HELO vs. XVV ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to iShares ESG Screened S&P 500 ETF (XVV)
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
$60.94
Average Daily Volume
293,018
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
XVV
iShares ESG Screened S&P 500 ETF
XVV Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P 500 Sustainability Screened Index, which measures the performance of the large-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.Grade (RS Rating)
Last Trade
$44.02
Average Daily Volume
14,674
Number of Holdings
*
444
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | XVV |
|---|---|---|
| 30 Days | 1.99% | 2.35% |
| 60 Days | 4.19% | 4.71% |
| 90 Days | 4.20% | 4.56% |
| 12 Months | 35.78% |
HELO Overweight 1 Positions Relative to XVV
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | D | 1.49% |
HELO Underweight 435 Positions Relative to XVV
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | C | -1.87% | |
| AVGO | C | -1.86% | |
| LLY | D | -1.61% | |
| TSLA | C | -1.59% | |
| JPM | D | -1.34% | |
| V | C | -1.02% | |
| PG | C | -0.92% | |
| COST | C | -0.9% | |
| HD | B | -0.88% | |
| ABBV | B | -0.76% | |
| NFLX | B | -0.69% | |
| MRK | F | -0.64% | |
| KO | B | -0.62% | |
| AMD | C | -0.61% | |
| BAC | D | -0.6% | |
| CRM | C | -0.6% | |
| ORCL | B | -0.6% | |
| TMO | B | -0.53% | |
| LIN | B | -0.52% | |
| PEP | D | -0.52% | |
| ADBE | F | -0.51% | |
| ACN | C | -0.5% | |
| MCD | B | -0.49% | |
| CSCO | B | -0.48% | |
| GE | C | -0.45% | |
| ABT | C | -0.44% | |
| CAT | B | -0.43% | |
| TXN | B | -0.43% | |
| WFC | D | -0.43% | |
| QCOM | D | -0.43% | |
| VZ | A | -0.42% | |
| NOW | C | -0.41% | |
| DHR | B | -0.4% | |
| INTU | D | -0.4% | |
| AMGN | D | -0.39% | |
| NEE | B | -0.39% | |
| ISRG | C | -0.39% | |
| DIS | D | -0.39% | |
| AMAT | D | -0.39% | |
| SPGI | C | -0.37% | |
| PFE | D | -0.37% | |
| CMCSA | C | -0.36% | |
| UBER | C | -0.36% | |
| T | B | -0.35% | |
| GS | B | -0.35% | |
| AXP | B | -0.34% | |
| LOW | B | -0.34% | |
| PGR | C | -0.33% | |
| UNP | D | -0.33% | |
| BKNG | B | -0.32% | |
| BLK | B | -0.3% | |
| ETN | C | -0.3% | |
| TJX | C | -0.3% | |
| MS | B | -0.29% | |
| BSX | B | -0.28% | |
| SYK | C | -0.28% | |
| VRTX | D | -0.27% | |
| ELV | D | -0.27% | |
| MU | D | -0.27% | |
| MDT | B | -0.26% | |
| ADI | C | -0.26% | |
| PLD | C | -0.26% | |
| C | C | -0.26% | |
| PANW | D | -0.25% | |
| MMC | C | -0.25% | |
| REGN | D | -0.25% | |
| SBUX | C | -0.25% | |
| BX | C | -0.25% | |
| LRCX | D | -0.25% | |
| ADP | C | -0.25% | |
| DE | A | -0.24% | |
| NKE | D | -0.24% | |
| KLAC | D | -0.24% | |
| AMT | C | -0.24% | |
| CB | B | -0.24% | |
| BMY | C | -0.23% | |
| INTC | D | -0.23% | |
| FI | B | -0.23% | |
| GILD | B | -0.23% | |
| CI | C | -0.22% | |
| UPS | D | -0.22% | |
| MDLZ | C | -0.22% | |
| ANET | C | -0.22% | |
| TMUS | B | -0.22% | |
| SCHW | D | -0.21% | |
| TT | B | -0.2% | |
| ZTS | B | -0.2% | |
| KKR | B | -0.2% | |
| SHW | B | -0.2% | |
