HELO vs. VONG ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Vanguard Russell 1000 Growth ETF (VONG)
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
VONG
Vanguard Russell 1000 Growth ETF
VONG Description
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the Russell 1000® Growth Index. The index is designed to measure the performance of large-capitalization growth stocks in the United States. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.Grade (RS Rating)
Last Trade
$101.44
Average Daily Volume
697,039
Number of Holdings
*
386
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | VONG |
|---|---|---|
| 30 Days | 1.57% | 4.08% |
| 60 Days | 3.39% | 5.73% |
| 90 Days | 4.59% | 7.25% |
| 12 Months | 20.91% | 36.29% |
75 Overlapping Holdings
| Symbol | Grade | Weight in HELO | Weight in VONG | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.83% | 11.94% | 6.83% | |
| ABBV | D | 1.14% | 0.57% | 0.57% | |
| ADBE | C | 0.18% | 0.77% | 0.18% | |
| AMD | F | 0.45% | 0.56% | 0.45% | |
| AMP | A | 0.2% | 0.17% | 0.17% | |
| AMZN | C | 4.5% | 6.3% | 4.5% | |
| ANET | C | 0.15% | 0.36% | 0.15% | |
| AVGO | D | 1.02% | 2.81% | 1.02% | |
| AXP | A | 0.21% | 0.21% | 0.21% | |
| AZO | C | 0.65% | 0.17% | 0.17% | |
| BKNG | A | 0.75% | 0.54% | 0.54% | |
| BURL | A | 0.24% | 0.06% | 0.06% | |
| CDNS | B | 0.17% | 0.27% | 0.17% | |
| CI | F | 0.34% | 0.03% | 0.03% | |
| CMG | B | 0.51% | 0.28% | 0.28% | |
| COST | B | 0.53% | 1.41% | 0.53% | |
| CPAY | A | 0.47% | 0.08% | 0.08% | |
| CRM | B | 1.15% | 0.84% | 0.84% | |
| DASH | A | 0.11% | 0.17% | 0.11% | |
| EL | F | 0.05% | 0.02% | 0.02% | |
| EQIX | A | 0.07% | 0.02% | 0.02% | |
| EQT | B | 0.06% | 0.0% | 0.0% | |
| EXPE | B | 0.29% | 0.07% | 0.07% | |
| FICO | B | 0.12% | 0.15% | 0.12% | |
| GOOG | C | 1.46% | 3.09% | 1.46% | |
| GOOGL | C | 2.09% | 3.66% | 2.09% | |
| GS | A | 0.75% | 0.16% | 0.16% | |
| HCA | F | 0.11% | 0.06% | 0.06% | |
| HLT | A | 0.36% | 0.11% | 0.11% | |
| HON | B | 0.98% | 0.08% | 0.08% | |
| HWM | A | 0.62% | 0.01% | 0.01% | |
| INTU | C | 0.51% | 0.61% | 0.51% | |
| KKR | A | 0.2% | 0.1% | 0.1% | |
| KO | D | 0.63% | 0.53% | 0.53% | |
| LLY | F | 1.07% | 2.42% | 1.07% | |
| LRCX | F | 0.37% | 0.35% | 0.35% | |
| LULU | C | 0.13% | 0.13% | 0.13% | |
| MA | C | 1.72% | 1.5% | 1.5% | |
| MCD | D | 0.81% | 0.05% | 0.05% | |
| MCK | B | 0.16% | 0.1% | 0.1% | |
| META | D | 2.9% | 4.52% | 2.9% | |
| MLM | B | 0.16% | 0.01% | 0.01% | |
| MMC | B | 0.14% | 0.05% | 0.05% | |
| MNST | C | 0.32% | 0.11% | 0.11% | |
| MRK | F | 0.24% | 0.94% | 0.24% | |
| MRVL | B | 0.06% | 0.02% | 0.02% | |
| MSFT | F | 7.13% | 10.99% | 7.13% | |
