HELO vs. GSUS ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Goldman Sachs MarketBeta U.S. Equity ETF (GSUS)
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
GSUS
Goldman Sachs MarketBeta U.S. Equity ETF
GSUS Description
The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Solactive GBS United States Large & Mid Cap Index. The fund invests at least 80% of its assets in securities included in its underlying index, in depositary receipts representing securities included in its underlying index and in underlying stocks in respect of depositary receipts included in its underlying index. The index consists of equity securities of large and mid-capitalization equity issuers covering approximately the largest 85% of the free-float market capitalization in the United States.Grade (RS Rating)
Last Trade
$82.16
Average Daily Volume
123,683
Number of Holdings
*
449
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | GSUS |
|---|---|---|
| 30 Days | 1.57% | 3.38% |
| 60 Days | 3.39% | 4.89% |
| 90 Days | 4.59% | 6.69% |
| 12 Months | 20.91% | 32.27% |
152 Overlapping Holdings
| Symbol | Grade | Weight in HELO | Weight in GSUS | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.83% | 6.79% | 6.79% | |
| ABBV | D | 1.14% | 0.59% | 0.59% | |
| ABT | B | 0.19% | 0.41% | 0.19% | |
| ACN | C | 0.21% | 0.45% | 0.21% | |
| ADBE | C | 0.18% | 0.44% | 0.18% | |
| ADI | D | 0.72% | 0.21% | 0.21% | |
| AMD | F | 0.45% | 0.45% | 0.45% | |
| AME | A | 0.06% | 0.09% | 0.06% | |
| AMP | A | 0.2% | 0.11% | 0.11% | |
| AMZN | C | 4.5% | 3.85% | 3.85% | |
| ANET | C | 0.15% | 0.18% | 0.15% | |
| AON | A | 0.44% | 0.15% | 0.15% | |
| APTV | D | 0.1% | 0.03% | 0.03% | |
| AVGO | D | 1.02% | 1.52% | 1.02% | |
| AXP | A | 0.21% | 0.32% | 0.21% | |
| AZO | C | 0.65% | 0.1% | 0.1% | |
| BAC | A | 1.26% | 0.63% | 0.63% | |
| BAX | D | 0.06% | 0.03% | 0.03% | |
| BBY | D | 0.2% | 0.03% | 0.03% | |
| BIIB | F | 0.12% | 0.05% | 0.05% | |
| BKNG | A | 0.75% | 0.33% | 0.33% | |
| BKR | B | 0.24% | 0.09% | 0.09% | |
| BMY | B | 0.68% | 0.24% | 0.24% | |
| BRK.A | B | 1.53% | 1.24% | 1.24% | |
| BSX | B | 0.52% | 0.27% | 0.27% | |
| C | A | 0.3% | 0.26% | 0.26% | |
| CARR | D | 0.46% | 0.13% | 0.13% | |
| CDNS | B | 0.17% | 0.16% | 0.16% | |
| CHD | B | 0.3% | 0.05% | 0.05% | |
| CHTR | C | 0.25% | 0.07% | 0.07% | |
| CI | F | 0.34% | 0.18% | 0.18% | |
| CMCSA | B | 0.71% | 0.33% | 0.33% | |
| CME | A | 0.59% | 0.17% | 0.17% | |
| CMG | B | 0.51% | 0.16% | 0.16% | |
| CMS | C | 0.1% | 0.04% | 0.04% | |
| COP | C | 0.81% | 0.26% | 0.26% | |
| COST | B | 0.53% | 0.83% | 0.53% | |
| CPAY | A | 0.47% | 0.05% | 0.05% | |
| CRM | B | 1.15% | 0.6% | 0.6% | |
| CSX | B | 0.41% | 0.14% | 0.14% | |
| CTSH | B | 0.49% | 0.08% | 0.08% | |
| CVX | A | 0.18% | 0.55% | 0.18% | |
| DAL | C | 0.23% | 0.08% | 0.08% | |
| DASH | A | 0.11% | 0.11% | 0.11% | |
| DE | A | 0.68% | 0.2% | 0.2% | |
