NZAC vs. HELO ETF Comparison
Comparison of SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
NZAC
SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC Description
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to exceed the minimum standards for a "Paris-Aligned Benchmark" under the EU BMR. A Paris-Aligned Benchmark is designed to align with a principal objective of the Paris Agreement to limit the increase in the global average temperature to well below 2 degrees Celsius above pre-industrial levels.
Grade (RS Rating)
Last Trade
$37.32
Average Daily Volume
6,937
Number of Holdings
*
370
* 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 | NZAC | HELO |
|---|---|---|
| 30 Days | 0.97% | 1.57% |
| 60 Days | 0.81% | 3.39% |
| 90 Days | 2.64% | 4.59% |
| 12 Months | 25.98% | 20.91% |
112 Overlapping Holdings
| Symbol | Grade | Weight in NZAC | Weight in HELO | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 4.47% | 6.83% | 4.47% | |
| ABBV | D | 0.6% | 1.14% | 0.6% | |
| ABBV | D | 0.34% | 1.14% | 0.34% | |
| ABT | B | 0.19% | 0.19% | 0.19% | |
| ACN | C | 0.39% | 0.21% | 0.21% | |
| ADBE | C | 0.35% | 0.18% | 0.18% | |
| ADI | D | 0.46% | 0.72% | 0.46% | |
| AMD | F | 0.27% | 0.45% | 0.27% | |
| AME | A | 0.16% | 0.06% | 0.06% | |
| AMP | A | 0.16% | 0.2% | 0.16% | |
| AMZN | C | 2.38% | 4.5% | 2.38% | |
| ANET | C | 0.06% | 0.15% | 0.06% | |
| AON | A | 0.11% | 0.44% | 0.11% | |
| AVGO | D | 1.1% | 1.02% | 1.02% | |
| AXP | A | 0.36% | 0.21% | 0.21% | |
| AZO | C | 0.1% | 0.65% | 0.1% | |
| BAC | A | 0.44% | 1.26% | 0.44% | |
| BAX | D | 0.02% | 0.06% | 0.02% | |
| BIIB | F | 0.03% | 0.12% | 0.03% | |
| BKNG | A | 0.24% | 0.75% | 0.24% | |
| BMRN | D | 0.02% | 0.03% | 0.02% | |
| BMY | B | 0.24% | 0.68% | 0.24% | |
| BRK.A | B | 0.39% | 1.53% | 0.39% | |
| BSX | B | 0.31% | 0.52% | 0.31% | |
| BURL | A | 0.03% | 0.24% | 0.03% | |
| C | A | 0.01% | 0.3% | 0.01% | |
| CARR | D | 0.03% | 0.46% | 0.03% | |
| CHD | B | 0.1% | 0.3% | 0.1% | |
| CHTR | C | 0.07% | 0.25% | 0.07% | |
| CMCSA | B | 0.25% | 0.71% | 0.25% | |
| CME | A | 0.12% | 0.59% | 0.12% | |
| CMG | B | 0.07% | 0.51% | 0.07% | |
| CPAY | A | 0.05% | 0.47% | 0.05% | |
| CRM | B | 0.42% | 1.15% | 0.42% | |
| CSX | B | 0.09% | 0.41% | 0.09% | |
| CTSH | B | 0.08% | 0.49% | 0.08% | |
| DASH | A | 0.02% | 0.11% | 0.02% | |
| DE | A | 0.14% | 0.68% | 0.14% | |
| DHR | F | 0.19% | 0.44% | 0.19% | |
| DIS | B | 0.29% | 0.31% | 0.29% | |
| DLR | B | 0.39% | 0.39% | 0.39% | |
| EL | F | 0.03% | 0.05% | 0.03% | |
| EQIX | A | 0.33% | 0.07% | 0.07% | |
