HELO vs. FIDU ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Fidelity MSCI Industrials Index ETF (FIDU)
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
$62.66
Average Daily Volume
282,728
Number of Holdings
*
161
* may have additional holdings in another (foreign) market
FIDU
Fidelity MSCI Industrials Index ETF
FIDU Description
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Industrials Index. Investing at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Industrials Index, which represents the performance of the industrial sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Industrials Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$76.55
Average Daily Volume
56,446
Number of Holdings
*
346
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | FIDU |
|---|---|---|
| 30 Days | 1.57% | 5.44% |
| 60 Days | 3.39% | 7.15% |
| 90 Days | 4.59% | 10.61% |
| 12 Months | 20.91% | 37.21% |
22 Overlapping Holdings
| Symbol | Grade | Weight in HELO | Weight in FIDU | Overlap | |
|---|---|---|---|---|---|
| AME | A | 0.06% | 0.79% | 0.06% | |
| CARR | D | 0.46% | 1.09% | 0.46% | |
| CSX | B | 0.41% | 1.25% | 0.41% | |
| DAL | C | 0.23% | 0.18% | 0.18% | |
| DE | A | 0.68% | 1.79% | 0.68% | |
| ETN | A | 0.38% | 2.6% | 0.38% | |
| FDX | B | 0.33% | 1.19% | 0.33% | |
| HON | B | 0.98% | 2.67% | 0.98% | |
| HWM | A | 0.62% | 0.79% | 0.62% | |
| IR | B | 0.23% | 0.74% | 0.23% | |
| LDOS | C | 0.39% | 0.44% | 0.39% | |
| MAS | D | 0.23% | 0.31% | 0.23% | |
| NOC | D | 0.17% | 1.29% | 0.17% | |
| OTIS | C | 0.5% | 0.71% | 0.5% | |
| PCAR | B | 0.18% | 1.08% | 0.18% | |
| TDG | D | 0.52% | 1.34% | 0.52% | |
| TT | A | 0.96% | 1.65% | 0.96% | |
| TXT | D | 0.29% | 0.29% | 0.29% | |
| UBER | D | 0.58% | 2.35% | 0.58% | |
| UNP | C | 0.17% | 2.58% | 0.17% | |
| UPS | C | 0.54% | 1.71% | 0.54% | |
| URI | B | 0.13% | 1.0% | 0.13% |
HELO Overweight 139 Positions Relative to FIDU
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 7.8% | |
| MSFT | F | 7.13% | |
| AAPL | C | 6.83% | |
| AMZN | C | 4.5% | |
| META | D | 2.9% | |
| GOOGL | C | 2.09% | |
| MA | C | 1.72% | |
| UNH | C | 1.62% | |
| TSLA | B | 1.58% | |
| BRK.A | B | 1.53% | |
| V | A | 1.49% | |
| GOOG | C | 1.46% | |
| XOM | B | 1.43% | |
| BAC | A | 1.26% | |
| CRM | B | 1.15% | |
| ABBV | D | 1.14% | |
| LLY | F | 1.07% | |
| AVGO | D | 1.02% | |
| WFC | A | 1.0% | |
| LOW | D | 0.99% | |
| NOW | A | 0.94% | |
| TMO | F | 0.89% | |
| TXN | C | 0.87% | |
| SO | D | 0.84% | |
| NEE | D | 0.83% | |
| PEP | F | 0.83% | |
| LIN | D | 0.82% | |
| COP | C | 0.81% | |
| MCD | D | 0.81% | |
| SYK | C | 0.76% | |
| BKNG | A | 0.75% | |
