HELO vs. SZNE ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE)
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
SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
SZNE Description
The investment seeks to track the total return performance, before fees and expenses, of the Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index. The fund invests at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of its underlying index or in one or more ETFs that track the performance of all or a portion of such component securities in the same approximate proportion as in its underlying index. The index uses an objective, rules-based methodology to track the performance of a semi-annual rotation of certain sectors within the S&P 500 Equal Weight Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$38.91
Average Daily Volume
3,448
Number of Holdings
*
223
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | SZNE |
|---|---|---|
| 30 Days | 1.57% | 2.64% |
| 60 Days | 3.39% | 0.15% |
| 90 Days | 4.59% | 0.62% |
| 12 Months | 20.91% | 17.34% |
69 Overlapping Holdings
| Symbol | Grade | Weight in HELO | Weight in SZNE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.83% | 0.35% | 0.35% | |
| ACN | C | 0.21% | 0.36% | 0.21% | |
| ADBE | C | 0.18% | 0.32% | 0.18% | |
| ADI | D | 0.72% | 0.32% | 0.32% | |
| AMD | F | 0.45% | 0.31% | 0.31% | |
| AME | A | 0.06% | 0.35% | 0.06% | |
| AMZN | C | 4.5% | 0.52% | 0.52% | |
| ANET | C | 0.15% | 0.37% | 0.15% | |
| APTV | D | 0.1% | 0.36% | 0.1% | |
| AVGO | D | 1.02% | 0.33% | 0.33% | |
| AZO | C | 0.65% | 0.46% | 0.46% | |
| BBY | D | 0.2% | 0.42% | 0.2% | |
| BKNG | A | 0.75% | 0.6% | 0.6% | |
| CARR | D | 0.46% | 0.29% | 0.29% | |
| CDNS | B | 0.17% | 0.39% | 0.17% | |
| CMG | B | 0.51% | 0.5% | 0.5% | |
| CRM | B | 1.15% | 0.44% | 0.44% | |
| CSX | B | 0.41% | 0.31% | 0.31% | |
| CTSH | B | 0.49% | 0.34% | 0.34% | |
| DAL | C | 0.23% | 0.43% | 0.23% | |
| DE | A | 0.68% | 0.31% | 0.31% | |
| DOW | F | 0.35% | 0.76% | 0.35% | |
| ETN | A | 0.38% | 0.36% | 0.36% | |
| EXPE | B | 0.29% | 0.63% | 0.29% | |
| FDX | B | 0.33% | 0.3% | 0.3% | |
| FICO | B | 0.12% | 0.43% | 0.12% | |
| HLT | A | 0.36% | 0.55% | 0.36% | |
| HON | B | 0.98% | 0.34% | 0.34% | |
| HPE | B | 0.18% | 0.42% | 0.18% | |
| HWM | A | 0.62% | 0.37% | 0.37% | |
| INTU | C | 0.51% | 0.34% | 0.34% | |
| IR | B | 0.23% | 0.34% | 0.23% | |
| LDOS | C | 0.39% | 0.31% | 0.31% | |
| LEN | D | 0.14% | 0.43% | 0.14% | |
| LIN | D | 0.82% | 0.83% | 0.82% | |
| LKQ | D | 0.02% | 0.43% | 0.02% | |
| LOW | D | 0.99% | 0.49% | 0.49% | |
| LRCX | F | 0.37% | 0.31% | 0.31% | |
| LULU | C | 0.13% | 0.55% | 0.13% | |
| LYB | F | 0.23% | 0.77% | 0.23% | |
| MAS | D | 0.23% | 0.29% | 0.23% | |
| MCD | D | 0.81% | 0.47% | 0.47% | |
| MLM | B | 0.16% | 0.98% | 0.16% | |
| MSFT | F | 7.13% | 0.33% | 0.33% | |
| MSI | B | 0.17% | 0.39% | 0.17% | |
| MU | D | 0.57% | 0.37% | 0.37% | |
| NOC | D | 0.17% | 0.29% | 0.17% | |
| NOW | A | 0.94% | 0.4% | 0.4% | |
| NUE | C | 0.11% | 0.9% | 0.11% | |
| NVDA | C | 7.8% | 0.42% | 0.42% | |
| NXPI | D | 0.72% | 0.33% | 0.33% | |
| ORCL | B | 0.36% | 0.4% | 0.36% | |
| OTIS | C | 0.5% | 0.32% | 0.32% | |
| PCAR | B | 0.18% | 0.35% | 0.18% | |
| PPG | F | 0.21% | 0.83% | 0.21% | |
| RCL | A | 0.34% | 0.67% | 0.34% | |
| ROST | C | 0.44% | 0.43% | 0.43% | |
