HELO vs. UMDD ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to UltraPro MidCap400 (UMDD)
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
UMDD
UltraPro MidCap400
UMDD Description
The investment seeks daily investment results that correspond to three times (3x) the daily performance of the S&P MidCap400®. The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should have similar daily return characteristics as three times (3x) the daily return of the index. The index is a measure of mid-size company U.S. stock market performance. It is a float-adjusted, market capitalization-weighted index of 400 U.S. operating companies and real estate investment trusts selected through a process that factors criteria such as liquidity, price, market capitalization and financial viability. It is non-diversified.Grade (RS Rating)
Last Trade
$33.26
Average Daily Volume
17,088
Number of Holdings
*
394
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | UMDD |
|---|---|---|
| 30 Days | 1.57% | 20.73% |
| 60 Days | 3.39% | 19.96% |
| 90 Days | 4.59% | 21.01% |
| 12 Months | 20.91% | 91.38% |
HELO Overweight 155 Positions Relative to UMDD
| 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% | |
| XOM | B | 1.43% | |
| BAC | A | 1.26% | |
| CRM | B | 1.15% | |
| ABBV | D | 1.14% | |
| LLY | F | 1.07% | |
| AVGO | D | 1.02% | |
| WFC | A | 1.0% | |
| LOW | D | 0.99% | |
| HON | B | 0.98% | |
| TT | A | 0.96% | |
| 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% | |
| BKNG | A | 0.75% | |
| GS | A | 0.75% | |
| PGR | A | 0.75% | |
| NXPI | D | 0.72% | |
| ADI | D | 0.72% | |
| MDLZ | F | 0.72% | |
| CMCSA | B | 0.71% | |
| BMY | B | 0.68% | |
| DE | A | 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% | |
| MU | D | 0.57% | |
| TFC | A | 0.56% | |
| UPS | C | 0.54% | |
| COST | B | 0.53% | |
| BSX | B | 0.52% | |
| TDG | D | 0.52% | |
| FIS | C | 0.52% | |
| INTU | C | 0.51% | |
| CMG | B | 0.51% | |
| JNJ | D | 0.51% | |
| PLD | D | 0.5% | |
| OTIS | C | 0.5% | |
| PCG | A | 0.5% | |
| YUM | B | 0.5% | |
| CTSH | B | 0.49% | |
| FITB | A | 0.48% | |
| CPAY | A | 0.47% | |
| EOG | A | 0.47% | |
| CARR | D | 0.46% | |
| MDT | D | 0.46% | |
| REGN | F | 0.45% | |
| AMD | F | 0.45% | |
| DHR | F | 0.44% | |
| AON | A | 0.44% | |
| ROST | C | 0.44% | |
| SCHW | B | 0.42% | |
| STX | D | 0.41% | |
| CSX | B | 0.41% | |
| LDOS | C | 0.39% | |
| DLR | B | 0.39% | |
| VTR | C | 0.39% | |
| ETN | A | 0.38% | |
| LRCX | F | 0.37% | |
| ORCL | B | 0.36% | |
| HLT | A | 0.36% | |
| DOW | F | 0.35% | |
| TRV | B | 0.34% | |
| RCL | A | 0.34% | |
| CI | F | 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% | |
| DIS | B | 0.31% | |
| MET | A | 0.3% | |
| C | A | 0.3% | |