| GS | A | 0.75% | |
| PGR | A | 0.75% | |
| NXPI | D | 0.72% | |
| ADI | D | 0.72% | |
| MDLZ | F | 0.72% | |
| CMCSA | B | 0.71% | |
| BMY | B | 0.68% | |
| AZO | C | 0.65% | |
| KO | D | 0.63% | |
| VRTX | F | 0.6% | |
| CME | A | 0.59% | |
| MU | D | 0.57% | |
| TFC | A | 0.56% | |
| COST | B | 0.53% | |
| BSX | B | 0.52% | |
| FIS | C | 0.52% | |
| INTU | C | 0.51% | |
| CMG | B | 0.51% | |
| JNJ | D | 0.51% | |
| PLD | D | 0.5% | |
| PCG | A | 0.5% | |
| YUM | B | 0.5% | |
| CTSH | B | 0.49% | |
| FITB | A | 0.48% | |
| CPAY | A | 0.47% | |
| EOG | A | 0.47% | |
| MDT | D | 0.46% | |
| REGN | F | 0.45% | |
| AMD | F | 0.45% | |
| DHR | F | 0.44% | |
| AON | A | 0.44% | |
| ROST | C | 0.44% | |
| SCHW | B | 0.42% | |
| STX | D | 0.41% | |
| DLR | B | 0.39% | |
| VTR | C | 0.39% | |
| LRCX | F | 0.37% | |
| ORCL | B | 0.36% | |
| HLT | A | 0.36% | |
| DOW | F | 0.35% | |
| TRV | B | 0.34% | |
| RCL | A | 0.34% | |
| CI | F | 0.34% | |
| USB | A | 0.33% | |
| PM | B | 0.32% | |
| MNST | C | 0.32% | |
| SBAC | D | 0.31% | |
| FANG | D | 0.31% | |
| DIS | B | 0.31% | |
| MET | A | 0.3% | |
| C | A | 0.3% | |
| CHD | B | 0.3% | |
| EXPE | B | 0.29% | |
| WELL | A | 0.27% | |
| KVUE | A | 0.26% | |
| CHTR | C | 0.25% | |
| BKR | B | 0.24% | |
| BURL | A | 0.24% | |
| MRK | F | 0.24% | |
| LYB | F | 0.23% | |
| PPG | F | 0.21% | |
| ACN | C | 0.21% | |
| AXP | A | 0.21% | |
| BBY | D | 0.2% | |
| AMP | A | 0.2% | |
| KKR | A | 0.2% | |
| ABT | B | 0.19% | |
| ELS | C | 0.19% | |
| CVX | A | 0.18% | |
| HPE | B | 0.18% | |
| ADBE | C | 0.18% | |
| WDC | D | 0.18% | |
| T | A | 0.18% | |
| MSI | B | 0.17% | |
| CDNS | B | 0.17% | |
| TMUS | B | 0.17% | |
| MCK | B | 0.16% | |
| MLM | B | 0.16% | |
| HUM | C | 0.16% | |
| MO | A | 0.15% | |
| ANET | C | 0.15% | |
| LEN | D | 0.14% | |
| PG | A | 0.14% | |
| MMC | B | 0.14% | |
| TGT | F | 0.14% | |
| SQ | B | 0.14% | |
| LULU | C | 0.13% | |
| PFG | D | 0.13% | |
| BIIB | F | 0.12% | |
| FICO | B | 0.12% | |
| NUE | C | 0.11% | |
| HCA | F | 0.11% | |
| DASH | A | 0.11% | |
| VST | B | 0.1% | |
| CMS | C | 0.1% | |
| APTV | D | 0.1% | |
| WMG | C | 0.1% | |
| NBIX | C | 0.08% | |
| EQIX | A | 0.07% | |
| SIRI | C | 0.07% | |
| EQT | B | 0.06% | |
| BAX | D | 0.06% | |
| MRVL | B | 0.06% | |
| EL | F | 0.05% | |
| NRG | B | 0.04% | |
| BMRN | D | 0.03% | |
| SRPT | D | 0.03% | |
| LKQ | D | 0.02% |
HELO Underweight 324 Positions Relative to FIDU
| Symbol | Grade | Weight | |
|---|---|---|---|
| GE | D | -3.53% | |
| CAT | B | -3.33% | |
| RTX | C | -2.89% | |
| ADP | B | -2.21% | |
| LMT | D | -2.12% | |
| BA | F | -1.79% | |
| PH | A | -1.6% | |
