HELO vs. REVS ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Columbia Research Enhanced Value ETF (REVS)
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
REVS
Columbia Research Enhanced Value ETF
REVS Description
The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Value Index. The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies.Grade (RS Rating)
Last Trade
$26.74
Average Daily Volume
10,423
Number of Holdings
*
303
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | REVS |
|---|---|---|
| 30 Days | 1.57% | 4.40% |
| 60 Days | 3.39% | 6.20% |
| 90 Days | 4.59% | 7.64% |
| 12 Months | 20.91% | 31.68% |
55 Overlapping Holdings
| Symbol | Grade | Weight in HELO | Weight in REVS | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 1.14% | 0.67% | 0.67% | |
| AZO | C | 0.65% | 0.06% | 0.06% | |
| BAC | A | 1.26% | 2.92% | 1.26% | |
| BAX | D | 0.06% | 0.22% | 0.06% | |
| BIIB | F | 0.12% | 0.1% | 0.1% | |
| BKNG | A | 0.75% | 0.13% | 0.13% | |
| BMRN | D | 0.03% | 0.05% | 0.03% | |
| BMY | B | 0.68% | 1.48% | 0.68% | |
| C | A | 0.3% | 1.25% | 0.3% | |
| CI | F | 0.34% | 1.08% | 0.34% | |
| CMCSA | B | 0.71% | 1.12% | 0.71% | |
| CME | A | 0.59% | 0.77% | 0.59% | |
| CRM | B | 1.15% | 0.71% | 0.71% | |
| CSX | B | 0.41% | 0.77% | 0.41% | |
| CVX | A | 0.18% | 1.55% | 0.18% | |
| DAL | C | 0.23% | 0.44% | 0.23% | |
| DIS | B | 0.31% | 1.23% | 0.31% | |
| EOG | A | 0.47% | 0.44% | 0.44% | |
| EQIX | A | 0.07% | 1.06% | 0.07% | |
| FANG | D | 0.31% | 0.19% | 0.19% | |
| FDX | B | 0.33% | 0.7% | 0.33% | |
| FITB | A | 0.48% | 0.3% | 0.3% | |
| HCA | F | 0.11% | 0.63% | 0.11% | |
| HLT | A | 0.36% | 0.36% | 0.36% | |
| HPE | B | 0.18% | 0.43% | 0.18% | |
| JNJ | D | 0.51% | 4.64% | 0.51% | |
| LDOS | C | 0.39% | 0.29% | 0.29% | |
| LEN | D | 0.14% | 0.02% | 0.02% | |
| LEN | D | 0.14% | 0.47% | 0.14% | |
| LYB | F | 0.23% | 0.31% | 0.23% | |
| MAS | D | 0.23% | 0.19% | 0.19% | |
| MCK | B | 0.16% | 0.57% | 0.16% | |
| MDT | D | 0.46% | 1.39% | 0.46% | |
| MET | A | 0.3% | 0.44% | 0.3% | |
| MMC | B | 0.14% | 0.88% | 0.14% | |
| MO | A | 0.15% | 1.11% | 0.15% | |
| MSI | B | 0.17% | 0.63% | 0.17% | |
| NUE | C | 0.11% | 0.53% | 0.11% | |
| OTIS | C | 0.5% | 0.44% | 0.44% | |
| PCAR | B | 0.18% | 0.65% | 0.18% | |
| PCG | A | 0.5% | 0.75% | 0.5% | |
| PM | B | 0.32% | 2.36% | 0.32% | |
| PPG | F | 0.21% | 0.41% | 0.21% | |
| REGN | F | 0.45% | 0.3% | 0.3% | |
| ROST | C | 0.44% | 0.42% | 0.42% | |
| SBAC | D | 0.31% | 0.3% | 0.3% | |
| SIRI | C | 0.07% | 0.05% | 0.05% | |
| T | A | 0.18% | 1.05% | 0.18% | |
| TGT | F | 0.14% | 0.84% | 0.14% | |
| TT | A | 0.96% | 0.67% | 0.67% | |
| UNP | C | 0.17% | 0.82% | 0.17% | |
| UPS | C | 0.54% | 1.03% | 0.54% | |
| VRTX | F | 0.6% | 0.25% | 0.25% | |
| WFC | A | 1.0% | 2.38% | 1.0% | |
| XOM | B | 1.43% | 3.11% | 1.43% |
HELO Overweight 107 Positions Relative to REVS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 7.8% | |
