SHE vs. HELO ETF Comparison
Comparison of SPDR SSGA Gender Diversity Index ETF (SHE) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
SHE
SPDR SSGA Gender Diversity Index ETF
SHE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Gender Diversity Index, which tracks U.S. companies that are leaders in advancing women through gender diversity on their boards of directors and in management. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$113.76
Average Daily Volume
3,252
Number of Holdings
*
239
* 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
$61.11
Average Daily Volume
248,744
Number of Holdings
*
165
* may have additional holdings in another (foreign) market
Performance
| Period | SHE | HELO |
|---|---|---|
| 30 Days | 0.25% | 0.54% |
| 60 Days | 1.06% | 1.63% |
| 90 Days | 7.61% | 5.67% |
| 12 Months | 35.87% | 23.56% |
74 Overlapping Holdings
| Symbol | Grade | Weight in SHE | Weight in HELO | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 4.44% | 7.07% | 4.44% | |
| ABT | C | 0.74% | 0.17% | 0.17% | |
| ACN | C | 4.51% | 0.55% | 0.55% | |
| APTV | F | 0.14% | 0.13% | 0.13% | |
| BAC | B | 1.13% | 1.22% | 1.13% | |
| BBY | D | 0.09% | 0.21% | 0.09% | |
| BIIB | F | 0.1% | 0.13% | 0.1% | |
| BKNG | A | 1.2% | 0.66% | 0.66% | |
| BKR | A | 0.12% | 0.21% | 0.12% | |
| BURL | D | 0.15% | 0.23% | 0.15% | |
| C | A | 0.48% | 0.29% | 0.29% | |
| CARR | D | 0.2% | 0.5% | 0.2% | |
| CHD | D | 0.08% | 0.2% | 0.08% | |
| CHTR | D | 0.15% | 0.21% | 0.15% | |
| CMG | D | 0.64% | 0.51% | 0.51% | |
| CMS | C | 0.07% | 0.24% | 0.07% | |
| COST | D | 1.11% | 0.63% | 0.63% | |
| CVX | C | 0.96% | 0.17% | 0.17% | |
| D | B | 0.24% | 0.06% | 0.06% | |
| DAL | A | 0.03% | 0.2% | 0.03% | |
| DE | B | 0.35% | 0.72% | 0.35% | |
| DLR | A | 0.21% | 0.37% | 0.21% | |
| DOW | F | 0.14% | 0.41% | 0.14% | |
| EL | F | 0.09% | 0.07% | 0.07% | |
| EOG | D | 0.2% | 0.45% | 0.2% | |
| EQIX | A | 0.25% | 0.05% | 0.05% | |
| EQT | B | 0.06% | 0.05% | 0.05% | |
| ETN | B | 0.48% | 0.37% | 0.37% | |
| ETR | A | 0.1% | 0.06% | 0.06% | |
| FANG | F | 0.12% | 0.35% | 0.12% | |
| FDX | C | 0.21% | 0.31% | 0.21% | |
| FIS | A | 0.18% | 0.54% | 0.18% | |
| FITB | B | 0.12% | 0.45% | 0.12% | |
| HLT | B | 0.51% | 0.33% | 0.33% | |
| HON | C | 0.5% | 1.01% | 0.5% | |
| INTU | D | 3.15% | 0.62% | 0.62% | |
| JNJ | D | 1.54% | 0.59% | 0.59% | |
| KO | D | 1.12% | 0.75% | 0.75% | |
| LDOS | A | 0.09% | 0.39% | 0.09% | |
| LIN | C | 0.95% | 0.88% | 0.88% | |
| LLY | D | 2.67% | 1.31% | 1.31% | |
| LOW | B | 0.98% | 1.07% | 0.98% | |
| LULU | C | 0.31% | 0.13% | 0.13% | |
