HELO vs. QRFT ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to QRAFT AI-Enhanced U.S. Large Cap ETF (QRFT)
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
QRFT
QRAFT AI-Enhanced U.S. Large Cap ETF
QRFT Description
The investment seeks to provide total return. The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective, under normal circumstances, by obtaining investment exposure to an actively managed portfolio consisting of equity securities of cryptocurrency-related and other blockchain technology-related companies. It may invest indirectly in bitcoin exclusively through investments in the Bitcoin Investment Trust ("GBTC"), a privately offered, open-end investment vehicle. The fund is non-diversified.Grade (RS Rating)
Last Trade
$54.55
Average Daily Volume
3,059
Number of Holdings
*
340
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | QRFT |
|---|---|---|
| 30 Days | 1.57% | 2.53% |
| 60 Days | 3.39% | 2.81% |
| 90 Days | 4.59% | 4.30% |
| 12 Months | 20.91% | 31.73% |
104 Overlapping Holdings
| Symbol | Grade | Weight in HELO | Weight in QRFT | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.83% | 9.44% | 6.83% | |
| ABBV | D | 1.14% | 1.03% | 1.03% | |
| ABT | B | 0.19% | 0.63% | 0.19% | |
| ACN | C | 0.21% | 0.63% | 0.21% | |
| ADBE | C | 0.18% | 0.82% | 0.18% | |
| ADI | D | 0.72% | 0.4% | 0.4% | |
| AMD | F | 0.45% | 0.9% | 0.45% | |
| AMZN | C | 4.5% | 4.91% | 4.5% | |
| ANET | C | 0.15% | 0.07% | 0.07% | |
| AON | A | 0.44% | 0.2% | 0.2% | |
| AVGO | D | 1.02% | 2.79% | 1.02% | |
| AXP | A | 0.21% | 0.08% | 0.08% | |
| AZO | C | 0.65% | 0.14% | 0.14% | |
| BAX | D | 0.06% | 0.09% | 0.06% | |
| BIIB | F | 0.12% | 0.08% | 0.08% | |
| BKNG | A | 0.75% | 0.46% | 0.46% | |
| BKR | B | 0.24% | 0.08% | 0.08% | |
| BMRN | D | 0.03% | 0.09% | 0.03% | |
| BMY | B | 0.68% | 0.27% | 0.27% | |
| BRK.A | B | 1.53% | 0.22% | 0.22% | |
| BSX | B | 0.52% | 0.07% | 0.07% | |
| CDNS | B | 0.17% | 0.3% | 0.17% | |
| CI | F | 0.34% | 0.33% | 0.33% | |
| CMCSA | B | 0.71% | 0.48% | 0.48% | |
| CME | A | 0.59% | 0.25% | 0.25% | |
| CMG | B | 0.51% | 0.06% | 0.06% | |
| COP | C | 0.81% | 0.07% | 0.07% | |
| COST | B | 0.53% | 0.07% | 0.07% | |
| CRM | B | 1.15% | 0.82% | 0.82% | |
| CSX | B | 0.41% | 0.26% | 0.26% | |
| CVX | A | 0.18% | 0.05% | 0.05% | |
| DASH | A | 0.11% | 0.11% | 0.11% | |
| DE | A | 0.68% | 0.37% | 0.37% | |
| DHR | F | 0.44% | 0.09% | 0.09% | |
| DOW | F | 0.35% | 0.11% | 0.11% | |
| EL | F | 0.05% | 0.06% | 0.05% | |