| MSI | B | 0.17% | 0.13% | 0.13% | |
| NBIX | C | 0.08% | 0.04% | 0.04% | |
| NOW | A | 0.94% | 0.7% | 0.7% | |
| NRG | B | 0.04% | 0.03% | 0.03% | |
| NVDA | C | 7.8% | 11.3% | 7.8% | |
| ORCL | B | 0.36% | 0.96% | 0.36% | |
| PEP | F | 0.83% | 0.66% | 0.66% | |
| PG | A | 0.14% | 0.32% | 0.14% | |
| PGR | A | 0.75% | 0.44% | 0.44% | |
| RCL | A | 0.34% | 0.06% | 0.06% | |
| REGN | F | 0.45% | 0.03% | 0.03% | |
| ROST | C | 0.44% | 0.04% | 0.04% | |
| SCHW | B | 0.42% | 0.04% | 0.04% | |
| SQ | B | 0.14% | 0.06% | 0.06% | |
| SRPT | D | 0.03% | 0.04% | 0.03% | |
| SYK | C | 0.76% | 0.14% | 0.14% | |
| TDG | D | 0.52% | 0.05% | 0.05% | |
| TSLA | B | 1.58% | 2.52% | 1.58% | |
| TT | A | 0.96% | 0.1% | 0.1% | |
| TXN | C | 0.87% | 0.08% | 0.08% | |
| UBER | D | 0.58% | 0.53% | 0.53% | |
| UNH | C | 1.62% | 0.13% | 0.13% | |
| UNP | C | 0.17% | 0.25% | 0.17% | |
| URI | B | 0.13% | 0.05% | 0.05% | |
| V | A | 1.49% | 1.66% | 1.49% | |
| VRTX | F | 0.6% | 0.22% | 0.22% | |
| VST | B | 0.1% | 0.16% | 0.1% | |
| YUM | B | 0.5% | 0.05% | 0.05% |
HELO Overweight 86 Positions Relative to VONG
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 1.53% | |
| XOM | B | 1.43% | |
| BAC | A | 1.26% | |
| WFC | A | 1.0% | |
| LOW | D | 0.99% | |
| TMO | F | 0.89% | |
| SO | D | 0.84% | |
| NEE | D | 0.83% | |
| LIN | D | 0.82% | |
| COP | C | 0.81% | |
| NXPI | D | 0.72% | |
| ADI | D | 0.72% | |
| MDLZ | F | 0.72% | |
| CMCSA | B | 0.71% | |
| BMY | B | 0.68% | |
| DE | A | 0.68% | |
| CME | A | 0.59% | |
| MU | D | 0.57% | |
| TFC | A | 0.56% | |
| UPS | C | 0.54% | |
| BSX | B | 0.52% | |
| FIS | C | 0.52% | |
| JNJ | D | 0.51% | |
| PLD | D | 0.5% | |
| OTIS | C | 0.5% | |
| PCG | A | 0.5% | |
| CTSH | B | 0.49% | |
| FITB | A | 0.48% | |
| EOG | A | 0.47% | |
| CARR | D | 0.46% | |
| MDT | D | 0.46% | |
| DHR | F | 0.44% | |
| AON | A | 0.44% | |
| STX | D | 0.41% | |
| CSX | B | 0.41% | |
| LDOS | C | 0.39% | |
| DLR | B | 0.39% | |
| VTR | C | 0.39% | |
| ETN | A | 0.38% | |
| DOW | F | 0.35% | |
| TRV | B | 0.34% | |
| FDX | B | 0.33% | |
| USB | A | 0.33% | |
| PM | B | 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% | |
| TXT | D | 0.29% | |
| WELL | A | 0.27% | |
| KVUE | A | 0.26% | |
| CHTR | C | 0.25% | |
| BKR | B | 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% | |
| BBY | D | 0.2% | |
| ABT | B | 0.19% | |
| ELS | C | 0.19% | |
| CVX | A | 0.18% | |
| HPE | B | 0.18% | |
| PCAR | B | 0.18% | |
| WDC | D | 0.18% | |
| T | A | 0.18% | |
| NOC | D | 0.17% | |
| TMUS | B | 0.17% | |
| HUM | C | 0.16% | |
| MO | A | 0.15% | |
| LEN | D | 0.14% | |
| TGT | F | 0.14% | |
| PFG | D | 0.13% | |
| BIIB | F | 0.12% | |