| GEV | B | -1.6% | |
| WM | A | -1.59% | |
| CTAS | B | -1.44% | |
| ITW | B | -1.43% | |
| EMR | A | -1.31% | |
| GD | F | -1.29% | |
| MMM | D | -1.28% | |
| NSC | B | -1.07% | |
| JCI | C | -1.01% | |
| GWW | B | -0.93% | |
| CMI | A | -0.88% | |
| CPRT | A | -0.88% | |
| LHX | C | -0.87% | |
| WCN | A | -0.85% | |
| PWR | A | -0.84% | |
| FAST | B | -0.84% | |
| RSG | A | -0.83% | |
| PAYX | C | -0.83% | |
| ODFL | B | -0.78% | |
| VRT | B | -0.78% | |
| AXON | A | -0.76% | |
| VRSK | A | -0.73% | |
| WAB | B | -0.62% | |
| EFX | F | -0.58% | |
| ROK | B | -0.57% | |
| XYL | D | -0.53% | |
| DOV | A | -0.49% | |
| BR | A | -0.48% | |
| FTV | C | -0.47% | |
| VLTO | D | -0.45% | |
| HUBB | B | -0.43% | |
| EME | C | -0.41% | |
| BLDR | D | -0.39% | |
| BAH | F | -0.39% | |
| CSL | C | -0.38% | |
| LII | A | -0.35% | |
| TRU | D | -0.35% | |
| J | F | -0.33% | |
| WSO | A | -0.33% | |
| SNA | A | -0.33% | |
| XPO | B | -0.31% | |
| IEX | B | -0.31% | |
| PNR | A | -0.31% | |
| EXPD | D | -0.3% | |
| OC | A | -0.3% | |
| SSNC | B | -0.29% | |
| FIX | A | -0.28% | |
| HEI | B | -0.28% | |
| ACM | A | -0.27% | |
| JBHT | C | -0.27% | |
| CW | B | -0.26% | |
| ROL | B | -0.26% | |
| GGG | B | -0.26% | |
| NDSN | B | -0.25% | |
| SAIA | B | -0.25% | |
| CHRW | C | -0.23% | |
| SWK | D | -0.23% | |
| CLH | B | -0.23% | |
| ALLE | D | -0.22% | |
| ITT | A | -0.22% | |
| TTEK | F | -0.22% | |
| NVT | B | -0.22% | |
| LECO | B | -0.21% | |
| HEI | B | -0.21% | |
| BWXT | B | -0.21% | |
| CACI | D | -0.21% | |
| DAY | B | -0.21% | |
| RRX | B | -0.2% | |
| PAYC | B | -0.2% | |
| GNRC | B | -0.2% | |
| WWD | B | -0.19% | |
| WCC | B | -0.18% | |
| AYI | B | -0.18% | |
| ALSN | B | -0.18% | |
| AIT | A | -0.18% | |
| FBIN | D | -0.17% | |
| PCTY | B | -0.17% | |
| MLI | C | -0.17% | |
| CNH | C | -0.16% | |
| AOS | F | -0.16% | |
| MTZ | B | -0.16% | |
| KNX | B | -0.16% | |
| WMS | D | -0.16% | |
| AAON | B | -0.16% | |
| DCI | B | -0.16% | |
| KBR | F | -0.16% | |
| CR | A | -0.15% | |
| FLR | B | -0.15% | |
| TTC | D | -0.15% | |
| RBC | A | -0.15% | |
| SSD | D | -0.14% | |
| FLS | B | -0.14% | |
| TREX | C | -0.14% | |
| HII | D | -0.14% | |
| RHI | B | -0.14% | |
| UFPI | B | -0.14% | |
| CNM | D | -0.14% | |
| FCN | D | -0.13% | |
| GXO | B | -0.13% | |
| OSK | B | -0.13% | |
| R | B | -0.13% | |
| GTLS | B | -0.13% | |
| ESAB | B | -0.13% | |
| MIDD | C | -0.13% | |
| EXLS | B | -0.13% | |
| APG | B | -0.13% | |
| SAIC | F | -0.13% | |
| MSA | D | -0.12% | |
| LYFT | C | -0.12% | |
| AWI | A | -0.12% | |
| LSTR | D | -0.12% | |
| AZEK | A | -0.12% | |
| VMI | B | -0.12% | |
| WSC | D | -0.12% | |
