DFND vs. HELO ETF Comparison
Comparison of Realty Shares DIVCON Dividend Defender ETF (DFND) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
DFND
Realty Shares DIVCON Dividend Defender ETF
DFND Description
The investment seeks long-term capital appreciation by tracking the performance, before fees and expenses, of the Reality Shares DIVCON Dividend Defender Index. The index is designed to select the companies for a long position that have the highest probability of increasing their dividend in a 12-month period and select the companies for a short position that have the highest probability of decreasing their dividend in a 12-month period. Under normal circumstances, at least 80% of the fund's assets (other than collateral held from securities lending, if any) will be invested in component securities of the benchmark index. It is non-diversified.
Grade (RS Rating)
Last Trade
$43.18
Average Daily Volume
349
70
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
$60.94
Average Daily Volume
293,018
10
Performance
| Period | DFND | HELO |
|---|---|---|
| 30 Days | 13.60% | 1.99% |
| 60 Days | 7.98% | 4.19% |
| 90 Days | 10.84% | 4.20% |
| 12 Months | 18.92% |
DFND Overweight 67 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| KLAC | D | 2.87% | |
| V | C | 2.49% | |
| CTAS | C | 2.46% | |
| PG | C | 2.39% | |
| VRSK | D | 2.27% | |
| NDSN | C | 2.23% | |
| MCD | B | 2.21% | |
| PHM | B | 2.21% | |
| SHW | B | 2.21% | |
| MPC | F | 2.2% | |
| LMT | A | 2.19% | |
| SNA | B | 2.12% | |
| FDS | C | 2.1% | |
| MPWR | B | 2.05% | |
| GWW | B | 2.0% | |
| BRO | C | 1.98% | |
| MCO | C | 1.91% | |
| PPG | C | 1.82% | |
| CMI | B | 1.78% | |
| DHI | C | 1.73% | |
| MSI | B | 1.68% | |
| AMAT | D | 1.65% | |
| ITW | B | 1.62% | |
| ETN | C | 1.6% | |
| ALLE | B | 1.52% | |
| J | A | 1.51% | |
| ROK | D | 1.51% | |
| HSY | D | 1.5% | |
| ADI | C | 1.47% | |
| CB | B | 1.42% | |
| AON | B | 1.41% | |
| CSCO | B | 1.35% | |
| CBOE | C | 1.33% | |
| HON | C | 1.29% | |
| LIN | B | 1.26% | |
| AOS | B | 1.25% | |
| MMC | C | 1.23% | |
| HUBB | B | 1.23% | |
| MSCI | C | 1.22% | |
| CME | B | 1.19% | |
| COST | C | 1.18% | |
| CMCSA | C | 1.06% | |
| FAST | C | 0.98% | |
| LW | D | 0.93% | |
| GL | D | 0.92% | |
| AVGO | C | 0.87% | |
| ALB | D | 0.85% | |
| ODFL | D | 0.77% | |
| MLM | D | 0.75% | |
| INTU | D | 0.72% | |
| BR | C | 0.69% | |
| ACN | C | 0.32% | |
| MCHP | D | 0.1% | |
| PARA | D | -0.31% | |
| APA | F | -0.92% | |
| INTC | D | -0.95% | |
| VFC | B | -1.02% | |
| DVN | F | -1.17% | |
| NWS | D | -1.71% | |
| LUV | C | -1.85% | |
| FCX | C | -1.93% | |
| IP | C | -2.0% | |
| SW | B | -2.04% | |
| T | B | -2.13% | |
| F | F | -2.38% | |
| CNP | C | -2.42% | |
| D | C | -3.07% |
DFND: Top Represented Industries & Keywords
HELO: Top Represented Industries & Keywords
Compare ETFs
