HELO vs. JPUS ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)
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
JPUS
JPMorgan Diversified Return U.S. Equity ETF
JPUS Description
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser. Holdings in the underlying index are selected by the index provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.Grade (RS Rating)
Last Trade
$122.50
Average Daily Volume
6,905
Number of Holdings
*
355
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | JPUS |
|---|---|---|
| 30 Days | 1.57% | 2.72% |
| 60 Days | 3.39% | 2.86% |
| 90 Days | 4.59% | 5.12% |
| 12 Months | 20.91% | 27.89% |
83 Overlapping Holdings
| Symbol | Grade | Weight in HELO | Weight in JPUS | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.83% | 0.36% | 0.36% | |
| ABBV | D | 1.14% | 0.33% | 0.33% | |
| ABT | B | 0.19% | 0.31% | 0.19% | |
| ACN | C | 0.21% | 0.32% | 0.21% | |
| ADBE | C | 0.18% | 0.05% | 0.05% | |
| ADI | D | 0.72% | 0.35% | 0.35% | |
| AMP | A | 0.2% | 0.29% | 0.2% | |
| ANET | C | 0.15% | 0.47% | 0.15% | |
| AVGO | D | 1.02% | 0.38% | 0.38% | |
| AZO | C | 0.65% | 0.35% | 0.35% | |
| BAC | A | 1.26% | 0.31% | 0.31% | |
| BBY | D | 0.2% | 0.24% | 0.2% | |
| BKNG | A | 0.75% | 0.18% | 0.18% | |
| BMY | B | 0.68% | 0.25% | 0.25% | |
| BRK.A | B | 1.53% | 0.39% | 0.39% | |
| CARR | D | 0.46% | 0.09% | 0.09% | |
| CDNS | B | 0.17% | 0.33% | 0.17% | |
| CHD | B | 0.3% | 0.34% | 0.3% | |
| CHTR | C | 0.25% | 0.4% | 0.25% | |
| CI | F | 0.34% | 0.35% | 0.34% | |
| CMCSA | B | 0.71% | 0.42% | 0.42% | |
| CMS | C | 0.1% | 0.28% | 0.1% | |
| COP | C | 0.81% | 0.28% | 0.28% | |
| CSX | B | 0.41% | 0.13% | 0.13% | |
| CTSH | B | 0.49% | 0.37% | 0.37% | |
| CVX | A | 0.18% | 0.35% | 0.18% | |
| DHR | F | 0.44% | 0.27% | 0.27% | |
| DOW | F | 0.35% | 0.26% | 0.26% | |
| EOG | A | 0.47% | 0.32% | 0.32% | |
| ETN | A | 0.38% | 0.43% | 0.38% | |
| FANG | D | 0.31% | 0.39% | 0.31% | |
| FITB | A | 0.48% | 0.31% | 0.31% | |
| GOOGL | C | 2.09% | 0.11% | 0.11% | |
| HCA | F | 0.11% | 0.34% | 0.11% | |
| HPE | B | 0.18% | 0.3% | 0.18% | |
| INTU | C | 0.51% | 0.36% | 0.36% | |
| KO | D | 0.63% | 0.33% | 0.33% | |
| KVUE | A | 0.26% | 0.39% | 0.26% | |
| LDOS | C | 0.39% | 0.22% | 0.22% | |
| LEN | D | 0.14% | 0.36% | 0.14% | |
| LIN | D | 0.82% | 0.28% | 0.28% | |
| LLY | F | 1.07% | 0.33% | 0.33% | |
| LOW | D | 0.99% | 0.37% | 0.37% | |
| LRCX | F | 0.37% | 0.26% | 0.26% | |
| LYB | F | 0.23% | 0.31% | 0.23% | |
| MAS | D | 0.23% | 0.3% | 0.23% | |
| MCK | B | 0.16% | 0.46% | 0.16% | |
| MDLZ | F | 0.72% | 0.33% | 0.33% | |
| MDT | D | 0.46% | 0.23% | 0.23% | |
| META | D | 2.9% | 0.42% | 0.42% | |
| MMC | B | 0.14% | 0.05% | 0.05% | |
| MNST | C | 0.32% | 0.03% | 0.03% | |
| MO | A | 0.15% | 0.39% | 0.15% | |
| MRK | F | 0.24% | 0.26% | 0.24% | |
| MSFT | F | 7.13% | 0.35% | 0.35% | |
| MSI | B | 0.17% | 0.43% | 0.17% | |
| NRG | B | 0.04% | 0.46% | 0.04% | |
| NUE | C | 0.11% | 0.3% | 0.11% | |
| NVDA | C | 7.8% | 0.45% | 0.45% | |
| ORCL | B | 0.36% | 0.41% | 0.36% | |