| LYB | F | 0.07% | 0.25% | 0.07% | |
| MCK | F | 0.25% | 0.13% | 0.13% | |
| MDT | B | 0.44% | 0.5% | 0.44% | |
| META | B | 4.71% | 2.81% | 2.81% | |
| MMC | D | 0.43% | 0.15% | 0.15% | |
| MRK | F | 0.98% | 0.32% | 0.32% | |
| MSFT | D | 4.29% | 7.21% | 4.29% | |
| NBIX | D | 0.04% | 0.07% | 0.04% | |
| NOC | D | 0.31% | 0.18% | 0.18% | |
| NVDA | B | 4.81% | 7.6% | 4.81% | |
| PFG | C | 0.08% | 0.14% | 0.08% | |
| PG | D | 1.57% | 0.28% | 0.28% | |
| PGR | D | 0.65% | 0.73% | 0.65% | |
| RCL | A | 0.28% | 0.41% | 0.28% | |
| ROST | F | 0.44% | 0.39% | 0.39% | |
| SCHW | B | 0.44% | 0.38% | 0.38% | |
| SQ | B | 0.15% | 0.08% | 0.08% | |
| T | A | 0.61% | 0.15% | 0.15% | |
| TFC | B | 0.23% | 0.53% | 0.23% | |
| TGT | F | 0.27% | 0.14% | 0.14% | |
| TMUS | B | 0.48% | 0.24% | 0.24% | |
| TT | C | 0.33% | 0.94% | 0.33% | |
| TXT | F | 0.05% | 0.3% | 0.05% | |
| UBER | C | 0.66% | 0.66% | 0.66% | |
| UNH | D | 1.69% | 1.56% | 1.56% | |
| V | A | 1.53% | 1.3% | 1.3% | |
| VRTX | A | 0.44% | 0.59% | 0.44% | |
| VST | B | 0.18% | 0.09% | 0.09% | |
| VTR | A | 0.12% | 0.41% | 0.12% | |
| WFC | A | 0.88% | 0.93% | 0.88% | |
| XOM | C | 1.48% | 1.45% | 1.45% |
SHE Overweight 165 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| CSCO | B | 3.96% | |
| JPM | A | 2.56% | |
| INTC | D | 1.73% | |
| NFLX | A | 1.68% | |
| TJX | D | 1.18% | |
| ADSK | B | 1.18% | |
| CAT | B | 0.97% | |
| SBUX | A | 0.94% | |
| FTNT | B | 0.93% | |
| VZ | D | 0.8% | |
| AXP | B | 0.62% | |
| MAR | A | 0.61% | |
| SPGI | D | 0.59% | |
| GE | C | 0.57% | |
| RTX | C | 0.52% | |
| CDW | F | 0.52% | |
| ANSS | C | 0.48% | |
| HUBS | B | 0.46% | |
| NKE | F | 0.45% | |
| TYL | A | 0.43% | |
| GDDY | A | 0.42% | |
| GILD | A | 0.41% | |
| ABNB | C | 0.37% | |
| ZTS | D | 0.34% | |
| MCO | D | 0.33% | |
| CI | F | 0.31% | |
| NEM | D | 0.3% | |
| BA | F | 0.29% | |
| CL | D | 0.29% | |
| DUK | C | 0.29% | |
| PNC | A | 0.29% | |
| TSCO | D | 0.28% | |
| ITW | A | 0.28% | |
| FLUT | B | 0.28% | |
| AKAM | C | 0.27% | |
| CVS | F | 0.27% | |
| DHI | D | 0.25% | |
| MMM | D | 0.25% | |
| CMI | B | 0.23% | |
| SPG | B | 0.22% | |
| EMR | B | 0.22% | |
| JCI | B | 0.22% | |
| WCN | D | 0.21% | |
| COF | A | 0.21% | |
| ECL | C | 0.21% | |
| BK | B | 0.21% | |
| PRU | B | 0.2% | |
| AIG | B | 0.2% | |
| TWLO | A | 0.2% | |
| PSA | D | 0.19% | |
| PEG | B | 0.18% | |
| O | C | 0.18% | |
| NSC | B | 0.18% | |
| ALL | C | 0.18% | |
| AEP | D | 0.17% | |
| ULTA | F | 0.16% | |
| HIG | C | 0.16% | |
| GWW | A | 0.16% | |
| PSX | F | 0.16% | |
| EXC | C | 0.15% | |
| KR | B | 0.15% | |