| ETN | A | 0.28% | 0.38% | 0.28% | |
| FIS | C | 0.07% | 0.52% | 0.07% | |
| GOOG | C | 1.45% | 1.46% | 1.45% | |
| GOOGL | C | 1.03% | 2.09% | 1.03% | |
| GS | A | 0.06% | 0.75% | 0.06% | |
| HLT | A | 0.02% | 0.36% | 0.02% | |
| HPE | B | 0.16% | 0.18% | 0.16% | |
| HUM | C | 0.06% | 0.16% | 0.06% | |
| INTU | C | 0.31% | 0.51% | 0.31% | |
| JNJ | D | 0.62% | 0.51% | 0.51% | |
| KKR | A | 0.13% | 0.2% | 0.13% | |
| KVUE | A | 0.01% | 0.26% | 0.01% | |
| LEN | D | 0.06% | 0.14% | 0.06% | |
| LIN | D | 0.07% | 0.82% | 0.07% | |
| LKQ | D | 0.03% | 0.02% | 0.02% | |
| LLY | F | 0.94% | 1.07% | 0.94% | |
| LOW | D | 0.25% | 0.99% | 0.25% | |
| LRCX | F | 0.1% | 0.37% | 0.1% | |
| LULU | C | 0.08% | 0.13% | 0.08% | |
| MA | C | 0.65% | 1.72% | 0.65% | |
| MAS | D | 0.01% | 0.23% | 0.01% | |
| MCD | D | 0.36% | 0.81% | 0.36% | |
| MDT | D | 0.23% | 0.46% | 0.23% | |
| MET | A | 0.21% | 0.3% | 0.21% | |
| META | D | 1.62% | 2.9% | 1.62% | |
| MMC | B | 0.2% | 0.14% | 0.14% | |
| MNST | C | 0.03% | 0.32% | 0.03% | |
| MRK | F | 0.47% | 0.24% | 0.24% | |
| MRVL | B | 0.12% | 0.06% | 0.06% | |
| MSFT | F | 4.03% | 7.13% | 4.03% | |
| MSI | B | 0.27% | 0.17% | 0.17% | |
| MU | D | 0.09% | 0.57% | 0.09% | |
| NBIX | C | 0.01% | 0.08% | 0.01% | |
| NOW | A | 0.39% | 0.94% | 0.39% | |
| NVDA | C | 4.67% | 7.8% | 4.67% | |
| NXPI | D | 0.01% | 0.72% | 0.01% | |
| ORCL | B | 0.59% | 0.36% | 0.36% | |
| PCAR | B | 0.06% | 0.18% | 0.06% | |
| PGR | A | 0.22% | 0.75% | 0.22% | |
| PLD | D | 0.21% | 0.5% | 0.21% | |
| PPG | F | 0.11% | 0.21% | 0.11% | |
| REGN | F | 0.1% | 0.45% | 0.1% | |
| ROST | C | 0.09% | 0.44% | 0.09% | |
| SBAC | D | 0.03% | 0.31% | 0.03% | |
| SCHW | B | 0.19% | 0.42% | 0.19% | |
| SQ | B | 0.01% | 0.14% | 0.01% | |
| SQ | B | 0.02% | 0.14% | 0.02% | |
| SYK | C | 0.25% | 0.76% | 0.25% | |
| T | A | 0.18% | 0.18% | 0.18% | |
| TDG | D | 0.13% | 0.52% | 0.13% | |
| TGT | F | 0.02% | 0.14% | 0.02% | |
| TMO | F | 0.32% | 0.89% | 0.32% | |
| TMUS | B | 0.13% | 0.17% | 0.13% | |
| TRV | B | 0.15% | 0.34% | 0.15% | |
| TSLA | B | 1.32% | 1.58% | 1.32% | |
| TT | A | 0.02% | 0.96% | 0.02% | |
| TXN | C | 0.27% | 0.87% | 0.27% | |
| UBER | D | 0.17% | 0.58% | 0.17% | |
| UNH | C | 0.77% | 1.62% | 0.77% | |
| UNP | C | 0.21% | 0.17% | 0.17% | |
| UPS | C | 0.07% | 0.54% | 0.07% | |
| URI | B | 0.05% | 0.13% | 0.05% | |
| USB | A | 0.12% | 0.33% | 0.12% | |
| V | A | 0.75% | 1.49% | 0.75% | |
| VRTX | F | 0.14% | 0.6% | 0.14% | |
| VTR | C | 0.06% | 0.39% | 0.06% | |
| WELL | A | 0.15% | 0.27% | 0.15% | |