| PCAR | B | 0.18% | 0.06% | 0.06% | |
| PEP | F | 0.83% | 0.34% | 0.34% | |
| PFG | D | 0.13% | 0.1% | 0.1% | |
| PG | A | 0.14% | 0.36% | 0.14% | |
| PGR | A | 0.75% | 0.39% | 0.39% | |
| PLD | D | 0.5% | 0.01% | 0.01% | |
| PM | B | 0.32% | 0.39% | 0.32% | |
| REGN | F | 0.45% | 0.26% | 0.26% | |
| ROST | C | 0.44% | 0.23% | 0.23% | |
| SO | D | 0.84% | 0.37% | 0.37% | |
| SYK | C | 0.76% | 0.28% | 0.28% | |
| T | A | 0.18% | 0.4% | 0.18% | |
| TGT | F | 0.14% | 0.24% | 0.14% | |
| TMO | F | 0.89% | 0.15% | 0.15% | |
| TMUS | B | 0.17% | 0.47% | 0.17% | |
| UNH | C | 1.62% | 0.34% | 0.34% | |
| UNP | C | 0.17% | 0.27% | 0.17% | |
| USB | A | 0.33% | 0.11% | 0.11% | |
| VRTX | F | 0.6% | 0.37% | 0.37% | |
| VST | B | 0.1% | 0.64% | 0.1% | |
| VTR | C | 0.39% | 0.25% | 0.25% | |
| WELL | A | 0.27% | 0.4% | 0.27% | |
| XOM | B | 1.43% | 0.41% | 0.41% |
HELO Overweight 78 Positions Relative to JPUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | 4.5% | |
| MA | C | 1.72% | |
| TSLA | B | 1.58% | |
| V | A | 1.49% | |
| GOOG | C | 1.46% | |
| CRM | B | 1.15% | |
| WFC | A | 1.0% | |
| HON | B | 0.98% | |
| TT | A | 0.96% | |
| NOW | A | 0.94% | |
| TXN | C | 0.87% | |
| NEE | D | 0.83% | |
| MCD | D | 0.81% | |
| GS | A | 0.75% | |
| NXPI | D | 0.72% | |
| DE | A | 0.68% | |
| 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% | |
| CMG | B | 0.51% | |
| JNJ | D | 0.51% | |
| OTIS | C | 0.5% | |
| PCG | A | 0.5% | |
| YUM | B | 0.5% | |
| CPAY | A | 0.47% | |
| AMD | F | 0.45% | |
| AON | A | 0.44% | |
| SCHW | B | 0.42% | |
| STX | D | 0.41% | |
| DLR | B | 0.39% | |
| HLT | A | 0.36% | |
| TRV | B | 0.34% | |
| RCL | A | 0.34% | |
| FDX | B | 0.33% | |
| SBAC | D | 0.31% | |
| DIS | B | 0.31% | |
| MET | A | 0.3% | |
| C | A | 0.3% | |
| EXPE | B | 0.29% | |
| TXT | D | 0.29% | |
| BKR | B | 0.24% | |
| BURL | A | 0.24% | |
| IR | B | 0.23% | |
| DAL | C | 0.23% | |
| PPG | F | 0.21% | |
| AXP | A | 0.21% | |
| KKR | A | 0.2% | |
| ELS | C | 0.19% | |
| WDC | D | 0.18% | |
| NOC | D | 0.17% | |
| MLM | B | 0.16% | |
| HUM | C | 0.16% | |
| SQ | B | 0.14% | |
| URI | B | 0.13% | |
| LULU | C | 0.13% | |
| BIIB | F | 0.12% | |
| FICO | B | 0.12% | |
| DASH | A | 0.11% | |
| 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% | |
| BMRN | D | 0.03% | |
| SRPT | D | 0.03% | |
| LKQ | D | 0.02% |
HELO Underweight 272 Positions Relative to JPUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| SYF | B | -0.52% | |
| CIEN | B | -0.52% | |
| UNM | A | -0.51% | |
| TRGP | B | -0.5% | |
| KMI | A | -0.48% | |
| PFGC | B | -0.46% | |
| ETR | B | -0.46% | |
| IP | B | -0.46% | |
| PWR | A | -0.46% | |
| COF | B | -0.45% | |
| USFD | A | -0.44% | |
| TAP | C | -0.43% | |
| KR | B | -0.43% | |
| GWW | B | -0.43% | |
| FCNCA | A | -0.43% | |
| GRMN | B | -0.43% | |
| CEG | D | -0.42% | |
| ALSN | B | -0.42% | |
| APH | A | -0.42% | |
| INGR | B | -0.42% | |
| TOL | B | -0.42% | |
| CMI | A | -0.42% | |
| UTHR | C | -0.42% | |
| CSCO | B | -0.41% | |
| JLL | D | -0.41% | |
| WMB | A | -0.41% | |
| CLH | B | -0.41% | |
