HELO vs. JUST ETF Comparison

Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Goldman Sachs JUST U.S. Large Cap Equity ETF (JUST)
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
JUST

Goldman Sachs JUST U.S. Large Cap Equity ETF

JUST Description The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Goldman Sachs ActiveBeta® U.S. Small Cap Equity Index. The fund invests at least 80% of its assets in securities included in its index. The index is designed to deliver exposure to equity securities of small-capitalization U.S. issuers. The index is constructed using the patented ActiveBeta® Portfolio Construction Methodology, which was developed to provide exposure to the "factors" that are commonly tied to a stock's outperformance relative to market returns. These factors include value, momentum, quality and low volatility.

Grade (RS Rating)

Last Trade

$81.44

Average Daily Volume

4,413

Number of Holdings *

451

* may have additional holdings in another (foreign) market
Performance
Period HELO JUST
30 Days 1.99% 2.31%
60 Days 4.19% 4.68%
90 Days 4.20% 4.53%
12 Months 35.26%
9 Overlapping Holdings
Symbol Grade Weight in HELO Weight in JUST Overlap
AAPL C 7.29% 7.44% 7.29%
AMZN C 3.96% 4.87% 3.96%
GOOG D 1.55% 1.81% 1.55%
GOOGL D 2.03% 2.15% 2.03%
MA B 1.67% 1.07% 1.07%
MSFT C 7.27% 7.21% 7.21%
NVDA C 6.66% 6.53% 6.53%
UNH C 1.67% 1.22% 1.22%
XOM D 1.49% 1.25% 1.25%
HELO Overweight 1 Positions Relative to JUST
Symbol Grade Weight
META B 2.81%
HELO Underweight 442 Positions Relative to JUST
Symbol Grade Weight
AVGO C -1.82%
JPM D -1.8%
LLY D -1.68%
V C -1.13%
COST C -1.09%
HD B -1.08%
PG C -1.07%
WMT B -0.95%
BAC D -0.8%
ABBV B -0.78%
KO B -0.73%
MRK F -0.66%
LIN B -0.62%
AMD C -0.61%
PEP D -0.61%
CVX F -0.6%
CRM C -0.58%
ACN C -0.58%
TMO B -0.55%
GE C -0.53%
ADBE F -0.51%
CAT B -0.5%
CSCO B -0.49%
NEE B -0.49%
SPGI C -0.48%
DIS D -0.48%
GS B -0.47%
IBM B -0.46%
ABT C -0.45%
PGR C -0.44%
TXN B -0.43%
QCOM D -0.43%
VZ A -0.43%
BLK B -0.42%
LOW B -0.42%
RTX B -0.42%
UBER C -0.42%
PLD C -0.41%
NOW C -0.41%
DHR B -0.41%
AMGN D -0.4%
AXP B -0.4%
ISRG C -0.4%
BKNG B -0.4%
INTU D -0.39%
UNP D -0.39%
AMAT D -0.39%
PFE D -0.38%
AMT C -0.38%
TJX C -0.37%
T B -0.36%
CMCSA C -0.36%
MS B -0.36%
ETN C -0.35%
C C -0.35%
HON C -0.35%
MMC C -0.33%
LMT A -0.32%
SBUX C -0.3%
SYK C -0.3%
EQIX B -0.29%
COP F -0.29%
ADP C -0.29%
NKE D -0.29%
VRTX D -0.28%
ELV D -0.28%
BSX B -0.28%
SCHW D -0.28%
MDT B -0.27%
ICE C -0.27%