| WFC | A | 0.25% | 1.0% | 0.25% | |
| YUM | B | 0.07% | 0.5% | 0.07% |
NZAC Overweight 258 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 1.09% | |
| EIX | B | 0.81% | |
| IBM | C | 0.6% | |
| HD | A | 0.58% | |
| SHW | A | 0.56% | |
| NFLX | A | 0.49% | |
| NVS | D | 0.41% | |
| CSCO | B | 0.4% | |
| SPGI | C | 0.38% | |
| ACM | A | 0.36% | |
| XYL | D | 0.36% | |
| TJX | A | 0.36% | |
| WMT | A | 0.35% | |
| ITW | B | 0.33% | |
| ISRG | A | 0.31% | |
| AFL | B | 0.28% | |
| BLK | C | 0.27% | |
| MS | A | 0.26% | |
| QCOM | F | 0.26% | |
| PH | A | 0.25% | |
| CB | C | 0.24% | |
| PWR | A | 0.24% | |
| BABA | D | 0.24% | |
| PNR | A | 0.23% | |
| MCO | B | 0.22% | |
| VZ | C | 0.21% | |
| AMGN | D | 0.21% | |
| GWW | B | 0.21% | |
| ADP | B | 0.2% | |
| TD | F | 0.19% | |
| PFE | D | 0.19% | |
| PNC | B | 0.19% | |
| GLW | B | 0.19% | |
| BX | A | 0.19% | |
| FI | A | 0.18% | |
| CBRE | B | 0.18% | |
| INTC | D | 0.18% | |
| FFIV | B | 0.18% | |
| ORLY | B | 0.18% | |
| FAST | B | 0.17% | |
| SONY | B | 0.17% | |
| ELV | F | 0.17% | |
| APO | B | 0.17% | |
| FSLR | F | 0.16% | |
| ZTS | D | 0.16% | |
| KLAC | D | 0.15% | |
| PRU | A | 0.15% | |
| SBUX | A | 0.15% | |
| SPG | B | 0.15% | |
| EBAY | D | 0.14% | |
| HDB | C | 0.14% | |
| COF | B | 0.14% | |
| ALL | A | 0.14% | |
| PANW | C | 0.14% | |
| AIG | B | 0.14% | |
| MELI | D | 0.14% | |
| ICE | C | 0.13% | |
| BK | A | 0.13% | |
| PYPL | B | 0.13% | |
| CDW | F | 0.13% | |
| JNPR | F | 0.13% | |
| AMAT | F | 0.12% | |
| SHOP | B | 0.12% | |
| AVB | B | 0.12% | |
| ACGL | D | 0.12% | |
| HIG | B | 0.12% | |
| AMT | D | 0.11% | |
| EW | C | 0.11% | |
| BDX | F | 0.11% | |
| LI | F | 0.11% | |
| PSA | D | 0.11% | |
| APH | A | 0.11% | |
| INFY | B | 0.11% | |
| NKE | D | 0.11% | |
| MTB | A | 0.1% | |
| ESS | B | 0.1% | |
| WM | A | 0.1% | |
| EQH | B | 0.1% | |
| IQV | D | 0.1% | |
| DEO | F | 0.1% | |
| TDY | B | 0.1% | |
| FTNT | C | 0.09% | |
| AIZ | A | 0.09% | |
| SYF | B | 0.09% | |
| ADSK | A | 0.09% | |
| DFS | B | 0.09% | |
| ALLE | D | 0.09% | |
| FTV | C | 0.09% | |
| SCCO | F | 0.08% | |
| PDD | F | 0.08% | |
| KDP | D | 0.08% | |
| GRMN | B | 0.08% | |
| REG | B | 0.08% | |
| PAYX | C | 0.08% | |
| MUFG | B | 0.08% | |
| NEM | D | 0.08% | |
| GIS | D | 0.08% | |
| WAB | B | 0.08% | |
| RS | B | 0.08% | |
| ROK | B | 0.08% | |
| BR | A | 0.08% | |
| O | D | 0.07% | |
| CINF | A | 0.07% | |
| BXP | D | 0.07% | |
| RVTY | F | 0.07% | |
| TRMB | B | 0.07% | |
| PLTR | B | 0.07% | |
| CCI | D | 0.07% | |
| RF | A | 0.07% | |