| NUE | C | 0.11% | |
| CMS | C | 0.1% | |
| APTV | D | 0.1% | |
| WMG | C | 0.1% | |
| SIRI | C | 0.07% | |
| BAX | D | 0.06% | |
| AME | A | 0.06% | |
| BMRN | D | 0.03% | |
| LKQ | D | 0.02% |
HELO Underweight 311 Positions Relative to VONG
| Symbol | Grade | Weight | |
|---|---|---|---|
| NFLX | A | -1.18% | |
| HD | A | -1.13% | |
| ISRG | A | -0.65% | |
| QCOM | F | -0.62% | |
| AMAT | F | -0.5% | |
| AMGN | D | -0.49% | |
| BX | A | -0.43% | |
| ADP | B | -0.4% | |
| PANW | C | -0.4% | |
| AMT | D | -0.36% | |
| KLAC | D | -0.33% | |
| SBUX | A | -0.31% | |
| WM | A | -0.31% | |
| PLTR | B | -0.3% | |
| TJX | A | -0.28% | |
| SHW | A | -0.28% | |
| SNPS | B | -0.28% | |
| MCO | B | -0.26% | |
| ZTS | D | -0.25% | |
| CTAS | B | -0.25% | |
| CRWD | B | -0.24% | |
| ADSK | A | -0.22% | |
| ORLY | B | -0.22% | |
| SPOT | B | -0.21% | |
| NKE | D | -0.21% | |
| ABNB | C | -0.21% | |
| APO | B | -0.2% | |
| TTD | B | -0.19% | |
| ECL | D | -0.19% | |
| WDAY | B | -0.18% | |
| APH | A | -0.17% | |
| NU | C | -0.17% | |
| APP | B | -0.16% | |
| GE | D | -0.15% | |
| FTNT | C | -0.15% | |
| CPRT | A | -0.15% | |
| CL | D | -0.15% | |
| GWW | B | -0.15% | |
| LMT | D | -0.14% | |
| DDOG | A | -0.14% | |
| FAST | B | -0.14% | |
| IT | C | -0.14% | |
| COR | B | -0.14% | |
| VRT | B | -0.14% | |
| VRSK | A | -0.14% | |
| ODFL | B | -0.14% | |
| MPWR | F | -0.13% | |
| FI | A | -0.13% | |
| SNOW | C | -0.13% | |
| TRGP | B | -0.13% | |
| IDXX | F | -0.12% | |
| ITW | B | -0.11% | |
| TEAM | A | -0.11% | |
| COIN | C | -0.11% | |
| CPNG | D | -0.11% | |
| ALNY | D | -0.11% | |
| AXON | A | -0.11% | |
| ARES | A | -0.11% | |
| VEEV | C | -0.11% | |
| NET | B | -0.1% | |
| RBLX | C | -0.1% | |
| HUBS | A | -0.1% | |
| DXCM | D | -0.1% | |
| TSCO | D | -0.1% | |
| GDDY | A | -0.09% | |
| HES | B | -0.09% | |
| DECK | A | -0.09% | |
| MSCI | C | -0.09% | |
| CAT | B | -0.09% | |
| LPLA | A | -0.08% | |
| TYL | B | -0.08% | |
| TPL | A | -0.08% | |
| LNG | B | -0.08% | |
| BR | A | -0.08% | |
| SYY | B | -0.08% | |
| BAH | F | -0.08% | |
| LVS | C | -0.07% | |
| LYV | A | -0.07% | |
| KMB | D | -0.07% | |
| MDB | C | -0.07% | |
| PINS | D | -0.07% | |
| LII | A | -0.07% | |
| CLX | B | -0.07% | |
| IRM | D | -0.07% | |
| ULTA | F | -0.06% | |
| HEI | B | -0.06% | |
| CAH | B | -0.06% | |
| ENTG | D | -0.06% | |
| DT | C | -0.06% | |
| DKNG | B | -0.06% | |
| PAYX | C | -0.06% | |
| MANH | D | -0.06% | |
| PODD | C | -0.06% | |
| ZS | C | -0.06% | |
| BA | F | -0.06% | |
| CDW | F | -0.05% | |
| TXRH | C | -0.05% | |
| CEG | D | -0.05% | |
| ROL | B | -0.05% | |
| MMM | D | -0.05% | |
| PTC | A | -0.05% | |
| TOST | B | -0.05% | |
| PSTG | D | -0.05% | |
