HELO vs. DGRW ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to WisdomTree U.S. Dividend Growth Fund (DGRW)
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
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
DGRW
WisdomTree U.S. Dividend Growth Fund
DGRW Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Dividend Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that consists of dividend-paying U.S. common stocks with growth characteristics. The fund is non-diversified.Grade (RS Rating)
Last Trade
$82.83
Average Daily Volume
532,428
Number of Holdings
*
293
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | DGRW |
|---|---|---|
| 30 Days | 1.99% | 2.14% |
| 60 Days | 4.19% | 5.23% |
| 90 Days | 4.20% | 6.45% |
| 12 Months | 32.24% |
HELO Underweight 285 Positions Relative to DGRW
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | C | -3.88% | |
| ABBV | B | -3.63% | |
| JNJ | C | -3.34% | |
| HD | B | -2.86% | |
| PG | C | -2.79% | |
| KO | B | -2.65% | |
| PEP | D | -2.02% | |
| MS | B | -1.92% | |
| CSCO | B | -1.88% | |
| LLY | D | -1.78% | |
| ORCL | B | -1.66% | |
| TXN | B | -1.66% | |
| AMGN | D | -1.55% | |
| GS | B | -1.47% | |
| MCD | B | -1.37% | |
| QCOM | D | -1.14% | |
| LMT | A | -1.11% | |
| UPS | D | -1.07% | |
| TMUS | B | -1.06% | |
| GILD | B | -1.06% | |
| V | C | -1.03% | |
| ABT | C | -1.03% | |
| UNP | D | -0.96% | |
| EOG | D | -0.86% | |
| HON | C | -0.78% | |
| COP | F | -0.77% | |
| ADP | C | -0.77% | |
| AXP | B | -0.75% | |
| SBUX | C | -0.75% | |
| COST | C | -0.69% | |
| TGT | C | -0.61% | |
| ADI | C | -0.6% | |
| TJX | C | -0.57% | |
| CI | C | -0.56% | |
| CL | C | -0.56% | |
| ITW | B | -0.49% | |
| GD | C | -0.48% | |
| KMB | C | -0.47% | |
| SCHW | D | -0.47% | |
| MMC | C | -0.44% | |
| APD | B | -0.43% | |
| ELV | D | -0.41% | |
| SYK | C | -0.39% | |
| SPGI | C | -0.39% | |
| FDX | D | -0.39% | |
| WM | D | -0.37% | |
| NKE | D | -0.37% | |
| NSC | C | -0.37% | |
| AMAT | D | -0.37% | |
| PAYX | C | -0.37% | |
| NOC | B | -0.34% | |
| TRV | C | -0.33% | |
| COF | B | -0.33% | |
| HPQ | C | -0.33% | |
| INTU | D | -0.32% | |
| LRCX | D | -0.31% | |
| AIG | D | -0.31% | |
| PH | B | -0.29% | |
| KLAC | D | -0.29% | |
| HCA | B | -0.28% | |
| SYY | C | -0.28% | |
| DFS | C | -0.27% | |
| KKR | B | -0.26% | |
| CSX | C | -0.25% | |
| GE | C | -0.25% | |
| CARR | B | -0.25% | |
| MSI | B | -0.24% | |
| FAST | C | -0.24% | |
| BKR | C | -0.24% | |
| BBY | A | -0.23% | |
| HIG | B | -0.22% | |
| RSG | D | -0.22% | |
| ZTS | B | -0.21% | |
| APH | C | -0.21% | |
| PFG | B | -0.21% | |
| SHW | B | -0.21% | |
| EBAY | B | -0.21% | |
| ECL | B | -0.21% | |
| CTAS | C | -0.21% | |
| HSY | D | -0.2% | |
| MAR | B | -0.2% | |
| FANG | F | -0.2% | |
| TRGP | C | -0.2% | |
| DD | B | -0.2% | |
| URI | B | -0.19% | |
| MCO | C | -0.19% | |