| HRI | B | -0.11% | |
| UHAL | D | -0.11% | |
| AVAV | D | -0.11% | |
| CWST | A | -0.11% | |
| MOG.A | B | -0.11% | |
| CSWI | A | -0.11% | |
| BECN | B | -0.11% | |
| SITE | D | -0.11% | |
| DY | D | -0.1% | |
| RKLB | B | -0.1% | |
| BCC | B | -0.1% | |
| FSS | B | -0.1% | |
| AGCO | D | -0.1% | |
| WTS | B | -0.1% | |
| STRL | B | -0.1% | |
| ZWS | B | -0.1% | |
| LUV | C | -0.09% | |
| ST | F | -0.09% | |
| TKR | D | -0.09% | |
| ACA | A | -0.09% | |
| HXL | D | -0.09% | |
| GATX | A | -0.09% | |
| EXPO | D | -0.09% | |
| AL | B | -0.09% | |
| MMS | F | -0.09% | |
| PSN | D | -0.09% | |
| GVA | A | -0.08% | |
| BCO | D | -0.08% | |
| FELE | B | -0.08% | |
| KAI | A | -0.08% | |
| ESE | B | -0.07% | |
| VRRM | D | -0.07% | |
| JBT | B | -0.07% | |
| RUSHA | C | -0.07% | |
| MWA | B | -0.07% | |
| MSM | C | -0.07% | |
| ENS | D | -0.07% | |
| ROAD | A | -0.07% | |
| GMS | B | -0.07% | |
| KFY | B | -0.07% | |
| KTOS | B | -0.07% | |
| GTES | A | -0.07% | |
| PRIM | A | -0.07% | |
| ICFI | F | -0.06% | |
| GFF | A | -0.06% | |
| NPO | A | -0.06% | |
| TNET | D | -0.06% | |
| BRC | D | -0.06% | |
| ATKR | C | -0.06% | |
| ALIT | C | -0.06% | |
| TEX | D | -0.06% | |
| GEO | B | -0.06% | |
| SPR | D | -0.06% | |
| DNB | B | -0.06% | |
| CBZ | B | -0.06% | |
| ABM | B | -0.06% | |
| REZI | A | -0.06% | |
| AIN | C | -0.05% | |
| HNI | B | -0.05% | |
| ARCB | C | -0.05% | |
| EPAC | B | -0.05% | |
| BE | B | -0.05% | |
| NSP | D | -0.05% | |
| RXO | C | -0.05% | |
| MGRC | B | -0.05% | |
| ACVA | B | -0.05% | |
| UNF | B | -0.05% | |
| POWL | C | -0.05% | |
| MAN | D | -0.05% | |
| HUBG | A | -0.05% | |
| TRN | C | -0.05% | |
| ALG | B | -0.04% | |
| VSEC | C | -0.04% | |
| GBX | A | -0.04% | |
| HI | C | -0.04% | |
| MRCY | B | -0.04% | |
| ROCK | C | -0.04% | |
| KAR | B | -0.04% | |
| KMT | B | -0.04% | |
| B | B | -0.04% | |
| RUN | F | -0.04% | |
| HURN | B | -0.04% | |
| AAL | B | -0.04% | |
| HAYW | B | -0.04% | |
| AZZ | B | -0.04% | |
| AIR | B | -0.04% | |
| SXI | B | -0.04% | |
| WERN | C | -0.04% | |
| IESC | B | -0.04% | |
| CXW | B | -0.04% | |
| MYRG | B | -0.04% | |
| NX | C | -0.03% | |
| CLVT | F | -0.03% | |
| REVG | B | -0.03% | |
| TILE | B | -0.03% | |
| AMWD | C | -0.03% | |
| PLUG | F | -0.03% | |
| DNOW | B | -0.03% | |
| PYCR | C | -0.03% | |
| TNC | D | -0.03% | |
| CNXC | F | -0.03% | |
| ALK | C | -0.03% | |
| CSGS | B | -0.03% | |
| VSTS | C | -0.03% | |
| MLKN | D | -0.03% | |
| HLIO | B | -0.03% | |
| SNDR | B | -0.03% | |
| SMR | B | -0.03% | |
| APOG | B | -0.03% | |
| AGX | B | -0.03% | |
| CAR | C | -0.03% | |
| KEX | C | -0.03% | |
| HEES | B | -0.03% | |
| UPWK | B | -0.03% | |
