HELO vs. HLGE ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Hartford Longevity Economy ETF (HLGE)
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
HLGE
Hartford Longevity Economy ETF
HLGE Description
The Fund seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an Index, which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents.Grade (RS Rating)
Last Trade
$32.68
Average Daily Volume
469
Number of Holdings
*
339
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | HLGE |
|---|---|---|
| 30 Days | 1.57% | 3.61% |
| 60 Days | 3.39% | 3.94% |
| 90 Days | 4.59% | 5.95% |
| 12 Months | 20.91% | 29.57% |
81 Overlapping Holdings
| Symbol | Grade | Weight in HELO | Weight in HLGE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.83% | 0.82% | 0.82% | |
| ABBV | D | 1.14% | 0.33% | 0.33% | |
| ABT | B | 0.19% | 0.33% | 0.19% | |
| ADBE | C | 0.18% | 0.14% | 0.14% | |
| ADI | D | 0.72% | 0.6% | 0.6% | |
| AMD | F | 0.45% | 0.16% | 0.16% | |
| AMP | A | 0.2% | 0.15% | 0.15% | |
| AMZN | C | 4.5% | 1.05% | 1.05% | |
| AVGO | D | 1.02% | 0.53% | 0.53% | |
| AXP | A | 0.21% | 0.27% | 0.21% | |
| BAC | A | 1.26% | 0.38% | 0.38% | |
| BBY | D | 0.2% | 0.1% | 0.1% | |
| BKNG | A | 0.75% | 0.74% | 0.74% | |
| BMY | B | 0.68% | 0.35% | 0.35% | |
| BRK.A | B | 1.53% | 0.44% | 0.44% | |
| BSX | B | 0.52% | 0.52% | 0.52% | |
| C | A | 0.3% | 0.44% | 0.3% | |
| CDNS | B | 0.17% | 0.28% | 0.17% | |
| CHD | B | 0.3% | 0.13% | 0.13% | |
| CHTR | C | 0.25% | 0.08% | 0.08% | |
| CI | F | 0.34% | 0.35% | 0.34% | |
| CMCSA | B | 0.71% | 0.54% | 0.54% | |
| COST | B | 0.53% | 0.51% | 0.51% | |
| DHR | F | 0.44% | 0.15% | 0.15% | |
| DIS | B | 0.31% | 0.04% | 0.04% | |
| FICO | B | 0.12% | 0.81% | 0.12% | |
| FITB | A | 0.48% | 0.37% | 0.37% | |
| GOOGL | C | 2.09% | 1.03% | 1.03% | |
| GS | A | 0.75% | 0.53% | 0.53% | |
| HCA | F | 0.11% | 0.39% | 0.11% | |
| HLT | A | 0.36% | 0.21% | 0.21% | |
| HON | B | 0.98% | 0.23% | 0.23% | |
| HPE | B | 0.18% | 0.89% | 0.18% | |
| HUM | C | 0.16% | 0.25% | 0.16% | |
| INTU | C | 0.51% | 0.33% | 0.33% | |
| JNJ | D | 0.51% | 0.73% | 0.51% | |
| KO | D | 0.63% | 0.41% | 0.41% | |
| KVUE | A | 0.26% | 0.18% | 0.18% | |
| LLY | F | 1.07% | 0.52% | 0.52% | |
| LOW | D | 0.99% | 0.73% | 0.73% | |
| MCD | D | 0.81% | 0.03% | 0.03% | |
| MCK | B | 0.16% | 0.68% | 0.16% | |
| MDLZ | F | 0.72% | 0.04% | 0.04% | |
| MDT | D | 0.46% | 0.28% | 0.28% | |
| MET | A | 0.3% | 0.08% | 0.08% | |
| META | D | 2.9% | 1.06% | 1.06% | |
| MRK | F | 0.24% | 0.46% | 0.24% | |
| MRVL | B | 0.06% | 0.04% | 0.04% | |
| MSFT | F | 7.13% | 0.83% | 0.83% | |
| MU | D | 0.57% | 0.38% | 0.38% | |
| NOC | D | 0.17% | 0.17% | 0.17% | |
| NOW | A | 0.94% | 0.88% | 0.88% | |
| NRG | B | 0.04% | 0.04% | 0.04% | |
| NVDA | C | 7.8% | 1.17% | 1.17% | |
| NXPI | D | 0.72% | 0.83% | 0.72% | |
| ORCL | B | 0.36% | 1.03% | 0.36% | |
| PEP | F | 0.83% | 0.33% | 0.33% | |
| PG | A | 0.14% | 0.32% | 0.14% | |
| PGR | A | 0.75% | 0.2% | 0.2% | |
| RCL | A | 0.34% | 0.25% | 0.25% | |