| STX | D | 0.41% | 0.33% | 0.33% | |
| TDG | D | 0.52% | 0.29% | 0.29% | |
| TSLA | B | 1.58% | 0.7% | 0.7% | |
| TT | A | 0.96% | 0.34% | 0.34% | |
| TXN | C | 0.87% | 0.34% | 0.34% | |
| TXT | D | 0.29% | 0.28% | 0.28% | |
| UBER | D | 0.58% | 0.29% | 0.29% | |
| UNP | C | 0.17% | 0.29% | 0.17% | |
| UPS | C | 0.54% | 0.31% | 0.31% | |
| URI | B | 0.13% | 0.34% | 0.13% | |
| WDC | D | 0.18% | 0.34% | 0.18% | |
| YUM | B | 0.5% | 0.47% | 0.47% |
HELO Overweight 92 Positions Relative to SZNE
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | D | 2.9% | |
| GOOGL | C | 2.09% | |
| MA | C | 1.72% | |
| UNH | C | 1.62% | |
| BRK.A | B | 1.53% | |
| V | A | 1.49% | |
| GOOG | C | 1.46% | |
| XOM | B | 1.43% | |
| BAC | A | 1.26% | |
| ABBV | D | 1.14% | |
| LLY | F | 1.07% | |
| WFC | A | 1.0% | |
| TMO | F | 0.89% | |
| SO | D | 0.84% | |
| NEE | D | 0.83% | |
| PEP | F | 0.83% | |
| COP | C | 0.81% | |
| SYK | C | 0.76% | |
| GS | A | 0.75% | |
| PGR | A | 0.75% | |
| MDLZ | F | 0.72% | |
| CMCSA | B | 0.71% | |
| BMY | B | 0.68% | |
| KO | D | 0.63% | |
| VRTX | F | 0.6% | |
| CME | A | 0.59% | |
| TFC | A | 0.56% | |
| COST | B | 0.53% | |
| BSX | B | 0.52% | |
| FIS | C | 0.52% | |
| JNJ | D | 0.51% | |
| PLD | D | 0.5% | |
| PCG | A | 0.5% | |
| FITB | A | 0.48% | |
| CPAY | A | 0.47% | |
| EOG | A | 0.47% | |
| MDT | D | 0.46% | |
| REGN | F | 0.45% | |
| DHR | F | 0.44% | |
| AON | A | 0.44% | |
| SCHW | B | 0.42% | |
| DLR | B | 0.39% | |
| VTR | C | 0.39% | |
| TRV | B | 0.34% | |
| CI | F | 0.34% | |
| USB | A | 0.33% | |
| PM | B | 0.32% | |
| MNST | C | 0.32% | |
| SBAC | D | 0.31% | |
| FANG | D | 0.31% | |
| DIS | B | 0.31% | |
| MET | A | 0.3% | |
| C | A | 0.3% | |
| CHD | B | 0.3% | |
| WELL | A | 0.27% | |
| KVUE | A | 0.26% | |
| CHTR | C | 0.25% | |
| BKR | B | 0.24% | |
| BURL | A | 0.24% | |
| MRK | F | 0.24% | |
| AXP | A | 0.21% | |
| AMP | A | 0.2% | |
| KKR | A | 0.2% | |
| ABT | B | 0.19% | |
| ELS | C | 0.19% | |
| CVX | A | 0.18% | |
| T | A | 0.18% | |
| TMUS | B | 0.17% | |
| MCK | B | 0.16% | |
| HUM | C | 0.16% | |
| MO | A | 0.15% | |
| PG | A | 0.14% | |
| MMC | B | 0.14% | |
| TGT | F | 0.14% | |
| SQ | B | 0.14% | |
| PFG | D | 0.13% | |
| BIIB | F | 0.12% | |
| HCA | F | 0.11% | |
| DASH | A | 0.11% | |
| VST | B | 0.1% | |
| CMS | C | 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% | |
| EL | F | 0.05% | |
| NRG | B | 0.04% | |
| BMRN | D | 0.03% | |
| SRPT | D | 0.03% |
HELO Underweight 154 Positions Relative to SZNE
| Symbol | Grade | Weight | |
|---|---|---|---|
| STLD | B | -1.11% | |
| ALB | C | -1.09% | |
| SW | A | -1.08% | |
| IP | B | -1.05% | |
| VMC | B | -1.02% | |
| PKG | A | -1.01% | |
| APD | A | -1.0% | |
| CF | B | -0.99% | |
| CTVA | C | -0.9% | |
| FCX | D | -0.89% | |
| DD | D | -0.87% | |
| SHW | A | -0.86% | |
| EMN | D | -0.85% | |
| MOS | F | -0.84% | |
| ECL | D | -0.83% | |
| AMCR | D | -0.82% | |
| BALL | D | -0.79% | |
| AVY | D | -0.78% | |
| FMC | D | -0.78% | |
| IFF | D | -0.74% | |
| CCL | B | -0.69% | |
| NEM | D | -0.69% | |
| NCLH | B | -0.64% | |
| TPR | B | -0.61% | |
| PLTR | B | -0.6% | |
| LVS | C | -0.59% | |
| GRMN | B | -0.57% | |
| UAL | A | -0.57% | |
| MAR | B | -0.57% | |
| GM | B | -0.56% | |
| ABNB | C | -0.55% | |
| WYNN | D | -0.55% | |
| DECK | A | -0.54% | |
| RL | B | -0.54% | |
| DPZ | C | -0.51% | |
