PBP vs. HELO ETF Comparison
Comparison of PowerShares S&P 500 BuyWrite Portfolio (PBP) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
PBP
PowerShares S&P 500 BuyWrite Portfolio
PBP Description
The PowerShares S&P 500 BuyWrite Portfolio (Fund) is based on the CBOE S&P 500 BuyWrite IndexTM (Index). The Fund generally will invest at least 90% of its total assets in securities that comprise the Index, including at least 80% of its total assets in common stocks of the 500 companies included in the S&P 500® Index and will write (sell) call options thereon. The Index measures the total rate of return of an S&P 500 covered call strategy. This strategy consists of holding a portfolio indexed to the S&P 500 (Reference Index) and selling a succession of written options, each with an exercise price at or above the prevailing price level of the S&P 500. Dividends paid on the component stocks underlying the S&P 500 and the dollar value of option premiums received from written options are reinvested. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$23.15
Average Daily Volume
20,950
499
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
161
Performance
Period | PBP | HELO |
---|---|---|
30 Days | 2.75% | 1.57% |
60 Days | 3.53% | 3.39% |
90 Days | 5.13% | 4.59% |
12 Months | 19.51% | 20.91% |
151 Overlapping Holdings
Symbol | Grade | Weight in PBP | Weight in HELO | Overlap | |
---|---|---|---|---|---|
AAPL | C | 7.01% | 6.83% | 6.83% | |
ABBV | D | 0.61% | 1.14% | 0.61% | |
ABT | B | 0.4% | 0.19% | 0.19% | |
ACN | C | 0.46% | 0.21% | 0.21% | |
ADBE | C | 0.47% | 0.18% | 0.18% | |
ADI | D | 0.21% | 0.72% | 0.21% | |
AMD | F | 0.45% | 0.45% | 0.45% | |
AME | A | 0.09% | 0.06% | 0.06% | |
AMP | A | 0.11% | 0.2% | 0.11% | |
AMZN | C | 3.99% | 4.5% | 3.99% | |
ANET | C | 0.2% | 0.15% | 0.15% | |
AON | A | 0.17% | 0.44% | 0.17% | |
APTV | D | 0.03% | 0.1% | 0.03% | |
AVGO | D | 1.6% | 1.02% | 1.02% | |
AXP | A | 0.33% | 0.21% | 0.21% | |
AZO | C | 0.1% | 0.65% | 0.1% | |
BAC | A | 0.63% | 1.26% | 0.63% | |
BAX | D | 0.03% | 0.06% | 0.03% | |
BBY | D | 0.04% | 0.2% | 0.04% | |
BIIB | F | 0.05% | 0.12% | 0.05% | |
BKNG | A | 0.34% | 0.75% | 0.34% | |
BKR | B | 0.09% | 0.24% | 0.09% | |
BMY | B | 0.24% | 0.68% | 0.24% | |
BRK.A | B | 1.73% | 1.53% | 1.53% | |
BSX | B | 0.26% | 0.52% | 0.26% | |