MU D -0.27%
DE A -0.27%
DUK B -0.26%
UPS D -0.26%
ADI C -0.26%
MDLZ C -0.26%
LRCX D -0.25%
REGN D -0.25%
BA F -0.24%
SHW B -0.24%
GILD B -0.24%
WM D -0.24%
INTC D -0.23%
TMUS B -0.23%
TT B -0.23%
PANW D -0.23%
CEG C -0.23%
BMY C -0.23%
CME B -0.23%
PYPL B -0.22%
PNC C -0.22%
CMG D -0.22%
CI C -0.22%
CL C -0.22%
MCO C -0.22%
ZTS B -0.21%
USB C -0.21%
TGT C -0.2%
CVS D -0.2%
FCX C -0.2%
AON B -0.2%
MMM B -0.2%
NOC B -0.19%
CCI C -0.18%
HCA B -0.18%
CARR B -0.18%
GEV B -0.18%
APD B -0.18%
DLR B -0.18%
AFL A -0.18%
CDNS D -0.17%
TFC D -0.17%
ECL B -0.17%
NEM C -0.17%
CSX C -0.17%
SNPS F -0.17%
MAR B -0.16%
HLT B -0.16%
BDX D -0.16%
BK B -0.16%
FDX D -0.16%
EMR D -0.16%
TRV C -0.16%
MCK F -0.16%
COF B -0.15%
ALL C -0.15%
SRE B -0.15%
AEP C -0.15%
ABNB D -0.15%
JCI B -0.14%
D C -0.14%
GM C -0.14%
URI B -0.14%
MRVL D -0.14%
MPC F -0.14%
AMP B -0.14%
AIG D -0.14%
MET B -0.14%
KMB C -0.13%
OKE C -0.13%
MSCI C -0.13%
ADSK B -0.13%
PRU C -0.13%
CBRE B -0.13%
WMB C -0.13%
CMI B -0.12%
WDAY D -0.12%
ACGL B -0.12%
IRM C -0.12%
RCL B -0.12%
CPRT D -0.12%
PEG B -0.12%
EA D -0.11%
CSGP D -0.11%
GIS B -0.11%
FTNT B -0.11%
VLO F -0.11%
PWR B -0.11%
OTIS B -0.11%
VST B -0.11%
AVB C -0.11%
LHX C -0.11%
EXC B -0.11%
F F -0.11%
IDXX D -0.1%
MPWR B -0.1%
DD B -0.1%
EQR C -0.1%
A C -0.1%
IQV D -0.1%
VRSK D -0.1%
LNG D -0.1%
DOW C -0.1%
XEL B -0.1%
DFS C -0.1%
HIG B -0.1%
AME C -0.1%
SYY C -0.1%
KMI C -0.1%
IR B -0.1%
KDP B -0.1%
MTB C -0.09%
WY C -0.09%
BKR C -0.09%
FITB B -0.09%
CTSH B -0.09%
HUM F -0.09%
EBAY B -0.09%
LULU D -0.09%
MLM D -0.09%
WTW B -0.09%
HES F -0.09%
NDAQ C -0.09%
SBAC C -0.09%
EW F -0.09%
VTR C -0.09%
IT C -0.09%
CNC D -0.09%
EIX B -0.09%
DAL C -0.09%
GRMN D -0.08%
ADM D -0.08%
ETR A -0.08%
RMD C -0.08%
GLW B -0.08%
STT B -0.08%
ALNY C -0.08%
AWK C -0.08%
HPQ C -0.08%
ROK D -0.08%
OXY F -0.08%
PPG C -0.08%
TSCO B -0.08%
WAB B -0.08%
XYL C -0.08%
ANSS D -0.07%
DECK C -0.07%
EL D -0.07%
ESS C -0.07%
ES B -0.07%
CHTR D -0.07%
PPL A -0.07%
FSLR C -0.07%
IFF A -0.07%
TTWO D -0.07%
ON D -0.07%
BR C -0.07%
FTV C -0.07%
HSY D -0.07%
KEYS B -0.07%
BALL C -0.06%
WBD D -0.06%
CSL B -0.06%
APTV D -0.06%
BAH B -0.06%
TYL C -0.06%
MKC C -0.06%
K A -0.06%
BBY A -0.06%
DVN F -0.06%
NTAP D -0.06%
HPE C -0.06%
HAL F -0.06%
PFG B -0.06%
CAH C -0.06%
DXCM F -0.06%
BIIB F -0.06%
HBAN B -0.06%
RF B -0.06%
CBOE C -0.06%
AEE B -0.06%
LYB D -0.06%
JLL B -0.05%
TSN D -0.05%
KEY C -0.05%
LVS C -0.05%
ILMN D -0.05%
WAT B -0.05%
MAS B -0.05%