| 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% | |
| MRK | F | 0.24% | |
| LYB | F | 0.23% | |
| IR | B | 0.23% | |
| DAL | C | 0.23% | |
| MAS | D | 0.23% | |
| PPG | F | 0.21% | |
| ACN | C | 0.21% | |
| AXP | A | 0.21% | |
| BBY | D | 0.2% | |
| AMP | A | 0.2% | |
| KKR | A | 0.2% | |
| ABT | B | 0.19% | |
| CVX | A | 0.18% | |
| HPE | B | 0.18% | |
| PCAR | B | 0.18% | |
| ADBE | C | 0.18% | |
| WDC | D | 0.18% | |
| T | A | 0.18% | |
| MSI | B | 0.17% | |
| NOC | D | 0.17% | |
| CDNS | B | 0.17% | |
| UNP | C | 0.17% | |
| TMUS | B | 0.17% | |
| MCK | B | 0.16% | |
| MLM | B | 0.16% | |
| HUM | C | 0.16% | |
| MO | A | 0.15% | |
| ANET | C | 0.15% | |
| LEN | D | 0.14% | |
| PG | A | 0.14% | |
| MMC | B | 0.14% | |
| TGT | F | 0.14% | |
| SQ | B | 0.14% | |
| URI | B | 0.13% | |
| LULU | C | 0.13% | |
| PFG | D | 0.13% | |
| BIIB | F | 0.12% | |
| FICO | B | 0.12% | |
| NUE | C | 0.11% | |
| HCA | F | 0.11% | |
| DASH | A | 0.11% | |
| VST | B | 0.1% | |
| CMS | C | 0.1% | |
| APTV | D | 0.1% | |
| EQIX | A | 0.07% | |
| SIRI | C | 0.07% | |
| EQT | B | 0.06% | |
| BAX | D | 0.06% | |
| MRVL | B | 0.06% | |
| AME | A | 0.06% | |
| EL | F | 0.05% | |
| NRG | B | 0.04% | |
| LKQ | D | 0.02% |
HELO Underweight 388 Positions Relative to UMDD
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPL | A | -0.46% | |
| EME | C | -0.42% | |
| ILMN | D | -0.41% | |
| CSL | C | -0.38% | |
| LII | A | -0.36% | |
| IBKR | A | -0.35% | |
| WSO | A | -0.33% | |
| XPO | B | -0.32% | |
| RPM | A | -0.32% | |
| WSM | B | -0.31% | |
| OC | A | -0.31% | |
| RS | B | -0.31% | |
| RBA | A | -0.31% | |
| UTHR | C | -0.31% | |
| MANH | D | -0.31% | |
| DOCU | A | -0.3% | |
| TOL | B | -0.29% | |
| FNF | B | -0.29% | |
| DT | C | -0.29% | |
| USFD | A | -0.29% | |
| EQH | B | -0.28% | |
| COHR | B | -0.28% | |
| PSTG | D | -0.28% | |
| THC | D | -0.28% | |
| FIX | A | -0.28% | |
| CASY | A | -0.27% | |
| GGG | B | -0.27% | |
| RGA | A | -0.27% | |
| SFM | A | -0.26% | |
| EWBC | A | -0.26% | |
| AVTR | F | -0.26% | |
| ACM | A | -0.26% | |
| SAIA | B | -0.26% | |
| CW | B | -0.25% | |
| TXRH | C | -0.24% | |
| GLPI | C | -0.24% | |
| PFGC | B | -0.24% | |
| RNR | C | -0.24% | |
| ITT | A | -0.23% | |
| JLL | D | -0.23% | |
| CLH | B | -0.23% | |
| OVV | B | -0.22% | |
| SF | B | -0.22% | |
| JEF | A | -0.22% | |
| WPC | D | -0.22% | |
| DUOL | A | -0.22% | |
| SCI | B | -0.22% | |
| NVT | B | -0.22% | |
| UNM | A | -0.22% | |
| RRX | B | -0.21% | |
| DKS | C | -0.21% | |
| BJ | A | -0.21% | |
| ATR | B | -0.21% | |
| LECO | B | -0.21% | |
| BWXT | B | -0.21% | |
| AMH | D | -0.21% | |
| CG | A | -0.2% | |
| CCK | C | -0.2% | |
| CUBE | D | -0.2% | |
| FHN | A | -0.2% | |