| MSFT | F | 7.13% | |
| AAPL | C | 6.83% | |
| AMZN | C | 4.5% | |
| META | D | 2.9% | |
| GOOGL | C | 2.09% | |
| MA | C | 1.72% | |
| UNH | C | 1.62% | |
| TSLA | B | 1.58% | |
| BRK.A | B | 1.53% | |
| V | A | 1.49% | |
| GOOG | C | 1.46% | |
| LLY | F | 1.07% | |
| AVGO | D | 1.02% | |
| LOW | D | 0.99% | |
| HON | B | 0.98% | |
| NOW | A | 0.94% | |
| TMO | F | 0.89% | |
| TXN | C | 0.87% | |
| SO | D | 0.84% | |
| NEE | D | 0.83% | |
| PEP | F | 0.83% | |
| LIN | D | 0.82% | |
| COP | C | 0.81% | |
| MCD | D | 0.81% | |
| SYK | C | 0.76% | |
| GS | A | 0.75% | |
| PGR | A | 0.75% | |
| NXPI | D | 0.72% | |
| ADI | D | 0.72% | |
| MDLZ | F | 0.72% | |
| DE | A | 0.68% | |
| KO | D | 0.63% | |
| HWM | A | 0.62% | |
| UBER | D | 0.58% | |
| MU | D | 0.57% | |
| TFC | A | 0.56% | |
| COST | B | 0.53% | |
| BSX | B | 0.52% | |
| TDG | D | 0.52% | |
| FIS | C | 0.52% | |
| INTU | C | 0.51% | |
| CMG | B | 0.51% | |
| PLD | D | 0.5% | |
| YUM | B | 0.5% | |
| CTSH | B | 0.49% | |
| CPAY | A | 0.47% | |
| CARR | D | 0.46% | |
| AMD | F | 0.45% | |
| DHR | F | 0.44% | |
| AON | A | 0.44% | |
| SCHW | B | 0.42% | |
| STX | D | 0.41% | |
| DLR | B | 0.39% | |
| VTR | C | 0.39% | |
| ETN | A | 0.38% | |
| LRCX | F | 0.37% | |
| ORCL | B | 0.36% | |
| DOW | F | 0.35% | |
| TRV | B | 0.34% | |
| RCL | A | 0.34% | |
| USB | A | 0.33% | |
| MNST | C | 0.32% | |
| CHD | B | 0.3% | |
| EXPE | B | 0.29% | |
| TXT | D | 0.29% | |
| WELL | A | 0.27% | |
| KVUE | A | 0.26% | |
| CHTR | C | 0.25% | |
| BKR | B | 0.24% | |
| BURL | A | 0.24% | |
| MRK | F | 0.24% | |
| IR | B | 0.23% | |
| ACN | C | 0.21% | |
| AXP | A | 0.21% | |
| BBY | D | 0.2% | |
| AMP | A | 0.2% | |
| KKR | A | 0.2% | |
| ABT | B | 0.19% | |
| ELS | C | 0.19% | |
| ADBE | C | 0.18% | |
| WDC | D | 0.18% | |
| NOC | D | 0.17% | |
| CDNS | B | 0.17% | |
| TMUS | B | 0.17% | |
| MLM | B | 0.16% | |
| HUM | C | 0.16% | |
| ANET | C | 0.15% | |
| PG | A | 0.14% | |
| SQ | B | 0.14% | |
| URI | B | 0.13% | |
| LULU | C | 0.13% | |
| PFG | D | 0.13% | |
| FICO | B | 0.12% | |
| DASH | A | 0.11% | |
| VST | B | 0.1% | |
| CMS | C | 0.1% | |
| APTV | D | 0.1% | |
| WMG | C | 0.1% | |
| NBIX | C | 0.08% | |
| EQT | B | 0.06% | |
| MRVL | B | 0.06% | |
| AME | A | 0.06% | |
| EL | F | 0.05% | |
| NRG | B | 0.04% | |
| SRPT | D | 0.03% | |
| LKQ | D | 0.02% |
HELO Underweight 248 Positions Relative to REVS
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -5.33% | |
| CSCO | B | -3.47% | |
| CAT | B | -1.8% | |
| LMT | D | -0.89% | |
| MMM | D | -0.64% | |
| EXC | C | -0.64% | |
| TJX | A | -0.64% | |
| XEL | A | -0.63% | |
| DHI | D | -0.58% | |
| SPG | B | -0.57% | |
| BK | A | -0.54% | |
| EIX | B | -0.53% | |
| CMI | A | -0.53% | |
| ETR | B | -0.53% | |
| KR | B | -0.48% | |
| DELL | C | -0.48% | |
| GILD | C | -0.45% | |
| GIS | D | -0.43% | |
| ALL | A | -0.41% | |
| DTE | C | -0.41% | |