MRNA F -0.05%
TER C -0.05%
GDDY C -0.05%
LDOS A -0.05%
LUV C -0.05%
SYF C -0.05%
ZBH F -0.05%
EXPE C -0.05%
ZBRA B -0.05%
WDC C -0.05%
UDR C -0.05%
CLX C -0.05%
J A -0.05%
CNP C -0.05%
LPLA D -0.05%
WSM C -0.05%
KIM C -0.05%
LII C -0.05%
TRU B -0.05%
NRG B -0.05%
UAL B -0.05%
NET D -0.05%
OMC B -0.05%
NTNX D -0.04%
KMX D -0.04%
EMN B -0.04%
AKAM D -0.04%
Z C -0.04%
ACM B -0.04%
BG F -0.04%
USFD C -0.04%
AES C -0.04%
NDSN C -0.04%
ZM C -0.04%
DGX B -0.04%
AVTR C -0.04%
MDB D -0.04%
PNR B -0.04%
TW B -0.04%
CE D -0.04%
OC C -0.04%
TXT D -0.04%
EQH C -0.04%
IEX C -0.04%
RGA C -0.04%
CF B -0.04%
SWK B -0.04%
BAX C -0.04%
HOLX D -0.04%
BXP C -0.04%
FHN D -0.03%
HRL F -0.03%
INGR B -0.03%
NCLH B -0.03%
ARMK B -0.03%
MGM D -0.03%
OWL B -0.03%
OKTA F -0.03%
CPB C -0.03%
TFX B -0.03%
HAS B -0.03%
TAP D -0.03%
AA C -0.03%
NWSA D -0.03%
ATR B -0.03%
ALLY F -0.03%
MKTX D -0.03%
JNPR A -0.03%
CNH C -0.03%
FOXA B -0.03%
PNW C -0.03%
DOCU C -0.03%
ALB D -0.03%
FFIV B -0.03%
NVT C -0.03%
AIZ B -0.03%
TPR A -0.03%
ITT B -0.03%
SCI C -0.03%
BLD C -0.03%
CHRW B -0.03%
DKS D -0.03%
UNM B -0.03%
GWRE B -0.03%
IPG C -0.03%
ZS F -0.03%
CRUS D -0.02%
THG C -0.02%
AWI B -0.02%
AGCO D -0.02%
LNC C -0.02%
ALK B -0.02%
COLB B -0.02%
DINO F -0.02%
SMAR A -0.02%
WHR C -0.02%
AZEK C -0.02%
CLF F -0.02%
WBA F -0.02%
PVH D -0.02%
OSK F -0.02%
PARA D -0.02%
LPX B -0.02%
AXS B -0.02%
RGEN F -0.02%
RRC D -0.02%
LEA D -0.02%
APA F -0.02%
SNV D -0.02%
WH B -0.02%
SITE D -0.02%
IVZ B -0.02%
EXEL C -0.02%
VFC B -0.02%
ETSY D -0.02%
DVA B -0.02%
DAY D -0.02%
KBR D -0.02%
FCN C -0.02%
BBWI D -0.02%
CIEN B -0.02%
H B -0.02%
HSIC C -0.02%
PNFP C -0.02%
SOFI D -0.02%
BERY B -0.02%
MTG B -0.02%
FMC B -0.02%
MTCH C -0.02%
AAL D -0.02%
VOYA B -0.02%
MOS F -0.02%
AYI B -0.02%
CMA C -0.02%
GPK C -0.02%
BWA C -0.02%
INCY C -0.02%
HRB C -0.02%
AFRM D -0.02%
SOLV D -0.02%
PINC D -0.01%
DV F -0.01%
KSS D -0.01%
TDC D -0.01%
PEGA B -0.01%
RKT C -0.01%
NVST D -0.01%
AGR C -0.01%
PENN D -0.01%
BHF F -0.01%
RARE C -0.01%
PAG D -0.01%
SPR D -0.01%
NWS D -0.01%
TNL C -0.01%
LITE B -0.01%
YETI D -0.01%
GTLB D -0.01%
CHH B -0.01%
OGN D -0.01%
M F -0.01%
GAP F -0.01%
WU C -0.01%
ZG C -0.01%
LOPE D -0.01%
XRAY D -0.01%
W C -0.01%
PII D -0.01%
AGO D -0.01%
VNT F -0.01%
ESTC F -0.01%
INSP D -0.01%
SON D -0.01%
TKR C -0.01%
HOG C -0.01%
ST D -0.01%
FOX B -0.01%
MDU B -0.01%
SLM C -0.01%
DBX C -0.01%
SNDR B -0.0%
QS F -0.0%
CAR D -0.0%
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