| PGR | C | -0.19% | |
| YUM | B | -0.19% | |
| AMP | B | -0.19% | |
| DRI | C | -0.18% | |
| STZ | C | -0.18% | |
| FNF | B | -0.18% | |
| SYF | C | -0.17% | |
| OTIS | B | -0.17% | |
| WY | C | -0.17% | |
| OXY | F | -0.17% | |
| LVS | C | -0.17% | |
| DHI | C | -0.16% | |
| TSCO | B | -0.16% | |
| AJG | D | -0.15% | |
| LEN | B | -0.15% | |
| GPC | D | -0.15% | |
| PPG | C | -0.14% | |
| HES | F | -0.14% | |
| HAL | F | -0.14% | |
| ROK | D | -0.14% | |
| ROST | C | -0.14% | |
| NRG | B | -0.14% | |
| NTAP | D | -0.13% | |
| EMN | B | -0.13% | |
| BEN | F | -0.12% | |
| MSCI | C | -0.12% | |
| GWW | B | -0.12% | |
| EQT | C | -0.11% | |
| EQH | C | -0.11% | |
| SWKS | F | -0.11% | |
| ALLY | F | -0.11% | |
| JEF | C | -0.11% | |
| TPR | A | -0.11% | |
| CHRW | B | -0.1% | |
| HUBB | B | -0.1% | |
| MCK | F | -0.1% | |
| ERIE | B | -0.1% | |
| DKS | D | -0.1% | |
| BR | C | -0.1% | |
| WSO | C | -0.1% | |
| DOV | B | -0.1% | |
| WRB | D | -0.1% | |
| CDW | D | -0.09% | |
| LKQ | F | -0.09% | |
| RMD | C | -0.09% | |
| WSM | C | -0.09% | |
| ROL | C | -0.09% | |
| WLK | C | -0.08% | |
| MPWR | B | -0.08% | |
| BALL | C | -0.08% | |
| BAH | B | -0.08% | |
| HLT | B | -0.08% | |
| OVV | F | -0.08% | |
| MRO | D | -0.08% | |
| SBAC | C | -0.08% | |
| SSNC | C | -0.08% | |
| MAS | B | -0.08% | |
| FAF | B | -0.07% | |
| CSL | B | -0.07% | |
| CIVI | F | -0.07% | |
| VMC | C | -0.07% | |
| OMF | D | -0.07% | |
| A | C | -0.07% | |
| PHM | B | -0.07% | |
| RPM | B | -0.07% | |
| AVY | C | -0.07% | |
| CE | D | -0.07% | |
| HUM | F | -0.07% | |
| REYN | C | -0.06% | |
| MLM | D | -0.06% | |
| TXRH | B | -0.06% | |
| VRSK | D | -0.06% | |
| SF | B | -0.06% | |
| WAL | B | -0.06% | |
| LII | C | -0.06% | |
| EFX | C | -0.06% | |
| NXST | D | -0.06% | |
| DPZ | D | -0.05% | |
| JBHT | D | -0.05% | |
| VOYA | B | -0.05% | |
| NFG | B | -0.05% | |
| AOS | B | -0.05% | |
| ODFL | D | -0.05% | |
| RL | B | -0.05% | |
| NDSN | C | -0.05% | |
| PWR | B | -0.05% | |
| RHI | D | -0.05% | |
| HWM | B | -0.05% | |
| EVR | B | -0.05% | |
| EXPD | B | -0.05% | |
| WEN | C | -0.05% | |
| HII | F | -0.05% | |
| RLI | B | -0.04% | |
| FDS | C | -0.04% | |
| MSM | D | -0.04% | |
| LECO | D | -0.04% | |
| GGG | C | -0.04% | |
| POOL | C | -0.04% | |
| LEA | D | -0.04% | |
| HLI | C | -0.04% | |
| MAN | C | -0.04% | |
| TPL | C | -0.04% | |
| VRT | C | -0.04% | |
| TTC | F | -0.04% | |
| MUR | F | -0.04% | |
| PR | F | -0.03% | |
| HEI | C | -0.03% | |
| THO | C | -0.03% | |
| SEE | C | -0.03% | |
| GNTX | D | -0.03% | |
| SEIC | B | -0.03% | |
| LW | D | -0.03% | |
| LSTR | D | -0.03% | |
| MGY | D | -0.03% | |
| ARMK | B | -0.03% | |
| PRI | B | -0.03% | |
| BWA | C | -0.03% | |
| ALSN | B | -0.03% | |
| WST | D | -0.03% | |
| ITT | B | -0.03% | |
| AVT | B | -0.03% | |
| CBT | B | -0.03% | |