| DHR | F | 0.44% | 0.3% | 0.3% | |
| DIS | B | 0.31% | 0.41% | 0.31% | |
| DLR | B | 0.39% | 0.12% | 0.12% | |
| DOW | F | 0.35% | 0.06% | 0.06% | |
| EL | F | 0.05% | 0.03% | 0.03% | |
| EOG | A | 0.47% | 0.15% | 0.15% | |
| EQIX | A | 0.07% | 0.17% | 0.07% | |
| ETN | A | 0.38% | 0.29% | 0.29% | |
| EXPE | B | 0.29% | 0.05% | 0.05% | |
| FANG | D | 0.31% | 0.06% | 0.06% | |
| FDX | B | 0.33% | 0.13% | 0.13% | |
| FICO | B | 0.12% | 0.11% | 0.11% | |
| FIS | C | 0.52% | 0.09% | 0.09% | |
| FITB | A | 0.48% | 0.06% | 0.06% | |
| GOOG | C | 1.46% | 1.88% | 1.46% | |
| GOOGL | C | 2.09% | 2.09% | 2.09% | |
| GS | A | 0.75% | 0.37% | 0.37% | |
| HCA | F | 0.11% | 0.13% | 0.11% | |
| HLT | A | 0.36% | 0.12% | 0.12% | |
| HON | B | 0.98% | 0.3% | 0.3% | |
| HPE | B | 0.18% | 0.06% | 0.06% | |
| HUM | C | 0.16% | 0.07% | 0.07% | |
| HWM | A | 0.62% | 0.09% | 0.09% | |
| INTU | C | 0.51% | 0.35% | 0.35% | |
| IR | B | 0.23% | 0.08% | 0.08% | |
| JNJ | D | 0.51% | 0.74% | 0.51% | |
| KKR | A | 0.2% | 0.21% | 0.2% | |
| KO | D | 0.63% | 0.49% | 0.49% | |
| KVUE | A | 0.26% | 0.09% | 0.09% | |
| LDOS | C | 0.39% | 0.04% | 0.04% | |
| LEN | D | 0.14% | 0.08% | 0.08% | |
| LEN | D | 0.14% | 0.0% | 0.0% | |
| LIN | D | 0.82% | 0.43% | 0.43% | |
| LLY | F | 1.07% | 1.25% | 1.07% | |
| LOW | D | 0.99% | 0.3% | 0.3% | |
| LRCX | F | 0.37% | 0.18% | 0.18% | |
| LULU | C | 0.13% | 0.07% | 0.07% | |
| LYB | F | 0.23% | 0.04% | 0.04% | |
| MA | C | 1.72% | 0.86% | 0.86% | |
| MAS | D | 0.23% | 0.03% | 0.03% | |
| MCD | D | 0.81% | 0.42% | 0.42% | |
| MCK | B | 0.16% | 0.16% | 0.16% | |
| MDLZ | F | 0.72% | 0.17% | 0.17% | |
| MDT | D | 0.46% | 0.22% | 0.22% | |
| MET | A | 0.3% | 0.1% | 0.1% | |
| META | D | 2.9% | 2.45% | 2.45% | |
| MLM | B | 0.16% | 0.07% | 0.07% | |
| MMC | B | 0.14% | 0.22% | 0.14% | |
| MNST | C | 0.32% | 0.08% | 0.08% | |
| MO | A | 0.15% | 0.19% | 0.15% | |
| MRK | F | 0.24% | 0.49% | 0.24% | |
| MRVL | B | 0.06% | 0.15% | 0.06% | |
| MSFT | F | 7.13% | 6.15% | 6.15% | |
| MSI | B | 0.17% | 0.16% | 0.16% | |
| MU | D | 0.57% | 0.22% | 0.22% | |
| NEE | D | 0.83% | 0.32% | 0.32% | |
| NOC | D | 0.17% | 0.14% | 0.14% | |
| NOW | A | 0.94% | 0.42% | 0.42% | |
| NUE | C | 0.11% | 0.07% | 0.07% | |
| NVDA | C | 7.8% | 6.96% | 6.96% | |
| ORCL | B | 0.36% | 0.61% | 0.36% | |
| OTIS | C | 0.5% | 0.08% | 0.08% | |
| PCAR | B | 0.18% | 0.11% | 0.11% | |
| PCG | A | 0.5% | 0.09% | 0.09% | |
| PEP | F | 0.83% | 0.43% | 0.43% | |
| PFG | D | 0.13% | 0.04% | 0.04% | |
| PG | A | 0.14% | 0.81% | 0.14% | |
| PGR | A | 0.75% | 0.3% | 0.3% | |
| PLD | D | 0.5% | 0.21% | 0.21% | |
| PM | B | 0.32% | 0.41% | 0.32% | |
| PPG | F | 0.21% | 0.06% | 0.06% | |
| RCL | A | 0.34% | 0.1% | 0.1% | |
| REGN | F | 0.45% | 0.16% | 0.16% | |
| ROST | C | 0.44% | 0.09% | 0.09% | |
| SBAC | D | 0.31% | 0.05% | 0.05% | |
| SCHW | B | 0.42% | 0.24% | 0.24% | |