| REGN | F | 0.45% | 0.43% | 0.43% | |
| ROST | C | 0.44% | 0.17% | 0.17% | |
| SO | D | 0.84% | 0.32% | 0.32% | |
| STX | D | 0.41% | 0.79% | 0.41% | |
| SYK | C | 0.76% | 0.4% | 0.4% | |
| T | A | 0.18% | 0.5% | 0.18% | |
| TDG | D | 0.52% | 0.21% | 0.21% | |
| TFC | A | 0.56% | 0.13% | 0.13% | |
| TGT | F | 0.14% | 0.37% | 0.14% | |
| TMO | F | 0.89% | 0.33% | 0.33% | |
| TMUS | B | 0.17% | 0.7% | 0.17% | |
| TXN | C | 0.87% | 0.92% | 0.87% | |
| UBER | D | 0.58% | 0.34% | 0.34% | |
| UNH | C | 1.62% | 0.57% | 0.57% | |
| USB | A | 0.33% | 0.28% | 0.28% | |
| VRTX | F | 0.6% | 0.68% | 0.6% | |
| VTR | C | 0.39% | 0.08% | 0.08% | |
| WDC | D | 0.18% | 0.74% | 0.18% | |
| WELL | A | 0.27% | 0.3% | 0.27% | |
| WFC | A | 1.0% | 0.39% | 0.39% | |
| YUM | B | 0.5% | 0.28% | 0.28% |
HELO Overweight 80 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | C | 1.72% | |
| TSLA | B | 1.58% | |
| V | A | 1.49% | |
| GOOG | C | 1.46% | |
| XOM | B | 1.43% | |
| CRM | B | 1.15% | |
| TT | A | 0.96% | |
| NEE | D | 0.83% | |
| LIN | D | 0.82% | |
| COP | C | 0.81% | |
| DE | A | 0.68% | |
| AZO | C | 0.65% | |
| HWM | A | 0.62% | |
| CME | A | 0.59% | |
| UPS | C | 0.54% | |
| FIS | C | 0.52% | |
| CMG | B | 0.51% | |
| PLD | D | 0.5% | |
| OTIS | C | 0.5% | |
| PCG | A | 0.5% | |
| CTSH | B | 0.49% | |
| CPAY | A | 0.47% | |
| EOG | A | 0.47% | |
| CARR | D | 0.46% | |
| AON | A | 0.44% | |
| SCHW | B | 0.42% | |
| CSX | B | 0.41% | |
| LDOS | C | 0.39% | |
| DLR | B | 0.39% | |
| ETN | A | 0.38% | |
| LRCX | F | 0.37% | |
| DOW | F | 0.35% | |
| TRV | B | 0.34% | |
| FDX | B | 0.33% | |
| PM | B | 0.32% | |
| MNST | C | 0.32% | |
| SBAC | D | 0.31% | |
| FANG | D | 0.31% | |
| EXPE | B | 0.29% | |
| TXT | D | 0.29% | |
| BKR | B | 0.24% | |
| BURL | A | 0.24% | |
| LYB | F | 0.23% | |
| IR | B | 0.23% | |
| DAL | C | 0.23% | |
| MAS | D | 0.23% | |
| PPG | F | 0.21% | |
| ACN | C | 0.21% | |
| KKR | A | 0.2% | |
| ELS | C | 0.19% | |
| CVX | A | 0.18% | |
| PCAR | B | 0.18% | |
| MSI | B | 0.17% | |
| UNP | C | 0.17% | |
| MLM | B | 0.16% | |
| MO | A | 0.15% | |
| ANET | C | 0.15% | |
| LEN | D | 0.14% | |
| MMC | B | 0.14% | |
| SQ | B | 0.14% | |
| URI | B | 0.13% | |
| LULU | C | 0.13% | |
| PFG | D | 0.13% | |
| BIIB | F | 0.12% | |
| NUE | C | 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% | |
| AME | A | 0.06% | |
| EL | F | 0.05% | |
| BMRN | D | 0.03% | |
| SRPT | D | 0.03% | |
| LKQ | D | 0.02% |
HELO Underweight 258 Positions Relative to HLGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CARG | C | -1.18% | |
| EBAY | D | -1.01% | |
| DELL | C | -0.94% | |
| CARS | B | -0.94% | |
| CVLT | B | -0.89% | |
| QCOM | F | -0.89% | |
| YELP | C | -0.86% | |
| HPQ | B | -0.82% | |
| WMT | A | -0.82% | |
| PSTG | D | -0.79% | |
| NTAP | C | -0.79% | |
| JWN | C | -0.76% | |
| DDS | B | -0.75% | |
| GM | B | -0.74% | |
| FTNT | C | -0.72% | |
| HD | A | -0.67% | |
| CL | D | -0.67% | |
| DLB | B | -0.66% | |
| PRGS | A | -0.66% | |
| TJX | A | -0.63% | |