| HSBH | B | 0.07% | |
| WRB | A | 0.07% | |
| EQR | B | 0.07% | |
| AJG | B | 0.07% | |
| MKL | A | 0.07% | |
| AFG | A | 0.07% | |
| WIT | A | 0.07% | |
| WTW | B | 0.07% | |
| RMD | C | 0.07% | |
| A | D | 0.06% | |
| NTAP | C | 0.06% | |
| DHI | D | 0.06% | |
| IRM | D | 0.06% | |
| MTD | D | 0.06% | |
| TCOM | B | 0.06% | |
| ECL | D | 0.06% | |
| GILD | C | 0.06% | |
| AXON | A | 0.06% | |
| IDXX | F | 0.06% | |
| KEYS | A | 0.06% | |
| LYV | A | 0.05% | |
| VRSK | A | 0.05% | |
| NTRS | A | 0.05% | |
| ZBH | C | 0.05% | |
| ABNB | C | 0.05% | |
| HOLX | D | 0.05% | |
| GPN | B | 0.05% | |
| TROW | B | 0.05% | |
| TTD | B | 0.05% | |
| HSY | F | 0.05% | |
| ULTA | F | 0.05% | |
| HSIC | B | 0.05% | |
| ENPH | F | 0.05% | |
| BRO | B | 0.05% | |
| COIN | C | 0.04% | |
| ILMN | D | 0.04% | |
| RJF | A | 0.04% | |
| CEG | D | 0.04% | |
| DXCM | D | 0.04% | |
| NSC | B | 0.04% | |
| FOXA | B | 0.04% | |
| UHAL | D | 0.04% | |
| CTAS | B | 0.04% | |
| BCS | C | 0.04% | |
| PHM | D | 0.04% | |
| XPEV | C | 0.04% | |
| CPRT | A | 0.04% | |
| NDAQ | A | 0.04% | |
| EXR | D | 0.04% | |
| IEX | B | 0.04% | |
| BAH | F | 0.03% | |
| ALGN | D | 0.03% | |
| EFX | F | 0.03% | |
| WDAY | B | 0.03% | |
| STE | F | 0.03% | |
| NVR | D | 0.03% | |
| AZN | D | 0.03% | |
| VICI | C | 0.03% | |
| AVTR | F | 0.03% | |
| XRX | F | 0.03% | |
| VLTO | D | 0.03% | |
| CCEP | C | 0.03% | |
| EG | C | 0.03% | |
| VEEV | C | 0.03% | |
| ERIE | D | 0.03% | |
| GDDY | A | 0.03% | |
| OMC | C | 0.03% | |
| IT | C | 0.03% | |
| CBOE | B | 0.03% | |
| FOX | A | 0.03% | |
| ALNY | D | 0.03% | |
| BIDU | F | 0.03% | |
| TER | D | 0.03% | |
| STZ | D | 0.03% | |
| Z | A | 0.02% | |
| CG | A | 0.02% | |
| NIO | F | 0.02% | |
| ANSS | B | 0.02% | |
| ALLY | C | 0.02% | |
| VMC | B | 0.02% | |
| TW | A | 0.02% | |
| RPRX | D | 0.02% | |
| TFX | F | 0.02% | |
| MOH | F | 0.02% | |
| ROL | B | 0.02% | |
| STT | A | 0.02% | |
| CRWD | B | 0.02% | |
| SNA | A | 0.02% | |
| WST | C | 0.02% | |
| HBAN | A | 0.02% | |
| WAT | B | 0.02% | |
| MSTR | C | 0.02% | |
| DGX | A | 0.02% | |
| SEIC | B | 0.02% | |
| ZM | B | 0.02% | |
| ZBRA | B | 0.02% | |
| PODD | C | 0.02% | |
| HEI | B | 0.02% | |
| BCH | F | 0.02% | |
| ASAI | F | 0.02% | |
| CTLT | B | 0.02% | |
| VRT | B | 0.02% | |
| MAR | B | 0.02% | |
| SNOW | C | 0.02% | |
| ODFL | B | 0.02% | |
| DLTR | F | 0.02% | |
| ROP | B | 0.02% | |
| LH | C | 0.02% | |
| POOL | C | 0.02% | |
| CSGP | D | 0.02% | |
| MMM | D | 0.02% | |
| MBAVU | D | 0.01% | |
| SMCI | F | 0.01% | |
| QGEN | D | 0.01% | |
| EXAS | D | 0.01% | |
