Do HELX and LGHT hold the same stocks?

By their latest filings, 2% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.

Which is more different from the S&P 500, HELX or LGHT?

HELX has 15% of its weight in S&P 500 names and LGHT has 70%, so LGHT differs more from the index.

Which is cheaper, HELX or LGHT?

HELX charges 0.50% a year and LGHT charges 0.85%, so HELX is cheaper. Fees come from each fund's prospectus.

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HELX vs LGHT: which is really different?

HELX and LGHT hold 2% of their weight in the same names, and HELX returned +44.5% over the year. Franklin Genomic Advancements ETF and Langar Global HealthTech ETF.

15.1%

HELX in the S&P 500

69.6%

LGHT in the S&P 500

+44.5%

HELX total return, 1 year

+4.0%

LGHT total return, 1 year

HELX · 1 year to Sep 30, 202685% of its weight is outside the S&P 500

15% of HELX's weight is in S&P 500 companies and 85% is outside the index

LGHT · 1 year to Sep 30, 202630% of its weight is outside the S&P 500

70% of LGHT's weight is in S&P 500 companies and 30% is outside the index

ETFIQ Off-Index Score · LGHT scores higherHow much of it is not the index it is sold as an alternative to?

HELX 41.3

LGHT 69.7

0.1, the lowest in this set92.0, the highest

A percentile among the 375 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it → How it is computed →

What they hold in common

By the books each fund has filed, HELX and LGHT hold 2% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.

50%

half

2% in common

Positions both hold, largest shared weight first

Holding HELX LGHT

BIONTECH SE 1.40% 3.46%

IQVIA HOLDINGS INC 0.76% 5.99%

Only in HELX

GUARDANT HEALTH INC 9.21%

NATERA INC 7.56%

KRYSTAL BIOTECH INC 6.41%

LIGAND PHARMACEUTICALS INC 4.68%

ADAPTIVE BIOTECHNOLOGIES CORP 4.04%

UNITED THERAPEUTICS CORP 3.55%

BRIDGEBIO PHARMA INC 3.54%

ELI LILLY & COMPANY 2.99%

Only in LGHT

Intuitive Surgical I 11.93%

ResMed Inc 10.95%

Moderna Inc 9.59%

Veeva Systems Inc 6.73%

GE HealthCare 6.50%

Koninklijke Philips 5.55%

Insulet Corp 5.34%

DEXCOM INC COM 4.82%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed.

2% of the two portfolios are the same securities at the same weight.

Performance, window by window

	Total return		vs the S&P 500		vs the Nasdaq-100
Window	HELX	LGHT	HELX	LGHT	HELX	LGHT
3 months	+9.9%	+20.1%	+7.4 pts	+17.6 pts	+7.8 pts	+18.0 pts
6 months	+33.6%	+20.3%	+16.6 pts	+3.4 pts	+6.8 pts	−6.5 pts
1 year	+44.5%	+4.0%	+28.8 pts	−11.8 pts	+20.8 pts	−19.8 pts
3 years	+57.9%	not published	−27.1 pts	not published	−52.1 pts	not published
Since launch HELX Feb 2020 · LGHT Jan 2024	+87.4%	+2.8%	−94.7 pts	−62.5 pts	−187.2 pts	−80.9 pts

HELX and LGHT over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ. Open the live comparison on ETFIQ →

On the same fields

HELX

Franklin Genomic Advancements ETF · Holds 61 stocks in healthcare innovation and GLP-1, 15% of its weight in S&P 500 companies

LGHT

Langar Global HealthTech ETF · Holds 28 stocks in healthcare innovation and GLP-1, 70% of its weight in S&P 500 companies

Issuer Franklin Langar

Theme Healthcare innovation and GLP-1 Healthcare innovation and GLP-1

In the S&P 500 15.1% 69.6%

Active share vs the S&P 500 97.2% 99.5%

In the Nasdaq-100 10.0% 23.2%

Holdings 61 28

Top ten, share of the fund 47.7% 71.9%

Expense ratio 0.50% 0.85%

Fee for the differing part 0.51% 0.85%

Total return, 1 year +44.5% +4.0%

vs the S&P 500 +28.8 pts −11.8 pts

vs the Nasdaq-100 +20.8 pts −19.8 pts

Below its high −23.0% −5.9%

Net assets $33m $2m

HELX and LGHT on the same fields, as of Sep 30, 2026. Source: ETFIQ.

HELX in plain words

By weight, 15% of HELX's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 97%. The top ten holdings are 48% of the fund across 61 positions, as filed for Jun 30, 2026. Over the year to Sep 30, 2026 the fund returned +44.5% with distributions reinvested against +15.7% for the S&P 500, so a holder was ahead by 28.8 pts. It sits 23.0% below its all-time high of Sep 7, 2021.

LGHT in plain words

By weight, 70% of LGHT's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 72% of the fund across 28 positions, as filed for Jun 30, 2026. Over the year to Sep 30, 2026 the fund returned +4.0% with distributions reinvested against +15.7% for the S&P 500, so a holder was behind by 11.8 pts. It sits 5.9% below its all-time high of Jan 30, 2025.

Questions people ask

Do HELX and LGHT hold the same stocks?: By their latest filings, 2% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, HELX or LGHT?: HELX has 15% of its weight in S&P 500 names and LGHT has 70%, so LGHT differs more from the index.
Which is cheaper, HELX or LGHT?: HELX charges 0.50% a year and LGHT charges 0.85%, so HELX is cheaper. Fees come from each fund's prospectus.

Other comparisons

HELX vs BMED HELX vs OZEM HELX vs THNR HELX vs WDNA LGHT vs BMED LGHT vs OZEM LGHT vs THNR LGHT vs WDNA

HELX on its own →LGHT on its own →How every figure is computed →Standards and sources →

Where these figures came from

HELX filings on SEC EDGAR ↗HELX prospectus with the expense ratio (SEC) ↗Franklin website ↗LGHT filings on SEC EDGAR ↗LGHT prospectus with the expense ratio (SEC) ↗Langar website ↗

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement. A comparison is not a recommendation.

Cite this page

ETFIQ, HELX against LGHT, data as of Sep 30, 2026. https://etfiq.com/compare/themes/helx-vs-lght

Open data

Free to use with attribution. Every figure is calculated from a named public source; the method is at etfiq.com/methodology.