| CE | F | -0.51% | |
| ORLY | B | -0.5% | |
| HD | A | -0.5% | |
| POOL | C | -0.49% | |
| MGM | D | -0.49% | |
| BWA | D | -0.49% | |
| F | C | -0.48% | |
| DRI | B | -0.48% | |
| AXON | A | -0.48% | |
| TJX | A | -0.47% | |
| SBUX | A | -0.47% | |
| EBAY | D | -0.46% | |
| CZR | F | -0.46% | |
| CRWD | B | -0.46% | |
| GEV | B | -0.46% | |
| KMX | B | -0.46% | |
| NVR | D | -0.45% | |
| TSCO | D | -0.45% | |
| NKE | D | -0.44% | |
| TRMB | B | -0.43% | |
| HAS | D | -0.43% | |
| GDDY | A | -0.43% | |
| ULTA | F | -0.43% | |
| PHM | D | -0.43% | |
| GPC | D | -0.42% | |
| INTC | D | -0.42% | |
| FTNT | C | -0.42% | |
| JBL | B | -0.41% | |
| MHK | D | -0.41% | |
| CSCO | B | -0.4% | |
| DHI | D | -0.4% | |
| ADSK | A | -0.4% | |
| FFIV | B | -0.4% | |
| EPAM | C | -0.4% | |
| DELL | C | -0.4% | |
| DAY | B | -0.39% | |
| SNA | A | -0.39% | |
| GNRC | B | -0.39% | |
| PANW | C | -0.39% | |
| PAYC | B | -0.39% | |
| ZBRA | B | -0.39% | |
| HPQ | B | -0.38% | |
| TDY | B | -0.38% | |
| KEYS | A | -0.38% | |
| SNPS | B | -0.38% | |
| GEN | B | -0.38% | |
| GLW | B | -0.38% | |
| EMR | A | -0.38% | |
| APH | A | -0.38% | |
| PWR | A | -0.37% | |
| ANSS | B | -0.37% | |
| PTC | A | -0.37% | |
| GWW | B | -0.36% | |
| CMI | A | -0.36% | |
| NTAP | C | -0.36% | |
| PH | A | -0.36% | |
| IBM | C | -0.35% | |
| WAB | B | -0.35% | |
| IT | C | -0.35% | |
| TYL | B | -0.35% | |
| FAST | B | -0.35% | |
| ROP | B | -0.34% | |
| ODFL | B | -0.34% | |
| HUBB | B | -0.34% | |
| IEX | B | -0.34% | |
| VRSN | F | -0.34% | |
| J | F | -0.34% | |
| PNR | A | -0.34% | |
| JCI | C | -0.34% | |
| CHRW | C | -0.33% | |
| CPRT | A | -0.33% | |
| LUV | C | -0.33% | |
| CAT | B | -0.33% | |
| QCOM | F | -0.32% | |
| VRSK | A | -0.32% | |
| JNPR | F | -0.32% | |
| NSC | B | -0.32% | |
| PAYX | C | -0.32% | |
| ITW | B | -0.32% | |
| ROK | B | -0.32% | |
| CTAS | B | -0.32% | |
| WM | A | -0.32% | |
| ON | D | -0.32% | |
| LHX | C | -0.32% | |
| BR | A | -0.32% | |
| ADP | B | -0.32% | |
| JBHT | C | -0.32% | |
| DOV | A | -0.32% | |
| AKAM | D | -0.31% | |
| AMAT | F | -0.31% | |
| FTV | C | -0.31% | |
| RSG | A | -0.31% | |
| ROL | B | -0.3% | |
| ALLE | D | -0.3% | |
| EXPD | D | -0.3% | |
| GE | D | -0.3% | |
| NDSN | B | -0.3% | |
| RTX | C | -0.3% | |
| BLDR | D | -0.29% | |
| MCHP | D | -0.29% | |
| KLAC | D | -0.29% | |
| VLTO | D | -0.29% | |
| MMM | D | -0.29% | |
| FSLR | F | -0.28% | |
| SWKS | F | -0.28% | |
| GD | F | -0.28% | |
| LMT | D | -0.28% | |
| BA | F | -0.28% | |
| XYL | D | -0.28% | |
| TER | D | -0.27% | |
| AOS | F | -0.27% | |
| CDW | F | -0.27% | |
| EFX | F | -0.25% | |
| SWK | D | -0.25% | |
| HII | D | -0.22% | |
| QRVO | F | -0.21% | |
| MPWR | F | -0.21% | |
| ENPH | F | -0.2% | |
| SMCI | F | -0.19% |
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
SZNE: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Software - Application
Semiconductors
Aerospace & Defense
Specialty Retail
Business Services
Information Technology Services
Specialty Chemicals
Leisure
Restaurants
Software - Infrastructure
Chemicals
Communication Equipment
Integrated Shipping & Logistics
Packaging & Containers
Scientific & Technical Instruments
Semiconductor Equipment & Materials
Specialty Industrial Machinery
Agricultural Inputs
Building Materials
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