EPS vs. HELO ETF Comparison
Comparison of WisdomTree Earnings 500 Fund (EPS) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
EPS
WisdomTree Earnings 500 Fund
EPS Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Earning 500 Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the large-capitalization segment of the U.S. Stock Market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$62.48
Average Daily Volume
40,944
495
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
$62.80
Average Daily Volume
264,230
164
Performance
Period | EPS | HELO |
---|---|---|
30 Days | 2.84% | 1.91% |
60 Days | 7.07% | 4.63% |
90 Days | 8.25% | 5.74% |
12 Months | 33.73% | 22.38% |
137 Overlapping Holdings
Symbol | Grade | Weight in EPS | Weight in HELO | Overlap | |
---|---|---|---|---|---|
AAPL | C | 5.21% | 6.81% | 5.21% | |
ABBV | F | 1.11% | 1.35% | 1.11% | |
ABT | C | 0.31% | 0.19% | 0.19% | |
ADBE | C | 0.25% | 0.17% | 0.17% | |
ADI | D | 0.28% | 0.77% | 0.28% | |
AME | A | 0.06% | 0.06% | 0.06% | |
AMP | A | 0.17% | 0.2% | 0.17% | |
AMZN | A | 3.33% | 4.47% | 3.33% | |
ANET | C | 0.2% | 0.12% | 0.12% | |
AVGO | C | 1.44% | 1.1% | 1.1% | |
AXP | B | 0.49% | 0.19% | 0.19% | |
AZO | B | 0.11% | 0.66% | 0.11% | |
BAC | A | 1.61% | 1.23% | 1.23% | |
BBY | C | 0.05% | 0.2% | 0.05% | |
BIIB | F | 0.06% | 0.12% | 0.06% | |
BKNG | A | 0.31% | 0.74% | 0.31% | |
BKR | B | 0.06% | 0.24% | 0.06% | |
BMRN | F | 0.01% | 0.03% | 0.01% | |
BMY | B | 0.64% | 0.64% | 0.64% | |
BRK.A | B | 1.75% | 1.51% | 1.51% | |
BSX | A | 0.16% | 0.51% | 0.16% | |
BURL | C | 0.01% | 0.24% | 0.01% | |
C | B | 0.68% | 0.3% | 0.3% | |
CARR | C | 0.11% | 0.46% | 0.11% | |
CDNS | B | 0.09% | 0.17% | 0.09% | |
CHD | A | 0.03% | 0.25% | 0.03% | |
CHTR | B | 0.18% | 0.25% | 0.18% | |
CMCSA | B | 0.67% | 0.72% | 0.67% | |
CME | B | 0.11% | 0.58% | 0.11% | |
CMG | B | 0.06% | 0.49% | 0.06% | |
CMS | D | 0.03% | 0.19% | 0.03% | |
COP | C | 0.42% | 0.8% | 0.42% | |
COST | B | 0.36% | 0.58% | 0.36% | |
CPAY | A | 0.06% | 0.44% | 0.06% | |
CRM | B | 0.39% | 1.08% | 0.39% | |
CSX | B | 0.15% | 0.41% | 0.15% | |
CTSH | A | 0.13% | 0.5% | 0.13% | |
CVX | A | 1.09% | 0.17% | 0.17% | |
D | D | 0.12% | 0.06% | 0.06% | |
DAL | A | 0.22% | 0.22% | 0.22% | |
DE | D | 0.43% | 0.71% | 0.43% | |
DHR | F | 0.26% | 0.45% | 0.26% | |
