HELO vs. BFOR ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Barron's 400 (BFOR)
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
$62.19
Average Daily Volume
263,869
Number of Holdings
*
164
* may have additional holdings in another (foreign) market
BFOR
Barron's 400
BFOR Description
The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400 Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the index. The underlying index's stocks are constituents of the MarketGrader U.S. Coverage Universe.Grade (RS Rating)
Last Trade
$75.63
Average Daily Volume
3,977
Number of Holdings
*
388
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | BFOR |
|---|---|---|
| 30 Days | 0.61% | 2.56% |
| 60 Days | 3.58% | 8.18% |
| 90 Days | 4.71% | 10.29% |
| 12 Months | 20.67% | 33.97% |
49 Overlapping Holdings
| Symbol | Grade | Weight in HELO | Weight in BFOR | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.81% | 0.24% | 0.24% | |
| ADBE | F | 0.17% | 0.22% | 0.17% | |
| AMP | A | 0.2% | 0.28% | 0.2% | |
| AMZN | B | 4.47% | 0.26% | 0.26% | |
| ANET | C | 0.12% | 0.28% | 0.12% | |
| AXP | A | 0.19% | 0.25% | 0.19% | |
| BKNG | A | 0.74% | 0.28% | 0.28% | |
| BKR | A | 0.24% | 0.29% | 0.24% | |
| BMRN | F | 0.03% | 0.22% | 0.03% | |
| BURL | C | 0.24% | 0.22% | 0.22% | |
| CHD | A | 0.25% | 0.22% | 0.22% | |
| CHTR | B | 0.25% | 0.26% | 0.25% | |
| CME | A | 0.58% | 0.23% | 0.23% | |
| CMG | B | 0.49% | 0.23% | 0.23% | |
| COST | B | 0.58% | 0.23% | 0.23% | |
| CPAY | A | 0.44% | 0.26% | 0.26% | |
| CTSH | B | 0.5% | 0.24% | 0.24% | |
| EOG | A | 0.44% | 0.24% | 0.24% | |
| EXPE | A | 0.28% | 0.29% | 0.28% | |
| FANG | D | 0.31% | 0.24% | 0.24% | |
| FDX | A | 0.32% | 0.22% | 0.22% | |
| FITB | A | 0.46% | 0.25% | 0.25% | |
| GOOGL | B | 2.15% | 0.26% | 0.26% | |
| HWM | A | 0.61% | 0.27% | 0.27% | |
| JNJ | D | 0.53% | 0.22% | 0.22% | |
| LEN | D | 0.14% | 0.22% | 0.14% | |
| LLY | F | 1.09% | 0.19% | 0.19% | |
| MA | A | 1.72% | 0.24% | 0.24% | |
| META | C | 2.93% | 0.25% | 0.25% | |
| MLM | B | 0.17% | 0.26% | 0.17% | |
| MSFT | D | 7.11% | 0.22% | 0.22% | |
| MSI | A | 0.16% | 0.24% | 0.16% | |
| NBIX | D | 0.08% | 0.23% | 0.08% | |
| NRG | B | 0.04% | 0.27% | 0.04% | |
| NVDA | B | 7.95% | 0.29% | 0.29% | |
| ORCL | A | 0.26% | 0.25% | 0.25% | |
| PEP | F | 0.78% | 0.21% | 0.21% | |
| PGR | B | 0.74% | 0.23% | 0.23% | |
| RCL | A | 0.34% | 0.3% | 0.3% | |
| REGN | F | 0.48% | 0.16% | 0.16% | |
| ROST | D | 0.44% | 0.21% | 0.21% | |
| SO | C | 0.84% | 0.22% | 0.22% | |
| SYK | A | 0.74% | 0.23% | 0.23% | |
| TGT | D | 0.14% | 0.23% | 0.14% | |
| TMUS | A | 0.17% | 0.26% | 0.17% | |
| URI | B | 0.13% | 0.26% | 0.13% | |
| V | A | 1.48% | 0.24% | 0.24% | |
| WFC | A | 0.99% | 0.3% | 0.3% | |
| XOM | B | 1.44% | 0.25% | 0.25% |
HELO Overweight 115 Positions Relative to BFOR
