HELO vs. AVIE ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Avantis Inflation Focused Equity ETF (AVIE)
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
AVIE
Avantis Inflation Focused Equity ETF
AVIE Description
Avantis Inflation Focused Equity ETF is an exchange traded fund launched and managed by American Century Investment Management Inc. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in value stocks of small-cap companies. Avantis Inflation Focused Equity ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$65.33
Average Daily Volume
461
Number of Holdings
*
336
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | AVIE |
|---|---|---|
| 30 Days | 1.57% | 2.12% |
| 60 Days | 3.39% | 1.03% |
| 90 Days | 4.59% | 1.03% |
| 12 Months | 20.91% | 17.20% |
36 Overlapping Holdings
| Symbol | Grade | Weight in HELO | Weight in AVIE | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 1.14% | 1.99% | 1.14% | |
| BIIB | F | 0.12% | 0.24% | 0.12% | |
| BKR | B | 0.24% | 0.75% | 0.24% | |
| BMRN | D | 0.03% | 0.12% | 0.03% | |
| BMY | B | 0.68% | 0.77% | 0.68% | |
| BRK.A | B | 1.53% | 6.73% | 1.53% | |
| CHD | B | 0.3% | 0.41% | 0.3% | |
| COP | C | 0.81% | 1.53% | 0.81% | |
| CVX | A | 0.18% | 2.8% | 0.18% | |
| DOW | F | 0.35% | 0.5% | 0.35% | |
| EOG | A | 0.47% | 1.02% | 0.47% | |
| EQT | B | 0.06% | 0.41% | 0.06% | |
| FANG | D | 0.31% | 0.54% | 0.31% | |
| HUM | C | 0.16% | 0.55% | 0.16% | |
| JNJ | D | 0.51% | 1.43% | 0.51% | |
| KO | D | 0.63% | 2.32% | 0.63% | |
| LLY | F | 1.07% | 3.93% | 1.07% | |
| LYB | F | 0.23% | 0.46% | 0.23% | |
| MCK | B | 0.16% | 1.11% | 0.16% | |
| MET | A | 0.3% | 0.52% | 0.3% | |
| MNST | C | 0.32% | 0.32% | 0.32% | |
| MO | A | 0.15% | 0.3% | 0.15% | |
| MRK | F | 0.24% | 1.2% | 0.24% | |
| NBIX | C | 0.08% | 0.16% | 0.08% | |
| NUE | C | 0.11% | 0.73% | 0.11% | |
| PEP | F | 0.83% | 2.31% | 0.83% | |
| PFG | D | 0.13% | 0.23% | 0.13% | |
| PG | A | 0.14% | 3.7% | 0.14% | |
| PGR | A | 0.75% | 1.53% | 0.75% | |
| PM | B | 0.32% | 1.85% | 0.32% | |
| REGN | F | 0.45% | 0.66% | 0.45% | |
| SRPT | D | 0.03% | 0.14% | 0.03% | |
| TRV | B | 0.34% | 0.74% | 0.34% | |
| UNH | C | 1.62% | 4.13% | 1.62% | |
| VRTX | F | 0.6% | 1.12% | 0.6% | |
| XOM | B | 1.43% | 5.44% | 1.43% |
HELO Overweight 125 Positions Relative to AVIE
| 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% | |
| TSLA | B | 1.58% | |
| V | A | 1.49% | |
| GOOG | C | 1.46% | |
| BAC | A | 1.26% | |
| CRM | B | 1.15% | |
| 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% | |
| LIN | D | 0.82% | |
| MCD | D | 0.81% | |
| SYK | C | 0.76% | |
| BKNG | A | 0.75% | |
| GS | A | 0.75% | |
| NXPI | D | 0.72% | |
| ADI | D | 0.72% | |
| MDLZ | F | 0.72% | |
| CMCSA | B | 0.71% | |
| DE | A | 0.68% | |
| AZO | C | 0.65% | |
| HWM | A | 0.62% | |
| CME | A | 0.59% | |
| UBER | D | 0.58% | |
| MU | D | 0.57% | |
| TFC | A | 0.56% | |
| 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% | |