| WM | A | -0.41% | |
| SPG | B | -0.41% | |
| NI | A | -0.41% | |
| CASY | A | -0.41% | |
| PEG | A | -0.41% | |
| RSG | A | -0.4% | |
| VLO | C | -0.4% | |
| HST | C | -0.4% | |
| THC | D | -0.4% | |
| HIG | B | -0.39% | |
| PH | A | -0.39% | |
| IRM | D | -0.39% | |
| PNW | B | -0.39% | |
| LAMR | D | -0.39% | |
| PPL | B | -0.39% | |
| COR | B | -0.39% | |
| FAST | B | -0.39% | |
| PHM | D | -0.38% | |
| RS | B | -0.38% | |
| VZ | C | -0.38% | |
| JNPR | F | -0.38% | |
| AM | A | -0.38% | |
| OHI | C | -0.38% | |
| AFL | B | -0.38% | |
| REG | B | -0.38% | |
| K | A | -0.38% | |
| STLD | B | -0.38% | |
| NVR | D | -0.38% | |
| TSN | B | -0.37% | |
| ESS | B | -0.37% | |
| SRE | A | -0.37% | |
| DVA | B | -0.37% | |
| ORLY | B | -0.37% | |
| FYBR | D | -0.37% | |
| MRO | B | -0.37% | |
| BRX | A | -0.37% | |
| CAH | B | -0.36% | |
| NXST | C | -0.36% | |
| DGX | A | -0.36% | |
| GD | F | -0.36% | |
| HRB | D | -0.36% | |
| OGE | B | -0.36% | |
| EIX | B | -0.36% | |
| SCCO | F | -0.36% | |
| DUK | C | -0.36% | |
| LMT | D | -0.36% | |
| XEL | A | -0.36% | |
| MPC | D | -0.36% | |
| SYY | B | -0.36% | |
| CVS | D | -0.36% | |
| DKS | C | -0.36% | |
| GILD | C | -0.35% | |
| MTG | C | -0.35% | |
| HUBB | B | -0.35% | |
| FNF | B | -0.35% | |
| CTRA | B | -0.35% | |
| PSX | C | -0.35% | |
| AMGN | D | -0.35% | |
| CUBE | D | -0.35% | |
| CLX | B | -0.35% | |
| POST | C | -0.35% | |
| HRL | D | -0.35% | |
| ADM | D | -0.34% | |
| PSA | D | -0.34% | |
| D | C | -0.34% | |
| PAG | B | -0.34% | |
| ITW | B | -0.34% | |
| KHC | F | -0.34% | |
| TJX | A | -0.34% | |
| GLPI | C | -0.34% | |
| FE | C | -0.34% | |
| ED | D | -0.34% | |
| WEC | A | -0.34% | |
| BG | F | -0.34% | |
| LNG | B | -0.34% | |
| TSCO | D | -0.34% | |
| KMB | D | -0.34% | |
| BLDR | D | -0.34% | |
| OC | A | -0.34% | |
| EVRG | A | -0.34% | |
| CPB | D | -0.33% | |
| VICI | C | -0.33% | |
| GIS | D | -0.33% | |
| HBAN | A | -0.33% | |
| UHS | D | -0.33% | |
| X | C | -0.33% | |
| DHI | D | -0.33% | |
| KIM | A | -0.33% | |
| BAH | F | -0.32% | |
| WLK | D | -0.32% | |
| CAG | D | -0.32% | |
| KLAC | D | -0.32% | |
| IT | C | -0.32% | |
| EMN | D | -0.32% | |
| CL | D | -0.32% | |
| CF | B | -0.32% | |
| NTAP | C | -0.31% | |
| ACI | C | -0.31% | |
| AMAT | F | -0.31% | |
| ACGL | D | -0.31% | |
| EXC | C | -0.31% | |
| UGI | A | -0.31% | |
| WY | D | -0.31% | |
| AEP | D | -0.31% | |
| WSM | B | -0.31% | |
| AVB | B | -0.31% | |
| STZ | D | -0.31% | |
| QCOM | F | -0.3% | |
| DTE | C | -0.3% | |
| AOS | F | -0.3% | |
| IBM | C | -0.3% | |
| PKG | A | -0.3% | |
| ESI | A | -0.3% | |
| NFG | A | -0.3% | |
| CTVA | C | -0.3% | |
| JEF | A | -0.3% | |
| ORI | A | -0.3% | |
| ECL | D | -0.29% | |
| LH | C | -0.28% | |
| CAT | B | -0.28% | |
| HOLX | D | -0.28% | |
| GNTX | C | -0.28% | |
| EG | C | -0.28% | |
| RPM | A | -0.28% | |
| ZTS | D | -0.27% | |
| SPB | C | -0.27% | |
| WST | C | -0.27% | |
| CB | C | -0.27% | |
| HSY | F | -0.26% | |
| OLN | D | -0.26% | |
| KDP | D | -0.26% | |
| ELV | F | -0.26% | |
| AVY | D | -0.26% | |
| DINO | D | -0.26% | |