| Symbol | Grade | Weight | |
|---|---|---|---|
| UNH | B | 1.65% | |
| GOOG | B | 1.61% | |
| BRK.A | A | 1.51% | |
| TSLA | B | 1.5% | |
| ABBV | F | 1.35% | |
| BAC | A | 1.23% | |
| AVGO | C | 1.1% | |
| CRM | A | 1.08% | |
| HON | A | 0.98% | |
| LOW | A | 0.97% | |
| NOW | B | 0.96% | |
| TT | A | 0.93% | |
| TMO | D | 0.93% | |
| TXN | C | 0.92% | |
| LIN | D | 0.84% | |
| COP | C | 0.8% | |
| ADI | D | 0.77% | |
| NXPI | F | 0.75% | |
| GS | A | 0.74% | |
| MCD | D | 0.73% | |
| NEE | C | 0.73% | |
| MDLZ | F | 0.72% | |
| CMCSA | B | 0.72% | |
| DE | D | 0.71% | |
| KO | D | 0.69% | |
| AZO | C | 0.66% | |
| MU | D | 0.65% | |
| BMY | B | 0.64% | |
| VRTX | C | 0.62% | |
| UBER | C | 0.59% | |
| TFC | A | 0.55% | |
| UPS | C | 0.54% | |
| INTU | A | 0.52% | |
| BSX | B | 0.51% | |
| FIS | B | 0.51% | |
| TDG | D | 0.5% | |
| PLD | D | 0.5% | |
| YUM | D | 0.5% | |
| OTIS | D | 0.5% | |
| AMD | F | 0.49% | |
| MDT | D | 0.47% | |
| CARR | D | 0.46% | |
| STX | D | 0.45% | |
| DHR | D | 0.45% | |
| LDOS | C | 0.44% | |
| AON | A | 0.44% | |
| CSX | B | 0.41% | |
| VTR | C | 0.4% | |
| SCHW | A | 0.39% | |
| DLR | A | 0.39% | |
| LRCX | F | 0.39% | |
| ETN | A | 0.38% | |
| DOW | F | 0.38% | |
| HLT | A | 0.36% | |
| ELV | F | 0.34% | |
| PCG | A | 0.34% | |
| USB | B | 0.33% | |
| TRV | A | 0.33% | |
| MNST | D | 0.32% | |
| PM | A | 0.31% | |
| SBAC | D | 0.31% | |
| MRK | F | 0.3% | |
| TXT | D | 0.3% | |
| C | A | 0.3% | |
| MET | A | 0.29% | |
| WELL | A | 0.27% | |
| ACN | C | 0.25% | |
| LYB | F | 0.24% | |
| KVUE | A | 0.23% | |
| MAS | D | 0.23% | |
| DIS | A | 0.22% | |
| DAL | A | 0.22% | |
| BBY | C | 0.2% | |
| PG | C | 0.2% | |
| KKR | A | 0.2% | |
| HPE | B | 0.2% | |
| WDC | F | 0.2% | |
| PPG | F | 0.2% | |
| CMS | C | 0.19% | |
| ABT | B | 0.19% | |
| UNP | D | 0.18% | |
| IR | A | 0.18% | |
| PCAR | B | 0.18% | |
| T | A | 0.18% | |
| ELS | B | 0.18% | |
| CDNS | B | 0.17% | |
| HUM | F | 0.17% | |
| CVX | A | 0.17% | |
| NOC | D | 0.17% | |
| MCK | A | 0.16% | |
| MO | A | 0.15% | |
| MMC | C | 0.14% | |
| PFG | C | 0.13% | |
| NUE | D | 0.12% | |
| LULU | C | 0.12% | |
| BIIB | F | 0.12% | |
| DASH | B | 0.11% | |
| FICO | A | 0.11% | |
| WMG | B | 0.11% | |
| HCA | D | 0.11% | |
| APTV | F | 0.1% | |
| SQ | A | 0.1% | |
| VST | A | 0.09% | |
| SIRI | C | 0.07% | |
| EQIX | B | 0.07% | |
| D | C | 0.06% | |
| AME | A | 0.06% | |
| BAX | F | 0.06% | |
| MRVL | B | 0.06% | |
| ETR | A | 0.06% | |
| ORLY | A | 0.05% | |
| EL | F | 0.05% | |
| EQT | A | 0.05% | |
| SRPT | F | 0.04% | |
| LKQ | D | 0.02% |
HELO Underweight 339 Positions Relative to BFOR
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | A | -0.49% | |
| LEU | C | -0.49% | |
| POWL | C | -0.45% | |
| AGX | B | -0.39% | |
| UAL | A | -0.38% | |
| IESC | B | -0.38% | |
| UPWK | B | -0.37% | |