| CTSH | B | 0.49% | |
| FITB | A | 0.48% | |
| CPAY | A | 0.47% | |
| CARR | D | 0.46% | |
| MDT | D | 0.46% | |
| 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% | |
| RCL | A | 0.34% | |
| CI | F | 0.34% | |
| FDX | B | 0.33% | |
| USB | A | 0.33% | |
| SBAC | D | 0.31% | |
| DIS | B | 0.31% | |
| C | A | 0.3% | |
| EXPE | B | 0.29% | |
| TXT | D | 0.29% | |
| WELL | A | 0.27% | |
| KVUE | A | 0.26% | |
| CHTR | C | 0.25% | |
| BURL | A | 0.24% | |
| 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% | |
| ABT | B | 0.19% | |
| ELS | C | 0.19% | |
| 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% | |
| MLM | B | 0.16% | |
| ANET | C | 0.15% | |
| LEN | D | 0.14% | |
| MMC | B | 0.14% | |
| TGT | F | 0.14% | |
| SQ | B | 0.14% | |
| URI | B | 0.13% | |
| LULU | C | 0.13% | |
| FICO | B | 0.12% | |
| HCA | F | 0.11% | |
| DASH | A | 0.11% | |
| VST | B | 0.1% | |
| CMS | C | 0.1% | |
| APTV | D | 0.1% | |
| WMG | C | 0.1% | |
| EQIX | A | 0.07% | |
| SIRI | C | 0.07% | |
| BAX | D | 0.06% | |
| MRVL | B | 0.06% | |
| AME | A | 0.06% | |
| EL | F | 0.05% | |
| NRG | B | 0.04% | |
| LKQ | D | 0.02% |
HELO Underweight 300 Positions Relative to AVIE
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMGN | D | -1.22% | |
| ELV | F | -1.08% | |
| CL | D | -1.07% | |
| GILD | C | -1.06% | |
| CB | C | -1.01% | |
| KMB | D | -0.88% | |
| MPC | D | -0.86% | |
| FCX | D | -0.85% | |
| WMB | A | -0.79% | |
| PSX | C | -0.77% | |
| AFL | B | -0.76% | |
| SLB | C | -0.7% | |
| AIG | B | -0.7% | |
| LNG | B | -0.68% | |
| COR | B | -0.67% | |
| PFE | D | -0.66% | |
| OKE | A | -0.66% | |
| TRGP | B | -0.65% | |
| VLO | C | -0.64% | |
| HIG | B | -0.61% | |
| CTVA | C | -0.59% | |
| ACGL | D | -0.58% | |
| HES | B | -0.57% | |
| CAH | B | -0.57% | |
| NEM | D | -0.57% | |
| ALL | A | -0.55% | |
| KMI | A | -0.54% | |
| ZTS | D | -0.53% | |
| STLD | B | -0.5% | |
| PRU | A | -0.49% | |
| CLX | B | -0.48% | |
| ADM | D | -0.48% | |
| CNC | D | -0.46% | |
| OXY | D | -0.46% | |
| RS | B | -0.43% | |
| WY | D | -0.42% | |
| TPL | A | -0.41% | |
| FTI | A | -0.39% | |
| DVN | F | -0.39% | |
| CF | B | -0.39% | |
| STZ | D | -0.38% | |
| HAL | C | -0.38% | |
| CTRA | B | -0.34% | |
| CINF | A | -0.32% | |
| MOH | F | -0.32% | |
| MRO | B | -0.3% | |
| UNM | A | -0.3% | |
| MKL | A | -0.3% | |
| BG | F | -0.29% | |
| KDP | D | -0.29% | |
| RGA | A | -0.28% | |
| ALNY | D | -0.28% | |
| WRB | A | -0.26% | |
| CRS | A | -0.25% | |
| PRI | A | -0.24% | |
| UTHR | C | -0.23% | |
| TAP | C | -0.23% | |
| EG | C | -0.23% | |
| NTRA | B | -0.22% | |
| L | A | -0.22% | |
| INGR | B | -0.21% | |
| RGLD | C | -0.21% | |
| ORI | A | -0.19% | |
| ATI | D | -0.19% | |
| X | C | -0.19% | |
| EXEL | B | -0.18% | |
| OVV | B | -0.18% | |
| KNSL | B | -0.18% | |
| RRC | B | -0.17% | |
| CMC | B | -0.17% | |
| FNF | B | -0.17% | |
| MOS | F | -0.16% | |