| ETN | A | 0.38% | 0.07% | 0.07% | |
| EXPE | B | 0.29% | 0.09% | 0.09% | |
| FICO | B | 0.12% | 0.1% | 0.1% | |
| FIS | C | 0.52% | 0.12% | 0.12% | |
| GOOGL | C | 2.09% | 6.03% | 2.09% | |
| GS | A | 0.75% | 0.07% | 0.07% | |
| HLT | A | 0.36% | 0.14% | 0.14% | |
| HON | B | 0.98% | 0.47% | 0.47% | |
| HPE | B | 0.18% | 0.06% | 0.06% | |
| INTU | C | 0.51% | 0.58% | 0.51% | |
| JNJ | D | 0.51% | 1.26% | 0.51% | |
| KKR | A | 0.2% | 0.07% | 0.07% | |
| KO | D | 0.63% | 0.05% | 0.05% | |
| LDOS | C | 0.39% | 0.04% | 0.04% | |
| LIN | D | 0.82% | 0.09% | 0.09% | |
| LLY | F | 1.07% | 2.9% | 1.07% | |
| LOW | D | 0.99% | 0.48% | 0.48% | |
| LYB | F | 0.23% | 0.08% | 0.08% | |
| MA | C | 1.72% | 1.42% | 1.42% | |
| MCD | D | 0.81% | 0.08% | 0.08% | |
| MCK | B | 0.16% | 0.27% | 0.16% | |
| MDLZ | F | 0.72% | 0.3% | 0.3% | |
| MDT | D | 0.46% | 0.41% | 0.41% | |
| MET | A | 0.3% | 0.15% | 0.15% | |
| META | D | 2.9% | 3.83% | 2.9% | |
| MMC | B | 0.14% | 0.06% | 0.06% | |
| MO | A | 0.15% | 0.27% | 0.15% | |
| MRK | F | 0.24% | 1.14% | 0.24% | |
| MRVL | B | 0.06% | 0.19% | 0.06% | |
| MSFT | F | 7.13% | 9.23% | 7.13% | |
| MSI | B | 0.17% | 0.19% | 0.17% | |
| MU | D | 0.57% | 0.59% | 0.57% | |
| NBIX | C | 0.08% | 0.08% | 0.08% | |
| NEE | D | 0.83% | 0.07% | 0.07% | |
| NOC | D | 0.17% | 0.22% | 0.17% | |
| NOW | A | 0.94% | 0.52% | 0.52% | |
| NRG | B | 0.04% | 0.09% | 0.04% | |
| NVDA | C | 7.8% | 0.81% | 0.81% | |
| NXPI | D | 0.72% | 0.24% | 0.24% | |
| ORCL | B | 0.36% | 1.37% | 0.36% | |
| OTIS | C | 0.5% | 0.11% | 0.11% | |
| PEP | F | 0.83% | 0.82% | 0.82% | |
| PFG | D | 0.13% | 0.1% | 0.1% | |
| PG | A | 0.14% | 1.37% | 0.14% | |
| PLD | D | 0.5% | 0.07% | 0.07% | |
| PM | B | 0.32% | 0.55% | 0.32% | |
| REGN | F | 0.45% | 0.4% | 0.4% | |
| SCHW | B | 0.42% | 0.07% | 0.07% | |
| SO | D | 0.84% | 0.06% | 0.06% | |
| SQ | B | 0.14% | 0.09% | 0.09% | |
| SRPT | D | 0.03% | 0.07% | 0.03% | |
| STX | D | 0.41% | 0.05% | 0.05% | |
| SYK | C | 0.76% | 0.46% | 0.46% | |
| TDG | D | 0.52% | 0.05% | 0.05% | |
| TFC | A | 0.56% | 0.14% | 0.14% | |
| TMO | F | 0.89% | 0.8% | 0.8% | |
| TSLA | B | 1.58% | 0.12% | 0.12% | |
| TT | A | 0.96% | 0.3% | 0.3% | |
| TXN | C | 0.87% | 0.08% | 0.08% | |
| TXT | D | 0.29% | 0.09% | 0.09% | |
| UBER | D | 0.58% | 0.51% | 0.51% | |
| UNH | C | 1.62% | 0.09% | 0.09% | |
| UNP | C | 0.17% | 0.07% | 0.07% | |
| V | A | 1.49% | 0.08% | 0.08% | |
| VRTX | F | 0.6% | 0.43% | 0.43% | |
| VTR | C | 0.39% | 0.05% | 0.05% | |