| HPQ | B | -0.41% | |
| AEE | A | -0.41% | |
| PRU | A | -0.41% | |
| CSGP | D | -0.4% | |
| CNC | D | -0.4% | |
| CL | D | -0.4% | |
| SW | A | -0.39% | |
| WAB | B | -0.38% | |
| EBAY | D | -0.37% | |
| KHC | F | -0.34% | |
| MTD | D | -0.33% | |
| PAYX | C | -0.33% | |
| ZM | B | -0.33% | |
| MPC | D | -0.32% | |
| KMB | D | -0.32% | |
| UAL | A | -0.32% | |
| PHM | D | -0.32% | |
| NVR | D | -0.31% | |
| ADM | D | -0.3% | |
| STLD | B | -0.3% | |
| PKG | A | -0.3% | |
| PSX | C | -0.3% | |
| FTV | C | -0.29% | |
| CCL | B | -0.29% | |
| WY | D | -0.29% | |
| WTW | B | -0.29% | |
| RJF | A | -0.28% | |
| EA | A | -0.28% | |
| NI | A | -0.27% | |
| STT | A | -0.27% | |
| GPN | B | -0.27% | |
| INVH | D | -0.27% | |
| VLO | C | -0.26% | |
| K | A | -0.26% | |
| RS | B | -0.26% | |
| ARE | D | -0.25% | |
| TROW | B | -0.24% | |
| GEN | B | -0.24% | |
| FCNCA | A | -0.24% | |
| SYF | B | -0.24% | |
| EVRG | A | -0.23% | |
| BLDR | D | -0.22% | |
| CF | B | -0.22% | |
| HOLX | D | -0.22% | |
| SWKS | F | -0.21% | |
| FFIV | B | -0.21% | |
| VRSN | F | -0.21% | |
| CSL | C | -0.2% | |
| OXY | D | -0.2% | |
| THC | D | -0.2% | |
| CVNA | B | -0.2% | |
| SNA | A | -0.2% | |
| NTAP | C | -0.2% | |
| JNPR | F | -0.19% | |
| TWLO | A | -0.19% | |
| TOL | B | -0.19% | |
| RPM | A | -0.19% | |
| VTRS | A | -0.19% | |
| AMAT | F | -0.19% | |
| CBOE | B | -0.19% | |
| OC | A | -0.18% | |
| NTNX | A | -0.18% | |
| EPAM | C | -0.18% | |
| AVTR | F | -0.18% | |
| GLPI | C | -0.17% | |
| AES | F | -0.17% | |
| SSNC | B | -0.17% | |
| QCOM | F | -0.17% | |
| CAG | D | -0.16% | |
| WPC | D | -0.16% | |
| EME | C | -0.16% | |
| CW | B | -0.16% | |
| ACM | A | -0.16% | |
| HST | C | -0.16% | |
| AMH | D | -0.16% | |
| FTNT | C | -0.16% | |
| AMGN | D | -0.15% | |
| CIEN | B | -0.15% | |
| SWK | D | -0.15% | |
| CAH | B | -0.15% | |
| EXPD | D | -0.15% | |
| L | A | -0.14% | |
| TPR | B | -0.14% | |
| SNX | C | -0.14% | |
| RGA | A | -0.14% | |
| BG | F | -0.14% | |
| MOS | F | -0.13% | |
| TAP | C | -0.13% | |
| SOLV | C | -0.13% | |
| BLD | D | -0.13% | |
| RPRX | D | -0.13% | |
| CACI | D | -0.13% | |
| EWBC | A | -0.13% | |
| JLL | D | -0.12% | |
| INGR | B | -0.12% | |
| ARMK | B | -0.12% | |
| UNM | A | -0.12% | |
| DKS | C | -0.12% | |
| EG | C | -0.12% | |
| CTRA | B | -0.11% | |
| SF | B | -0.11% | |
| BRX | A | -0.11% | |
| BRBR | A | -0.11% | |
| ALSN | B | -0.11% | |
| AYI | B | -0.11% | |
| QRVO | F | -0.1% | |
| WYNN | D | -0.1% | |
| BILL | A | -0.1% | |
| AOS | F | -0.1% | |
| ADP | B | -0.1% | |
| JAZZ | B | -0.1% | |
| ACI | C | -0.1% | |
| WCC | B | -0.1% | |
| MGM | D | -0.1% | |
| DCI | B | -0.1% | |
| FHN | A | -0.1% | |
| NNN | D | -0.1% | |
| OKTA | C | -0.1% | |
| AIZ | A | -0.1% | |
| RL | B | -0.1% | |
| SKX | D | -0.09% | |
| FLS | B | -0.09% | |
| G | B | -0.09% | |
| STAG | F | -0.09% | |
| MHK | D | -0.09% | |
| GL | B | -0.09% | |
| CE | F | -0.09% | |