C | A | 0.26% | 0.3% | 0.26% | |
CARR | D | 0.13% | 0.46% | 0.13% | |
CDNS | B | 0.17% | 0.17% | 0.17% | |
CHD | B | 0.05% | 0.3% | 0.05% | |
CHTR | C | 0.08% | 0.25% | 0.08% | |
CI | F | 0.18% | 0.34% | 0.18% | |
CMCSA | B | 0.34% | 0.71% | 0.34% | |
CME | A | 0.16% | 0.59% | 0.16% | |
CMG | B | 0.17% | 0.51% | 0.17% | |
CMS | C | 0.04% | 0.1% | 0.04% | |
COP | C | 0.27% | 0.81% | 0.27% | |
COST | B | 0.83% | 0.53% | 0.53% | |
CPAY | A | 0.05% | 0.47% | 0.05% | |
CRM | B | 0.65% | 1.15% | 0.65% | |
CSX | B | 0.14% | 0.41% | 0.14% | |
CTSH | B | 0.08% | 0.49% | 0.08% | |
CVX | A | 0.56% | 0.18% | 0.18% | |
DAL | C | 0.08% | 0.23% | 0.08% | |
DE | A | 0.2% | 0.68% | 0.2% | |
DHR | F | 0.31% | 0.44% | 0.31% | |
DIS | B | 0.4% | 0.31% | 0.31% | |
DLR | B | 0.11% | 0.39% | 0.11% | |
DOW | F | 0.06% | 0.35% | 0.06% | |
EL | F | 0.03% | 0.05% | 0.03% | |
EOG | A | 0.16% | 0.47% | 0.16% | |
EQIX | A | 0.17% | 0.07% | 0.07% | |
EQT | B | 0.05% | 0.06% | 0.05% | |
ETN | A | 0.29% | 0.38% | 0.29% | |
EXPE | B | 0.05% | 0.29% | 0.05% | |
FANG | D | 0.07% | 0.31% | 0.07% | |
FDX | B | 0.13% | 0.33% | 0.13% | |
FICO | B | 0.12% | 0.12% | 0.12% | |
FIS | C | 0.1% | 0.52% | 0.1% | |
FITB | A | 0.06% | 0.48% | 0.06% | |
GOOG | C | 1.72% | 1.46% | 1.46% | |
GOOGL | C | 2.08% | 2.09% | 2.08% | |
GS | A | 0.38% | 0.75% | 0.38% | |
HCA | F | 0.13% | 0.11% | 0.11% | |
HLT | A | 0.12% | 0.36% | 0.12% | |
HON | B | 0.3% | 0.98% | 0.3% | |
HPE | B | 0.06% | 0.18% | 0.06% | |
HUM | C | 0.07% | 0.16% | 0.07% | |
HWM | A | 0.09% | 0.62% | 0.09% | |
INTU | C | 0.4% | 0.51% | 0.4% | |
IR | B | 0.08% | 0.23% | 0.08% | |
JNJ | D | 0.74% | 0.51% | 0.51% | |
KKR | A | 0.21% | 0.2% | 0.2% | |
KO | D | 0.49% | 0.63% | 0.49% | |
KVUE | A | 0.09% | 0.26% | 0.09% | |
LDOS | C | 0.05% | 0.39% | 0.05% | |
LEN | D | 0.08% | 0.14% | 0.08% | |
LIN | D | 0.44% | 0.82% | 0.44% | |
LKQ | D | 0.02% | 0.02% | 0.02% | |
LLY | F | 1.25% | 1.07% | 1.07% | |
LOW | D | 0.31% | 0.99% | 0.31% | |
LRCX | F | 0.2% | 0.37% | 0.2% | |
LULU | C | 0.08% | 0.13% | 0.08% | |
LYB | F | 0.04% | 0.23% | 0.04% | |
MA | C | 0.87% | 1.72% | 0.87% | |
MAS | D | 0.03% | 0.23% | 0.03% | |
MCD | D | 0.43% | 0.81% | 0.43% | |
MCK | B | 0.16% | 0.16% | 0.16% | |
MDLZ | F | 0.18% | 0.72% | 0.18% | |
MDT | D | 0.22% | 0.46% | 0.22% | |
MET | A | 0.1% | 0.3% | 0.1% | |