| PWR | A | -0.05% | |
| POOL | C | -0.05% | |
| WST | C | -0.05% | |
| NTRA | B | -0.05% | |
| FIX | A | -0.05% | |
| SPG | B | -0.05% | |
| DOCU | A | -0.05% | |
| SMCI | F | -0.05% | |
| EQH | B | -0.05% | |
| XPO | B | -0.05% | |
| ELV | F | -0.05% | |
| TER | D | -0.05% | |
| CHDN | B | -0.04% | |
| DRI | B | -0.04% | |
| WSM | B | -0.04% | |
| NTAP | C | -0.04% | |
| DUOL | A | -0.04% | |
| HEI | B | -0.04% | |
| NCLH | B | -0.04% | |
| ENPH | F | -0.04% | |
| BRO | B | -0.04% | |
| OWL | A | -0.04% | |
| VLTO | D | -0.04% | |
| WAT | B | -0.04% | |
| MOH | F | -0.04% | |
| PCOR | B | -0.03% | |
| GWRE | A | -0.03% | |
| DVA | B | -0.03% | |
| EXP | A | -0.03% | |
| SMAR | A | -0.03% | |
| SAIA | B | -0.03% | |
| VKTX | F | -0.03% | |
| ALL | A | -0.03% | |
| EW | C | -0.03% | |
| TREX | C | -0.03% | |
| AAON | B | -0.03% | |
| PSA | D | -0.03% | |
| EXEL | B | -0.03% | |
| MS | A | -0.03% | |
| HAS | D | -0.03% | |
| MEDP | D | -0.03% | |
| TPX | B | -0.03% | |
| PCTY | B | -0.03% | |
| EME | C | -0.03% | |
| HPQ | B | -0.03% | |
| PEN | B | -0.03% | |
| WING | D | -0.03% | |
| LNW | D | -0.03% | |
| ITCI | C | -0.03% | |
| MORN | B | -0.03% | |
| ALGN | D | -0.03% | |
| MUSA | A | -0.03% | |
| VMC | B | -0.03% | |
| CVNA | B | -0.03% | |
| KNSL | B | -0.03% | |
| SCCO | F | -0.03% | |
| RMD | C | -0.03% | |
| ZBRA | B | -0.02% | |
| AJG | B | -0.02% | |
| IQV | D | -0.02% | |
| OLED | D | -0.02% | |
| NTNX | A | -0.02% | |
| AZEK | A | -0.02% | |
| LPX | B | -0.02% | |
| RARE | D | -0.02% | |
| MKL | A | -0.02% | |
| APPF | B | -0.02% | |
| PATH | C | -0.02% | |
| GNRC | B | -0.02% | |
| EXAS | D | -0.02% | |
| DPZ | C | -0.02% | |
| OKTA | C | -0.02% | |
| VVV | F | -0.02% | |
| MTN | C | -0.02% | |
| CELH | F | -0.02% | |
| DELL | C | -0.02% | |
| FOUR | B | -0.02% | |
| CNM | D | -0.02% | |
| IONS | F | -0.02% | |
| ELF | C | -0.02% | |
| WFRD | D | -0.02% | |
| INSP | D | -0.02% | |
| TW | A | -0.02% | |
| LSCC | D | -0.02% | |
| FDS | B | -0.02% | |
| AVY | D | -0.02% | |
| GTLB | B | -0.02% | |
| CFLT | B | -0.02% | |
| ESTC | C | -0.02% | |
| EFX | F | -0.02% | |
| GLOB | B | -0.02% | |
| PAYC | B | -0.02% | |
| RYAN | B | -0.02% | |
| BSY | D | -0.02% | |
| DV | C | -0.01% | |
| TPG | A | -0.01% | |
| BROS | B | -0.01% | |
| BILL | A | -0.01% | |
| HRB | D | -0.01% | |
| WEN | D | -0.01% | |
| PFGC | B | -0.01% | |
| WSC | D | -0.01% | |
| SOFI | A | -0.01% | |
| AM | A | -0.01% | |
| BLDR | D | -0.01% | |
| DBX | B | -0.01% | |
| PR | B | -0.01% | |
| NCNO | B | -0.01% | |
| CLF | F | -0.01% | |
| FRPT | B | -0.01% | |
| AWI | A | -0.01% | |
| CACC | D | -0.01% | |
| NXST | C | -0.01% | |