| COR | D | 0.15% | |
| VICI | D | 0.15% | |
| IDXX | F | 0.15% | |
| LNG | A | 0.15% | |
| WSM | F | 0.15% | |
| IRM | B | 0.14% | |
| GIS | D | 0.14% | |
| ED | C | 0.14% | |
| EIX | D | 0.14% | |
| EBAY | D | 0.14% | |
| CSGP | F | 0.14% | |
| OXY | F | 0.14% | |
| DTE | C | 0.13% | |
| TTD | A | 0.13% | |
| CNC | F | 0.13% | |
| VLTO | D | 0.13% | |
| MTB | B | 0.13% | |
| AWK | D | 0.13% | |
| ALNY | C | 0.13% | |
| STZ | F | 0.12% | |
| EXR | D | 0.12% | |
| DECK | B | 0.12% | |
| XYL | F | 0.12% | |
| WTW | A | 0.12% | |
| CAH | D | 0.11% | |
| WAB | A | 0.11% | |
| ROK | C | 0.11% | |
| DD | D | 0.11% | |
| WEC | B | 0.11% | |
| XEL | A | 0.11% | |
| EA | A | 0.11% | |
| LVS | B | 0.1% | |
| HSY | F | 0.1% | |
| FTV | F | 0.1% | |
| AVB | C | 0.1% | |
| WBD | C | 0.09% | |
| INVH | F | 0.09% | |
| HUBB | B | 0.09% | |
| ADM | F | 0.09% | |
| TROW | C | 0.09% | |
| EQR | D | 0.09% | |
| DKS | F | 0.09% | |
| GPN | D | 0.09% | |
| PPL | A | 0.09% | |
| BR | C | 0.09% | |
| WY | F | 0.08% | |
| AEE | B | 0.08% | |
| SYF | B | 0.08% | |
| TTWO | A | 0.08% | |
| CLX | C | 0.08% | |
| RF | A | 0.08% | |
| ILMN | B | 0.08% | |
| IFF | D | 0.08% | |
| CNP | B | 0.08% | |
| OMC | B | 0.07% | |
| TRU | C | 0.07% | |
| LH | A | 0.07% | |
| J | D | 0.07% | |
| MAA | D | 0.07% | |
| PINS | C | 0.07% | |
| FDS | B | 0.07% | |
| LPLA | A | 0.07% | |
| KIM | B | 0.07% | |
| AMCR | B | 0.07% | |
| MGM | D | 0.07% | |
| NTRS | A | 0.07% | |
| SSNC | D | 0.07% | |
| SW | C | 0.07% | |
| DG | F | 0.07% | |
| OC | B | 0.06% | |
| HST | D | 0.06% | |
| KMX | F | 0.06% | |
| PNR | A | 0.06% | |
| KEY | B | 0.06% | |
| SWK | D | 0.06% | |
| RPM | B | 0.05% | |
| SJM | F | 0.05% | |
| SNAP | B | 0.05% | |
| WYNN | B | 0.05% | |
| CE | F | 0.05% | |
| TSN | D | 0.05% | |
| ACM | A | 0.05% | |
| FBIN | C | 0.05% | |
| IPG | F | 0.05% | |
| UTHR | A | 0.05% | |
| DAY | A | 0.04% | |
| BBWI | F | 0.04% | |
| INCY | A | 0.04% | |
| PARA | C | 0.04% | |
| OVV | F | 0.04% | |
| AIZ | D | 0.04% | |
| HRL | F | 0.04% | |
| TFX | F | 0.04% | |
| AMH | F | 0.04% | |
| APA | F | 0.03% | |
| NWSA | B | 0.03% | |
| CPB | D | 0.03% | |
| WBA | C | 0.03% | |
| Z | D | 0.03% | |
| ALB | C | 0.03% | |
| CRL | F | 0.03% | |
| RIVN | F | 0.03% | |
| LUV | A | 0.02% | |
| ACI | F | 0.02% |
SHE Underweight 91 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | B | -3.99% | |
| GOOGL | A | -1.97% | |
| MA | B | -1.73% | |
| GOOG | A | -1.5% | |
| BRK.A | D | -1.48% | |
| ABBV | A | -1.28% | |
| TSLA | A | -1.08% | |
| AVGO | B | -1.05% | |
| CRM | B | -1.02% | |
| SO | B | -0.93% | |