META | D | 2.55% | 2.9% | 2.55% | |
MLM | B | 0.07% | 0.16% | 0.07% | |
MMC | B | 0.22% | 0.14% | 0.14% | |
MNST | C | 0.08% | 0.32% | 0.08% | |
MO | A | 0.19% | 0.15% | 0.15% | |
MRK | F | 0.5% | 0.24% | 0.24% | |
MSFT | F | 6.41% | 7.13% | 6.41% | |
MSI | B | 0.17% | 0.17% | 0.17% | |
MU | D | 0.22% | 0.57% | 0.22% | |
NEE | D | 0.31% | 0.83% | 0.31% | |
NOC | D | 0.14% | 0.17% | 0.14% | |
NOW | A | 0.43% | 0.94% | 0.43% | |
NRG | B | 0.04% | 0.04% | 0.04% | |
NUE | C | 0.07% | 0.11% | 0.07% | |
NVDA | C | 7.29% | 7.8% | 7.29% | |
NXPI | D | 0.12% | 0.72% | 0.12% | |
ORCL | B | 0.6% | 0.36% | 0.36% | |
OTIS | C | 0.08% | 0.5% | 0.08% | |
PCAR | B | 0.12% | 0.18% | 0.12% | |
PCG | A | 0.09% | 0.5% | 0.09% | |
PEP | F | 0.46% | 0.83% | 0.46% | |
PFG | D | 0.04% | 0.13% | 0.04% | |
PG | A | 0.8% | 0.14% | 0.14% | |
PGR | A | 0.31% | 0.75% | 0.31% | |
PLD | D | 0.21% | 0.5% | 0.21% | |
PM | B | 0.4% | 0.32% | 0.32% | |
PPG | F | 0.06% | 0.21% | 0.06% | |
RCL | A | 0.11% | 0.34% | 0.11% | |
REGN | F | 0.17% | 0.45% | 0.17% | |
ROST | C | 0.1% | 0.44% | 0.1% | |
SBAC | D | 0.05% | 0.31% | 0.05% | |
SCHW | B | 0.24% | 0.42% | 0.24% | |
SO | D | 0.19% | 0.84% | 0.19% | |
STX | D | 0.04% | 0.41% | 0.04% | |
SYK | C | 0.27% | 0.76% | 0.27% | |
T | A | 0.32% | 0.18% | 0.18% | |
TDG | D | 0.14% | 0.52% | 0.14% | |
TFC | A | 0.13% | 0.56% | 0.13% | |
TGT | F | 0.14% | 0.14% | 0.14% | |
TMO | F | 0.41% | 0.89% | 0.41% | |
TMUS | B | 0.24% | 0.17% | 0.17% | |
TRV | B | 0.12% | 0.34% | 0.12% | |
TSLA | B | 1.75% | 1.58% | 1.58% | |
TT | A | 0.19% | 0.96% | 0.19% | |
TXN | C | 0.38% | 0.87% | 0.38% | |
TXT | D | 0.03% | 0.29% | 0.03% | |
UBER | D | 0.3% | 0.58% | 0.3% | |
UNH | C | 1.11% | 1.62% | 1.11% | |
UNP | C | 0.29% | 0.17% | 0.17% | |
UPS | C | 0.2% | 0.54% | 0.2% | |
URI | B | 0.12% | 0.13% | 0.12% | |
USB | A | 0.16% | 0.33% | 0.16% | |
V | A | 1.04% | 1.49% | 1.04% | |
VRTX | F | 0.25% | 0.6% | 0.25% | |
VST | B | 0.1% | 0.1% | 0.1% | |
VTR | C | 0.05% | 0.39% | 0.05% | |
WDC | D | 0.04% | 0.18% | 0.04% | |
WELL | A | 0.16% | 0.27% | 0.16% | |
WFC | A | 0.5% | 1.0% | 0.5% | |
XOM | B | 1.08% | 1.43% | 1.08% | |
YUM | B | 0.08% | 0.5% | 0.08% |
PBP Overweight 348 Positions Relative to HELO
Symbol | Grade | Weight | |
---|---|---|---|
JPM | A | 1.39% | |
HD | A | 0.81% | |
WMT | A | 0.74% | |
NFLX | A | 0.73% | |