DIS | B | 0.28% | 0.22% | 0.22% | |
DLR | C | 0.05% | 0.39% | 0.05% | |
DOW | F | 0.06% | 0.38% | 0.06% | |
ELS | B | 0.01% | 0.18% | 0.01% | |
ELV | F | 0.26% | 0.34% | 0.26% | |
EOG | A | 0.27% | 0.44% | 0.27% | |
EQIX | B | 0.06% | 0.07% | 0.06% | |
EQT | B | 0.03% | 0.05% | 0.03% | |
ETR | B | 0.06% | 0.06% | 0.06% | |
EXPE | B | 0.06% | 0.28% | 0.06% | |
FANG | C | 0.15% | 0.31% | 0.15% | |
FDX | B | 0.16% | 0.32% | 0.16% | |
FICO | B | 0.08% | 0.11% | 0.08% | |
FIS | B | 0.17% | 0.51% | 0.17% | |
FITB | A | 0.13% | 0.46% | 0.13% | |
GOOGL | C | 5.06% | 2.15% | 2.15% | |
GS | B | 0.48% | 0.74% | 0.48% | |
HCA | D | 0.26% | 0.11% | 0.11% | |
HLT | A | 0.08% | 0.36% | 0.08% | |
HON | B | 0.24% | 0.98% | 0.24% | |
HPE | B | 0.16% | 0.2% | 0.16% | |
HUM | D | 0.07% | 0.17% | 0.07% | |
HWM | B | 0.05% | 0.61% | 0.05% | |
INTU | A | 0.23% | 0.52% | 0.23% | |
IR | A | 0.06% | 0.18% | 0.06% | |
JNJ | D | 1.03% | 0.53% | 0.53% | |
KO | F | 0.46% | 0.69% | 0.46% | |
KVUE | A | 0.09% | 0.23% | 0.09% | |
LDOS | C | 0.06% | 0.44% | 0.06% | |
LEN | D | 0.18% | 0.14% | 0.14% | |
LKQ | C | 0.03% | 0.02% | 0.02% | |
LLY | F | 0.5% | 1.09% | 0.5% | |
LOW | B | 0.38% | 0.97% | 0.38% | |
LRCX | F | 0.22% | 0.39% | 0.22% | |
MA | B | 0.52% | 1.72% | 0.52% | |
MAS | D | 0.03% | 0.23% | 0.03% | |
MCD | C | 0.32% | 0.73% | 0.32% | |
MCK | B | 0.18% | 0.16% | 0.16% | |
MDLZ | F | 0.14% | 0.72% | 0.14% | |
MET | C | 0.25% | 0.29% | 0.25% | |
META | B | 3.91% | 2.93% | 2.93% | |
MLM | B | 0.05% | 0.17% | 0.05% | |
MMC | D | 0.16% | 0.14% | 0.14% | |
MNST | B | 0.05% | 0.32% | 0.05% | |
MO | A | 0.41% | 0.15% | 0.15% | |
MRK | F | 0.29% | 0.3% | 0.29% | |
MSFT | C | 5.12% | 7.11% | 5.12% | |
MSI | B | 0.15% | 0.16% | 0.15% | |
NBIX | C | 0.01% | 0.08% | 0.01% | |
NOC | D | 0.14% | 0.17% | 0.14% | |
NOW | A | 0.16% | 0.96% | 0.16% | |
NUE | D | 0.18% | 0.12% | 0.12% | |
NVDA | A | 3.71% | 7.95% | 3.71% | |
ORCL | A | 0.97% | 0.26% | 0.26% | |
ORLY | A | 0.11% | 0.05% | 0.05% | |
OTIS | D | 0.06% | 0.5% | 0.06% | |
PCAR | B | 0.2% | 0.18% | 0.18% | |
PCG | A | 0.09% | 0.34% | 0.09% | |
PEP | D | 0.38% | 0.78% | 0.38% | |
PFG | C | 0.06% | 0.13% | 0.06% | |
PG | C | 0.64% | 0.2% | 0.2% | |
PGR | A | 0.15% | 0.74% | 0.15% | |
PLD | D | 0.11% | 0.5% | 0.11% | |
