HELO vs. RSPE ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Invesco ESG S&P 500 Equal Weigh (RSPE)
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
RSPE
Invesco ESG S&P 500 Equal Weigh
RSPE Description
Invesco ESG S&P 500 Equal Weigh is an exchange traded fund launched and managed by Invesco Capital Management LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the S&P 500 Equal Weight ESG Leaders Select Index, by using full replication technique. Invesco ESG S&P 500 Equal Weight ETF was formed on November 17, 2021 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$28.04
Average Daily Volume
6,663
Number of Holdings
*
181
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | RSPE |
|---|---|---|
| 30 Days | 1.57% | 2.26% |
| 60 Days | 3.39% | 3.28% |
| 90 Days | 4.59% | 5.42% |
| 12 Months | 20.91% | 27.12% |
66 Overlapping Holdings
| Symbol | Grade | Weight in HELO | Weight in RSPE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.83% | 0.55% | 0.55% | |
| ABBV | D | 1.14% | 0.46% | 0.46% | |
| ABT | B | 0.19% | 0.54% | 0.19% | |
| ACN | C | 0.21% | 0.54% | 0.21% | |
| ADBE | C | 0.18% | 0.46% | 0.18% | |
| APTV | D | 0.1% | 0.43% | 0.1% | |
| BAC | A | 1.26% | 0.64% | 0.64% | |
| BAX | D | 0.06% | 0.45% | 0.06% | |
| BBY | D | 0.2% | 0.49% | 0.2% | |
| BIIB | F | 0.12% | 0.42% | 0.12% | |
| BSX | B | 0.52% | 0.58% | 0.52% | |
| C | A | 0.3% | 0.64% | 0.3% | |
| CARR | D | 0.46% | 0.54% | 0.46% | |
| CI | F | 0.34% | 0.48% | 0.34% | |
| CMCSA | B | 0.71% | 0.59% | 0.59% | |
| CRM | B | 1.15% | 0.69% | 0.69% | |
| CSX | B | 0.41% | 0.56% | 0.41% | |
| CTSH | B | 0.49% | 0.54% | 0.49% | |
| DE | A | 0.68% | 0.56% | 0.56% | |
| DHR | F | 0.44% | 0.45% | 0.44% | |
| DIS | B | 0.31% | 0.69% | 0.31% | |
| DLR | B | 0.39% | 0.62% | 0.39% | |
| DOW | F | 0.35% | 0.47% | 0.35% | |
| EL | F | 0.05% | 0.41% | 0.05% | |
| EQIX | A | 0.07% | 0.56% | 0.07% | |
| FIS | C | 0.52% | 0.57% | 0.52% | |
| FITB | A | 0.48% | 0.61% | 0.48% | |
| GOOG | C | 1.46% | 0.28% | 0.28% | |
| GOOGL | C | 2.09% | 0.34% | 0.34% | |
| HLT | A | 0.36% | 0.63% | 0.36% | |
| HPE | B | 0.18% | 0.7% | 0.18% | |
| HUM | C | 0.16% | 0.44% | 0.16% | |
| IR | B | 0.23% | 0.61% | 0.23% | |
| LIN | D | 0.82% | 0.52% | 0.52% | |
| LOW | D | 0.99% | 0.59% | 0.59% | |
| LRCX | F | 0.37% | 0.49% | 0.37% | |
| LYB | F | 0.23% | 0.47% | 0.23% | |
| MA | C | 1.72% | 0.57% | 0.57% | |
| MDLZ | F | 0.72% | 0.46% | 0.46% | |
| MDT | D | 0.46% | 0.52% | 0.46% | |
| MET | A | 0.3% | 0.6% | 0.3% | |
| MRK | F | 0.24% | 0.45% | 0.24% | |
| MSFT | F | 7.13% | 0.52% | 0.52% | |
| MU | D | 0.57% | 0.57% | 0.57% | |
| NOW | A | 0.94% | 0.61% | 0.61% | |
| NVDA | C | 7.8% | 0.64% | 0.64% | |
| OTIS | C | 0.5% | 0.58% | 0.5% | |
| PCAR | B | 0.18% | 0.63% | 0.18% | |
| PEP | F | 0.83% | 0.48% | 0.48% | |
| PFG | D | 0.13% | 0.58% | 0.13% | |
| PG | A | 0.14% | 0.53% | 0.14% | |
| PLD | D | 0.5% | 0.47% | 0.47% | |
| PPG | F | 0.21% | 0.53% | 0.21% | |