CSCO | B | 0.47% | |
ISRG | A | 0.39% | |
IBM | C | 0.39% | |
GE | D | 0.39% | |
CAT | B | 0.38% | |
QCOM | F | 0.37% | |
VZ | C | 0.35% | |
SPGI | C | 0.33% | |
MS | A | 0.33% | |
RTX | C | 0.32% | |
AMGN | D | 0.32% | |
AMAT | F | 0.31% | |
PFE | D | 0.3% | |
BLK | C | 0.29% | |
TJX | A | 0.27% | |
PANW | C | 0.26% | |
BX | A | 0.26% | |
FI | A | 0.25% | |
ADP | B | 0.25% | |
PLTR | B | 0.24% | |
SBUX | A | 0.23% | |
LMT | D | 0.23% | |
GILD | C | 0.23% | |
INTC | D | 0.22% | |
CB | C | 0.22% | |
BA | F | 0.2% | |
ELV | F | 0.19% | |
KLAC | D | 0.18% | |
APH | A | 0.18% | |
PYPL | B | 0.18% | |
GEV | B | 0.18% | |
ICE | C | 0.18% | |
PH | A | 0.18% | |
SHW | A | 0.18% | |
NKE | D | 0.18% | |
AMT | D | 0.18% | |
PNC | B | 0.17% | |
SNPS | B | 0.17% | |
DUK | C | 0.17% | |
ZTS | D | 0.16% | |
CRWD | B | 0.16% | |
WM | A | 0.16% | |
MMM | D | 0.15% | |
ITW | B | 0.15% | |
EMR | A | 0.15% | |
CTAS | B | 0.15% | |
CL | D | 0.15% | |
MCO | B | 0.15% | |
GD | F | 0.15% | |
WMB | A | 0.14% | |
CVS | D | 0.14% | |
COF | B | 0.14% | |
APD | A | 0.14% | |
CEG | D | 0.14% | |
ORLY | B | 0.14% | |
FCX | D | 0.13% | |
ECL | D | 0.13% | |
OKE | A | 0.13% | |
AJG | B | 0.13% | |
GM | B | 0.13% | |
BDX | F | 0.13% | |
MAR | B | 0.13% | |
ADSK | A | 0.13% | |
JCI | C | 0.12% | |
BK | A | 0.12% | |
SRE | A | 0.12% | |
ABNB | C | 0.12% | |
NSC | B | 0.12% | |
FTNT | C | 0.12% | |
ROP | B | 0.12% | |
SLB | C | 0.12% | |
PSA | D | 0.11% | |
GWW | B | 0.11% | |
MPC | D | 0.11% | |
PSX | C | 0.11% | |
SPG | B | 0.11% | |
AFL | B | 0.11% | |
FAST | B | 0.1% | |
LHX | C | 0.1% | |
D | C | 0.1% | |
PWR | A | 0.1% | |
MSCI | C | 0.1% | |
DHI | D | 0.1% | |
AIG | B | 0.1% | |
O | D | 0.1% | |
CMI | A | 0.1% | |
AEP | D | 0.1% | |
CPRT | A | 0.1% | |
KMI | A | 0.1% | |
ALL | A | 0.1% | |
ODFL | B | 0.09% | |
COR | B | 0.09% | |
RSG | A | 0.09% | |
F | C | 0.09% | |
PEG | A | 0.09% | |
AXON | A | 0.09% | |
DFS | B | 0.09% | |
KMB | D | 0.09% | |
CCI | D | 0.09% | |
PRU | A | 0.09% | |
VLO | C | 0.09% | |
NEM | D | 0.09% | |
PAYX | C | 0.09% | |
VMC | B | 0.08% | |
ACGL | D | 0.08% | |
GEHC | F | 0.08% | |
A | D | 0.08% | |
STZ | D | 0.08% | |
EXC | C | 0.08% | |
XEL | A | 0.08% | |
DELL | C | 0.08% | |
KR | B | 0.08% | |
EA | A | 0.08% | |
CTVA | C | 0.08% | |
CBRE | B | 0.08% | |
EW | C | 0.08% | |
HES | B | 0.08% | |