PM | B | 0.47% | 0.31% | 0.31% | |
PPG | F | 0.05% | 0.2% | 0.05% | |
REGN | F | 0.19% | 0.48% | 0.19% | |
ROST | D | 0.06% | 0.44% | 0.06% | |
SBAC | D | 0.02% | 0.31% | 0.02% | |
SCHW | B | 0.28% | 0.39% | 0.28% | |
SIRI | C | 0.02% | 0.07% | 0.02% | |
SO | D | 0.18% | 0.84% | 0.18% | |
SYK | A | 0.18% | 0.74% | 0.18% | |
T | A | 0.87% | 0.18% | 0.18% | |
TDG | D | 0.07% | 0.5% | 0.07% | |
TGT | C | 0.15% | 0.14% | 0.14% | |
TMO | F | 0.35% | 0.93% | 0.35% | |
TMUS | A | 0.43% | 0.17% | 0.17% | |
TRV | B | 0.13% | 0.33% | 0.13% | |
TSLA | B | 0.64% | 1.5% | 0.64% | |
TXN | B | 0.41% | 0.92% | 0.41% | |
TXT | D | 0.04% | 0.3% | 0.04% | |
UBER | F | 0.09% | 0.59% | 0.09% | |
UNH | B | 0.96% | 1.65% | 0.96% | |
UNP | D | 0.25% | 0.18% | 0.18% | |
UPS | C | 0.27% | 0.54% | 0.27% | |
URI | B | 0.18% | 0.13% | 0.13% | |
USB | B | 0.24% | 0.33% | 0.24% | |
V | A | 0.83% | 1.48% | 0.83% | |
VRTX | B | 0.2% | 0.62% | 0.2% | |
VST | B | 0.16% | 0.09% | 0.09% | |
VTR | C | 0.01% | 0.4% | 0.01% | |
WELL | B | 0.05% | 0.27% | 0.05% | |
WFC | A | 1.03% | 0.99% | 0.99% | |
XOM | B | 2.21% | 1.44% | 1.44% | |
YUM | B | 0.05% | 0.5% | 0.05% |
EPS Overweight 358 Positions Relative to HELO
Symbol | Grade | Weight | |
---|---|---|---|
JPM | A | 2.83% | |
WMT | A | 1.07% | |
CSCO | A | 0.82% | |
VZ | D | 0.81% | |
HD | B | 0.73% | |
CAT | B | 0.61% | |
MS | A | 0.57% | |
QCOM | F | 0.52% | |
IBM | D | 0.47% | |
NFLX | A | 0.43% | |
AMGN | F | 0.43% | |
GM | B | 0.43% | |
RTX | D | 0.4% | |
AMAT | F | 0.39% | |
GILD | B | 0.38% | |
MPC | D | 0.35% | |
CVS | F | 0.34% | |
LMT | D | 0.32% | |
CI | D | 0.32% | |
PNC | B | 0.31% | |
LNG | B | 0.3% | |
PSX | C | 0.29% | |
COF | B | 0.29% | |
VLO | C | 0.28% | |
PYPL | A | 0.28% | |
FI | A | 0.27% | |
F | C | 0.26% | |
MMM | C | 0.24% | |
DFS | B | 0.22% | |
ABNB | C | 0.22% | |
DHI | D | 0.22% | |
APP | B | 0.21% | |
AFL | C | 0.2% | |
HPQ | B | 0.2% | |
KLAC | F | 0.2% | |
BK | B | 0.19% | |
TJX | A | 0.19% | |
PRU | B | 0.19% | |
AIG | B | 0.19% | |
DHS | A | 0.19% | |
PH | A | 0.18% | |
UAL | A | 0.17% | |
GE | D | 0.17% | |
CMI | A | 0.16% | |
APH | B | 0.16% | |
MTB | A | 0.16% | |
SPGI | C | 0.16% | |
DUK | D | 0.16% | |
ADP | A | 0.16% | |
SCCO | F | 0.16% | |
ICE | C | 0.15% | |
SBUX | B | 0.15% | |
KR | A | 0.15% | |