| RCL | A | 0.34% | 0.77% | 0.34% | |
| REGN | F | 0.45% | 0.36% | 0.36% | |
| T | A | 0.18% | 0.57% | 0.18% | |
| TGT | F | 0.14% | 0.57% | 0.14% | |
| TT | A | 0.96% | 0.62% | 0.62% | |
| UNH | C | 1.62% | 0.54% | 0.54% | |
| UNP | C | 0.17% | 0.51% | 0.17% | |
| URI | B | 0.13% | 0.63% | 0.13% | |
| V | A | 1.49% | 0.59% | 0.59% | |
| VTR | C | 0.39% | 0.52% | 0.39% | |
| WDC | D | 0.18% | 0.54% | 0.18% | |
| WELL | A | 0.27% | 0.57% | 0.27% | |
| YUM | B | 0.5% | 0.53% | 0.5% |
HELO Overweight 95 Positions Relative to RSPE
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | 4.5% | |
| META | D | 2.9% | |
| TSLA | B | 1.58% | |
| BRK.A | B | 1.53% | |
| XOM | B | 1.43% | |
| LLY | F | 1.07% | |
| AVGO | D | 1.02% | |
| WFC | A | 1.0% | |
| HON | B | 0.98% | |
| TMO | F | 0.89% | |
| TXN | C | 0.87% | |
| SO | D | 0.84% | |
| NEE | D | 0.83% | |
| COP | C | 0.81% | |
| MCD | D | 0.81% | |
| SYK | C | 0.76% | |
| BKNG | A | 0.75% | |
| GS | A | 0.75% | |
| PGR | A | 0.75% | |
| NXPI | D | 0.72% | |
| ADI | D | 0.72% | |
| BMY | B | 0.68% | |
| AZO | C | 0.65% | |
| KO | D | 0.63% | |
| HWM | A | 0.62% | |
| VRTX | F | 0.6% | |
| CME | A | 0.59% | |
| UBER | D | 0.58% | |
| TFC | A | 0.56% | |
| UPS | C | 0.54% | |
| COST | B | 0.53% | |
| TDG | D | 0.52% | |
| INTU | C | 0.51% | |
| CMG | B | 0.51% | |
| JNJ | D | 0.51% | |
| PCG | A | 0.5% | |
| CPAY | A | 0.47% | |
| EOG | A | 0.47% | |
| AMD | F | 0.45% | |
| AON | A | 0.44% | |
| ROST | C | 0.44% | |
| SCHW | B | 0.42% | |
| STX | D | 0.41% | |
| LDOS | C | 0.39% | |
| ETN | A | 0.38% | |
| ORCL | B | 0.36% | |
| TRV | B | 0.34% | |
| FDX | B | 0.33% | |
| USB | A | 0.33% | |
| PM | B | 0.32% | |
| MNST | C | 0.32% | |
| SBAC | D | 0.31% | |
| FANG | D | 0.31% | |
| CHD | B | 0.3% | |
| EXPE | B | 0.29% | |
| TXT | D | 0.29% | |
| KVUE | A | 0.26% | |
| CHTR | C | 0.25% | |
| BKR | B | 0.24% | |
| BURL | A | 0.24% | |
| DAL | C | 0.23% | |
| MAS | D | 0.23% | |
| AXP | A | 0.21% | |
| AMP | A | 0.2% | |
| KKR | A | 0.2% | |
| ELS | C | 0.19% | |
| CVX | A | 0.18% | |
| MSI | B | 0.17% | |
| NOC | D | 0.17% | |
| CDNS | B | 0.17% | |
| TMUS | B | 0.17% | |
| MCK | B | 0.16% | |
| MLM | B | 0.16% | |
| MO | A | 0.15% | |
| ANET | C | 0.15% | |
| LEN | D | 0.14% | |
| MMC | B | 0.14% | |
| SQ | B | 0.14% | |
| LULU | C | 0.13% | |
| FICO | B | 0.12% | |
| NUE | C | 0.11% | |
| HCA | F | 0.11% | |
| DASH | A | 0.11% | |
| VST | B | 0.1% | |
| CMS | C | 0.1% | |
| WMG | C | 0.1% | |
| NBIX | C | 0.08% | |
| SIRI | C | 0.07% | |
| EQT | B | 0.06% | |
| MRVL | B | 0.06% | |
| AME | A | 0.06% | |
| NRG | B | 0.04% | |
| BMRN | D | 0.03% | |
| SRPT | D | 0.03% | |
| LKQ | D | 0.02% |
HELO Underweight 115 Positions Relative to RSPE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CCL | B | -0.79% | |
| NCLH | B | -0.75% | |
| MS | A | -0.74% | |
| EMR | A | -0.69% | |
| DAY | B | -0.69% | |
| MTB | A | -0.69% | |
| NTRS | A | -0.67% | |
| HBAN | A | -0.67% | |
| GM | B | -0.67% | |
| INTC | D | -0.67% | |
