CVAR vs. HELO ETF Comparison
Comparison of Cultivar ETF (CVAR) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
CVAR
Cultivar ETF
CVAR Description
ETF Opportunities Trust - Cultivar ETF is an exchange traded fund launched by ETF Opportunities Trust. The fund is co-managed by Cultivar Capital, Inc. and Toroso Investments, LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in value stocks of companies across diversified market capitalization. The fund employs fundamental and quantitative analysis with bottom-up and top-down stock picking approach to create its portfolio. ETF Opportunities Trust - Cultivar ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$27.56
Average Daily Volume
504
Number of Holdings
*
76
* may have additional holdings in another (foreign) market
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
HELO Description
The fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, it invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index, which primarily consist of common stocks of large capitalization U.S. companies.Grade (RS Rating)
Last Trade
$62.66
Average Daily Volume
282,728
Number of Holdings
*
161
* may have additional holdings in another (foreign) market
Performance
| Period | CVAR | HELO |
|---|---|---|
| 30 Days | 1.25% | 1.57% |
| 60 Days | 2.07% | 3.39% |
| 90 Days | 5.42% | 4.59% |
| 12 Months | 20.08% | 20.91% |
10 Overlapping Holdings
CVAR Overweight 66 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| NEM | D | 4.18% | |
| MKTX | D | 4.15% | |
| CLB | B | 3.05% | |
| PRLB | A | 3.02% | |
| HCSG | C | 2.77% | |
| LUV | C | 2.58% | |
| NWN | A | 2.06% | |
| PAYC | B | 1.72% | |
| GPN | B | 1.71% | |
| VEEV | C | 1.69% | |
| MKC | D | 1.61% | |
| QRVO | F | 1.53% | |
| NKE | D | 1.49% | |
| INTC | D | 1.49% | |
| ARE | D | 1.27% | |
| TSN | B | 1.27% | |
| ES | D | 1.26% | |
| HRL | D | 1.19% | |
| FMS | A | 1.14% | |
| WU | D | 1.13% | |
| DEI | B | 1.11% | |
| CLX | B | 1.1% | |
| EW | C | 1.09% | |
| GOLD | D | 1.08% | |
| KMB | D | 1.07% | |
| ZTS | D | 1.04% | |
| PRGO | B | 1.03% | |
| WKC | D | 1.03% | |
| POR | C | 1.02% | |
| HAS | D | 1.0% | |
| DG | F | 0.94% | |
| SW | A | 0.94% | |
| ANSS | B | 0.92% | |
| CVS | D | 0.92% | |
| BABA | D | 0.92% | |
| SJM | D | 0.89% | |
| SWKS | F | 0.88% | |
| INDB | B | 0.86% | |
| AAP | C | 0.8% | |
| FMC | D | 0.78% | |
| G | B | 0.77% | |
| CGNX | C | 0.75% | |
| BP | D | 0.7% | |
| KRC | C | 0.67% | |
| PYPL | B | 0.63% | |
| WHR | B | 0.62% | |
| OGS | A | 0.6% | |
| MNRO | D | 0.59% | |
| INGN | C | 0.56% | |
| MCHP | D | 0.55% | |
| ZBH | C | 0.55% | |
| ESRT | C | 0.55% | |
| ADSK | A | 0.54% | |
| LTC | B | 0.53% | |
| JBT | B | 0.51% | |
| PARA | C | 0.5% | |
| SQM | F | 0.49% | |
| MMM | D | 0.49% | |
| ILMN | D | 0.48% | |
| SCS | C | 0.47% | |
| PDM | D | 0.45% | |
| PFE | D | 0.44% | |
| RDUS | C | 0.43% | |
| CCI | D | 0.43% | |
| CMP | C | 0.39% | |
| WBD | C | 0.19% |
CVAR Underweight 151 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -7.8% | |
| MSFT | F | -7.13% | |
| AAPL | C | -6.83% | |
| AMZN | C | -4.5% | |
| META | D | -2.9% | |
| GOOGL | C | -2.09% | |
| MA | C | -1.72% | |
| UNH | C | -1.62% | |
| TSLA | B | -1.58% | |
| BRK.A | B | -1.53% | |
| V | A | -1.49% | |
| GOOG | C | -1.46% | |
| XOM | B | -1.43% | |
| BAC | A | -1.26% | |
| CRM | B | -1.15% | |
| ABBV | D | -1.14% | |
| LLY | F | -1.07% | |
| AVGO | D | -1.02% | |
| WFC | A | -1.0% | |
| LOW | D | -0.99% | |
| HON | B | -0.98% | |
| TT | A | -0.96% | |
| NOW | A | -0.94% | |
| TMO | F | -0.89% | |
| TXN | C | -0.87% | |
| SO | D | -0.84% | |
| NEE | D | -0.83% | |
| PEP | F | -0.83% | |
| LIN | D | -0.82% | |
| COP | C | -0.81% | |
| MCD | D | -0.81% | |
| SYK | C | -0.76% | |