VRSK | A | 0.08% | |
IT | C | 0.08% | |
TRGP | B | 0.08% | |
NDAQ | A | 0.07% | |
AVB | B | 0.07% | |
GRMN | B | 0.07% | |
EFX | F | 0.07% | |
ROK | B | 0.07% | |
VICI | C | 0.07% | |
ED | D | 0.07% | |
IRM | D | 0.07% | |
RMD | C | 0.07% | |
OXY | D | 0.07% | |
HIG | B | 0.07% | |
WAB | B | 0.07% | |
EXR | D | 0.07% | |
DD | D | 0.07% | |
IDXX | F | 0.07% | |
IQV | D | 0.07% | |
MCHP | D | 0.07% | |
KDP | D | 0.07% | |
MTB | A | 0.07% | |
HPQ | B | 0.07% | |
GIS | D | 0.07% | |
GLW | B | 0.07% | |
SYY | B | 0.07% | |
DOV | A | 0.06% | |
KHC | F | 0.06% | |
STT | A | 0.06% | |
MPWR | F | 0.06% | |
ON | D | 0.06% | |
NVR | D | 0.06% | |
TTWO | A | 0.06% | |
GPN | B | 0.06% | |
XYL | D | 0.06% | |
CAH | B | 0.06% | |
RJF | A | 0.06% | |
ANSS | B | 0.06% | |
DXCM | D | 0.06% | |
UAL | A | 0.06% | |
TSCO | D | 0.06% | |
WEC | A | 0.06% | |
EBAY | D | 0.06% | |
CSGP | D | 0.06% | |
CNC | D | 0.06% | |
ETR | B | 0.06% | |
EIX | B | 0.06% | |
WTW | B | 0.06% | |
TDY | B | 0.05% | |
ATO | A | 0.05% | |
WY | D | 0.05% | |
IFF | D | 0.05% | |
PTC | A | 0.05% | |
CINF | A | 0.05% | |
HUBB | B | 0.05% | |
AEE | A | 0.05% | |
RF | A | 0.05% | |
CDW | F | 0.05% | |
NTAP | C | 0.05% | |
MTD | D | 0.05% | |
PPL | B | 0.05% | |
CCL | B | 0.05% | |
WST | C | 0.05% | |
DVN | F | 0.05% | |
DTE | C | 0.05% | |
SW | A | 0.05% | |
EQR | B | 0.05% | |
ADM | D | 0.05% | |
HBAN | A | 0.05% | |
VLTO | D | 0.05% | |
SYF | B | 0.05% | |
AWK | D | 0.05% | |
BRO | B | 0.05% | |
GDDY | A | 0.05% | |
HSY | F | 0.05% | |
FTV | C | 0.05% | |
TYL | B | 0.05% | |
HAL | C | 0.05% | |
BR | A | 0.05% | |
TROW | B | 0.05% | |
KEYS | A | 0.05% | |
PHM | D | 0.05% | |
DECK | A | 0.05% | |
TRMB | B | 0.04% | |
IEX | B | 0.04% | |
TER | D | 0.04% | |
PNR | A | 0.04% | |
DGX | A | 0.04% | |
J | F | 0.04% | |
KEY | B | 0.04% | |
MOH | F | 0.04% | |
WRB | A | 0.04% | |
HOLX | D | 0.04% | |
TSN | B | 0.04% | |
ULTA | F | 0.04% | |
PODD | C | 0.04% | |
MAA | B | 0.04% | |
BALL | D | 0.04% | |
CTRA | B | 0.04% | |
SNA | A | 0.04% | |
MKC | D | 0.04% | |
FDS | B | 0.04% | |
INVH | D | 0.04% | |
LUV | C | 0.04% | |
ESS | B | 0.04% | |
CNP | B | 0.04% | |
STLD | B | 0.04% | |
IP | B | 0.04% | |
DRI | B | 0.04% | |
LH | C | 0.04% | |
LYV | A | 0.04% | |
ZBRA | B | 0.04% | |
CLX | B | 0.04% | |
OMC | C | 0.04% | |
CBOE | B | 0.04% | |
CFG | B | 0.04% | |