| WDC | D | 0.18% | 0.06% | 0.06% | |
| XOM | B | 1.43% | 0.1% | 0.1% |
HELO Overweight 57 Positions Relative to QRFT
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | C | 1.46% | |
| BAC | A | 1.26% | |
| WFC | A | 1.0% | |
| PGR | A | 0.75% | |
| HWM | A | 0.62% | |
| UPS | C | 0.54% | |
| PCG | A | 0.5% | |
| YUM | B | 0.5% | |
| CTSH | B | 0.49% | |
| FITB | A | 0.48% | |
| CPAY | A | 0.47% | |
| EOG | A | 0.47% | |
| CARR | D | 0.46% | |
| ROST | C | 0.44% | |
| DLR | B | 0.39% | |
| LRCX | F | 0.37% | |
| TRV | B | 0.34% | |
| RCL | A | 0.34% | |
| FDX | B | 0.33% | |
| USB | A | 0.33% | |
| MNST | C | 0.32% | |
| SBAC | D | 0.31% | |
| FANG | D | 0.31% | |
| DIS | B | 0.31% | |
| C | A | 0.3% | |
| CHD | B | 0.3% | |
| WELL | A | 0.27% | |
| KVUE | A | 0.26% | |
| CHTR | C | 0.25% | |
| BURL | A | 0.24% | |
| IR | B | 0.23% | |
| DAL | C | 0.23% | |
| MAS | D | 0.23% | |
| PPG | F | 0.21% | |
| BBY | D | 0.2% | |
| AMP | A | 0.2% | |
| ELS | C | 0.19% | |
| PCAR | B | 0.18% | |
| T | A | 0.18% | |
| TMUS | B | 0.17% | |
| MLM | B | 0.16% | |
| HUM | C | 0.16% | |
| LEN | D | 0.14% | |
| TGT | F | 0.14% | |
| URI | B | 0.13% | |
| LULU | C | 0.13% | |
| NUE | C | 0.11% | |
| HCA | F | 0.11% | |
| VST | B | 0.1% | |
| CMS | C | 0.1% | |
| APTV | D | 0.1% | |
| WMG | C | 0.1% | |
| EQIX | A | 0.07% | |
| SIRI | C | 0.07% | |
| EQT | B | 0.06% | |
| AME | A | 0.06% | |
| LKQ | D | 0.02% |
HELO Underweight 236 Positions Relative to QRFT
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMT | A | -1.74% | |
| NFLX | A | -1.0% | |
| QCOM | F | -0.84% | |
| AMAT | F | -0.72% | |
| CSCO | B | -0.64% | |
| CAT | B | -0.59% | |
| GE | D | -0.59% | |
| AMGN | D | -0.56% | |
| IBM | C | -0.54% | |
| PFE | D | -0.5% | |
| RTX | C | -0.48% | |
| INTC | D | -0.43% | |
| KLAC | D | -0.39% | |
| BA | F | -0.38% | |
| LMT | D | -0.38% | |
| NKE | D | -0.37% | |
| ADP | B | -0.35% | |
| SNPS | B | -0.32% | |
| WM | A | -0.32% | |
| FI | A | -0.31% | |
| MELI | D | -0.31% | |
| GILD | C | -0.3% | |
| SHOP | B | -0.29% | |
| BDX | F | -0.27% | |
| CL | D | -0.27% | |
| ITW | B | -0.25% | |
| PYPL | B | -0.22% | |
| MAR | B | -0.22% | |
| MPC | D | -0.21% | |
| SPOT | B | -0.19% | |
| ORLY | B | -0.18% | |
| ABNB | C | -0.18% | |
| MMM | D | -0.16% | |
| MRNA | F | -0.16% | |
| GM | B | -0.15% | |
| FTNT | C | -0.14% | |
| DXCM | D | -0.14% | |
| ADSK | A | -0.14% | |
| SPG | B | -0.14% | |
| WDAY | B | -0.13% | |
| COIN | C | -0.13% | |
| BK | A | -0.12% | |
| LHX | C | -0.12% | |