| BLD | D | -0.2% | |
| CACI | D | -0.2% | |
| FND | C | -0.2% | |
| TTEK | F | -0.2% | |
| LAMR | D | -0.2% | |
| ARMK | B | -0.19% | |
| EHC | B | -0.19% | |
| AFG | A | -0.19% | |
| WBS | A | -0.19% | |
| OHI | C | -0.19% | |
| EXP | A | -0.19% | |
| WWD | B | -0.19% | |
| CHDN | B | -0.19% | |
| AIT | A | -0.19% | |
| KNSL | B | -0.19% | |
| GME | C | -0.19% | |
| AA | B | -0.19% | |
| EVR | B | -0.19% | |
| WTRG | B | -0.18% | |
| PR | B | -0.18% | |
| DTM | B | -0.18% | |
| INGR | B | -0.18% | |
| WING | D | -0.18% | |
| HLI | B | -0.18% | |
| MUSA | A | -0.18% | |
| ALLY | C | -0.18% | |
| EXEL | B | -0.18% | |
| WAL | B | -0.18% | |
| PRI | A | -0.18% | |
| CIEN | B | -0.18% | |
| LAD | A | -0.18% | |
| AYI | B | -0.18% | |
| FN | D | -0.17% | |
| PEN | B | -0.17% | |
| RBC | A | -0.17% | |
| REXR | F | -0.17% | |
| GMED | A | -0.17% | |
| RGLD | C | -0.17% | |
| WMS | D | -0.17% | |
| DCI | B | -0.17% | |
| MORN | B | -0.17% | |
| FBIN | D | -0.17% | |
| WCC | B | -0.17% | |
| CNH | C | -0.17% | |
| BRBR | A | -0.17% | |
| AAL | B | -0.17% | |
| PNFP | B | -0.17% | |
| TPX | B | -0.17% | |
| GPK | C | -0.16% | |
| TTC | D | -0.16% | |
| BRX | A | -0.16% | |
| WTFC | A | -0.16% | |
| FLR | B | -0.16% | |
| SNX | C | -0.16% | |
| ZION | B | -0.16% | |
| NYT | C | -0.16% | |
| PCTY | B | -0.16% | |
| ORI | A | -0.16% | |
| AR | B | -0.16% | |
| AXTA | A | -0.16% | |
| CFR | B | -0.16% | |
| AAON | B | -0.16% | |
| KNX | B | -0.16% | |
| VOYA | B | -0.15% | |
| KBR | F | -0.15% | |
| SNV | B | -0.15% | |
| SEIC | B | -0.15% | |
| UFPI | B | -0.15% | |
| CNM | D | -0.15% | |
| SSB | B | -0.15% | |
| CHRD | D | -0.15% | |
| PLNT | A | -0.15% | |
| RRC | B | -0.15% | |
| X | C | -0.15% | |
| SKX | D | -0.15% | |
| ONTO | D | -0.15% | |
| ENSG | D | -0.15% | |
| HRB | D | -0.15% | |
| LNW | D | -0.15% | |
| EGP | F | -0.15% | |
| HQY | B | -0.15% | |
| OGE | B | -0.15% | |
| CBSH | A | -0.15% | |
| MEDP | D | -0.15% | |
| CR | A | -0.15% | |
| CHE | D | -0.15% | |
| MTZ | B | -0.15% | |
| RGEN | D | -0.14% | |
| WEX | D | -0.14% | |
| CVLT | B | -0.14% | |
| KEX | C | -0.14% | |
| MKSI | C | -0.14% | |
| BERY | B | -0.14% | |
| ADC | B | -0.14% | |
| WH | B | -0.14% | |
| FYBR | D | -0.14% | |
| JAZZ | B | -0.14% | |
| TREX | C | -0.14% | |
| NNN | D | -0.14% | |
| SSD | D | -0.14% | |
| FLS | B | -0.14% | |
| TKO | B | -0.14% | |
| PB | A | -0.14% | |
| HLNE | B | -0.14% | |
| VMI | B | -0.13% | |
| FCN | D | -0.13% | |
| DINO | D | -0.13% | |
| VNO | B | -0.13% | |
| CADE | B | -0.13% | |
| FR | C | -0.13% | |
| ELF | C | -0.13% | |
| CGNX | C | -0.13% | |
| ONB | B | -0.13% | |
| LSCC | D | -0.13% | |
| GNTX | C | -0.13% | |
| LPX | B | -0.13% | |