| SWKS | F | 0.01% | |
| MTCH | D | 0.01% | |
| BBWI | D | 0.01% | |
| WYNN | D | 0.01% | |
| STLD | B | 0.01% | |
| RIVN | F | 0.01% | |
| SUI | D | 0.01% | |
| JKHY | D | 0.01% | |
| TECH | D | 0.01% | |
| BIO | D | 0.01% | |
| SNAP | C | 0.01% | |
| ALB | C | 0.01% | |
| PAYC | B | 0.01% | |
| EPAM | C | 0.01% | |
| CLX | B | 0.01% | |
| DOC | D | 0.01% | |
| MKC | D | 0.01% | |
| MRNA | F | 0.01% | |
| MKTX | D | 0.01% | |
| FDS | B | 0.01% | |
| TRU | D | 0.01% | |
| EA | A | 0.01% | |
| IPG | D | 0.01% | |
| PINS | D | 0.01% | |
| KB | B | 0.01% | |
| WPC | D | 0.01% | |
| INCY | C | 0.01% | |
| VRSN | F | 0.01% | |
| QFIN | B | 0.01% | |
| DOCU | A | 0.01% | |
| LYG | F | 0.01% | |
| TEVA | D | 0.01% | |
| NIO | F | 0.0% | |
| WIT | A | 0.0% |
NZAC Underweight 51 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | -1.43% | |
| HON | B | -0.98% | |
| SO | D | -0.84% | |
| NEE | D | -0.83% | |
| PEP | F | -0.83% | |
| COP | C | -0.81% | |
| MDLZ | F | -0.72% | |
| KO | D | -0.63% | |
| HWM | A | -0.62% | |
| TFC | A | -0.56% | |
| COST | B | -0.53% | |
| OTIS | C | -0.5% | |
| PCG | A | -0.5% | |
| FITB | A | -0.48% | |
| EOG | A | -0.47% | |
| STX | D | -0.41% | |
| LDOS | C | -0.39% | |
| DOW | F | -0.35% | |
| RCL | A | -0.34% | |
| CI | F | -0.34% | |
| FDX | B | -0.33% | |
| PM | B | -0.32% | |
| FANG | D | -0.31% | |
| EXPE | B | -0.29% | |
| TXT | D | -0.29% | |
| BKR | B | -0.24% | |
| LYB | F | -0.23% | |
| IR | B | -0.23% | |
| DAL | C | -0.23% | |
| BBY | D | -0.2% | |
| ELS | C | -0.19% | |
| CVX | A | -0.18% | |
| WDC | D | -0.18% | |
| NOC | D | -0.17% | |
| CDNS | B | -0.17% | |
| MCK | B | -0.16% | |
| MLM | B | -0.16% | |
| MO | A | -0.15% | |
| PG | A | -0.14% | |
| PFG | D | -0.13% | |
| FICO | B | -0.12% | |
| NUE | C | -0.11% | |
| HCA | F | -0.11% | |
| VST | B | -0.1% | |
| CMS | C | -0.1% | |
| APTV | D | -0.1% | |
| WMG | C | -0.1% | |
| SIRI | C | -0.07% | |
| EQT | B | -0.06% | |
| NRG | B | -0.04% | |
| SRPT | D | -0.03% |
NZAC: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Diagnostics & Research
Asset Management
Drug Manufacturers - Major
Diversified Industrials
Semiconductors
Biotechnology
Capital Markets
Information Technology Services
Internet Content & Information
Credit Services
Insurance - Property & Casualty
Medical Devices
Medical Instruments & Supplies
Specialty Retail
Banks - Global
Insurance - Diversified
Insurance Brokers
Specialty Chemicals
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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