| AR | B | -0.16% | |
| FMC | D | -0.16% | |
| INCY | C | -0.16% | |
| CHX | C | -0.16% | |
| RNR | C | -0.16% | |
| CLF | F | -0.15% | |
| HSIC | B | -0.15% | |
| DTM | B | -0.15% | |
| WFRD | D | -0.15% | |
| HQY | B | -0.14% | |
| RVMD | C | -0.14% | |
| GL | B | -0.14% | |
| AIZ | A | -0.14% | |
| NOV | C | -0.14% | |
| VTRS | A | -0.14% | |
| AA | B | -0.14% | |
| CBT | C | -0.14% | |
| CNX | A | -0.13% | |
| AFG | A | -0.13% | |
| OLN | D | -0.13% | |
| ERIE | D | -0.13% | |
| DINO | D | -0.13% | |
| MRNA | F | -0.13% | |
| APA | D | -0.13% | |
| CTLT | B | -0.12% | |
| MTDR | B | -0.12% | |
| COKE | C | -0.12% | |
| WHD | B | -0.12% | |
| AXS | A | -0.12% | |
| RLI | B | -0.12% | |
| DAR | C | -0.12% | |
| CC | C | -0.11% | |
| PCVX | D | -0.11% | |
| AROC | B | -0.11% | |
| PCH | D | -0.1% | |
| SMG | D | -0.1% | |
| EXAS | D | -0.1% | |
| HALO | F | -0.1% | |
| INSM | C | -0.1% | |
| SM | B | -0.1% | |
| HCC | B | -0.1% | |
| AM | A | -0.09% | |
| WDFC | B | -0.09% | |
| HL | D | -0.09% | |
| CHRD | D | -0.09% | |
| CDE | D | -0.08% | |
| SIGI | C | -0.08% | |
| FAF | A | -0.08% | |
| CYTK | F | -0.08% | |
| CIVI | D | -0.08% | |
| CEIX | A | -0.08% | |
| MGY | A | -0.08% | |
| WLK | D | -0.08% | |
| TDW | F | -0.08% | |
| RIG | D | -0.08% | |
| AMR | C | -0.08% | |
| PTEN | C | -0.08% | |
| ITCI | C | -0.08% | |
| LBRT | D | -0.08% | |
| MUR | D | -0.08% | |
| GNW | A | -0.08% | |
| HP | B | -0.08% | |
| RYN | D | -0.08% | |
| ARCH | B | -0.07% | |
| GLNG | C | -0.07% | |
| HWKN | B | -0.07% | |
| RPRX | D | -0.07% | |
| CRC | B | -0.07% | |
| PR | B | -0.07% | |
| BHF | B | -0.07% | |
| HUN | F | -0.07% | |
| NOG | A | -0.07% | |
| BTU | B | -0.07% | |
| VAL | D | -0.07% | |
| AGO | B | -0.07% | |
| OII | B | -0.07% | |
| ELAN | D | -0.07% | |
| PBF | D | -0.07% | |
| IONS | F | -0.07% | |
| KMPR | B | -0.07% | |
| PAGP | A | -0.07% | |
| STNG | F | -0.06% | |
| UEC | B | -0.06% | |
| CELH | F | -0.06% | |
| ALKS | B | -0.06% | |
| MTRN | C | -0.06% | |
| SPB | C | -0.06% | |
| THG | A | -0.06% | |
| JAZZ | B | -0.06% | |
| ENLC | A | -0.06% | |
| CRSP | D | -0.06% | |
| GPOR | B | -0.05% | |
| ENR | B | -0.05% | |
| WS | B | -0.05% | |
| ROIV | C | -0.05% | |
| SAM | C | -0.05% | |
| HLX | B | -0.05% | |
| KALU | C | -0.05% | |
| PLMR | B | -0.05% | |
| CRGY | B | -0.05% | |
| CNO | A | -0.05% | |
| LNC | B | -0.05% | |
| AESI | B | -0.04% | |
| CENX | B | -0.04% | |
| WTM | A | -0.04% | |
| TROX | D | -0.04% | |
| INSW | F | -0.04% | |
| FDP | B | -0.04% | |
| BBIO | F | -0.04% | |
| OGN | D | -0.04% | |
| BPMC | C | -0.04% | |
| SXC | A | -0.04% | |
| KOS | F | -0.04% | |
| CENTA | C | -0.04% | |
| PDCO | D | -0.04% | |
| PCT | C | -0.04% | |
| CNNE | B | -0.04% | |
| HESM | B | -0.03% | |
| SFL | D | -0.03% | |
| ESGR | B | -0.03% | |
| HMN | B | -0.03% | |
| SPNT | A | -0.03% | |
| KOP | C | -0.03% | |
| FIZZ | C | -0.03% | |
| UVV | B | -0.03% | |
| VTOL | B | -0.03% | |
