HELO vs. FDMO ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Fidelity Momentum Factor ETF (FDMO)
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
$60.60
Average Daily Volume
281,451
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
FDMO
Fidelity Momentum Factor ETF
FDMO Description
The fund seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Momentum Factor Index. Normally investing at least 80% of assets in securities included in the Fidelity U.S. Momentum Factor Index, which is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies that exhibit positive momentum signals.Grade (RS Rating)
Last Trade
$65.80
Average Daily Volume
40,141
Number of Holdings
*
123
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | FDMO |
|---|---|---|
| 30 Days | 1.27% | 1.99% |
| 60 Days | 2.57% | 3.03% |
| 90 Days | 3.92% | 3.51% |
| 12 Months | 41.11% |
HELO Underweight 117 Positions Relative to FDMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | C | -2.7% | |
| LLY | C | -2.16% | |
| BRK.A | C | -1.99% | |
| APP | B | -1.75% | |
| JPM | D | -1.54% | |
| CRWD | D | -1.44% | |
| AMAT | D | -1.4% | |
| ANET | A | -1.39% | |
| ABBV | C | -1.35% | |
| KLAC | D | -1.33% | |
| V | C | -1.33% | |
| APH | C | -1.32% | |
| GDDY | C | -1.27% | |
| DELL | C | -1.26% | |
| MRK | D | -1.25% | |
| MU | F | -1.22% | |
| HD | A | -1.18% | |
| ISRG | C | -1.07% | |
| COST | B | -1.04% | |
| PG | C | -1.03% | |
| AMGN | B | -1.01% | |
| BSX | B | -0.99% | |
| ELV | C | -0.95% | |
| REGN | C | -0.95% | |
| BAC | D | -0.93% | |
| WMT | B | -0.93% | |
| NTRA | B | -0.86% | |
| SMCI | F | -0.82% | |
| NFLX | B | -0.82% | |
| PGR | A | -0.8% | |
| THC | B | -0.78% | |
| KO | B | -0.77% | |
| WFC | D | -0.75% | |
| GE | A | -0.75% | |
| AXP | B | -0.73% | |
| BKNG | B | -0.72% | |
| TJX | C | -0.72% | |
| UBER | C | -0.72% | |
| GS | C | -0.71% | |
| CAT | B | -0.7% | |
| MCK | F | -0.69% | |
| CB | B | -0.68% | |
| RTX | C | -0.67% | |
| PM | C | -0.62% | |
| C | D | -0.61% | |
| ETN | C | -0.61% | |
| VZ | B | -0.6% | |
| KKR | A | -0.6% | |
| CMG | C | -0.6% | |
| ALL | B | -0.56% | |
| HLT | B | -0.56% | |
| LIN | B | -0.56% | |
| TT | A | -0.55% | |
| TDG | B | -0.54% | |
| T | C | -0.54% | |
| CTAS | C | -0.53% | |
| HIG | B | -0.52% | |
| GD | B | -0.51% | |
| WM | D | -0.51% | |
| DECK | D | -0.5% | |
| HOOD | C | -0.5% | |
| NEE | C | -0.5% | |
| VRT | C | -0.48% | |
| WING | B | -0.48% | |
| WSM | D | -0.47% | |
| RSG | D | -0.46% | |
| WAB | A | -0.45% | |
| ANF | D | -0.45% | |
| CVNA | B | -0.45% | |
| JXN | B | -0.44% | |
| TMUS | C | -0.44% | |
| EME | A | -0.43% | |
| LDOS | B | -0.43% | |
| CSL | B | -0.41% | |
| CL | C | -0.41% | |
| FIX | A | -0.41% | |
| COIN | F | -0.39% | |
| OKE | B | -0.35% | |
| WMB | B | -0.34% | |
| AMT | C | -0.34% | |
| SO | A | -0.34% | |
| DUK | B | -0.33% | |
| MPC | D | -0.32% | |
| TRGP | B | -0.31% | |
| SHW | B | -0.3% | |
| PSX | D | -0.3% | |
| CEG | A | -0.29% | |
| EQIX | B | -0.29% | |
| WELL | C | -0.29% | |
| FRPT | B | -0.28% | |
| SFM | B | -0.26% | |
| PSA | B | -0.26% | |
| CASY | D | -0.26% | |
| AEP | C | -0.26% | |
| ECL | A | -0.25% | |
| FANG | D | -0.25% | |
| SPG | A | -0.24% | |
| FCX | D | -0.24% | |
| PEG | A | -0.24% | |
| VST | A | -0.23% | |
| DLR | B | -0.23% | |
| FTI | D | -0.21% | |
| EXR | B | -0.21% | |
| WFRD | F | -0.2% | |
| IRM | B | -0.2% | |
| AVB | C | -0.2% | |
| NRG | A | -0.2% | |
| ESS | C | -0.18% | |
| IFF | C | -0.18% | |
| PKG | B | -0.17% | |
| MLM | D | -0.17% | |
| ELF | F | -0.17% | |
| LAMR | A | -0.16% | |
| AVY | D | -0.16% | |
| CRS | A | -0.14% | |
| SLG | B | -0.14% | |
| STLD | D | -0.14% |
HELO: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Consumer Electronics
Credit Services
Health Care Plans
Oil & Gas Integrated
Semiconductors
Software - Infrastructure
Specialty Retail
Keywords:
S&P 500
Nasdaq 100
Computing
Hyperscale
Dow Jones Component
Smartphones
Software
Work From Home
Laptop Computer
Mobile Devices
Operating System
Advertising Network
Application Programming Interface
Auction Based Advertising Program
Display Advertising
Display Advertising Network
IBD 50
Maps
Mobile Software
Mobile Wireless Devices
FDMO: Top Represented Industries & Keywords
Industries:
Banks - Global
Drug Manufacturers - Major
Specialty Chemicals
Telecom Services
Utilities - Regulated Electric
Aerospace & Defense
Household & Personal Products
Insurance - Property & Casualty
Internet Content & Information
Oil & Gas Midstream
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
Specialty Retail
Apparel Stores
Asset Management
Business Services
Computer Systems
Conglomerates
Credit Services
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