HELO vs. FTHI ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to First Trust High Income ETF (FTHI)
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
FTHI
First Trust High Income ETF
FTHI Description
The investment seeks current income; capital appreciation is a secondary objective. The fund will pursue its objectives by investing in large cap equity securities listed on U.S. exchanges and by utilizing an "option strategy" consisting of writing (selling) U.S. exchange-traded covered call options on the Standard & Poor's 500(c) Index (the "index"). The market value of the option strategy may be up to 20% of the fund's overall net asset value. The equity securities in which the fund will invest and the options which the fund will write will be limited to U.S. exchange-traded securities and options. It is non-diversified.Grade (RS Rating)
Last Trade
$23.06
Average Daily Volume
200,704
Number of Holdings
*
165
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | FTHI |
|---|---|---|
| 30 Days | 1.27% | 1.86% |
| 60 Days | 2.57% | 1.01% |
| 90 Days | 3.92% | 2.31% |
| 12 Months | 17.49% |
10 Overlapping Holdings
HELO Overweight 0 Positions Relative to FTHI
| Symbol | Grade | Weight |
|---|
HELO Underweight 155 Positions Relative to FTHI
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | C | -1.76% | |
| BXMT | C | -1.72% | |
| AVGO | C | -1.65% | |
| LLY | C | -1.57% | |
| SLG | B | -1.38% | |
| JPM | D | -1.27% | |
| UL | C | -1.13% | |
| CCEP | B | -1.07% | |
| TSLA | C | -1.07% | |
| V | C | -0.99% | |
| JXN | B | -0.95% | |
| LADR | C | -0.95% | |
| MO | C | -0.91% | |
| CRNX | C | -0.9% | |
| PG | C | -0.87% | |
| COST | B | -0.87% | |
| HD | A | -0.85% | |
| ABBV | C | -0.76% | |
| WMT | B | -0.68% | |
| CCI | C | -0.67% | |
| MRK | D | -0.64% | |
| BRBR | C | -0.64% | |
| CALM | A | -0.61% | |
| PTVE | D | -0.61% | |
| INGR | B | -0.61% | |
| NFLX | B | -0.61% | |
| NVS | C | -0.59% | |
| VST | A | -0.59% | |
| KO | B | -0.58% | |
| ADBE | F | -0.55% | |
| IDA | C | -0.55% | |
| AMD | D | -0.54% | |
| CRM | D | -0.53% | |
| PEP | D | -0.51% | |
| STNG | F | -0.51% | |
| BAC | D | -0.5% | |
| MDT | C | -0.5% | |
| MEDP | D | -0.48% | |
| INSM | D | -0.48% | |
| TMO | C | -0.48% | |
| ORCL | B | -0.47% | |
| MMC | C | -0.46% | |
| LIN | B | -0.45% | |
| GILD | B | -0.45% | |
| TOL | B | -0.45% | |
| SLM | D | -0.44% | |
| CVLT | B | -0.43% | |
| EXP | B | -0.43% | |
| BMY | C | -0.42% | |
| INTU | C | -0.42% | |
| VZ | B | -0.4% | |
| ALSN | B | -0.4% | |
| DELL | C | -0.4% | |
| AM | B | -0.39% | |
| DHR | C | -0.39% | |
| ITW | C | -0.39% | |
| NOW | A | -0.38% | |
| CAT | B | -0.38% | |
| HLI | A | -0.38% | |
| IBM | A | -0.38% | |
| CME | C | -0.38% | |
| PM | C | -0.38% | |
| DECK | D | -0.38% | |
| AMT | C | -0.38% | |
| AMGN | B | -0.37% | |
| T | C | -0.37% | |
| WFC | D | -0.37% | |
| USFD | B | -0.37% | |
| ARES | A | -0.37% | |
| EHC | B | -0.37% | |
| UMBF | B | -0.37% | |
| LANC | D | -0.37% | |
| HESM | D | -0.37% | |
| SPGI | A | -0.36% | |
| PPC | D | -0.36% | |
| FNF | B | -0.36% | |
| DTM | A | -0.36% | |
| NVO | D | -0.36% | |
| SCCO | D | -0.36% | |
| QCOM | F | -0.36% | |
| ISRG | C | -0.36% | |
| TXN | C | -0.36% | |
| IIPR | B | -0.36% | |
| GE | A | -0.35% | |
| RTX | C | -0.35% | |
| KNSL | C | -0.35% | |
| REYN | B | -0.34% | |
| AMAT | D | -0.34% | |
| IDCC | B | -0.34% | |
| SFM | B | -0.34% | |
| PSA | B | -0.34% | |
| DUK | B | -0.34% | |
| UNP | C | -0.33% | |
| TJX | C | -0.33% | |
| EWBC | D | -0.33% | |
| WSO | C | -0.32% | |
| VEEV | C | -0.32% | |
| ADP | B | -0.32% | |
| SBRA | C | -0.32% | |
| SLVM | A | -0.32% | |
| BAH | B | -0.32% | |
| PFE | C | -0.31% | |
| KRC | B | -0.3% | |
| DHT | D | -0.3% | |
| LOW | A | -0.3% | |
| FTI | D | -0.3% | |
| HON | D | -0.29% | |
| BKNG | B | -0.29% | |
| LMT | B | -0.29% | |
| O | C | -0.29% | |
| GS | C | -0.28% | |
| NEE | C | -0.28% | |
| GAP | F | -0.28% | |
| MGEE | B | -0.28% | |
| TMUS | C | -0.27% | |
| SBLK | D | -0.27% | |
| GGG | C | -0.27% | |
| BKU | D | -0.27% | |
| LOPE | D | -0.27% | |
| AMH | C | -0.26% | |
| CNA | D | -0.25% | |
| CL | C | -0.25% | |
| MATX | C | -0.25% | |
| COP | D | -0.24% | |
| CVX | D | -0.24% | |
| FLO | C | -0.23% | |
| ATR | B | -0.23% | |
| OGN | D | -0.23% | |
| OTTR | D | -0.22% | |
| BLK | B | -0.21% | |
| EQIX | B | -0.21% | |
| SO | A | -0.21% | |
| PAYX | C | -0.2% | |
| MUSA | D | -0.2% | |
| NEU | D | -0.19% | |
| XEL | B | -0.19% | |
| PFGC | B | -0.19% | |
| CVBF | D | -0.16% | |
| MSI | B | -0.16% | |
| EXR | B | -0.16% | |
| WEC | B | -0.16% | |
| ELV | C | -0.14% | |
| SFNC | C | -0.13% | |
| KAR | D | -0.13% | |
| NHI | C | -0.13% | |
| GEV | B | -0.12% | |
| TGT | C | -0.11% | |
| BX | B | -0.11% | |
| D | B | -0.09% | |
| GIS | B | -0.09% | |
| MDLZ | C | -0.09% | |
| BDX | F | -0.08% | |
| SPG | A | -0.05% | |
| AJG | D | -0.05% | |
| SYK | C | -0.05% |
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
FTHI: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Packaged Foods
Utilities - Regulated Electric
Semiconductors
Software - Application
Telecom Services
Asset Management
Banks - Global
Banks - Regional - US
REIT - Diversified
Shipping & Ports
Beverages - Soft Drinks
Biotechnology
Business Services
Capital Markets
Credit Services
Diagnostics & Research
Discount Stores
Diversified Industrials
Household & Personal Products
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