| MASI | A | -0.13% | |
| H | B | -0.13% | |
| GTLS | B | -0.13% | |
| GXO | B | -0.13% | |
| R | B | -0.13% | |
| ESAB | B | -0.13% | |
| ALV | C | -0.13% | |
| RYAN | B | -0.13% | |
| RLI | B | -0.13% | |
| OSK | B | -0.13% | |
| MIDD | C | -0.13% | |
| COKE | C | -0.13% | |
| TMHC | B | -0.13% | |
| EXLS | B | -0.13% | |
| MTSI | B | -0.13% | |
| OLED | D | -0.13% | |
| G | B | -0.13% | |
| ANF | C | -0.13% | |
| MTG | C | -0.12% | |
| NOV | C | -0.12% | |
| GBCI | B | -0.12% | |
| CYTK | F | -0.12% | |
| DAR | C | -0.12% | |
| SAIC | F | -0.12% | |
| MAT | D | -0.12% | |
| DOCS | C | -0.12% | |
| COLB | A | -0.12% | |
| KD | B | -0.12% | |
| DBX | B | -0.12% | |
| STAG | F | -0.12% | |
| LSTR | D | -0.12% | |
| BIO | D | -0.12% | |
| FAF | A | -0.12% | |
| MTN | C | -0.12% | |
| MSA | D | -0.12% | |
| HALO | F | -0.12% | |
| CMC | B | -0.12% | |
| MTDR | B | -0.12% | |
| LITE | B | -0.11% | |
| PVH | C | -0.11% | |
| JHG | A | -0.11% | |
| THG | A | -0.11% | |
| CNX | A | -0.11% | |
| THO | B | -0.11% | |
| WTS | B | -0.11% | |
| CHX | C | -0.11% | |
| KRG | B | -0.11% | |
| ESNT | D | -0.11% | |
| CROX | D | -0.11% | |
| FNB | A | -0.11% | |
| CBT | C | -0.11% | |
| VNT | B | -0.11% | |
| SIGI | C | -0.11% | |
| BRKR | D | -0.11% | |
| NOVT | D | -0.11% | |
| ARW | D | -0.11% | |
| WFRD | D | -0.11% | |
| ALTR | B | -0.11% | |
| LFUS | F | -0.11% | |
| STWD | C | -0.11% | |
| IDA | A | -0.11% | |
| WHR | B | -0.11% | |
| SLM | A | -0.1% | |
| FFIN | B | -0.1% | |
| BC | C | -0.1% | |
| APPF | B | -0.1% | |
| KNF | A | -0.1% | |
| CLF | F | -0.1% | |
| GATX | A | -0.1% | |
| LEA | D | -0.1% | |
| CRUS | D | -0.1% | |
| UMBF | B | -0.1% | |
| QLYS | C | -0.1% | |
| VVV | F | -0.1% | |
| NFG | A | -0.1% | |
| AMG | B | -0.1% | |
| LNTH | D | -0.1% | |
| KBH | D | -0.1% | |
| OLLI | D | -0.1% | |
| HOMB | A | -0.1% | |
| UBSI | B | -0.1% | |
| AGCO | D | -0.1% | |
| RMBS | C | -0.1% | |
| VLY | B | -0.09% | |
| CIVI | D | -0.09% | |
| CUZ | B | -0.09% | |
| PSN | D | -0.09% | |
| AVNT | B | -0.09% | |
| NJR | A | -0.09% | |
| IRT | A | -0.09% | |
| MUR | D | -0.09% | |
| POR | C | -0.09% | |
| TKR | D | -0.09% | |
| LOPE | B | -0.09% | |
| RH | B | -0.09% | |
| FIVE | F | -0.09% | |
| MMS | F | -0.09% | |
| BDC | B | -0.09% | |
| GAP | C | -0.09% | |
| OLN | D | -0.09% | |
| HXL | D | -0.09% | |
| ST | F | -0.09% | |
| SON | D | -0.09% | |
| UGI | A | -0.09% | |
| EXPO | D | -0.09% | |
| BYD | C | -0.09% | |
| NXST | C | -0.09% | |
| OZK | B | -0.09% | |
| ROIV | C | -0.09% | |
| AM | A | -0.09% | |
| POST | C | -0.09% | |
| HWC | B | -0.09% | |
| CNO | A | -0.08% | |
| BCO | D | -0.08% | |
| PNM | F | -0.08% | |
| KRC | C | -0.08% | |
| OGS | A | -0.08% | |