| USLM | A | -0.37% | |
| TPL | A | -0.36% | |
| PLTR | A | -0.35% | |
| RMBS | C | -0.33% | |
| PAYO | A | -0.33% | |
| VRT | A | -0.32% | |
| CORT | B | -0.32% | |
| FLEX | B | -0.31% | |
| PCTY | B | -0.31% | |
| ALSN | B | -0.31% | |
| APO | A | -0.31% | |
| STRL | B | -0.31% | |
| SYF | A | -0.31% | |
| SUM | B | -0.3% | |
| EXEL | B | -0.3% | |
| RJF | A | -0.3% | |
| SFM | A | -0.3% | |
| CEIX | A | -0.3% | |
| MLI | B | -0.3% | |
| CCL | A | -0.3% | |
| PAYC | B | -0.3% | |
| IDCC | A | -0.3% | |
| SNA | A | -0.29% | |
| APOG | B | -0.29% | |
| ACMR | F | -0.29% | |
| NEWT | B | -0.29% | |
| EWBC | A | -0.29% | |
| CMPO | C | -0.29% | |
| PPC | B | -0.29% | |
| AIT | A | -0.29% | |
| FIX | A | -0.29% | |
| PEGA | B | -0.29% | |
| MLR | B | -0.29% | |
| TILE | A | -0.29% | |
| IBKR | A | -0.29% | |
| AXON | A | -0.28% | |
| ACIW | B | -0.28% | |
| TXRH | A | -0.28% | |
| CW | B | -0.28% | |
| RL | B | -0.28% | |
| SKWD | A | -0.28% | |
| PAY | A | -0.28% | |
| CEG | D | -0.28% | |
| MTB | A | -0.28% | |
| CSWI | B | -0.28% | |
| WMB | A | -0.28% | |
| QLYS | C | -0.28% | |
| BBW | B | -0.28% | |
| AX | A | -0.28% | |
| UNM | A | -0.28% | |
| EME | B | -0.28% | |
| ERII | B | -0.28% | |
| TRGP | A | -0.28% | |
| AAON | A | -0.28% | |
| HLNE | A | -0.28% | |
| CRS | A | -0.28% | |
| BELFB | C | -0.27% | |
| NOG | A | -0.27% | |
| CAT | B | -0.27% | |
| DAKT | A | -0.27% | |
| FCNCA | A | -0.27% | |
| ODFL | B | -0.27% | |
| APH | B | -0.27% | |
| FOUR | B | -0.27% | |
| HCKT | A | -0.27% | |
| FN | C | -0.27% | |
| NTRS | A | -0.27% | |
| FTDR | B | -0.27% | |
| QCRH | A | -0.27% | |
| OII | B | -0.27% | |
| GDDY | A | -0.27% | |
| MWA | A | -0.27% | |
| FAST | B | -0.27% | |
| BL | B | -0.27% | |
| ZM | B | -0.27% | |
| SLVM | B | -0.27% | |
| USAP | B | -0.27% | |
| AWI | A | -0.27% | |
| LRN | A | -0.27% | |
| MCB | A | -0.27% | |
| DBX | C | -0.26% | |
| MGY | A | -0.26% | |
| TGTX | B | -0.26% | |
| FFIV | B | -0.26% | |
| MOD | C | -0.26% | |
| MTDR | C | -0.26% | |
| LAUR | A | -0.26% | |
| CPRT | A | -0.26% | |
| ITT | A | -0.26% | |
| CACI | C | -0.26% | |
| FOX | A | -0.26% | |
| LOPE | B | -0.26% | |
| OZK | A | -0.26% | |
| WHD | B | -0.26% | |
| HCI | B | -0.26% | |
| ADSK | B | -0.26% | |
| JPM | A | -0.26% | |
| TRN | A | -0.26% | |
| PFBC | A | -0.26% | |
| EXP | B | -0.26% | |
| TDY | B | -0.26% | |
| ARLP | A | -0.26% | |
| PH | A | -0.26% | |
| CNO | A | -0.26% | |
| IBOC | A | -0.26% | |
| ORRF | A | -0.26% | |
| BY | A | -0.26% | |
| CPRX | C | -0.26% | |
| IRMD | B | -0.26% | |
| PANW | B | -0.26% | |
| UTHR | B | -0.26% | |
| PYPL | A | -0.26% | |
| FTI | A | -0.26% | |
| NRP | A | -0.26% | |
| ATR | B | -0.26% | |
| SCCO | F | -0.26% | |
| CASH | A | -0.26% | |
| HUBB | B | -0.26% | |
| CVLT | B | -0.26% | |
| NFLX | A | -0.26% | |
| UTI | A | -0.26% | |