FE | C | 0.04% | |
PKG | A | 0.04% | |
FSLR | F | 0.04% | |
BLDR | D | 0.04% | |
NTRS | A | 0.04% | |
K | A | 0.04% | |
STE | F | 0.04% | |
ES | D | 0.04% | |
WBD | C | 0.04% | |
ZBH | C | 0.04% | |
WAT | B | 0.04% | |
INCY | C | 0.03% | |
BG | F | 0.03% | |
JKHY | D | 0.03% | |
JNPR | F | 0.03% | |
CPT | B | 0.03% | |
CHRW | C | 0.03% | |
CAG | D | 0.03% | |
SWK | D | 0.03% | |
DLTR | F | 0.03% | |
TPR | B | 0.03% | |
UDR | B | 0.03% | |
AKAM | D | 0.03% | |
SWKS | F | 0.03% | |
MRNA | F | 0.03% | |
POOL | C | 0.03% | |
NDSN | B | 0.03% | |
EPAM | C | 0.03% | |
FFIV | B | 0.03% | |
ROL | B | 0.03% | |
RVTY | F | 0.03% | |
EVRG | A | 0.03% | |
JBL | B | 0.03% | |
AMCR | D | 0.03% | |
JBHT | C | 0.03% | |
DOC | D | 0.03% | |
VTRS | A | 0.03% | |
L | A | 0.03% | |
LNT | A | 0.03% | |
DPZ | C | 0.03% | |
CF | B | 0.03% | |
VRSN | F | 0.03% | |
ALGN | D | 0.03% | |
EG | C | 0.03% | |
AVY | D | 0.03% | |
MRO | B | 0.03% | |
NI | A | 0.03% | |
GEN | B | 0.03% | |
KIM | A | 0.03% | |
ARE | D | 0.03% | |
DG | F | 0.03% | |
EXPD | D | 0.03% | |
LVS | C | 0.03% | |
GPC | D | 0.03% | |
HII | D | 0.02% | |
BWA | D | 0.02% | |
IVZ | B | 0.02% | |
MTCH | D | 0.02% | |
CE | F | 0.02% | |
HAS | D | 0.02% | |
APA | D | 0.02% | |
MOS | F | 0.02% | |
CZR | F | 0.02% | |
HSIC | B | 0.02% | |
RL | B | 0.02% | |
FRT | B | 0.02% | |
ENPH | F | 0.02% | |
MGM | D | 0.02% | |
WYNN | D | 0.02% | |
CPB | D | 0.02% | |
AOS | F | 0.02% | |
HRL | D | 0.02% | |
TFX | F | 0.02% | |
SMCI | F | 0.02% | |
SOLV | C | 0.02% | |
GL | B | 0.02% | |
AES | F | 0.02% | |
MKTX | D | 0.02% | |
CRL | C | 0.02% | |
PNW | B | 0.02% | |
ERIE | D | 0.02% | |
CTLT | B | 0.02% | |
FOXA | B | 0.02% | |
IPG | D | 0.02% | |
PAYC | B | 0.02% | |
TAP | C | 0.02% | |
NWSA | B | 0.02% | |
AIZ | A | 0.02% | |
GNRC | B | 0.02% | |
TECH | D | 0.02% | |
BXP | D | 0.02% | |
LW | C | 0.02% | |
NCLH | B | 0.02% | |
EMN | D | 0.02% | |
SJM | D | 0.02% | |
UHS | D | 0.02% | |
ALB | C | 0.02% | |
REG | B | 0.02% | |
DAY | B | 0.02% | |
KMX | B | 0.02% | |
HST | C | 0.02% | |
ALLE | D | 0.02% | |
NWS | B | 0.01% | |
FOX | A | 0.01% | |
WBA | F | 0.01% | |
QRVO | F | 0.01% | |
BEN | C | 0.01% | |
PARA | C | 0.01% | |
FMC | D | 0.01% | |
DVA | B | 0.01% | |
MHK | D | 0.01% |
PBP: Top Represented Industries & Keywords
HELO: Top Represented Industries & Keywords