| ALL | A | -0.12% | |
| F | C | -0.12% | |
| RBLX | C | -0.11% | |
| ALNY | D | -0.11% | |
| MSCI | C | -0.11% | |
| DELL | C | -0.11% | |
| SNAP | C | -0.11% | |
| SNOW | C | -0.11% | |
| GIS | D | -0.1% | |
| HOOD | B | -0.1% | |
| TDY | B | -0.1% | |
| EXPD | D | -0.1% | |
| ILMN | D | -0.1% | |
| CHKP | D | -0.1% | |
| DPZ | C | -0.1% | |
| VRSN | F | -0.1% | |
| AVY | D | -0.1% | |
| ESS | B | -0.1% | |
| GDDY | A | -0.1% | |
| K | A | -0.1% | |
| CTVA | C | -0.1% | |
| DKNG | B | -0.1% | |
| CMI | A | -0.1% | |
| CNC | D | -0.1% | |
| KHC | F | -0.1% | |
| VRSK | A | -0.1% | |
| MANH | D | -0.09% | |
| OKTA | C | -0.09% | |
| GLW | B | -0.09% | |
| MTD | D | -0.09% | |
| SSNC | B | -0.09% | |
| ZBRA | B | -0.09% | |
| TSN | B | -0.09% | |
| INCY | C | -0.09% | |
| DGX | A | -0.09% | |
| FDS | B | -0.09% | |
| CFG | B | -0.09% | |
| HPQ | B | -0.09% | |
| IP | B | -0.09% | |
| NWSA | B | -0.09% | |
| L | A | -0.09% | |
| SYF | B | -0.09% | |
| NTRS | A | -0.09% | |
| EA | A | -0.09% | |
| HOLX | D | -0.09% | |
| DD | D | -0.09% | |
| MAA | B | -0.09% | |
| CLX | B | -0.09% | |
| KR | B | -0.09% | |
| LH | C | -0.09% | |
| ROK | B | -0.08% | |
| JNPR | F | -0.08% | |
| EMN | D | -0.08% | |
| INSM | C | -0.08% | |
| ACM | A | -0.08% | |
| VTRS | A | -0.08% | |
| XPO | B | -0.08% | |
| MS | A | -0.08% | |
| KEY | B | -0.08% | |
| ALLY | C | -0.08% | |
| WEST | C | -0.08% | |
| SJM | D | -0.08% | |
| CYBR | B | -0.08% | |
| MEDP | D | -0.08% | |
| SWK | D | -0.08% | |
| MGM | D | -0.08% | |
| WING | D | -0.08% | |
| QRVO | F | -0.08% | |
| YUMC | C | -0.08% | |
| FNF | B | -0.08% | |
| ISRG | A | -0.08% | |
| CAG | D | -0.08% | |
| NTNX | A | -0.08% | |
| Z | A | -0.08% | |
| HUBS | A | -0.08% | |
| AKAM | D | -0.08% | |
| GWRE | A | -0.08% | |
| GRMN | B | -0.08% | |
| UTHR | C | -0.08% | |
| AMCR | D | -0.08% | |
| WTW | B | -0.07% | |
| MASI | A | -0.07% | |
| PANW | C | -0.07% | |
| TWLO | A | -0.07% | |
| JEF | A | -0.07% | |
| PCOR | B | -0.07% | |
| HAS | D | -0.07% | |
| WIX | B | -0.07% | |
| ELAN | D | -0.07% | |
| BLK | C | -0.07% | |
| CBRE | B | -0.07% | |
| ELV | F | -0.07% | |
| DOCU | A | -0.07% | |
| CHRW | C | -0.07% | |
| FTI | A | -0.07% | |
| FFIV | B | -0.07% | |
| TOST | B | -0.07% | |
| MKSI | C | -0.07% | |
| AOS | F | -0.07% | |
| BXP | D | -0.07% | |
| AFG | A | -0.07% | |
| TJX | A | -0.07% | |
| CTLT | B | -0.07% | |
| SPGI | C | -0.07% | |
| SCI | B | -0.07% | |
| ANSS | B | -0.07% | |
| MNDY | C | -0.07% | |
| WAB | B | -0.07% | |