| BKNG | A | -0.75% | |
| GS | A | -0.75% | |
| PGR | A | -0.75% | |
| NXPI | D | -0.72% | |
| ADI | D | -0.72% | |
| MDLZ | F | -0.72% | |
| DE | A | -0.68% | |
| AZO | C | -0.65% | |
| KO | D | -0.63% | |
| HWM | A | -0.62% | |
| VRTX | F | -0.6% | |
| CME | A | -0.59% | |
| UBER | D | -0.58% | |
| MU | D | -0.57% | |
| UPS | C | -0.54% | |
| COST | B | -0.53% | |
| BSX | B | -0.52% | |
| TDG | D | -0.52% | |
| FIS | C | -0.52% | |
| INTU | C | -0.51% | |
| CMG | B | -0.51% | |
| PLD | D | -0.5% | |
| OTIS | C | -0.5% | |
| PCG | A | -0.5% | |
| YUM | B | -0.5% | |
| FITB | A | -0.48% | |
| CPAY | A | -0.47% | |
| EOG | A | -0.47% | |
| CARR | D | -0.46% | |
| REGN | F | -0.45% | |
| AMD | F | -0.45% | |
| DHR | F | -0.44% | |
| AON | A | -0.44% | |
| ROST | C | -0.44% | |
| SCHW | B | -0.42% | |
| STX | D | -0.41% | |
| CSX | B | -0.41% | |
| LDOS | C | -0.39% | |
| DLR | B | -0.39% | |
| VTR | C | -0.39% | |
| ETN | A | -0.38% | |
| LRCX | F | -0.37% | |
| ORCL | B | -0.36% | |
| HLT | A | -0.36% | |
| DOW | F | -0.35% | |
| TRV | B | -0.34% | |
| RCL | A | -0.34% | |
| CI | F | -0.34% | |
| FDX | B | -0.33% | |
| USB | A | -0.33% | |
| PM | B | -0.32% | |
| MNST | C | -0.32% | |
| SBAC | D | -0.31% | |
| FANG | D | -0.31% | |
| DIS | B | -0.31% | |
| MET | A | -0.3% | |
| CHD | B | -0.3% | |
| EXPE | B | -0.29% | |
| TXT | D | -0.29% | |
| WELL | A | -0.27% | |
| KVUE | A | -0.26% | |
| CHTR | C | -0.25% | |
| BKR | B | -0.24% | |
| BURL | A | -0.24% | |
| MRK | F | -0.24% | |
| LYB | F | -0.23% | |
| IR | B | -0.23% | |
| DAL | C | -0.23% | |
| MAS | D | -0.23% | |
| PPG | F | -0.21% | |
| ACN | C | -0.21% | |
| AXP | A | -0.21% | |
| BBY | D | -0.2% | |
| AMP | A | -0.2% | |
| KKR | A | -0.2% | |
| ELS | C | -0.19% | |
| CVX | A | -0.18% | |
| HPE | B | -0.18% | |
| PCAR | B | -0.18% | |
| ADBE | C | -0.18% | |
| WDC | D | -0.18% | |
| T | A | -0.18% | |
| MSI | B | -0.17% | |
| NOC | D | -0.17% | |
| CDNS | B | -0.17% | |
| UNP | C | -0.17% | |
| TMUS | B | -0.17% | |
| MCK | B | -0.16% | |
| MLM | B | -0.16% | |
| MO | A | -0.15% | |
| ANET | C | -0.15% | |
| LEN | D | -0.14% | |
| PG | A | -0.14% | |
| MMC | B | -0.14% | |
| TGT | F | -0.14% | |
| SQ | B | -0.14% | |
| URI | B | -0.13% | |
| LULU | C | -0.13% | |
| PFG | D | -0.13% | |
| FICO | B | -0.12% | |
| NUE | C | -0.11% | |
| HCA | F | -0.11% | |
| DASH | A | -0.11% | |
| VST | B | -0.1% | |
| CMS | C | -0.1% | |
| APTV | D | -0.1% | |
| WMG | C | -0.1% | |
| NBIX | C | -0.08% | |
| EQIX | A | -0.07% | |
| SIRI | C | -0.07% | |
| EQT | B | -0.06% | |
| BAX | D | -0.06% | |
| MRVL | B | -0.06% | |
| AME | A | -0.06% | |
| EL | F | -0.05% | |
| NRG | B | -0.04% | |
| BMRN | D | -0.03% | |
| SRPT | D | -0.03% | |
| LKQ | D | -0.02% |
CVAR: Top Represented Industries & Keywords
Industries:
Medical Devices
Drug Manufacturers - Major
REIT - Office
Semiconductors
Business Services
Packaged Foods
Software - Application
Banks - Regional - US
Credit Services
Diversified Industrials
Drug Manufacturers - Specialty & Generic
Entertainment
Gold
Health Care Plans
Household & Personal Products
REIT - Diversified
Specialty Retail
Utilities - Regulated Electric
Utilities - Regulated Gas
Agricultural Inputs
HELO: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Drug Manufacturers - Major
Biotechnology
Household & Personal Products
Medical Devices
Oil & Gas E&P
Specialty Industrial Machinery
Utilities - Regulated Electric
Aerospace & Defense
Banks - Global
Banks - Regional - US
Beverages - Soft Drinks
Credit Services
Discount Stores
Diversified Industrials
Health Care Plans
Information Technology Services
Internet Content & Information
Restaurants
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