GLW | B | 0.15% | |
SYF | B | 0.14% | |
PHM | D | 0.14% | |
PLTR | B | 0.14% | |
MCHP | F | 0.14% | |
OXY | F | 0.14% | |
GD | C | 0.14% | |
KMI | B | 0.13% | |
WMB | B | 0.13% | |
SHW | A | 0.13% | |
EMR | A | 0.13% | |
HIG | C | 0.13% | |
SRE | B | 0.13% | |
STLD | C | 0.13% | |
RF | A | 0.12% | |
ON | F | 0.12% | |
EBAY | C | 0.12% | |
CNC | F | 0.12% | |
MAR | A | 0.12% | |
CRBG | C | 0.12% | |
NKE | F | 0.12% | |
NSC | B | 0.12% | |
FTNT | B | 0.12% | |
BDX | F | 0.12% | |
KHC | F | 0.12% | |
PANW | B | 0.12% | |
DVN | F | 0.12% | |
ISRG | A | 0.12% | |
OKE | A | 0.12% | |
ADSK | B | 0.12% | |
ITW | B | 0.12% | |
ADM | F | 0.11% | |
CEG | D | 0.11% | |
CL | F | 0.11% | |
CFG | B | 0.11% | |
AEP | D | 0.11% | |
COR | B | 0.11% | |
STT | B | 0.11% | |
FCNCA | B | 0.11% | |
HBAN | A | 0.11% | |
GEN | B | 0.1% | |
NTAP | D | 0.1% | |
SPG | A | 0.1% | |
KEYS | C | 0.1% | |
WM | A | 0.1% | |
SNPS | C | 0.1% | |
ROP | A | 0.1% | |
APD | B | 0.1% | |
LHX | B | 0.1% | |
MCO | C | 0.09% | |
KDP | C | 0.09% | |
GWW | B | 0.09% | |
GIS | F | 0.09% | |
ZM | B | 0.09% | |
GPN | B | 0.09% | |
EIX | C | 0.08% | |
WDAY | B | 0.08% | |
IT | B | 0.08% | |
HAL | C | 0.08% | |
SYY | D | 0.08% | |
ALB | C | 0.08% | |
CTRA | B | 0.08% | |
RSG | B | 0.08% | |
GEHC | D | 0.08% | |
ZTS | D | 0.08% | |
CTAS | B | 0.08% | |
BLDR | C | 0.08% | |
INTC | C | 0.08% | |
MKL | A | 0.08% | |
CF | B | 0.08% | |
KMB | D | 0.08% | |
PSA | D | 0.08% | |
FOXA | A | 0.08% | |
VICI | D | 0.08% | |
JBL | C | 0.08% | |
GEV | B | 0.08% | |
RJF | A | 0.08% | |
EQH | B | 0.08% | |
MRO | B | 0.07% | |
CBRE | B | 0.07% | |
GDDY | B | 0.07% | |
AJG | A | 0.07% | |
MPWR | F | 0.07% | |
NVR | D | 0.07% | |
K | A | 0.07% | |
ANSS | B | 0.07% | |
TROW | A | 0.07% | |
CRWD | B | 0.07% | |
STZ | D | 0.07% | |
SWKS | F | 0.07% | |
CDW | F | 0.07% | |
TDY | B | 0.07% | |
PEG | C | 0.07% | |
FFIV | B | 0.07% | |
EA | A | 0.07% | |
EXC | C | 0.07% | |
PSTG | D | 0.07% | |
A | F | 0.06% | |
TWLO | B | 0.06% | |
NDAQ | B | 0.06% | |
CPRT | A | 0.06% | |
TYL | B | 0.06% | |
XEL | A | 0.06% | |
ED | D | 0.06% | |
DOV | A | 0.06% | |
PAYX | B | 0.06% | |
AMT | F | 0.06% | |
HSY | F | 0.06% | |
CAH | B | 0.06% | |
IQV | F | 0.06% | |
OMC | A | 0.06% | |
ECL | C | 0.06% | |
DD | D | 0.06% | |
WAB | B | 0.06% | |
TTD | B | 0.05% | |