| MAR | B | -0.66% | |
| CMI | A | -0.66% | |
| PNR | A | -0.65% | |
| PYPL | B | -0.65% | |
| GWW | B | -0.64% | |
| RF | A | -0.64% | |
| AIZ | A | -0.63% | |
| JCI | C | -0.63% | |
| APD | A | -0.63% | |
| RL | B | -0.63% | |
| BK | A | -0.62% | |
| ALB | C | -0.62% | |
| STT | A | -0.62% | |
| CSCO | B | -0.62% | |
| DECK | A | -0.62% | |
| ADSK | A | -0.62% | |
| PANW | C | -0.61% | |
| CBRE | B | -0.61% | |
| HUBB | B | -0.61% | |
| SRE | A | -0.61% | |
| CAT | B | -0.61% | |
| PRU | A | -0.6% | |
| HPQ | B | -0.6% | |
| GILD | C | -0.59% | |
| ITW | B | -0.59% | |
| CHRW | C | -0.59% | |
| NDAQ | A | -0.59% | |
| ROK | B | -0.59% | |
| HD | A | -0.59% | |
| ALL | A | -0.58% | |
| GL | B | -0.58% | |
| JBHT | C | -0.58% | |
| WAT | B | -0.58% | |
| DOV | A | -0.58% | |
| AIG | B | -0.57% | |
| PARA | C | -0.57% | |
| WMT | A | -0.57% | |
| KIM | A | -0.57% | |
| ADP | B | -0.57% | |
| AFL | B | -0.56% | |
| MSCI | C | -0.56% | |
| WM | A | -0.56% | |
| DGX | A | -0.56% | |
| FCX | D | -0.56% | |
| RSG | A | -0.55% | |
| SBUX | A | -0.55% | |
| KEYS | A | -0.55% | |
| DVA | B | -0.55% | |
| BXP | D | -0.55% | |
| EW | C | -0.55% | |
| VRSK | A | -0.55% | |
| HST | C | -0.55% | |
| HIG | B | -0.55% | |
| NSC | B | -0.55% | |
| MOS | F | -0.55% | |
| WY | D | -0.54% | |
| TSCO | D | -0.54% | |
| K | A | -0.54% | |
| EBAY | D | -0.54% | |
| TJX | A | -0.54% | |
| ICE | C | -0.53% | |
| QCOM | F | -0.53% | |
| ECL | D | -0.53% | |
| WBA | F | -0.53% | |
| IBM | C | -0.53% | |
| EXC | C | -0.53% | |
| EIX | B | -0.53% | |
| CVS | D | -0.53% | |
| FRT | B | -0.52% | |
| SPGI | C | -0.52% | |
| CBOE | B | -0.52% | |
| MCO | B | -0.52% | |
| NKE | D | -0.51% | |
| BDX | F | -0.51% | |
| AWK | D | -0.5% | |
| ED | D | -0.5% | |
| BALL | D | -0.5% | |
| DOC | D | -0.5% | |
| ON | D | -0.5% | |
| XYL | D | -0.5% | |
| ES | D | -0.49% | |
| HAS | D | -0.49% | |
| A | D | -0.49% | |
| AMAT | F | -0.49% | |
| JNPR | F | -0.49% | |
| AKAM | D | -0.48% | |
| CL | D | -0.48% | |
| ADM | D | -0.48% | |
| MKC | D | -0.48% | |
| ARE | D | -0.47% | |
| DHI | D | -0.47% | |
| KHC | F | -0.47% | |
| CPB | D | -0.47% | |
| SWK | D | -0.47% | |
| IPG | D | -0.47% | |
| HSY | F | -0.46% | |
| GIS | D | -0.46% | |
| KLAC | D | -0.45% | |
| NEM | D | -0.45% | |
| NWSA | B | -0.45% | |
| AMGN | D | -0.45% | |
| CNC | D | -0.43% | |
| ELV | F | -0.4% | |
| MRNA | F | -0.27% | |
| NWS | B | -0.15% |
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
RSPE: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Software - Application
Health Care Plans
Drug Manufacturers - Major
Insurance - Life
Packaged Foods
Specialty Chemicals
Banks - Regional - US
Capital Markets
Diagnostics & Research
Leisure
Medical Devices
Semiconductors
Asset Management
Business Services
Communication Equipment
Credit Services
Financial Data & Stock Exchanges
Household & Personal Products
Information Technology Services
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