| MCHP | D | -0.6% | |
| MTCH | D | -0.6% | |
| NFLX | A | -0.6% | |
| CRUS | D | -0.57% | |
| TRIP | F | -0.57% | |
| AXNX | C | -0.57% | |
| PI | D | -0.56% | |
| LMT | D | -0.54% | |
| GILD | C | -0.54% | |
| KR | B | -0.54% | |
| ELV | F | -0.53% | |
| OLED | D | -0.53% | |
| M | D | -0.53% | |
| MTD | D | -0.53% | |
| BK | A | -0.52% | |
| PANW | C | -0.52% | |
| CORT | B | -0.49% | |
| PINS | D | -0.49% | |
| MPWR | F | -0.48% | |
| EA | A | -0.47% | |
| MS | A | -0.44% | |
| AMED | F | -0.43% | |
| MTB | A | -0.43% | |
| SNAP | C | -0.42% | |
| ZTS | D | -0.41% | |
| ACI | C | -0.41% | |
| PNC | B | -0.41% | |
| OLLI | D | -0.41% | |
| GEN | B | -0.41% | |
| MCO | B | -0.4% | |
| VRNS | D | -0.39% | |
| QLYS | C | -0.38% | |
| JPM | A | -0.36% | |
| IAC | D | -0.36% | |
| CALM | A | -0.36% | |
| SWKS | F | -0.36% | |
| CRWD | B | -0.35% | |
| A | D | -0.35% | |
| ISRG | A | -0.35% | |
| GD | F | -0.35% | |
| IRM | D | -0.35% | |
| ON | D | -0.34% | |
| CW | B | -0.34% | |
| VZ | C | -0.34% | |
| MTSI | B | -0.34% | |
| XRX | F | -0.33% | |
| DIOD | D | -0.32% | |
| RTX | C | -0.32% | |
| DUK | C | -0.31% | |
| STT | A | -0.31% | |
| EDR | A | -0.31% | |
| UTHR | C | -0.3% | |
| KMB | D | -0.3% | |
| AMGN | D | -0.3% | |
| NVR | D | -0.3% | |
| RF | A | -0.29% | |
| HEI | B | -0.28% | |
| GRMN | B | -0.28% | |
| MCRI | A | -0.28% | |
| ETR | B | -0.28% | |
| HBAN | A | -0.28% | |
| ADSK | A | -0.28% | |
| SYY | B | -0.27% | |
| GDDY | A | -0.27% | |
| PRU | A | -0.27% | |
| SMTC | B | -0.26% | |
| PTC | A | -0.26% | |
| KTB | B | -0.26% | |
| EXEL | B | -0.25% | |
| PEG | A | -0.25% | |
| OGN | D | -0.25% | |
| SYF | B | -0.25% | |
| TENB | C | -0.24% | |
| INCY | C | -0.24% | |
| SNPS | B | -0.24% | |
| JHG | A | -0.24% | |
| MSGS | A | -0.24% | |
| CB | C | -0.24% | |
| COLL | F | -0.24% | |
| COR | B | -0.24% | |
| WMK | C | -0.23% | |
| ZUO | B | -0.23% | |
| INTC | D | -0.23% | |
| PHM | D | -0.23% | |
| RMD | C | -0.22% | |
| POWI | D | -0.22% | |
| NYT | C | -0.22% | |
| PFE | D | -0.21% | |
| PPL | B | -0.21% | |
| ITCI | C | -0.21% | |
| CINF | A | -0.21% | |
| LRN | A | -0.21% | |
| PRG | C | -0.21% | |
| TYL | B | -0.21% | |
| EHC | B | -0.21% | |
| BJ | A | -0.2% | |
| SMCI | F | -0.2% | |
| LAMR | D | -0.2% | |
| HRB | D | -0.2% | |
| CNC | D | -0.2% | |
| WAT | B | -0.2% | |
| ACIW | B | -0.2% | |
| TSCO | D | -0.19% | |
| COF | B | -0.19% | |
| CRDO | B | -0.19% | |
| BOX | B | -0.18% | |
| SPG | B | -0.18% | |
| ZETA | D | -0.18% | |
| FCNCA | A | -0.18% | |
| APP | B | -0.18% | |
| BLK | C | -0.18% | |
| AVB | B | -0.18% | |
| HSY | F | -0.17% | |
| PSMT | C | -0.17% | |
| DGX | A | -0.16% | |
| ANSS | B | -0.16% | |
| FSLR | F | -0.16% | |
| LOPE | B | -0.16% | |
| ADUS | D | -0.16% | |
| APPN | B | -0.16% | |
| CRVL | A | -0.16% | |
| UPBD | B | -0.16% | |
| QRVO | F | -0.16% | |
| CHE | D | -0.16% | |
| IMKTA | C | -0.16% | |
| VICI | C | -0.15% | |
| KSS | F | -0.15% | |
| SFM | A | -0.15% | |
| AFL | B | -0.15% | |
| MMSI | B | -0.15% | |