CAG | F | 0.05% | |
LH | B | 0.05% | |
VRSN | C | 0.05% | |
WEC | B | 0.05% | |
HUBS | B | 0.05% | |
SSNC | C | 0.05% | |
TSCO | D | 0.05% | |
KEY | B | 0.05% | |
FNF | C | 0.05% | |
L | A | 0.05% | |
EPAM | B | 0.05% | |
WLK | F | 0.05% | |
FE | D | 0.05% | |
ODFL | B | 0.05% | |
DDOG | B | 0.05% | |
SMCI | F | 0.05% | |
ACI | C | 0.05% | |
NTRS | A | 0.05% | |
RS | C | 0.05% | |
TEAM | B | 0.05% | |
FAST | B | 0.05% | |
OC | A | 0.05% | |
LPLA | A | 0.05% | |
ES | D | 0.05% | |
PTC | B | 0.05% | |
TER | F | 0.05% | |
NTNX | B | 0.05% | |
AKAM | F | 0.05% | |
HES | B | 0.05% | |
PWR | B | 0.05% | |
IRM | D | 0.04% | |
WSM | F | 0.04% | |
VRT | B | 0.04% | |
MTD | F | 0.04% | |
UTHR | B | 0.04% | |
VRSK | A | 0.04% | |
BSY | F | 0.04% | |
HOLX | D | 0.04% | |
DGX | B | 0.04% | |
GPC | D | 0.04% | |
AVB | B | 0.04% | |
DTE | D | 0.04% | |
ENPH | F | 0.04% | |
OKTA | C | 0.04% | |
PKG | B | 0.04% | |
MANH | C | 0.04% | |
DRI | B | 0.04% | |
TRGP | B | 0.04% | |
BRO | B | 0.04% | |
SNA | A | 0.04% | |
MSCI | B | 0.04% | |
DT | C | 0.04% | |
ZS | B | 0.04% | |
PPL | A | 0.04% | |
IP | B | 0.04% | |
CSL | B | 0.04% | |
CCI | F | 0.04% | |
MOS | D | 0.04% | |
NET | B | 0.04% | |
FTV | C | 0.04% | |
VMC | B | 0.04% | |
EW | F | 0.04% | |
CNA | C | 0.04% | |
OVV | C | 0.04% | |
ROK | B | 0.04% | |
RGA | A | 0.04% | |
WRB | B | 0.04% | |
DINO | D | 0.04% | |
ZBH | C | 0.04% | |
RMD | C | 0.04% | |
JBHT | C | 0.03% | |
WAT | B | 0.03% | |
HEI | A | 0.03% | |
LYV | A | 0.03% | |
HRL | F | 0.03% | |
VEEV | B | 0.03% | |
U | F | 0.03% | |
IDXX | F | 0.03% | |
SOLV | C | 0.03% | |
AWK | D | 0.03% | |
SNOW | C | 0.03% | |
AXON | B | 0.03% | |
O | D | 0.03% | |
CPB | F | 0.03% | |
EMN | D | 0.03% | |
APA | F | 0.03% | |
BAH | C | 0.03% | |
EXR | D | 0.03% | |
SJM | F | 0.03% | |
DECK | B | 0.03% | |
EXPD | C | 0.03% | |
CPNG | B | 0.03% | |
HUBB | C | 0.03% | |
IPG | F | 0.03% | |
J | D | 0.03% | |
TAP | B | 0.03% | |
CBOE | D | 0.03% | |
LVS | C | 0.03% | |
MOH | F | 0.03% | |
ATO | B | 0.03% | |
EFX | F | 0.03% | |
CNP | B | 0.03% | |
ULTA | C | 0.03% | |
AEE | B | 0.03% | |
BEN | C | 0.03% | |
BR | A | 0.03% | |
PAG | B | 0.03% | |
CINF | A | 0.03% | |
CHRW | A | 0.02% | |
INVH | D | 0.02% | |
MAA | C | 0.02% | |
ESS | C | 0.02% | |
LW | B | 0.02% | |