| SNX | C | -0.07% | |
| ACI | C | -0.07% | |
| GOLD | D | -0.07% | |
| APG | B | -0.07% | |
| OLN | D | -0.06% | |
| GTLB | B | -0.06% | |
| SCCO | F | -0.06% | |
| SHW | A | -0.06% | |
| ZION | B | -0.06% | |
| KD | B | -0.06% | |
| FLS | B | -0.06% | |
| CFR | B | -0.06% | |
| CNI | D | -0.06% | |
| MAT | D | -0.06% | |
| IVZ | B | -0.06% | |
| LEA | D | -0.06% | |
| MTN | C | -0.06% | |
| DUK | C | -0.06% | |
| GD | F | -0.06% | |
| ETSY | D | -0.06% | |
| PINS | D | -0.06% | |
| WEX | D | -0.06% | |
| MHK | D | -0.06% | |
| VOYA | B | -0.06% | |
| BWA | D | -0.06% | |
| ZTS | D | -0.06% | |
| ICE | C | -0.06% | |
| KEYS | A | -0.06% | |
| CBSH | A | -0.06% | |
| ROKU | D | -0.06% | |
| EXEL | B | -0.06% | |
| CIEN | B | -0.06% | |
| IFF | D | -0.06% | |
| ARW | D | -0.06% | |
| BRBR | A | -0.06% | |
| WSC | D | -0.06% | |
| RL | B | -0.06% | |
| CAH | B | -0.06% | |
| EXAS | D | -0.06% | |
| AM | A | -0.06% | |
| BPMC | C | -0.06% | |
| APH | A | -0.06% | |
| EBAY | D | -0.06% | |
| RHI | B | -0.06% | |
| BX | A | -0.06% | |
| SBUX | A | -0.06% | |
| ALV | C | -0.06% | |
| TD | F | -0.06% | |
| HD | A | -0.06% | |
| ORI | A | -0.06% | |
| CR | A | -0.06% | |
| HRB | D | -0.06% | |
| ITCI | C | -0.06% | |
| AMT | D | -0.06% | |
| AYI | B | -0.06% | |
| AGCO | D | -0.06% | |
| IRM | D | -0.06% | |
| EQR | B | -0.06% | |
| CRUS | D | -0.06% | |
| TEAM | A | -0.06% | |
| SF | B | -0.06% | |
| CB | C | -0.06% | |
| BIO | D | -0.06% | |
| INFA | D | -0.06% | |
| TTWO | A | -0.06% | |
| FBIN | D | -0.06% | |
| OHI | C | -0.06% | |
| UNM | A | -0.06% | |
| JAZZ | B | -0.06% | |
| NTAP | C | -0.06% | |
| KBR | F | -0.06% | |
| DOX | D | -0.06% | |
| APP | B | -0.05% | |
| ALGN | D | -0.05% | |
| BAH | F | -0.05% | |
| STT | A | -0.05% | |
| NET | B | -0.05% | |
| IOT | A | -0.05% | |
| PSTG | D | -0.05% | |
| TER | D | -0.05% | |
| LYFT | C | -0.05% | |
| ZBH | C | -0.05% | |
| ST | F | -0.05% | |
| CHX | C | -0.05% | |
| CSL | C | -0.04% |
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
QRFT: Top Represented Industries & Keywords
Industries:
Software - Application
Biotechnology
Software - Infrastructure
Semiconductors
Diagnostics & Research
Asset Management
Diversified Industrials
Drug Manufacturers - Major
Business Services
Internet Content & Information
Aerospace & Defense
Capital Markets
Packaged Foods
Banks - Regional - US
Communication Equipment
Medical Devices
Restaurants
Specialty Retail
Credit Services
Medical Instruments & Supplies
Compare ETFs
