HELO vs. PFUT ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Putnam Sustainable Future ETF (PFUT)
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
10
PFUT
Putnam Sustainable Future ETF
PFUT Description
The investment seeks long-term capital appreciation. The fund invests mainly in common stocks of U.S. companies of any size, with a focus on companies whose products and services provide solutions that directly contribute to sustainable social, environmental and economic development (Impact Companies). Under normal circumstances, the fund invests at least 80% of the value of its net assets in securities that meet Putnam Management?s sustainability criteria. In applying these criteria, Putnam Management will assign each company a proprietary environmental, social and/or corporate governance (ESG) rating ranging from 1 to 4.Grade (RS Rating)
Last Trade
$25.14
Average Daily Volume
23,551
75
Performance
| Period | HELO | PFUT |
|---|---|---|
| 30 Days | 1.99% | 2.86% |
| 60 Days | 4.19% | 4.88% |
| 90 Days | 4.20% | 3.33% |
| 12 Months | 35.26% |
1 Overlapping Holdings
| Symbol | Grade | Weight in HELO | Weight in PFUT | Overlap | |
|---|---|---|---|---|---|
| MA | B | 1.67% | 1.67% | 1.67% |
HELO Underweight 74 Positions Relative to PFUT
| Symbol | Grade | Weight | |
|---|---|---|---|
| ROP | C | -2.11% | |
| TMO | B | -2.08% | |
| IT | C | -2.06% | |
| ISRG | C | -2.05% | |
| DHR | B | -1.97% | |
| REGN | D | -1.93% | |
| FSS | D | -1.91% | |
| MSCI | C | -1.87% | |
| SFM | B | -1.86% | |
| DDOG | D | -1.83% | |
| CWST | D | -1.78% | |
| XYL | C | -1.78% | |
| ICLR | F | -1.75% | |
| VRT | C | -1.74% | |
| NEE | B | -1.72% | |
| HASI | C | -1.65% | |
| EXAS | D | -1.63% | |
| FICO | B | -1.61% | |
| CEG | C | -1.61% | |
| PWR | B | -1.57% | |
| PINS | D | -1.53% | |
| ADBE | F | -1.5% | |
| NOW | C | -1.48% | |
| RMD | C | -1.47% | |
| MTN | D | -1.46% | |
| LULU | D | -1.41% | |
| CDNS | D | -1.39% | |
| DAR | F | -1.37% | |
| AMAT | D | -1.37% | |
| COF | B | -1.34% | |
| GPK | C | -1.33% | |
| RRX | C | -1.31% | |
| ASML | F | -1.3% | |
| CPB | C | -1.27% | |
| HUBS | D | -1.23% | |
| TPG | C | -1.22% | |
| STX | B | -1.21% | |
| ADI | C | -1.2% | |
| CTAS | C | -1.2% | |
| IDXX | D | -1.17% | |
| WY | C | -1.16% | |
| PEN | D | -1.14% | |
| ZTS | B | -1.14% | |
| CMG | D | -1.14% | |
| HQY | C | -1.1% | |
| VERX | D | -1.06% | |
| MTD | C | -1.05% | |
| ONON | B | -1.03% | |
| SUM | D | -1.03% | |
| CNM | F | -1.01% | |
| TRMB | C | -0.97% | |
| SNPS | F | -0.97% | |
| COIN | F | -0.97% | |
| UBER | C | -0.95% | |
| ALTR | C | -0.95% | |
| HAE | D | -0.94% | |
| LEVI | C | -0.93% | |
| ZBRA | B | -0.92% | |
| BMRN | F | -0.85% | |
| FWRG | F | -0.83% | |
| FSLR | C | -0.8% | |
| VRRM | D | -0.79% | |
| ECL | B | -0.78% | |
| URI | B | -0.78% | |
| ESTC | F | -0.76% | |
| DXCM | F | -0.74% | |
| PL | D | -0.65% | |
| KKR | B | -0.61% | |
| ARGX | B | -0.58% | |
| ASND | C | -0.49% | |
| GEV | B | -0.45% | |
| TWST | D | -0.42% | |
| RCKT | F | -0.31% | |
| CMPS | F | -0.3% |
HELO: Top Represented Industries & Keywords
PFUT: Top Represented Industries & Keywords
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