| FCX | D | -0.25% | |
| STE | F | -0.25% | |
| MSM | C | -0.25% | |
| CBOE | B | -0.25% | |
| ITT | A | -0.24% | |
| SAM | C | -0.24% | |
| PK | B | -0.24% | |
| ALLY | C | -0.24% | |
| SNX | C | -0.24% | |
| DRI | B | -0.24% | |
| DOX | D | -0.24% | |
| BRBR | A | -0.24% | |
| RVTY | F | -0.23% | |
| PR | B | -0.23% | |
| APO | B | -0.23% | |
| STAG | F | -0.23% | |
| VTRS | A | -0.23% | |
| GEHC | F | -0.22% | |
| OMF | A | -0.22% | |
| IFF | D | -0.21% | |
| FLO | D | -0.21% | |
| EXP | A | -0.21% | |
| COKE | C | -0.21% | |
| WPC | D | -0.21% | |
| PPC | C | -0.21% | |
| CNM | D | -0.21% | |
| BPOP | B | -0.21% | |
| MAA | B | -0.21% | |
| SJM | D | -0.21% | |
| GAP | C | -0.2% | |
| EQR | B | -0.2% | |
| CE | F | -0.2% | |
| F | C | -0.19% | |
| EA | A | -0.19% | |
| BDX | F | -0.19% | |
| MEDP | D | -0.19% | |
| TKR | D | -0.19% | |
| ASH | D | -0.19% | |
| R | B | -0.18% | |
| NEM | D | -0.18% | |
| CLF | F | -0.18% | |
| STWD | C | -0.18% | |
| SCI | B | -0.18% | |
| M | D | -0.18% | |
| NEU | C | -0.18% | |
| CSL | C | -0.17% | |
| MOS | F | -0.17% | |
| UI | A | -0.17% | |
| RGA | A | -0.17% | |
| EPR | D | -0.17% | |
| RHI | B | -0.17% | |
| CPT | B | -0.17% | |
| DTM | B | -0.17% | |
| CCI | D | -0.16% | |
| FR | C | -0.16% | |
| HUN | F | -0.16% | |
| ATO | A | -0.16% | |
| NNN | D | -0.16% | |
| KRC | C | -0.16% | |
| CHE | D | -0.16% | |
| HIW | D | -0.15% | |
| IPG | D | -0.15% | |
| CACI | D | -0.14% | |
| SWKS | F | -0.14% | |
| MOH | F | -0.14% | |
| STT | A | -0.13% | |
| DFS | B | -0.13% | |
| FBIN | D | -0.12% | |
| WRB | A | -0.12% | |
| VIRT | B | -0.12% | |
| SLM | A | -0.11% | |
| VVV | F | -0.11% | |
| WU | D | -0.11% | |
| DVN | F | -0.1% | |
| CRUS | D | -0.1% | |
| OXY | D | -0.1% | |
| SMG | D | -0.1% | |
| PRU | A | -0.1% | |
| LOPE | B | -0.09% | |
| FRT | B | -0.09% | |
| RF | A | -0.09% | |
| RGLD | C | -0.08% | |
| SAIC | F | -0.08% | |
| LPX | B | -0.08% | |
| TNL | A | -0.07% | |
| CFG | B | -0.07% | |
| RBC | A | -0.07% | |
| GEN | B | -0.07% | |
| RMD | C | -0.07% | |
| DLB | B | -0.06% | |
| NKE | D | -0.06% | |
| AFG | A | -0.06% | |
| KEY | B | -0.06% | |
| EGP | F | -0.06% | |
| IRDM | D | -0.06% | |
| AGO | B | -0.05% | |
| NSA | D | -0.05% | |
| CBRE | B | -0.05% | |
| CWEN | C | -0.05% | |
| RRC | B | -0.05% | |
| VLTO | D | -0.04% | |
| SSNC | B | -0.04% | |
| LSTR | D | -0.04% | |
| CRI | D | -0.03% | |
| FTRE | D | -0.03% | |
| HOG | D | -0.03% | |
| LEG | F | -0.02% | |
| IDA | A | -0.02% | |
| KSS | F | -0.01% | |
| SON | D | -0.01% | |
| ROKU | D | -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
JPUS: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Packaged Foods
Oil & Gas E&P
Specialty Chemicals
Banks - Regional - US
Information Technology Services
REIT - Industrial
REIT - Retail
Communication Equipment
Credit Services
Diagnostics & Research
Drug Manufacturers - Major
Household & Personal Products
REIT - Diversified
Semiconductors
Specialty Retail
Utilities - Diversified
Beverages - Soft Drinks
Building Materials
Chemicals
Compare ETFs