| TDC | D | -0.15% | |
| ORI | A | -0.14% | |
| FOXA | B | -0.14% | |
| NHI | D | -0.14% | |
| PDCO | D | -0.14% | |
| FLO | D | -0.14% | |
| WGO | C | -0.14% | |
| ALKT | B | -0.14% | |
| SPGI | C | -0.14% | |
| FE | C | -0.14% | |
| EQR | B | -0.13% | |
| SF | B | -0.13% | |
| SHOO | D | -0.13% | |
| AGYS | A | -0.13% | |
| RJF | A | -0.13% | |
| AEP | D | -0.13% | |
| TROW | B | -0.13% | |
| BDX | F | -0.13% | |
| WSM | B | -0.12% | |
| BKE | B | -0.12% | |
| SHO | C | -0.12% | |
| JXN | C | -0.12% | |
| EQH | B | -0.12% | |
| ICE | C | -0.11% | |
| LZB | B | -0.11% | |
| AVT | C | -0.11% | |
| MOG.A | B | -0.11% | |
| JEF | A | -0.11% | |
| LHX | C | -0.11% | |
| ZBH | C | -0.11% | |
| HOLX | D | -0.11% | |
| ED | D | -0.1% | |
| VEEV | C | -0.1% | |
| PJT | A | -0.1% | |
| EIX | B | -0.1% | |
| HIMS | B | -0.1% | |
| DHI | D | -0.1% | |
| KLG | C | -0.09% | |
| ETSY | D | -0.09% | |
| COKE | C | -0.09% | |
| UNM | A | -0.09% | |
| O | D | -0.08% | |
| SRE | A | -0.08% | |
| THO | B | -0.08% | |
| DTE | C | -0.08% | |
| GIS | D | -0.08% | |
| VTRS | A | -0.08% | |
| F | C | -0.08% | |
| DFIN | D | -0.08% | |
| GOLF | B | -0.08% | |
| ROP | B | -0.08% | |
| IDXX | F | -0.08% | |
| PINC | B | -0.07% | |
| VRSN | F | -0.07% | |
| FTDR | A | -0.07% | |
| DOCU | A | -0.07% | |
| BPOP | B | -0.07% | |
| DOCS | C | -0.07% | |
| ACGL | D | -0.06% | |
| AXS | A | -0.06% | |
| PRDO | B | -0.06% | |
| CPRX | C | -0.06% | |
| AIG | B | -0.06% | |
| NWL | B | -0.06% | |
| VSTO | A | -0.06% | |
| AEE | A | -0.06% | |
| ABNB | C | -0.06% | |
| CAH | B | -0.06% | |
| EVR | B | -0.06% | |
| OFG | B | -0.06% | |
| ZS | C | -0.05% | |
| FHI | A | -0.05% | |
| LMAT | A | -0.05% | |
| LNTH | D | -0.05% | |
| WBA | F | -0.05% | |
| EPC | D | -0.05% | |
| WEC | A | -0.04% | |
| VCTR | B | -0.04% | |
| CBRE | B | -0.04% | |
| PBH | A | -0.04% | |
| APO | B | -0.04% | |
| MKL | A | -0.04% | |
| WOR | F | -0.04% | |
| CASY | A | -0.04% | |
| STE | F | -0.04% | |
| HLI | B | -0.04% | |
| LTC | B | -0.03% | |
| PFBC | B | -0.03% | |
| CTRE | D | -0.03% | |
| SNEX | B | -0.03% | |
| CNK | B | -0.03% | |
| BRBR | A | -0.03% | |
| MORN | B | -0.03% | |
| LYV | A | -0.03% | |
| MANH | D | -0.03% | |
| CFG | B | -0.03% | |
| BCO | D | -0.03% | |
| COLM | B | -0.02% | |
| MMM | D | -0.02% | |
| TNL | A | -0.02% | |
| CASH | A | -0.02% | |
| WHR | B | -0.02% | |
| ALL | A | -0.02% | |
| ANIP | F | -0.01% | |
| UE | C | -0.01% | |
| AMG | B | -0.01% | |
| CVS | D | -0.01% | |
| PIPR | B | -0.01% |
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
HLGE: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Asset Management
Banks - Regional - US
Capital Markets
Internet Content & Information
Software - Infrastructure
Utilities - Regulated Electric
Biotechnology
Diagnostics & Research
Drug Manufacturers - Major
Aerospace & Defense
Household & Personal Products
Medical Instruments & Supplies
Specialty Retail
Grocery Stores
Health Care Plans
Insurance - Property & Casualty
Medical Devices
Data Storage
Compare ETFs
