NULC vs. HELO ETF Comparison
Comparison of Nuveen ESG Large-Cap ETF (NULC) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
NULC
Nuveen ESG Large-Cap ETF
NULC Description
The investment seeks to track the investment results, before fees and expenses, of the ICE BofAML Enhanced Yield 1-5 Year US Broad Bond Index (the "index"). Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in component securities of the index. The index is designed to broadly capture the 1-5 year U.S. investment grade fixed income market, as represented by a modified version of the ICE BofAML 1-5 Year US Broad Market Index.
Grade (RS Rating)
Last Trade
$46.19
Average Daily Volume
1,234
119
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
10
Performance
| Period | NULC | HELO |
|---|---|---|
| 30 Days | 2.79% | 1.99% |
| 60 Days | 5.39% | 4.19% |
| 90 Days | 5.36% | 4.20% |
| 12 Months | 32.54% |
NULC Overweight 114 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | D | 2.62% | |
| V | C | 2.02% | |
| KO | B | 1.83% | |
| IBM | B | 1.79% | |
| ETN | C | 1.63% | |
| DHR | B | 1.6% | |
| SPGI | C | 1.57% | |
| PGR | C | 1.57% | |
| PG | C | 1.54% | |
| TSLA | C | 1.52% | |
| HCA | B | 1.46% | |
| MELI | C | 1.46% | |
| MMC | C | 1.43% | |
| DIS | D | 1.43% | |
| CRM | C | 1.35% | |
| ECL | B | 1.31% | |
| TJX | C | 1.31% | |
| MCD | B | 1.28% | |
| CARR | B | 1.28% | |
| MS | B | 1.27% | |
| AMT | C | 1.2% | |
| PNC | C | 1.18% | |
| MCK | F | 1.18% | |
| AMAT | D | 1.17% | |
| UPS | D | 1.12% | |
| AMGN | D | 1.1% | |
| INTC | D | 1.09% | |
| TGT | C | 1.07% | |
| OKE | C | 1.03% | |
| CMG | D | 0.97% | |
| AMD | C | 0.92% | |
| ADP | C | 0.9% | |
| SNPS | F | 0.88% | |
| C | C | 0.88% | |
| T | B | 0.86% | |
| PEP | D | 0.81% | |
| LOW | B | 0.81% | |
| LNG | D | 0.81% | |
| EXC | B | 0.79% | |
| MRVL | D | 0.78% | |
| EW | F | 0.75% | |
| CMCSA | C | 0.73% | |
| HPQ | C | 0.72% | |
| ED | B | 0.71% | |
| BKR | C | 0.69% | |
| TXN | B | 0.67% | |
| GILD | B | 0.66% | |
| VEEV | C | 0.64% | |
| MMM | B | 0.64% | |
| ZTS | B | 0.64% | |
| ADM | D | 0.58% | |
| AXON | B | 0.56% | |
| KEYS | B | 0.55% | |
| CDNS | D | 0.55% | |
| HPE | C | 0.53% | |
| FSLR | C | 0.52% | |
| NTAP | D | 0.51% | |
| LYB | D | 0.5% | |
| ADBE | F | 0.48% | |
| EBAY | B | 0.48% | |
| AWK | C | 0.47% | |
| IRM | C | 0.47% | |
| URI | B | 0.47% | |
| FTV | C | 0.46% | |
| WDC | C | 0.46% | |
| TRV | C | 0.46% | |
| STX | B | 0.44% | |
| WST | D | 0.44% | |
| CBOE | C | 0.43% | |
| KR | B | 0.43% | |
| TRU | B | 0.41% | |
| EQIX | B | 0.41% | |
| J | A | 0.39% | |
| BALL | C | 0.38% | |
| BKNG | B | 0.38% | |
| HOLX | D | 0.37% | |
| STLD | C | 0.37% | |
| TEAM | D | 0.35% | |
| TFC | D | 0.35% | |
| VRTX | D | 0.32% | |
| EA | D | 0.32% | |
| MCO | C | 0.31% | |
| TRMB | C | 0.3% | |
| DECK | C | 0.29% | |
| NEM | C | 0.25% | |
| JNPR | A | 0.25% | |
| HOOD | C | 0.24% | |
| VZ | A | 0.24% | |
| FDX | D | 0.22% | |
| A | C | 0.22% | |
| HD | B | 0.21% | |
| GS | B | 0.2% | |
| SOLV | D | 0.2% | |
| MKTX | D | 0.17% | |
| MOS | F | 0.17% | |
| EME | B | 0.16% | |
| PANW | D | 0.16% | |
| DINO | F | 0.15% | |
| ACGL | B | 0.14% | |
| CAH | C | 0.12% | |
| NXPI | D | 0.11% | |
| LPLA | D | 0.1% | |
| CI | C | 0.09% | |
| AKAM | D | 0.08% | |
| WELL | C | 0.07% | |
| IT | C | 0.07% | |
| USB | C | 0.06% | |
| IDXX | D | 0.06% | |
| WTW | B | 0.05% | |
| AZO | B | 0.04% | |
| UNP | D | 0.04% | |
| DXCM | F | 0.02% | |
| DOV | B | 0.01% | |
| BG | F | 0.01% |
NULC: Top Represented Industries & Keywords
HELO: Top Represented Industries & Keywords
Compare ETFs
