELX0.50%$50

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

Yields: HELX, XBI

0.35%highest, XBI

FundTrailing yieldYield$10k

XBI0.35%$35

HELX0.32%$32

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

Income After Fees on $10,000

$0most kept, XBI

XBI$35 − $35 = $0

HELX$32 − $50 = −$18

KeptFee

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

Overlap: HELX, XBI

Today

26.9%most shared, HELX and XBI

HELXXBI

HELX—26.9%

XBI26.9%—

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

Return vs Bumpiness: 2 ETFs

+38.1%XBI, at 29.1% volatility

HELXWorst drop−18.0%24.6% vol

XBIWorst drop−14.9%29.1% vol

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

Paid More vs Made More

YTD

XBIHELX

+27.2%Year to date+22.4%

0.4%Yield0.3%

+38.1%Past year+26.6%

0.35%Fee0.50%

4–0XBI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

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