| ICE | C | -0.2% | |
| EQIX | B | -0.19% | |
| CL | C | -0.19% | |
| CME | B | -0.18% | |
| SNPS | F | -0.18% | |
| APH | C | -0.18% | |
| CMG | D | -0.18% | |
| CEG | C | -0.18% | |
| PYPL | B | -0.18% | |
| PH | B | -0.18% | |
| WELL | C | -0.17% | |
| CVS | D | -0.17% | |
| MCO | C | -0.17% | |
| FCX | C | -0.17% | |
| MSI | B | -0.17% | |
| WM | D | -0.17% | |
| HCA | B | -0.17% | |
| CDNS | D | -0.17% | |
| AON | B | -0.17% | |
| GEV | B | -0.16% | |
| USB | C | -0.16% | |
| ITW | B | -0.16% | |
| CTAS | C | -0.16% | |
| TGT | C | -0.16% | |
| PNC | C | -0.16% | |
| ECL | B | -0.15% | |
| CRWD | D | -0.15% | |
| CSX | C | -0.15% | |
| APD | B | -0.15% | |
| ORLY | B | -0.15% | |
| CARR | B | -0.15% | |
| BDX | D | -0.15% | |
| AJG | D | -0.14% | |
| NXPI | D | -0.14% | |
| EMR | D | -0.14% | |
| MCK | F | -0.14% | |
| NEM | C | -0.14% | |
| PSA | C | -0.13% | |
| COF | B | -0.13% | |
| TFC | D | -0.13% | |
| ABNB | D | -0.13% | |
| HLT | B | -0.13% | |
| SLB | F | -0.13% | |
| MAR | B | -0.13% | |
| ADSK | B | -0.13% | |
| ROP | C | -0.13% | |
| FDX | D | -0.13% | |
| ROST | C | -0.12% | |
| SPG | B | -0.12% | |
| GM | C | -0.12% | |
| JCI | B | -0.12% | |
| SRE | B | -0.12% | |
| OKE | C | -0.12% | |
| BK | B | -0.12% | |
| URI | B | -0.12% | |
| TRV | C | -0.12% | |
| O | B | -0.12% | |
| WMB | C | -0.12% | |
| AZO | B | -0.12% | |
| MPC | F | -0.12% | |
| PSX | F | -0.12% | |
| NSC | C | -0.12% | |
| AFL | A | -0.12% | |
| DHI | C | -0.12% | |
| FICO | B | -0.11% | |
| AIG | D | -0.11% | |
| KMB | C | -0.11% | |
| MET | B | -0.11% | |
| D | C | -0.11% | |
| FTNT | B | -0.11% | |
| ALL | C | -0.11% | |
| DLR | B | -0.11% | |
| CCI | C | -0.11% | |
| PCAR | D | -0.11% | |
| PAYX | C | -0.1% | |
| A | C | -0.1% | |
| PRU | C | -0.1% | |
| MCHP | D | -0.1% | |
| RCL | B | -0.1% | |
| PEG | B | -0.1% | |
| PWR | B | -0.1% | |
| VLO | F | -0.1% | |
| LEN | B | -0.1% | |
| CMI | B | -0.1% | |
| MSCI | C | -0.1% | |
| FIS | C | -0.1% | |
| TEL | D | -0.1% | |
| CPRT | D | -0.1% | |
| MPWR | B | -0.1% | |
| AMP | B | -0.1% | |
| VRSK | D | -0.09% | |
| CTSH | B | -0.09% | |
| SYY | C | -0.09% | |
| DOW | C | -0.09% | |
| CNC | D | -0.09% | |
| YUM | B | -0.09% | |
| IR | B | -0.09% | |
| COR | F | -0.09% | |
| GEHC | B | -0.09% | |
| KDP | B | -0.09% | |
| IT | C | -0.09% | |
| EW | F | -0.09% | |
| AME | C | -0.09% | |
| EXC | B | -0.09% | |
| STZ | C | -0.09% | |
| CTVA | B | -0.09% | |
| IQV | D | -0.09% | |
| HWM | B | -0.09% | |
| RSG | D | -0.09% | |
| FAST | C | -0.09% | |
| GIS | B | -0.09% | |
| OTIS | B | -0.09% | |
| F | F | -0.09% | |
| KMI | C | -0.09% | |
| IDXX | D | -0.09% | |
| ACGL | B | -0.09% | |
| EIX | B | -0.08% | |
| HIG | B | -0.08% | |
| VICI | C | -0.08% | |
| IRM | C | -0.08% | |
| EA | D | -0.08% | |
| BKR | C | -0.08% | |
| DFS | C | -0.08% | |
| GLW | B | -0.08% | |
| ED | B | -0.08% | |
| RMD | C | -0.08% | |
| NUE | D | -0.08% | |
| EFX | C | -0.08% | |
| HPQ | C | -0.08% | |
| MNST | D | -0.08% | |
