HELX vs WDNA: which is really different?
HELX and WDNA hold 34% of their weight in the same names, and WDNA returned +58.6% over the year. Franklin Genomic Advancements ETF and WisdomTree BioRevolution Fund.
15% of HELX's weight is in S&P 500 companies and 85% is outside the index
26% of WDNA's weight is in S&P 500 companies and 74% is outside the index
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 WDNA hold 34% 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.
half
34% in common
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed.
34% 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 | WDNA | HELX | WDNA | HELX | WDNA |
| 3 months | +9.9% | +16.6% | +7.4 pts | +14.1 pts | +7.8 pts | +14.5 pts |
| 6 months | +33.6% | +36.5% | +16.6 pts | +19.5 pts | +6.8 pts | +9.6 pts |
| 1 year | +44.5% | +58.6% | +28.8 pts | +42.9 pts | +20.8 pts | +34.8 pts |
| 3 years | +57.9% | +69.0% | −27.1 pts | −16.0 pts | −52.1 pts | −41.0 pts |
| Since launch HELX Feb 2020 · WDNA Jun 2021 | +87.4% | +2.8% | −94.7 pts | −93.2 pts | −187.2 pts | −128.7 pts |
HELX and WDNA 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 and WDNA 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.
WDNA in plain words
By weight, 26% of WDNA's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 95%. The top ten holdings are 31% of the fund across 80 positions, as filed for Jun 30, 2026. Over the year to Sep 30, 2026 the fund returned +58.6% with distributions reinvested against +15.7% for the S&P 500, so a holder was ahead by 42.9 pts. It sits 8.1% below its all-time high of Sep 2, 2021.
Questions people ask
- Do HELX and WDNA hold the same stocks?
- By their latest filings, 34% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
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.
ETFIQ, HELX against WDNA, data as of Sep 30, 2026. https://etfiq.com/compare/themes/helx-vs-wdna
Free to use with attribution. Every figure is calculated from a named public source; the method is at etfiq.com/methodology.
Cite this page. ETFIQ, HELX against WDNA, data as of Sep 30, 2026. https://etfiq.com/compare/themes/helx-vs-wdna Free to use with attribution; the underlying files are at Open data.
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