| BERY | B | -0.03% | |
| JKHY | B | -0.03% | |
| MKTX | D | -0.03% | |
| DCI | C | -0.03% | |
| FLS | C | -0.03% | |
| WH | B | -0.03% | |
| NEU | D | -0.02% | |
| JBL | C | -0.02% | |
| COLM | C | -0.02% | |
| BSY | C | -0.02% | |
| CHDN | D | -0.02% | |
| NSP | F | -0.02% | |
| WWD | C | -0.02% | |
| AIT | B | -0.02% | |
| HEI | C | -0.02% | |
| TECH | C | -0.02% | |
| RRC | D | -0.02% | |
| MMS | B | -0.02% | |
| HLNE | B | -0.02% | |
| WMS | D | -0.02% | |
| TTEK | C | -0.02% | |
| AMKR | F | -0.02% | |
| TKO | A | -0.02% | |
| SM | F | -0.02% | |
| EXP | B | -0.02% | |
| OLED | D | -0.02% | |
| CASY | D | -0.02% | |
| FIX | B | -0.02% | |
| MORN | C | -0.02% | |
| LPX | B | -0.02% | |
| CW | B | -0.02% | |
| PAYC | D | -0.02% | |
| ASH | F | -0.02% | |
| EHC | B | -0.02% | |
| SIGI | D | -0.02% | |
| TER | C | -0.02% | |
| MTDR | F | -0.02% | |
| UHS | C | -0.02% | |
| OLN | D | -0.02% | |
| RGLD | C | -0.02% | |
| BYD | C | -0.02% | |
| BWXT | A | -0.02% | |
| LPLA | D | -0.02% | |
| FSS | D | -0.01% | |
| HXL | F | -0.01% | |
| NFE | F | -0.01% | |
| MOG.A | B | -0.01% | |
| ASO | D | -0.01% | |
| BCC | C | -0.01% | |
| PVH | D | -0.01% | |
| CNXC | F | -0.01% | |
| COKE | C | -0.01% | |
| AEO | D | -0.01% | |
| LFUS | C | -0.01% | |
| VNT | F | -0.01% | |
| AMG | C | -0.01% | |
| IPAR | D | -0.01% | |
| KNSL | D | -0.01% | |
| H | B | -0.01% | |
| PFSI | C | -0.01% | |
| LEN | B | -0.01% | |
| IBP | C | -0.01% | |
| CHE | C | -0.01% | |
| DLB | D | -0.01% | |
| AAON | B | -0.01% | |
| WCC | C | -0.01% | |
| BRKR | D | -0.01% | |
| UFPI | C | -0.01% | |
| ZWS | B | -0.01% | |
| ORA | B | -0.01% | |
| EXPO | B | -0.01% | |
| SNDR | B | -0.01% | |
| CHX | F | -0.01% | |
| AWI | B | -0.01% | |
| POWI | F | -0.0% | |
| FUL | D | -0.0% | |
| BMI | B | -0.0% |
HELO: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Consumer Electronics
Credit Services
Health Care Plans
Oil & Gas Integrated
Semiconductors
Software - Infrastructure
Specialty Retail
Keywords:
S&P 500
Nasdaq 100
Computing
Hyperscale
Dow Jones Component
Smartphones
Software
Work From Home
Laptop Computer
Mobile Devices
Operating System
Advertising Network
Application Programming Interface
Auction Based Advertising Program
Display Advertising
Display Advertising Network
IBD 50
Maps
Mobile Software
Mobile Wireless Devices
DGRW: Top Represented Industries & Keywords
Industries:
Oil & Gas E&P
Diversified Industrials
Business Services
Capital Markets
Aerospace & Defense
Semiconductors
Specialty Chemicals
Asset Management
Building Materials
Restaurants
Credit Services
Specialty Retail
Insurance - Property & Casualty
Integrated Shipping & Logistics
Auto Parts
Chemicals
Drug Manufacturers - Major
Industrial Distribution
Semiconductor Equipment & Materials
Health Care Plans
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