| ODFL | D | -0.08% | |
| KR | B | -0.08% | |
| CBRE | B | -0.08% | |
| HUM | F | -0.08% | |
| EXR | C | -0.08% | |
| PHM | B | -0.07% | |
| MTB | C | -0.07% | |
| FITB | B | -0.07% | |
| WTW | B | -0.07% | |
| NDAQ | C | -0.07% | |
| CSGP | D | -0.07% | |
| CDW | D | -0.07% | |
| KHC | C | -0.07% | |
| ROK | D | -0.07% | |
| CHTR | D | -0.07% | |
| LULU | D | -0.07% | |
| TSCO | B | -0.07% | |
| EBAY | B | -0.07% | |
| ON | D | -0.07% | |
| PPG | C | -0.07% | |
| MTD | C | -0.07% | |
| WAB | B | -0.07% | |
| TRGP | C | -0.07% | |
| AVB | C | -0.07% | |
| XYL | C | -0.07% | |
| MLM | D | -0.07% | |
| VMC | C | -0.07% | |
| DAL | C | -0.07% | |
| SW | B | -0.06% | |
| HAL | F | -0.06% | |
| BR | C | -0.06% | |
| TTWO | D | -0.06% | |
| TYL | C | -0.06% | |
| GPN | D | -0.06% | |
| LYB | D | -0.06% | |
| CHD | C | -0.06% | |
| EQR | C | -0.06% | |
| NTAP | D | -0.06% | |
| SBAC | C | -0.06% | |
| HPE | C | -0.06% | |
| STT | B | -0.06% | |
| VTR | C | -0.06% | |
| CAH | C | -0.06% | |
| DOV | B | -0.06% | |
| IFF | A | -0.06% | |
| DXCM | F | -0.06% | |
| GRMN | D | -0.06% | |
| FSLR | C | -0.06% | |
| ETR | A | -0.06% | |
| VLTO | B | -0.06% | |
| FTV | C | -0.06% | |
| KEYS | B | -0.06% | |
| AWK | C | -0.06% | |
| AXON | B | -0.06% | |
| ANSS | D | -0.06% | |
| NVR | B | -0.06% | |
| BIIB | F | -0.06% | |
| HSY | D | -0.06% | |
| ADM | D | -0.06% | |
| CLX | C | -0.05% | |
| SMCI | F | -0.05% | |
| OMC | B | -0.05% | |
| BALL | C | -0.05% | |
| MKC | C | -0.05% | |
| RF | B | -0.05% | |
| WAT | B | -0.05% | |
| CINF | C | -0.05% | |
| HBAN | B | -0.05% | |
| ATO | B | -0.05% | |
| CBOE | C | -0.05% | |
| CPAY | B | -0.05% | |
| COO | C | -0.05% | |
| K | A | -0.05% | |
| MRNA | F | -0.05% | |
| PTC | C | -0.05% | |
| ZBH | F | -0.05% | |
| GDDY | C | -0.05% | |
| BLDR | C | -0.05% | |
| WST | D | -0.05% | |
| TER | C | -0.05% | |
| RJF | C | -0.05% | |
| WDC | C | -0.05% | |
| HUBB | B | -0.05% | |
| STX | B | -0.05% | |
| STE | B | -0.05% | |
| EL | D | -0.05% | |
| ES | B | -0.05% | |
| WY | C | -0.05% | |
| DECK | C | -0.05% | |
| TROW | C | -0.05% | |
| BRO | C | -0.05% | |
| VRSN | C | -0.04% | |
| DOC | B | -0.04% | |
| RVTY | B | -0.04% | |
| CAG | B | -0.04% | |
| SWKS | F | -0.04% | |
| PNR | B | -0.04% | |
| IEX | C | -0.04% | |
| SWK | B | -0.04% | |
| PODD | C | -0.04% | |
| AMCR | B | -0.04% | |
| TSN | D | -0.04% | |
| LYV | A | -0.04% | |
| IP | C | -0.04% | |
| LVS | C | -0.04% | |
| WRB | D | -0.04% | |
| DGX | B | -0.04% | |
| FDS | C | -0.04% | |
| ALGN | D | -0.04% | |
| AVY | C | -0.04% | |
| LUV | C | -0.04% | |
| EXPD | B | -0.04% | |
| MAS | B | -0.04% | |
| STLD | C | -0.04% | |
| NTRS | C | -0.04% | |
| CFG | D | -0.04% | |
| PFG | B | -0.04% | |
| LH | D | -0.04% | |
| MAA | C | -0.04% | |
| EXPE | C | -0.04% | |
| WBD | D | -0.04% | |
| HOLX | D | -0.04% | |
| CCL | C | -0.04% | |
| CNP | C | -0.04% | |
| DG | F | -0.04% | |
| ESS | C | -0.04% | |
| ARE | C | -0.04% | |
| ZBRA | B | -0.04% | |
| PKG | B | -0.04% | |