| SO | D | 0.84% | 0.19% | 0.19% | |
| SQ | B | 0.14% | 0.1% | 0.1% | |
| STX | D | 0.41% | 0.04% | 0.04% | |
| SYK | C | 0.76% | 0.25% | 0.25% | |
| T | A | 0.18% | 0.33% | 0.18% | |
| TDG | D | 0.52% | 0.14% | 0.14% | |
| TFC | A | 0.56% | 0.12% | 0.12% | |
| TGT | F | 0.14% | 0.14% | 0.14% | |
| TMO | F | 0.89% | 0.39% | 0.39% | |
| TMUS | B | 0.17% | 0.23% | 0.17% | |
| TRV | B | 0.34% | 0.12% | 0.12% | |
| TSLA | B | 1.58% | 1.93% | 1.58% | |
| TT | A | 0.96% | 0.19% | 0.19% | |
| TXN | C | 0.87% | 0.37% | 0.37% | |
| TXT | D | 0.29% | 0.03% | 0.03% | |
| UBER | D | 0.58% | 0.28% | 0.28% | |
| UNH | C | 1.62% | 1.07% | 1.07% | |
| UNP | C | 0.17% | 0.29% | 0.17% | |
| UPS | C | 0.54% | 0.19% | 0.19% | |
| URI | B | 0.13% | 0.11% | 0.11% | |
| USB | A | 0.33% | 0.15% | 0.15% | |
| V | A | 1.49% | 1.05% | 1.05% | |
| VRTX | F | 0.6% | 0.23% | 0.23% | |
| VST | B | 0.1% | 0.11% | 0.1% | |
| VTR | C | 0.39% | 0.05% | 0.05% | |
| WDC | D | 0.18% | 0.04% | 0.04% | |
| WELL | A | 0.27% | 0.17% | 0.17% | |
| WFC | A | 1.0% | 0.5% | 0.5% | |
| WMG | C | 0.1% | 0.01% | 0.01% | |
| XOM | B | 1.43% | 1.06% | 1.06% | |
| YUM | B | 0.5% | 0.07% | 0.07% |
HELO Underweight 297 Positions Relative to GSUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -1.38% | |
| HD | A | -0.81% | |
| WMT | A | -0.76% | |
| NFLX | A | -0.73% | |
| CSCO | B | -0.46% | |
| GE | D | -0.39% | |
| IBM | C | -0.39% | |
| ISRG | A | -0.38% | |
| QCOM | F | -0.37% | |
| CAT | B | -0.37% | |
| VZ | C | -0.36% | |
| MS | A | -0.33% | |
| SPGI | C | -0.32% | |
| RTX | C | -0.32% | |
| AMGN | D | -0.3% | |
| BLK | C | -0.3% | |
| PFE | D | -0.29% | |
| AMAT | F | -0.28% | |
| BX | A | -0.27% | |
| TJX | A | -0.27% | |
| FI | A | -0.25% | |
| PLTR | B | -0.25% | |
| PANW | C | -0.25% | |
| LMT | D | -0.25% | |
| ADP | B | -0.24% | |
| CB | C | -0.23% | |
| SBUX | A | -0.22% | |
| GILD | C | -0.22% | |
| INTC | D | -0.21% | |
| GEV | B | -0.19% | |
| AMT | D | -0.19% | |
| NKE | D | -0.18% | |
| DUK | C | -0.18% | |
| PH | A | -0.18% | |
| WM | A | -0.18% | |
| ICE | C | -0.18% | |
| MELI | D | -0.18% | |
| ELV | F | -0.18% | |
| SNPS | B | -0.17% | |
| KLAC | D | -0.17% | |
| APH | A | -0.17% | |
| BA | F | -0.17% | |
| PYPL | B | -0.17% | |
| SHW | A | -0.17% | |
| ITW | B | -0.16% | |
| ZTS | D | -0.16% | |
| CRWD | B | -0.16% | |
| PNC | B | -0.16% | |
| CEG | D | -0.15% | |
| EMR | A | -0.15% | |
| MCO | B | -0.15% | |
| CTAS | B | -0.15% | |
| CL | D | -0.15% | |
| APO | B | -0.14% | |
| COF | B | -0.14% | |
| ORLY | B | -0.14% | |
| CVS | D | -0.14% | |
| MMM | D | -0.14% | |
| WMB | A | -0.14% | |
| APD | A | -0.14% | |
| APP | B | -0.14% | |
| FCX | D | -0.13% | |
| AJG | B | -0.13% | |
| GD | F | -0.13% | |
| COIN | C | -0.13% | |
| BDX | F | -0.13% | |
| OKE | A | -0.13% | |
| ADSK | A | -0.13% | |
| MAR | B | -0.13% | |
| SPOT | B | -0.13% | |
| BK | A | -0.12% | |