| OSCR | D | -0.03% | |
| ACAD | D | -0.03% | |
| SAFT | C | -0.03% | |
| MP | B | -0.03% | |
| CRK | B | -0.03% | |
| ADMA | B | -0.03% | |
| DHT | F | -0.03% | |
| EIG | B | -0.03% | |
| VKTX | F | -0.03% | |
| XPRO | F | -0.03% | |
| REYN | D | -0.03% | |
| WTTR | B | -0.03% | |
| KNTK | B | -0.03% | |
| PRGO | B | -0.03% | |
| OEC | C | -0.03% | |
| CLOV | D | -0.03% | |
| CNA | B | -0.02% | |
| ZEUS | C | -0.02% | |
| TRUP | B | -0.02% | |
| LMND | B | -0.02% | |
| MTUS | C | -0.02% | |
| MGPI | F | -0.02% | |
| RDUS | C | -0.02% | |
| VTLE | C | -0.02% | |
| TALO | C | -0.02% | |
| NBR | C | -0.02% | |
| TIPT | B | -0.02% | |
| NR | B | -0.02% | |
| UVE | B | -0.02% | |
| LEU | C | -0.02% | |
| PARR | D | -0.02% | |
| AMSF | B | -0.02% | |
| OMI | F | -0.02% | |
| IE | C | -0.02% | |
| CLB | B | -0.02% | |
| RYI | C | -0.02% | |
| NEXT | B | -0.02% | |
| LPG | F | -0.02% | |
| PGNY | F | -0.02% | |
| GATO | D | -0.02% | |
| KRP | B | -0.02% | |
| STC | B | -0.02% | |
| MCY | A | -0.02% | |
| DK | C | -0.02% | |
| HAYN | C | -0.02% | |
| WKC | D | -0.02% | |
| PUMP | B | -0.02% | |
| TPB | B | -0.02% | |
| USAP | B | -0.01% | |
| AVD | D | -0.01% | |
| MBI | B | -0.01% | |
| HPK | B | -0.01% | |
| TG | D | -0.01% | |
| NFE | D | -0.01% | |
| IPI | B | -0.01% | |
| CMT | D | -0.01% | |
| CLNE | D | -0.01% | |
| REPX | A | -0.01% | |
| ALCO | D | -0.01% | |
| SD | D | -0.01% | |
| LXU | B | -0.01% | |
| DGICA | A | -0.01% | |
| NAPA | B | -0.01% | |
| CENT | C | -0.01% | |
| KRO | D | -0.01% | |
| GRNT | B | -0.01% | |
| ASC | F | -0.01% | |
| FG | B | -0.01% | |
| ODC | C | -0.01% | |
| LMNR | B | -0.01% | |
| GPRE | F | -0.01% | |
| EE | A | -0.01% | |
| NTLA | F | -0.01% | |
| EGY | D | -0.01% | |
| METC | C | -0.01% | |
| CVI | F | -0.01% | |
| TTI | C | -0.01% | |
| NAT | F | -0.01% | |
| AHCO | F | -0.01% | |
| UFCS | B | -0.01% | |
| PRA | C | -0.01% | |
| AMBC | C | -0.01% | |
| KRYS | B | -0.01% | |
| MATV | D | -0.01% | |
| ASIX | A | -0.01% | |
| CMP | C | -0.01% | |
| RES | D | -0.01% | |
| REX | D | -0.01% | |
| GLRE | B | -0.01% | |
| METCB | D | -0.0% | |
| TSE | F | -0.0% | |
| EU | D | -0.0% | |
| KLXE | C | -0.0% | |
| JRVR | F | -0.0% | |
| WTI | F | -0.0% | |
| DNLI | D | -0.0% | |
| PLL | C | -0.0% | |
| EPM | A | -0.0% | |
| BOOM | F | -0.0% | |
| BRY | F | -0.0% | |
| ACDC | C | -0.0% | |
| OIS | C | -0.0% |
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
AVIE: Top Represented Industries & Keywords
Industries:
Oil & Gas E&P
Biotechnology
Insurance - Property & Casualty
Oil & Gas Equipment & Services
Specialty Chemicals
Insurance - Life
Insurance - Diversified
Oil & Gas Midstream
Steel
Drug Manufacturers - Major
Oil & Gas Refining & Marketing
Shipping & Ports
Agricultural Inputs
Beverages - Soft Drinks
Coal
Insurance - Specialty
Chemicals
Industrial Metals & Minerals
Medical Distribution
Drug Manufacturers - Specialty & Generic
Compare ETFs
