NDOW vs. HELO ETF Comparison
Comparison of Anydrus Advantage ETF (NDOW) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
NDOW
Anydrus Advantage ETF
NDOW Description
The fund is an actively managed ETF that seeks to achieve its investment objective by investing in a combination of equity securities, fixed income securities and ETFs representing a broad range of asset classes. The fund seeks to provide attractive risk adjusted returns over market cycles by investing in a broadly diversified portfolio. In doing so, the fund seeks to provide investors with 1) reduced correlation to U.S. only stock and bond market movements, and 2) multiple alternative return sources that are independent from traditional U.S. stock and bond markets.
Grade (RS Rating)
Last Trade
$25.11
Average Daily Volume
2,618
Number of Holdings
*
54
* may have additional holdings in another (foreign) market
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
Performance
| Period | NDOW | HELO |
|---|---|---|
| 30 Days | -0.08% | 1.57% |
| 60 Days | -0.93% | 3.39% |
| 90 Days | -0.09% | 4.59% |
| 12 Months | 20.91% |
NDOW Overweight 47 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| IBTH | D | 8.43% | |
| VGIT | D | 8.3% | |
| XEMD | C | 6.17% | |
| FLIA | B | 6.08% | |
| SCHI | C | 4.91% | |
| BSJS | A | 4.54% | |
| SPMO | B | 4.33% | |
| BKLC | A | 4.32% | |
| SCHD | A | 4.25% | |
| IDMO | C | 3.81% | |
| VGLT | F | 3.74% | |
| MGK | B | 3.0% | |
| GLTR | C | 2.7% | |
| FMF | C | 2.05% | |
| FLSP | C | 2.04% | |
| MNA | C | 2.03% | |
| BTAL | F | 2.03% | |
| SRE | A | 1.05% | |
| JPM | A | 1.01% | |
| BCC | B | 0.86% | |
| FCX | D | 0.8% | |
| BNTX | D | 0.62% | |
| FINV | B | 0.61% | |
| ESEA | D | 0.61% | |
| NICE | C | 0.6% | |
| OGN | D | 0.59% | |
| MPWR | F | 0.56% | |
| NTES | D | 0.55% | |
| BABA | D | 0.54% | |
| YY | C | 0.52% | |
| BIDU | F | 0.5% | |
| INFY | B | 0.48% | |
| PBR | C | 0.46% | |
| E | F | 0.45% | |
| MTLS | B | 0.43% | |
| LNTH | D | 0.42% | |
| LNG | B | 0.42% | |
| TCMD | A | 0.41% | |
| CHE | D | 0.41% | |
| ACMR | F | 0.41% | |
| LRN | A | 0.41% | |
| BLD | D | 0.4% | |
| INTC | D | 0.4% | |
| CROX | D | 0.4% | |
| AMAT | F | 0.38% | |
| ROCK | C | 0.38% | |
| QCOM | F | 0.37% |
NDOW Underweight 154 Positions Relative to HELO
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| BURL | A | -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% | |
| ELS | C | -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% | |
| WMG | C | -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% | |
| BMRN | D | -0.03% | |
| SRPT | D | -0.03% | |
| LKQ | D | -0.02% |
NDOW: Top Represented Industries & Keywords
Industries:
Biotechnology
Semiconductors
Internet Content & Information
Building Materials
Oil & Gas Integrated
Semiconductor Equipment & Materials
Software - Application
Banks - Global
Copper
Credit Services
Diagnostics & Research
Drug Manufacturers - General
Drug Manufacturers - Major
Education & Training Services
Footwear & Accessories
Information Technology Services
Lumber & Wood Production
Medical Care
Medical Devices
Oil & Gas Midstream
Keywords:
Exchange Traded Fund
S&P 500
ETF
Nasdaq 100
Bond
Stock Market Index
Index Fund
Integrated Circuits
Natural Gas
Computing
Medicine
Semiconductor
Bloomberg Barclays Us Aggregate Bond Index
Building Materials
Construction
Electricity
Liquefied Natural Gas
Power Management
Atopic Dermatitis
Autoimmune Disease
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
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