| FIVN | C | -0.01% | |
| LBRDK | C | -0.01% | |
| BWXT | B | -0.01% | |
| SITE | D | -0.01% | |
| MSTR | C | -0.01% | |
| ONTO | D | -0.01% | |
| EG | C | -0.01% | |
| CASY | A | -0.01% | |
| CSL | C | -0.01% | |
| U | C | -0.01% | |
| TWLO | A | -0.01% | |
| EXPD | D | -0.01% | |
| TTEK | F | -0.01% | |
| ROK | B | -0.01% | |
| APLS | D | -0.01% | |
| UHAL | D | -0.01% | |
| LAMR | D | -0.01% | |
| RNG | B | -0.01% | |
| LECO | B | -0.01% | |
| TDC | D | -0.01% | |
| JEF | A | -0.01% | |
| MASI | A | -0.01% | |
| LYFT | C | -0.01% | |
| CHH | A | -0.01% | |
| CE | F | -0.01% | |
| PEGA | A | -0.01% | |
| LW | C | -0.01% | |
| HSY | F | -0.01% | |
| GEHC | F | -0.01% | |
| RPM | A | -0.01% | |
| PLNT | A | -0.01% | |
| HCP | B | -0.01% | |
| ETSY | D | -0.01% | |
| BRKR | D | -0.01% | |
| FND | C | -0.01% | |
| JLL | D | -0.01% | |
| WMS | D | -0.01% | |
| FIVE | F | -0.01% | |
| TRIP | F | -0.0% | |
| PYCR | C | -0.0% | |
| FTRE | D | -0.0% | |
| PPC | C | -0.0% | |
| CC | C | -0.0% | |
| SEE | C | -0.0% | |
| NFE | D | -0.0% | |
| IRDM | D | -0.0% | |
| LBRDA | C | -0.0% | |
| MSGS | A | -0.0% | |
| UHAL | D | -0.0% | |
| CGNX | C | -0.0% | |
| DOCS | C | -0.0% | |
| MKSI | C | -0.0% | |
| RLI | B | -0.0% | |
| UWMC | D | -0.0% | |
| MTDR | B | -0.0% | |
| SPR | D | -0.0% | |
| UI | A | -0.0% | |
| SAM | C | -0.0% | |
| CAR | C | -0.0% | |
| WH | B | -0.0% | |
| AAL | B | -0.0% | |
| WU | D | -0.0% | |
| WEX | D | -0.0% | |
| EPAM | C | -0.0% | |
| BPOP | B | -0.0% | |
| INCY | C | -0.0% | |
| SKX | D | -0.0% | |
| SSD | D | -0.0% | |
| XP | F | -0.0% | |
| WYNN | D | -0.0% | |
| KBR | F | -0.0% | |
| KMX | B | -0.0% | |
| CHE | D | -0.0% | |
| HLI | B | -0.0% | |
| BLD | D | -0.0% | |
| YETI | C | -0.0% | |
| RH | B | -0.0% | |
| H | B | -0.0% | |
| VRSN | F | -0.0% | |
| DKS | C | -0.0% | |
| RGEN | D | -0.0% | |
| JBL | B | -0.0% | |
| TXG | F | -0.0% | |
| TRU | D | -0.0% | |
| DAY | B | -0.0% | |
| S | B | -0.0% | |
| CROX | D | -0.0% | |
| BFAM | D | -0.0% | |
| SN | D | -0.0% | |
| ROKU | D | -0.0% | |
| TKO | B | -0.0% | |
| DJT | C | -0.0% | |
| LOPE | B | -0.0% | |
| ALLY | C | -0.0% | |
| CIVI | D | -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
VONG: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Biotechnology
Business Services
Specialty Retail
Capital Markets
Restaurants
Building Materials
Asset Management
Diagnostics & Research
Semiconductor Equipment & Materials
Semiconductors
Aerospace & Defense
Diversified Industrials
Internet Content & Information
Leisure
Credit Services
Household & Personal Products
Medical Devices
Engineering & Construction
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