HELO vs. BWEB ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Bitwise Web3 ETF (BWEB)
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
Number of Holdings
*
164
* may have additional holdings in another (foreign) market
BWEB
Bitwise Web3 ETF
BWEB Description
Bitwise Web3 ETF is an exchange traded fund launched and managed by Bitwise Investment Manager, LLC. The fund is co-managed by Vident Investment Advisory, LLC. It invests in public equity markets of global region. It invests in stocks of companies operating across cryptography and blockchain technology, web3 infrastructure companies, metaverse and immersive digital, web3 development and governance, web3 creator economy sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Bitwise Web3 Equities Index, by using full replication. Bitwise Web3 ETF was formed on October 4, 2022 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$55.32
Average Daily Volume
447
Number of Holdings
*
28
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | BWEB |
|---|---|---|
| 30 Days | 1.91% | 15.24% |
| 60 Days | 4.63% | 25.27% |
| 90 Days | 5.74% | 25.22% |
| 12 Months | 22.38% | 59.10% |
HELO Overweight 155 Positions Relative to BWEB
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 6.81% | |
| AMZN | A | 4.47% | |
| GOOGL | C | 2.15% | |
| UNH | B | 1.65% | |
| BRK.A | B | 1.51% | |
| TSLA | B | 1.5% | |
| ABBV | F | 1.35% | |
| BAC | A | 1.23% | |
| AVGO | C | 1.1% | |
| LLY | F | 1.09% | |
| CRM | B | 1.08% | |
| WFC | A | 0.99% | |
| HON | B | 0.98% | |
| LOW | B | 0.97% | |
| NOW | A | 0.96% | |
| TT | B | 0.93% | |
| TMO | F | 0.93% | |
| TXN | B | 0.92% | |
| SO | D | 0.84% | |
| LIN | D | 0.84% | |
| COP | C | 0.8% | |
| PEP | D | 0.78% | |
| ADI | D | 0.77% | |
| NXPI | F | 0.75% | |
| SYK | A | 0.74% | |
| GS | B | 0.74% | |
| BKNG | A | 0.74% | |
| PGR | A | 0.74% | |
| MCD | C | 0.73% | |
| NEE | D | 0.73% | |
| MDLZ | F | 0.72% | |
| CMCSA | B | 0.72% | |
| DE | D | 0.71% | |
| KO | F | 0.69% | |
| AZO | B | 0.66% | |
| MU | D | 0.65% | |
| BMY | B | 0.64% | |
| VRTX | B | 0.62% | |
| HWM | B | 0.61% | |
| UBER | F | 0.59% | |
| COST | B | 0.58% | |
| CME | B | 0.58% | |
| TFC | B | 0.55% | |
| UPS | C | 0.54% | |
| JNJ | D | 0.53% | |
| INTU | A | 0.52% | |
| BSX | A | 0.51% | |
| FIS | B | 0.51% | |
| TDG | D | 0.5% | |
| PLD | D | 0.5% | |
| CTSH | A | 0.5% | |
| YUM | B | 0.5% | |
| OTIS | D | 0.5% | |
| AMD | F | 0.49% | |
| CMG | B | 0.49% | |
| REGN | F | 0.48% | |
| MDT | D | 0.47% | |
| CARR | C | 0.46% | |
| FITB | A | 0.46% | |
| STX | D | 0.45% | |
| DHR | F | 0.45% | |
| CPAY | A | 0.44% | |
| ROST | D | 0.44% | |
| LDOS | C | 0.44% | |
| EOG | A | 0.44% | |
| AON | B | 0.44% | |
| CSX | B | 0.41% | |
| VTR | C | 0.4% | |
| SCHW | B | 0.39% | |
| DLR | C | 0.39% | |
| LRCX | F | 0.39% | |
| ETN | B | 0.38% | |
| DOW | F | 0.38% | |
| HLT | A | 0.36% | |
| ELV | F | 0.34% | |
| PCG | A | 0.34% | |
| RCL | A | 0.34% | |
| USB | B | 0.33% | |
| TRV | B | 0.33% | |
| MNST | B | 0.32% | |
| FDX | B | 0.32% | |
| FANG | C | 0.31% | |
| PM | B | 0.31% | |
| SBAC | D | 0.31% | |
| MRK | F | 0.3% | |
| TXT | D | 0.3% | |
| C | B | 0.3% | |
| MET | C | 0.29% | |
| EXPE | B | 0.28% | |
| WELL | B | 0.27% | |
| ORCL | A | 0.26% | |
| CHTR | B | 0.25% | |
| ACN | B | 0.25% | |
| CHD | A | 0.25% | |
| BKR | B | 0.24% | |
| BURL | C | 0.24% | |
| LYB | F | 0.24% | |
| KVUE | A | 0.23% | |
| MAS | D | 0.23% | |
| DIS | B | 0.22% | |
| DAL | A | 0.22% | |
| BBY | C | 0.2% | |
| AMP | A | 0.2% | |
| PG | C | 0.2% | |
| KKR | B | 0.2% | |
| HPE | B | 0.2% | |
| WDC | D | 0.2% | |
| PPG | F | 0.2% | |
| CMS | D | 0.19% | |
| ABT | C | 0.19% | |
| AXP | 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 | D | 0.17% | |
| MLM | B | 0.17% | |
| TMUS | A | 0.17% | |
| CVX | A | 0.17% | |
| ADBE | C | 0.17% | |
| NOC | D | 0.17% | |
| MCK | B | 0.16% | |
| MSI | B | 0.16% | |
| MO | A | 0.15% | |
| LEN | D | 0.14% | |
| TGT | C | 0.14% | |
| MMC | D | 0.14% | |
| URI | B | 0.13% | |
| PFG | C | 0.13% | |
| NUE | D | 0.12% | |
| ANET | C | 0.12% | |
| LULU | B | 0.12% | |
| BIIB | F | 0.12% | |
| DASH | A | 0.11% | |
| FICO | B | 0.11% | |
| WMG | B | 0.11% | |
| HCA | D | 0.11% | |
| APTV | F | 0.1% | |
| VST | B | 0.09% | |
| NBIX | C | 0.08% | |
| SIRI | C | 0.07% | |
| D | D | 0.06% | |
| AME | A | 0.06% | |
| BAX | F | 0.06% | |
| MRVL | B | 0.06% | |
| ETR | B | 0.06% | |
| ORLY | A | 0.05% | |
| EL | F | 0.05% | |
| EQT | B | 0.05% | |
| SRPT | F | 0.04% | |
| NRG | C | 0.04% | |
| BMRN | F | 0.03% | |
| LKQ | C | 0.02% |
HELO Underweight 19 Positions Relative to BWEB
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
BWEB: Top Represented Industries & Keywords
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