| CELH | F | -0.08% | |
| WLK | D | -0.08% | |
| NEU | C | -0.08% | |
| ORA | B | -0.08% | |
| SBRA | C | -0.08% | |
| FLO | D | -0.08% | |
| KMPR | B | -0.08% | |
| M | D | -0.08% | |
| EEFT | B | -0.08% | |
| DLB | B | -0.08% | |
| SLGN | A | -0.08% | |
| BKH | A | -0.08% | |
| AN | C | -0.08% | |
| CHWY | B | -0.08% | |
| SWX | B | -0.08% | |
| HAE | C | -0.08% | |
| AVT | C | -0.08% | |
| XRAY | F | -0.07% | |
| ACHC | F | -0.07% | |
| PRGO | B | -0.07% | |
| ALE | A | -0.07% | |
| TNL | A | -0.07% | |
| OPCH | D | -0.07% | |
| ASH | D | -0.07% | |
| SR | A | -0.07% | |
| IBOC | A | -0.07% | |
| MSM | C | -0.07% | |
| HOG | D | -0.07% | |
| ENS | D | -0.07% | |
| ASB | B | -0.07% | |
| RYN | D | -0.07% | |
| TCBI | B | -0.07% | |
| ASGN | F | -0.07% | |
| PAG | B | -0.06% | |
| ZI | D | -0.06% | |
| PK | B | -0.06% | |
| ALGM | D | -0.06% | |
| BHF | B | -0.06% | |
| PBF | D | -0.06% | |
| GHC | C | -0.06% | |
| WEN | D | -0.06% | |
| SMG | D | -0.06% | |
| CHH | A | -0.06% | |
| YETI | C | -0.06% | |
| FHI | A | -0.06% | |
| EPR | D | -0.06% | |
| BLKB | B | -0.06% | |
| VAL | D | -0.06% | |
| NWE | B | -0.06% | |
| CDP | C | -0.06% | |
| SLAB | D | -0.06% | |
| NVST | B | -0.06% | |
| IRDM | D | -0.06% | |
| TEX | D | -0.06% | |
| POWI | D | -0.06% | |
| LANC | C | -0.06% | |
| PII | D | -0.06% | |
| WU | D | -0.06% | |
| ENOV | C | -0.05% | |
| VC | D | -0.05% | |
| GT | C | -0.05% | |
| ARWR | F | -0.05% | |
| NSP | D | -0.05% | |
| CXT | B | -0.05% | |
| HGV | B | -0.05% | |
| COTY | F | -0.05% | |
| COLM | B | -0.05% | |
| LIVN | F | -0.05% | |
| TDC | D | -0.05% | |
| SAM | C | -0.05% | |
| CC | C | -0.05% | |
| NEOG | F | -0.05% | |
| AMKR | D | -0.05% | |
| AMED | F | -0.05% | |
| NSA | D | -0.05% | |
| SYNA | C | -0.05% | |
| VAC | B | -0.05% | |
| MAN | D | -0.05% | |
| PCH | D | -0.05% | |
| PPC | C | -0.04% | |
| IPGP | D | -0.04% | |
| AZTA | D | -0.04% | |
| JWN | C | -0.04% | |
| RCM | F | -0.04% | |
| SHC | F | -0.04% | |
| CPRI | F | -0.04% | |
| GEF | A | -0.03% | |
| VSH | D | -0.03% | |
| CAR | C | -0.03% | |
| UAA | C | -0.03% | |
| CNXC | F | -0.03% | |
| CRI | D | -0.03% | |
| UA | C | -0.02% | |
| EXR | D | -0.0% | |
| SLG | 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
UMDD: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Biotechnology
Software - Application
Business Services
Oil & Gas E&P
Specialty Chemicals
Asset Management
Packaging & Containers
Semiconductors
Specialty Retail
Building Materials
Diagnostics & Research
Engineering & Construction
REIT - Industrial
Apparel Manufacturing
Medical Care
Packaged Foods
REIT - Diversified
Scientific & Technical Instruments
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