| APTV | D | -0.04% | |
| ULTA | D | -0.04% | |
| SYF | C | -0.04% | |
| BAX | C | -0.04% | |
| UAL | B | -0.04% | |
| MOH | D | -0.04% | |
| BBY | A | -0.04% | |
| INVH | D | -0.04% | |
| GPC | D | -0.04% | |
| DRI | C | -0.04% | |
| EPAM | F | -0.03% | |
| REG | C | -0.03% | |
| TFX | B | -0.03% | |
| BXP | C | -0.03% | |
| IPG | C | -0.03% | |
| KMX | D | -0.03% | |
| TECH | C | -0.03% | |
| JKHY | B | -0.03% | |
| ALLE | B | -0.03% | |
| JNPR | A | -0.03% | |
| CHRW | B | -0.03% | |
| SJM | C | -0.03% | |
| HST | D | -0.03% | |
| FFIV | B | -0.03% | |
| CPT | C | -0.03% | |
| UDR | C | -0.03% | |
| BG | F | -0.03% | |
| JBHT | D | -0.03% | |
| ROL | C | -0.03% | |
| VTRS | D | -0.03% | |
| POOL | C | -0.03% | |
| NDSN | C | -0.03% | |
| L | D | -0.03% | |
| UHS | C | -0.03% | |
| JBL | C | -0.03% | |
| TRMB | C | -0.03% | |
| GEN | A | -0.03% | |
| DLTR | F | -0.03% | |
| DPZ | D | -0.03% | |
| AKAM | D | -0.03% | |
| SNA | B | -0.03% | |
| CE | D | -0.03% | |
| CF | B | -0.03% | |
| KEY | C | -0.03% | |
| KIM | C | -0.03% | |
| ENPH | D | -0.03% | |
| BBWI | D | -0.02% | |
| DVA | B | -0.02% | |
| RL | B | -0.02% | |
| PAYC | D | -0.02% | |
| BWA | C | -0.02% | |
| IVZ | B | -0.02% | |
| MHK | B | -0.02% | |
| FMC | B | -0.02% | |
| MOS | F | -0.02% | |
| FRT | C | -0.02% | |
| WYNN | C | -0.02% | |
| MGM | D | -0.02% | |
| HSIC | C | -0.02% | |
| HRL | F | -0.02% | |
| CZR | C | -0.02% | |
| GNRC | D | -0.02% | |
| NCLH | B | -0.02% | |
| HAS | B | -0.02% | |
| DAY | D | -0.02% | |
| MKTX | D | -0.02% | |
| GL | D | -0.02% | |
| FOXA | B | -0.02% | |
| MTCH | C | -0.02% | |
| LW | D | -0.02% | |
| TAP | D | -0.02% | |
| CPB | C | -0.02% | |
| QRVO | F | -0.02% | |
| CRL | F | -0.02% | |
| NWSA | D | -0.02% | |
| AIZ | B | -0.02% | |
| INCY | C | -0.02% | |
| AOS | B | -0.02% | |
| LKQ | F | -0.02% | |
| TPR | A | -0.02% | |
| CTLT | B | -0.02% | |
| ALB | D | -0.02% | |
| NWS | D | -0.01% | |
| FOX | B | -0.01% | |
| WBA | F | -0.01% | |
| BEN | F | -0.01% | |
| PARA | D | -0.01% |
HELO: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Consumer Electronics
Credit Services
Health Care Plans
Oil & Gas Integrated
Semiconductors
Software - Infrastructure
Specialty Retail
Keywords:
S&P 500
Nasdaq 100
Computing
Hyperscale
Dow Jones Component
Smartphones
Software
Work From Home
Laptop Computer
Mobile Devices
Operating System
Advertising Network
Application Programming Interface
Auction Based Advertising Program
Display Advertising
Display Advertising Network
IBD 50
Maps
Mobile Software
Mobile Wireless Devices
XVV: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Business Services
Semiconductors
Diagnostics & Research
Asset Management
Banks - Regional - US
Capital Markets
Medical Instruments & Supplies
Packaged Foods
Drug Manufacturers - Major
Medical Devices
Specialty Retail
Credit Services
Health Care Plans
Insurance - Property & Casualty
REIT - Residential
Specialty Chemicals
Household & Personal Products
Internet Content & Information
Compare ETFs