WTRG | C | 0.02% | |
INCY | B | 0.02% | |
WPC | F | 0.02% | |
TSN | B | 0.02% | |
PFGC | B | 0.02% | |
PINS | F | 0.02% | |
GLPI | D | 0.02% | |
DXCM | C | 0.02% | |
FDS | A | 0.02% | |
NDSN | B | 0.02% | |
DPZ | C | 0.02% | |
ALGN | D | 0.02% | |
GGG | B | 0.02% | |
IEX | B | 0.02% | |
ROL | C | 0.02% | |
CLX | A | 0.02% | |
USFD | B | 0.02% | |
POOL | D | 0.02% | |
CE | F | 0.02% | |
NWSA | B | 0.02% | |
LUV | B | 0.02% | |
ACM | B | 0.02% | |
GL | B | 0.02% | |
TTWO | A | 0.02% | |
ALNY | D | 0.02% | |
AVTR | F | 0.02% | |
AVY | F | 0.02% | |
WST | B | 0.02% | |
MDB | C | 0.02% | |
WSO | B | 0.02% | |
RPM | A | 0.02% | |
BALL | D | 0.02% | |
MKC | D | 0.02% | |
CSGP | F | 0.02% | |
XYL | F | 0.02% | |
WY | F | 0.02% | |
LBRDK | C | 0.02% | |
HST | D | 0.02% | |
SW | B | 0.02% | |
EQR | C | 0.02% | |
LNT | C | 0.02% | |
NI | A | 0.02% | |
EVRG | A | 0.02% | |
SAIA | B | 0.01% | |
COTY | D | 0.01% | |
FND | F | 0.01% | |
EXAS | F | 0.01% | |
REXR | F | 0.01% | |
SWK | F | 0.01% | |
MGM | D | 0.01% | |
AMH | C | 0.01% | |
SUI | F | 0.01% | |
CPT | C | 0.01% | |
TECH | D | 0.01% | |
MORN | B | 0.01% | |
TW | B | 0.01% | |
KIM | A | 0.01% | |
DAY | B | 0.01% | |
CASY | B | 0.01% | |
WMS | F | 0.01% | |
XPO | B | 0.01% | |
UDR | C | 0.01% | |
TFX | F | 0.01% | |
ARE | F | 0.01% | |
PODD | B | 0.01% | |
BLD | F | 0.01% | |
LII | B | 0.01% | |
JKHY | C | 0.01% | |
CRL | C | 0.01% | |
PAYC | B | 0.01% | |
CCK | D | 0.01% | |
REG | A | 0.01% | |
EME | B | 0.01% | |
ERIE | F | 0.01% | |
LECO | C | 0.0% | |
FIVE | F | 0.0% | |
CELH | F | 0.0% |
EPS Underweight 27 Positions Relative to HELO
Symbol | Grade | Weight | |
---|---|---|---|
GOOG | C | -1.61% | |
TT | B | -0.93% | |
LIN | D | -0.84% | |
NXPI | F | -0.75% | |
NEE | D | -0.73% | |
MU | D | -0.65% | |
TFC | B | -0.55% | |
AMD | F | -0.49% | |
MDT | D | -0.47% | |
STX | D | -0.45% | |
AON | B | -0.44% | |
ETN | B | -0.38% | |
RCL | A | -0.34% | |
ACN | B | -0.25% | |
LYB | F | -0.24% | |
KKR | B | -0.2% | |
WDC | D | -0.2% | |
LULU | B | -0.12% | |
DASH | A | -0.11% | |
WMG | B | -0.11% | |
APTV | F | -0.1% | |
SQ | B | -0.1% | |
BAX | F | -0.06% | |
MRVL | B | -0.06% | |
EL | F | -0.05% | |
SRPT | F | -0.04% | |
NRG | C | -0.04% |
EPS: Top Represented Industries & Keywords
HELO: Top Represented Industries & Keywords