| ET | A | -0.25% | |
| MBWM | A | -0.25% | |
| REVG | A | -0.25% | |
| DCI | B | -0.25% | |
| WMS | F | -0.25% | |
| LKFN | A | -0.25% | |
| UFPT | C | -0.25% | |
| SRCE | A | -0.25% | |
| ADMA | C | -0.25% | |
| IBCP | A | -0.25% | |
| SM | C | -0.25% | |
| PAYX | B | -0.25% | |
| TCMD | A | -0.25% | |
| CASY | B | -0.25% | |
| YELP | C | -0.25% | |
| WWD | B | -0.25% | |
| TW | B | -0.25% | |
| APD | A | -0.25% | |
| EA | A | -0.25% | |
| MCRI | A | -0.25% | |
| FCF | A | -0.25% | |
| FTNT | A | -0.25% | |
| DECK | A | -0.25% | |
| LPX | A | -0.25% | |
| HES | B | -0.25% | |
| PEBO | A | -0.25% | |
| FIZZ | B | -0.25% | |
| CBT | C | -0.25% | |
| DOCS | C | -0.25% | |
| ADP | B | -0.25% | |
| OKE | A | -0.25% | |
| WABC | A | -0.25% | |
| WT | A | -0.25% | |
| NIC | A | -0.25% | |
| AMAL | B | -0.25% | |
| PLAB | D | -0.25% | |
| INGR | B | -0.25% | |
| FULT | A | -0.25% | |
| WLDN | C | -0.25% | |
| BFC | B | -0.25% | |
| COR | B | -0.24% | |
| VIRT | A | -0.24% | |
| PTGX | D | -0.24% | |
| FMBH | A | -0.24% | |
| FBP | A | -0.24% | |
| COOP | B | -0.24% | |
| HWKN | C | -0.24% | |
| TBBK | A | -0.24% | |
| OSIS | A | -0.24% | |
| QCOM | F | -0.24% | |
| NTAP | D | -0.24% | |
| OTTR | C | -0.24% | |
| BMI | B | -0.24% | |
| LNN | B | -0.24% | |
| BR | A | -0.24% | |
| CHDN | C | -0.24% | |
| GGG | A | -0.24% | |
| WDAY | B | -0.24% | |
| RBA | A | -0.24% | |
| HNI | A | -0.24% | |
| AKAM | F | -0.24% | |
| DRI | B | -0.24% | |
| PODD | A | -0.24% | |
| DT | C | -0.24% | |
| IPAR | C | -0.24% | |
| FDS | A | -0.24% | |
| BRO | B | -0.24% | |
| AMPY | D | -0.24% | |
| CF | A | -0.24% | |
| ISRG | A | -0.24% | |
| IT | B | -0.24% | |
| ANF | C | -0.24% | |
| MANH | D | -0.24% | |
| TEX | D | -0.24% | |
| CTAS | B | -0.24% | |
| AIZ | A | -0.24% | |
| OSBC | A | -0.24% | |
| CSL | B | -0.24% | |
| MRO | A | -0.24% | |
| SIG | B | -0.24% | |
| DOV | A | -0.24% | |
| CUBI | B | -0.24% | |
| WTS | A | -0.24% | |
| CINF | A | -0.24% | |
| G | A | -0.24% | |
| MPLX | A | -0.24% | |
| MMM | D | -0.23% | |
| MEDP | D | -0.23% | |
| WEC | A | -0.23% | |
| MHO | D | -0.23% | |
| YETI | F | -0.23% | |
| SSNC | D | -0.23% | |
| HIG | C | -0.23% | |
| NEU | C | -0.23% | |
| RGA | A | -0.23% | |
| SHOO | D | -0.23% | |
| OFG | B | -0.23% | |
| SYY | D | -0.23% | |
| VITL | F | -0.23% | |
| THR | C | -0.23% | |
| RNR | D | -0.23% | |
| PLMR | A | -0.23% | |
| JKHY | D | -0.23% | |
| ALL | A | -0.23% | |
| WRB | A | -0.23% | |
| VRSN | D | -0.23% | |
| JWN | A | -0.23% | |
| GL | B | -0.23% | |
| TOL | B | -0.23% | |
| BRC | C | -0.23% | |
| EPD | A | -0.23% | |
| ZBH | C | -0.23% | |
| LII | B | -0.23% | |
| ON | F | -0.23% | |
| THC | C | -0.23% | |
| NYT | D | -0.23% | |
| CQP | A | -0.23% | |
| AMAT | F | -0.23% | |
| FSS | C | -0.23% | |
| VEEV | C | -0.23% | |
| SBR | B | -0.23% | |