| TMO | F | -0.93% | |
| TXN | B | -0.88% | |
| NOW | B | -0.88% | |
| PEP | D | -0.81% | |
| MDLZ | D | -0.79% | |
| NEE | D | -0.78% | |
| ADI | C | -0.78% | |
| NXPI | D | -0.77% | |
| SYK | C | -0.74% | |
| COP | C | -0.74% | |
| AZO | C | -0.73% | |
| CMCSA | A | -0.69% | |
| CME | A | -0.61% | |
| BMY | A | -0.61% | |
| MU | C | -0.61% | |
| GS | B | -0.59% | |
| HWM | B | -0.57% | |
| UPS | C | -0.54% | |
| PLD | F | -0.53% | |
| DHR | F | -0.52% | |
| OTIS | C | -0.52% | |
| BSX | B | -0.52% | |
| REGN | F | -0.51% | |
| AMD | F | -0.51% | |
| MCD | C | -0.5% | |
| YUM | D | -0.5% | |
| CTSH | D | -0.47% | |
| STX | C | -0.47% | |
| TRV | B | -0.46% | |
| TDG | C | -0.46% | |
| CPAY | B | -0.44% | |
| CSX | D | -0.4% | |
| AON | A | -0.38% | |
| USB | B | -0.37% | |
| LRCX | F | -0.37% | |
| PCG | B | -0.37% | |
| SBAC | C | -0.35% | |
| ELV | F | -0.33% | |
| PM | A | -0.33% | |
| MNST | C | -0.32% | |
| MET | C | -0.31% | |
| WELL | A | -0.27% | |
| EXPE | B | -0.26% | |
| MAS | C | -0.24% | |
| KVUE | A | -0.23% | |
| PPG | F | -0.21% | |
| WDC | D | -0.2% | |
| KKR | B | -0.19% | |
| ELS | C | -0.19% | |
| AMP | B | -0.19% | |
| URI | B | -0.18% | |
| UNP | D | -0.18% | |
| HPE | B | -0.18% | |
| IR | B | -0.17% | |
| ADBE | F | -0.17% | |
| MS | B | -0.16% | |
| MSI | C | -0.16% | |
| PCAR | C | -0.15% | |
| HUM | F | -0.15% | |
| MO | A | -0.14% | |
| CDNS | C | -0.14% | |
| LEN | D | -0.14% | |
| DIS | B | -0.13% | |
| ORLY | C | -0.13% | |
| MLM | A | -0.13% | |
| HCA | D | -0.13% | |
| WMG | B | -0.11% | |
| FICO | B | -0.1% | |
| NUE | F | -0.1% | |
| BAX | F | -0.07% | |
| SIRI | C | -0.07% | |
| ANET | B | -0.07% | |
| DASH | A | -0.07% | |
| AME | A | -0.06% | |
| MRVL | B | -0.06% | |
| SRPT | D | -0.04% | |
| NRG | A | -0.04% | |
| DXCM | C | -0.03% | |
| BMRN | F | -0.03% | |
| LKQ | F | -0.02% | |
| TOL | C | -0.02% |
SHE: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Diversified Industrials
Banks - Regional - US
Oil & Gas E&P
Specialty Chemicals
Specialty Retail
Biotechnology
Business Services
Capital Markets
Drug Manufacturers - Major
Household & Personal Products
REIT - Residential
Aerospace & Defense
Apparel Stores
Banks - Global
Credit Services
Diagnostics & Research
Discount Stores
Health Care Plans
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
Specialty Retail
Utilities - Regulated Electric
Aerospace & Defense
Banks - Global
Banks - Regional - US
Beverages - Soft Drinks
Capital Markets
Diagnostics & Research
Discount Stores
Diversified Industrials
Health Care Plans
Information Technology Services
Compare ETFs