| ROP | B | -0.12% | |
| NSC | B | -0.12% | |
| SPG | B | -0.12% | |
| SRE | A | -0.12% | |
| SLB | C | -0.12% | |
| GM | B | -0.12% | |
| ECL | D | -0.12% | |
| TTD | B | -0.11% | |
| PSA | D | -0.11% | |
| MPC | D | -0.11% | |
| WDAY | B | -0.11% | |
| PSX | C | -0.11% | |
| KMI | A | -0.11% | |
| FTNT | C | -0.11% | |
| AFL | B | -0.11% | |
| JCI | C | -0.11% | |
| ABNB | C | -0.11% | |
| PWR | A | -0.1% | |
| CPRT | A | -0.1% | |
| VRT | B | -0.1% | |
| D | C | -0.1% | |
| AIG | B | -0.1% | |
| CMI | A | -0.1% | |
| NEM | D | -0.1% | |
| LNG | B | -0.1% | |
| O | D | -0.1% | |
| AEP | D | -0.1% | |
| ALL | A | -0.1% | |
| GWW | B | -0.1% | |
| DFS | B | -0.09% | |
| F | C | -0.09% | |
| RSG | A | -0.09% | |
| PRU | A | -0.09% | |
| PEG | A | -0.09% | |
| CCI | D | -0.09% | |
| PAYX | C | -0.09% | |
| VLO | C | -0.09% | |
| KMB | D | -0.09% | |
| LHX | C | -0.09% | |
| MSCI | C | -0.09% | |
| FLUT | A | -0.09% | |
| FAST | B | -0.09% | |
| DHI | D | -0.09% | |
| STZ | D | -0.08% | |
| XEL | A | -0.08% | |
| EXC | C | -0.08% | |
| KR | B | -0.08% | |
| IT | C | -0.08% | |
| TEAM | A | -0.08% | |
| EA | A | -0.08% | |
| DDOG | A | -0.08% | |
| ODFL | B | -0.08% | |
| HES | B | -0.08% | |
| VRSK | A | -0.08% | |
| CBRE | B | -0.08% | |
| DELL | C | -0.08% | |
| CTVA | C | -0.08% | |
| SNOW | C | -0.08% | |
| COR | B | -0.08% | |
| EW | C | -0.08% | |
| AVB | B | -0.07% | |
| EIX | B | -0.07% | |
| NDAQ | A | -0.07% | |
| HUBS | A | -0.07% | |
| VICI | C | -0.07% | |
| ED | D | -0.07% | |
| KDP | D | -0.07% | |
| IRM | D | -0.07% | |
| ACGL | D | -0.07% | |
| IQV | D | -0.07% | |
| IDXX | F | -0.07% | |
| EXR | D | -0.07% | |
| HIG | B | -0.07% | |
| RMD | C | -0.07% | |
| GIS | D | -0.07% | |
| MCHP | D | -0.07% | |
| WAB | B | -0.07% | |
| OXY | D | -0.07% | |
| GEHC | F | -0.07% | |
| MTB | A | -0.07% | |
| A | D | -0.07% | |
| HPQ | B | -0.07% | |
| GLW | B | -0.07% | |
| SYY | B | -0.07% | |
| VMC | B | -0.07% | |
| HAL | C | -0.06% | |
| DOV | A | -0.06% | |
| MPWR | F | -0.06% | |
| CVNA | B | -0.06% | |
| STT | A | -0.06% | |
| NET | B | -0.06% | |
| ON | D | -0.06% | |
| CAH | B | -0.06% | |
| XYL | D | -0.06% | |
| ALNY | D | -0.06% | |
| CSGP | D | -0.06% | |
| ANSS | B | -0.06% | |
| GPN | B | -0.06% | |
| DXCM | D | -0.06% | |
| EBAY | D | -0.06% | |
| EFX | F | -0.06% | |
| TSCO | D | -0.06% | |
| RJF | A | -0.06% | |
| DD | D | -0.06% | |
| UAL | A | -0.06% | |
| CNC | D | -0.06% | |
| VEEV | C | -0.06% | |
| ARES | A | -0.06% | |
| WEC | A | -0.06% | |
| TTWO | A | -0.06% | |
| ETR | B | -0.06% | |
| WTW | B | -0.06% | |
| GRMN | B | -0.06% | |
| ROK | B | -0.06% | |
| WY | D | -0.05% | |
| WST | C | -0.05% | |
| FE | C | -0.05% | |
| IFF | D | -0.05% | |
| ZBH | C | -0.05% | |
| CINF | A | -0.05% | |
| CDW | F | -0.05% | |
| AEE | A | -0.05% | |
| RF | A | -0.05% | |
| KHC | F | -0.05% | |
| DVN | F | -0.05% | |