| MRO | B | -0.09% | |
| LECO | B | -0.09% | |
| SEIC | B | -0.08% | |
| R | B | -0.08% | |
| WTFC | A | -0.08% | |
| WSM | B | -0.08% | |
| WH | B | -0.08% | |
| MIDD | C | -0.08% | |
| ZION | B | -0.08% | |
| HRB | D | -0.08% | |
| ESAB | B | -0.08% | |
| KEX | C | -0.08% | |
| CRUS | D | -0.08% | |
| COKE | C | -0.08% | |
| SAIC | F | -0.08% | |
| UGI | A | -0.08% | |
| UTHR | C | -0.07% | |
| PVH | C | -0.07% | |
| DBX | B | -0.07% | |
| MSA | D | -0.07% | |
| THO | B | -0.07% | |
| FOXA | B | -0.07% | |
| FTI | A | -0.07% | |
| SON | D | -0.07% | |
| OLN | D | -0.07% | |
| CRBG | B | -0.07% | |
| NWSA | B | -0.07% | |
| BEN | C | -0.06% | |
| LNC | B | -0.06% | |
| RYN | D | -0.06% | |
| NYT | C | -0.06% | |
| MTG | C | -0.06% | |
| OLED | D | -0.06% | |
| XP | F | -0.06% | |
| CROX | D | -0.06% | |
| AXS | A | -0.06% | |
| COLB | A | -0.06% | |
| WLK | D | -0.06% | |
| KRC | C | -0.06% | |
| GNRC | B | -0.06% | |
| LEA | D | -0.06% | |
| HIW | D | -0.05% | |
| INCY | C | -0.05% | |
| AMKR | D | -0.05% | |
| GTES | A | -0.05% | |
| SLM | A | -0.05% | |
| OZK | B | -0.05% | |
| M | D | -0.05% | |
| OGN | D | -0.05% | |
| NEU | C | -0.05% | |
| MRNA | F | -0.05% | |
| AMG | B | -0.05% | |
| MTCH | D | -0.05% | |
| JHG | A | -0.05% | |
| GAP | C | -0.05% | |
| CLF | F | -0.05% | |
| ROKU | D | -0.05% | |
| ASH | D | -0.05% | |
| EXP | A | -0.04% | |
| FOX | A | -0.04% | |
| ALGM | D | -0.04% | |
| CWEN | C | -0.04% | |
| DINO | D | -0.04% | |
| PK | B | -0.04% | |
| EEFT | B | -0.04% | |
| TNL | A | -0.04% | |
| SMG | D | -0.04% | |
| CTAS | B | -0.04% | |
| EPR | D | -0.04% | |
| XRAY | F | -0.04% | |
| PRGO | B | -0.04% | |
| SAM | C | -0.03% | |
| WU | D | -0.03% | |
| VIRT | B | -0.03% | |
| PINC | B | -0.03% | |
| CNM | D | -0.03% | |
| AZTA | D | -0.03% | |
| LPX | B | -0.03% | |
| PSTG | D | -0.03% | |
| COLM | B | -0.03% | |
| CWEN | C | -0.02% | |
| REYN | D | -0.02% | |
| ROIV | C | -0.02% | |
| EXAS | D | -0.02% | |
| CIVI | D | -0.02% | |
| CRI | D | -0.02% | |
| TER | D | -0.02% | |
| INFA | D | -0.02% | |
| PPC | C | -0.02% | |
| NWS | B | -0.02% | |
| ADTN | A | -0.02% | |
| BR | A | -0.02% | |
| EXEL | B | -0.01% | |
| SEB | F | -0.01% | |
| CNA | B | -0.01% | |
| PATH | C | -0.01% | |
| LSCC | D | -0.01% | |
| DDS | B | -0.01% | |
| ALNY | D | -0.01% | |
| IONS | F | -0.0% | |
| PLTK | B | -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
REVS: Top Represented Industries & Keywords
Industries:
Biotechnology
Diversified Industrials
Asset Management
Business Services
Banks - Regional - US
Packaged Foods
Semiconductors
Software - Infrastructure
Specialty Chemicals
Utilities - Regulated Electric
Building Materials
Communication Equipment
Drug Manufacturers - Major
Oil & Gas E&P
Banks - Global
Insurance - Life
Residential Construction
Software - Application
Specialty Retail
Apparel Manufacturing
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