| GRC | A | -0.02% | |
| AMRC | F | -0.02% | |
| CDRE | D | -0.02% | |
| WNC | C | -0.02% | |
| JELD | F | -0.02% | |
| HCSG | C | -0.02% | |
| LMB | A | -0.02% | |
| DXPE | B | -0.02% | |
| VVI | C | -0.02% | |
| HSII | B | -0.02% | |
| TRNS | D | -0.02% | |
| BXC | B | -0.02% | |
| PRLB | A | -0.02% | |
| ARRY | C | -0.02% | |
| JOBY | B | -0.02% | |
| THR | B | -0.02% | |
| JBI | F | -0.02% | |
| ERII | D | -0.02% | |
| DRVN | B | -0.02% | |
| DLX | B | -0.02% | |
| MRTN | C | -0.02% | |
| CMCO | B | -0.02% | |
| BBSI | B | -0.02% | |
| KFRC | D | -0.02% | |
| BV | B | -0.02% | |
| SKYW | B | -0.02% | |
| SCS | C | -0.02% | |
| MRC | B | -0.02% | |
| XMTR | C | -0.02% | |
| TPC | C | -0.02% | |
| BLBD | D | -0.02% | |
| ENVX | F | -0.02% | |
| VICR | B | -0.02% | |
| FLNC | C | -0.02% | |
| NVEE | F | -0.02% | |
| LNN | B | -0.02% | |
| CMPR | D | -0.02% | |
| CRAI | B | -0.02% | |
| AMSC | B | -0.02% | |
| FA | C | -0.02% | |
| TGI | B | -0.02% | |
| MATX | C | -0.02% | |
| TITN | C | -0.01% | |
| CTOS | C | -0.01% | |
| PLPC | B | -0.01% | |
| ALGT | B | -0.01% | |
| ULCC | D | -0.01% | |
| DSGR | D | -0.01% | |
| TWI | F | -0.01% | |
| NPK | B | -0.01% | |
| ATSG | B | -0.01% | |
| MTW | C | -0.01% | |
| ULH | B | -0.01% | |
| FC | F | -0.01% | |
| RUSHB | B | -0.01% | |
| DDD | C | -0.01% | |
| CHPT | F | -0.01% | |
| HY | D | -0.01% | |
| HTZ | C | -0.01% | |
| ATRO | D | -0.01% | |
| KELYA | F | -0.01% | |
| GIC | D | -0.01% | |
| LYTS | B | -0.01% | |
| PLOW | D | -0.01% | |
| IIIN | C | -0.01% | |
| EBF | F | -0.01% | |
| NVRI | F | -0.01% | |
| LQDT | B | -0.01% | |
| JBLU | F | -0.01% | |
| PBI | B | -0.01% | |
| PL | A | -0.01% | |
| CNDT | C | -0.01% | |
| ACCO | C | -0.01% | |
| MATW | C | -0.01% | |
| HTLD | B | -0.01% | |
| MEG | F | -0.01% | |
| GNK | D | -0.01% | |
| FWRD | D | -0.01% | |
| CECO | A | -0.01% | |
| MLR | B | -0.01% | |
| ASTE | B | -0.01% | |
| GLDD | B | -0.01% | |
| DCO | C | -0.01% | |
| SHLS | F | -0.01% | |
| ACHR | B | -0.01% | |
| OFLX | D | -0.0% | |
| SNCY | C | -0.0% | |
| HDSN | F | -0.0% | |
| TASK | C | -0.0% |
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
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
Restaurants
FIDU: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Aerospace & Defense
Engineering & Construction
Business Services
Building Materials
Rental & Leasing Services
Farm & Construction Equipment
Industrial Distribution
Trucking
Airlines
Electronic Components
Integrated Shipping & Logistics
Tools & Accessories
Software - Application
Staffing & Outsourcing Services
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