| MTD | D | -0.05% | |
| DTE | C | -0.05% | |
| HSY | F | -0.05% | |
| CCL | B | -0.05% | |
| NVR | D | -0.05% | |
| NTAP | C | -0.05% | |
| PPL | B | -0.05% | |
| HBAN | A | -0.05% | |
| EQR | B | -0.05% | |
| SYF | B | -0.05% | |
| TROW | B | -0.05% | |
| RBLX | C | -0.05% | |
| ADM | D | -0.05% | |
| FTV | C | -0.05% | |
| CPNG | D | -0.05% | |
| BR | A | -0.05% | |
| KEYS | A | -0.05% | |
| AWK | D | -0.05% | |
| PHM | D | -0.05% | |
| PINS | D | -0.04% | |
| TSN | B | -0.04% | |
| KEY | B | -0.04% | |
| DGX | A | -0.04% | |
| LVS | C | -0.04% | |
| WRB | A | -0.04% | |
| HOLX | D | -0.04% | |
| SNA | A | -0.04% | |
| MAA | B | -0.04% | |
| BALL | D | -0.04% | |
| TRU | D | -0.04% | |
| IBKR | A | -0.04% | |
| MKC | D | -0.04% | |
| ZS | C | -0.04% | |
| ESS | B | -0.04% | |
| OMC | C | -0.04% | |
| LUV | C | -0.04% | |
| DRI | B | -0.04% | |
| INVH | D | -0.04% | |
| ZBRA | B | -0.04% | |
| CTRA | B | -0.04% | |
| LYV | A | -0.04% | |
| CNP | B | -0.04% | |
| IP | B | -0.04% | |
| DKNG | B | -0.04% | |
| LH | C | -0.04% | |
| MDB | C | -0.04% | |
| WAT | B | -0.04% | |
| ZM | B | -0.04% | |
| CLX | B | -0.04% | |
| K | A | -0.04% | |
| STE | F | -0.04% | |
| PKG | A | -0.04% | |
| WBD | C | -0.04% | |
| ILMN | D | -0.04% | |
| CFG | B | -0.04% | |
| ES | D | -0.04% | |
| CBOE | B | -0.04% | |
| MKL | A | -0.04% | |
| ATO | A | -0.04% | |
| NTRS | A | -0.04% | |
| CAG | D | -0.03% | |
| ARM | D | -0.03% | |
| AVTR | F | -0.03% | |
| AKAM | D | -0.03% | |
| SWKS | F | -0.03% | |
| DLTR | F | -0.03% | |
| SMCI | F | -0.03% | |
| AMCR | D | -0.03% | |
| ROL | B | -0.03% | |
| JBHT | C | -0.03% | |
| DOC | D | -0.03% | |
| L | A | -0.03% | |
| VRSN | F | -0.03% | |
| DPZ | C | -0.03% | |
| LNT | A | -0.03% | |
| FNF | B | -0.03% | |
| SSNC | B | -0.03% | |
| TER | D | -0.03% | |
| ALGN | D | -0.03% | |
| GEN | B | -0.03% | |
| ARE | D | -0.03% | |
| ULTA | F | -0.03% | |
| GPC | D | -0.03% | |
| DG | F | -0.03% | |
| EXPD | D | -0.03% | |
| TRMB | B | -0.03% | |
| CE | F | -0.02% | |
| ENPH | F | -0.02% | |
| CPB | D | -0.02% | |
| HRL | D | -0.02% | |
| SCCO | F | -0.02% | |
| DOX | D | -0.02% | |
| RPRX | D | -0.02% | |
| FOXA | B | -0.02% | |
| SNAP | C | -0.02% | |
| EG | C | -0.02% | |
| MRNA | F | -0.02% | |
| AGR | B | -0.01% | |
| GFS | C | -0.01% | |
| FOX | A | -0.01% | |
| RKT | F | -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
GSUS: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Semiconductors
Business Services
Diversified Industrials
Diagnostics & Research
Asset Management
Specialty Retail
Banks - Regional - US
Drug Manufacturers - Major
Capital Markets
Insurance - Property & Casualty
Software - Infrastructure
Aerospace & Defense
Credit Services
Household & Personal Products
Internet Content & Information
Medical Devices
Medical Instruments & Supplies
Oil & Gas E&P
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