| NOV | D | -0.23% | |
| TSCO | D | -0.23% | |
| CHWY | B | -0.22% | |
| DKS | D | -0.22% | |
| MOH | F | -0.22% | |
| TPH | D | -0.22% | |
| SPGI | C | -0.22% | |
| IMMR | F | -0.22% | |
| VLTO | D | -0.22% | |
| HALO | D | -0.22% | |
| CBOE | D | -0.22% | |
| FC | F | -0.22% | |
| HESM | C | -0.22% | |
| WFRD | F | -0.22% | |
| AMPH | F | -0.22% | |
| HOLX | D | -0.22% | |
| DY | C | -0.22% | |
| SIGA | F | -0.22% | |
| MCO | C | -0.22% | |
| BLDR | D | -0.22% | |
| MPC | D | -0.22% | |
| FMC | F | -0.22% | |
| ROL | A | -0.22% | |
| IPG | F | -0.22% | |
| IBP | F | -0.22% | |
| HEI | A | -0.22% | |
| XPEL | B | -0.22% | |
| CWCO | C | -0.22% | |
| CNA | C | -0.22% | |
| EBAY | D | -0.22% | |
| MSA | D | -0.22% | |
| NSSC | F | -0.22% | |
| STBA | A | -0.22% | |
| KNSL | C | -0.22% | |
| IBM | D | -0.22% | |
| RMD | C | -0.22% | |
| TRIN | A | -0.22% | |
| AFL | C | -0.22% | |
| TJX | A | -0.22% | |
| ECL | D | -0.22% | |
| EGY | F | -0.22% | |
| DVN | F | -0.22% | |
| NVR | D | -0.22% | |
| HRB | D | -0.22% | |
| APA | F | -0.21% | |
| DFIN | D | -0.21% | |
| FCN | F | -0.21% | |
| HRMY | D | -0.21% | |
| ZTS | D | -0.21% | |
| MBIN | D | -0.21% | |
| DVA | C | -0.21% | |
| COKE | C | -0.21% | |
| YOU | D | -0.21% | |
| KLAC | F | -0.21% | |
| IQV | F | -0.21% | |
| VAL | F | -0.21% | |
| KMB | C | -0.21% | |
| LNW | D | -0.21% | |
| EG | D | -0.21% | |
| DFH | F | -0.21% | |
| PHM | D | -0.21% | |
| AOS | F | -0.21% | |
| WSM | F | -0.21% | |
| HY | F | -0.21% | |
| SKX | D | -0.21% | |
| XYL | D | -0.21% | |
| ONTO | F | -0.21% | |
| COLL | F | -0.21% | |
| WES | C | -0.21% | |
| CL | D | -0.2% | |
| MPWR | F | -0.2% | |
| KOS | D | -0.2% | |
| DHI | D | -0.2% | |
| INSW | F | -0.2% | |
| TDW | F | -0.2% | |
| HOG | D | -0.2% | |
| ACGL | C | -0.2% | |
| UHS | D | -0.2% | |
| BOOT | C | -0.2% | |
| GRBK | D | -0.2% | |
| WING | F | -0.19% | |
| CRUS | F | -0.19% | |
| BLBD | F | -0.19% | |
| LNTH | F | -0.19% | |
| FSLR | F | -0.19% | |
| TH | C | -0.19% | |
| HSY | F | -0.19% | |
| HRTG | C | -0.18% | |
| ASC | F | -0.17% | |
| CROX | F | -0.17% |
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
Credit Services
Discount Stores
Diversified Industrials
Health Care Plans
Information Technology Services
Internet Content & Information
BFOR: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Software - Application
Diversified Industrials
Oil & Gas E&P
Biotechnology
Business Services
Building Materials
Insurance - Property & Casualty
Software - Infrastructure
Capital Markets
Oil & Gas Midstream
Residential Construction
Asset Management
Engineering & Construction
Oil & Gas Equipment & Services
Specialty Retail
Internet Content & Information
Credit Services
Education & Training Services
Information Technology Services
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