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The ARK Genomic Revolution ETF (CBOE:ARKG) and the Global X Genomics & Biotechnology ETF (NASDAQ:GNOM) look like siblings on any screener.
Biotech, China, insurance and healthcare ETFs led June gains as strong earnings, AI optimism and easing geopolitical fears lifted markets.
June has been a month full of excitement in the ETF market. While commercial space and AI infrastructure attracted a significant amount of investor attention, biotechnology exposure comprises four out of the five top-performing equity ETFs as of June 29.
Biotech ETFs are surging in 2026 as a friendlier FDA, strong M&A activity and AI-driven drug discovery fuel optimism for more upside.
Biotech investors are far more selective than they were during the pandemic-era boom, JPMorgan's top EMEA healthcare investment bankers told CNBC. Many biotech companies are now pursuing a dual-track process: preparing for an IPO while simultaneously engaging with potential acquirers.
Two of the most well-known investors are betting on the same three Magnificent Seven stocks. Here's a look at the stocks owned by both Cathie Wood and Bill Ackman.
FactSet analysis shows thematic funds respond differently to market shocks, with some genomic ETFs rising after COVID while others lagged.
ARK Genomic Revolution ETF (ARKG) maintains a "Buy" rating, driven by strong technicals and momentum despite a premium valuation. ARKG has outperformed XLV and SPY over the past year, returning 23% since July and beating the S&P 500 by 12 percentage points. The ETF's concentrated, small-cap, high-risk portfolio is supported by rising AUM, robust liquidity, and a bullish technical breakout.