HELO vs. SPUU ETF Comparison

Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Direxion Daily S&P 500 Bull 2X Shares (SPUU)
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
SPUU

Direxion Daily S&P 500 Bull 2X Shares

SPUU Description The investment seeks daily investment results, before fees and expenses, of 200% of the performance of the S&P 500® Index. The fund normally creates long positions by investing at least 80% of its net assets in the equity securities that comprise the index and/or financial instruments that provide leveraged and unleveraged exposure to the index. The index is a capitalization-weighted index composed of 500 domestic common stocks. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$153.09

Average Daily Volume

29,670

Number of Holdings *

499

* may have additional holdings in another (foreign) market
Performance
Period HELO SPUU
30 Days 1.57% 5.53%
60 Days 3.39% 8.02%
90 Days 4.59% 10.83%
12 Months 20.91% 62.65%
151 Overlapping Holdings
Symbol Grade Weight in HELO Weight in SPUU Overlap
AAPL C 6.83% 6.39% 6.39%
ABBV D 1.14% 0.55% 0.55%
ABT B 0.19% 0.37% 0.19%
ACN C 0.21% 0.42% 0.21%
ADBE C 0.18% 0.43% 0.18%
ADI D 0.72% 0.19% 0.19%
AMD F 0.45% 0.41% 0.41%
AME A 0.06% 0.08% 0.06%
AMP A 0.2% 0.1% 0.1%
AMZN C 4.5% 3.64% 3.64%
ANET C 0.15% 0.18% 0.15%
AON A 0.44% 0.15% 0.15%
APTV D 0.1% 0.03% 0.03%
AVGO D 1.02% 1.46% 1.02%
AXP A 0.21% 0.3% 0.21%
AZO C 0.65% 0.1% 0.1%
BAC A 1.26% 0.57% 0.57%
BAX D 0.06% 0.03% 0.03%
BBY D 0.2% 0.03% 0.03%
BIIB F 0.12% 0.04% 0.04%
BKNG A 0.75% 0.31% 0.31%
BKR B 0.24% 0.08% 0.08%
BMY B 0.68% 0.22% 0.22%
BRK.A B 1.53% 1.58% 1.53%
BSX B 0.52% 0.24% 0.24%
C A 0.3% 0.24% 0.24%
CARR D 0.46% 0.12% 0.12%
CDNS B 0.17% 0.15% 0.15%
CHD B 0.3% 0.05% 0.05%
CHTR C 0.25% 0.07% 0.07%
CI F 0.34% 0.17% 0.17%
CMCSA B 0.71% 0.31% 0.31%
CME A 0.59% 0.15% 0.15%
CMG B 0.51% 0.15% 0.15%
CMS C 0.1% 0.04% 0.04%
COP C 0.81% 0.24% 0.24%
COST B 0.53% 0.75% 0.53%
CPAY A 0.47% 0.05% 0.05%
CRM B 1.15% 0.59% 0.59%
CSX B 0.41% 0.13% 0.13%
CTSH B 0.49% 0.07% 0.07%
CVX A 0.18% 0.51% 0.18%
DAL C 0.23% 0.08% 0.08%
DE A 0.68% 0.19% 0.19%
DHR F 0.44% 0.28% 0.28%
DIS B 0.31% 0.36% 0.31%
DLR B 0.39% 0.1% 0.1%
DOW F 0.35% 0.06% 0.06%
EL F 0.05% 0.03% 0.03%
EOG A 0.47% 0.14% 0.14%
EQIX A 0.07% 0.16% 0.07%
EQT B 0.06% 0.05% 0.05%
ETN A 0.38% 0.27% 0.27%
EXPE B 0.29% 0.04% 0.04%
FANG D 0.31% 0.06% 0.06%
FDX B 0.33% 0.12% 0.12%
FICO B 0.12% 0.11% 0.11%
FIS C 0.52% 0.09% 0.09%
FITB A 0.48% 0.06% 0.06%
GOOG C 1.46% 1.57% 1.46%
GOOGL C 2.09% 1.89% 1.89%
GS A 0.75% 0.34% 0.34%
HCA F 0.11% 0.12% 0.11%
HLT A 0.36% 0.11% 0.11%
HON B 0.98% 0.28% 0.28%
HPE B 0.18% 0.05% 0.05%
HUM C 0.16% 0.06% 0.06%
HWM A 0.62% 0.09% 0.09%
INTU C 0.51% 0.36% 0.36%
IR B 0.23% 0.08% 0.08%
JNJ D 0.51% 0.67% 0.51%
KKR A 0.2% 0.19% 0.19%
KO D 0.63% 0.45% 0.45%
KVUE A 0.26% 0.08% 0.08%
LDOS C 0.39% 0.04% 0.04%
LEN D 0.14% 0.08% 0.08%
LIN D 0.82% 0.4% 0.4%
LKQ D 0.02% 0.02% 0.02%
LLY F 1.07% 1.14% 1.07%
LOW D 0.99% 0.28% 0.28%
LRCX F 0.37% 0.18% 0.18%
LULU C 0.13% 0.07% 0.07%
LYB F 0.23% 0.04% 0.04%
MA C 1.72% 0.79% 0.79%
MAS D 0.23% 0.03% 0.03%
MCD D 0.81% 0.39% 0.39%
MCK B 0.16% 0.15% 0.15%
MDLZ F 0.72% 0.16% 0.16%
MDT D 0.46% 0.2% 0.2%
MET A 0.3% 0.09% 0.09%
META D 2.9% 2.32% 2.32%
MLM B 0.16% 0.07% 0.07%
MMC B 0.14% 0.2% 0.14%
MNST C 0.32% 0.07% 0.07%
MO A 0.15% 0.17% 0.15%
MRK F 0.24% 0.46% 0.24%
MSFT F 7.13% 5.84% 5.84%
MSI B 0.17% 0.15% 0.15%
MU D 0.57% 0.2% 0.2%
NEE D 0.83% 0.28% 0.28%
NOC D 0.17% 0.13% 0.13%
NOW A 0.94% 0.39% 0.39%
NRG B 0.04% 0.03% 0.03%
NUE C 0.11% 0.06% 0.06%
NVDA C 7.8% 6.65% 6.65%
NXPI D 0.72% 0.11% 0.11%
ORCL B 0.36% 0.55% 0.36%
OTIS C 0.5% 0.07% 0.07%
PCAR B 0.18% 0.11% 0.11%
PCG A 0.5% 0.08% 0.08%
PEP F 0.83% 0.42% 0.42%
PFG D 0.13% 0.03% 0.03%
PG A 0.14% 0.72% 0.14%
PGR A 0.75% 0.28% 0.28%
PLD D 0.5% 0.2% 0.2%
PM B 0.32% 0.37% 0.32%
PPG F 0.21% 0.05% 0.05%
RCL A 0.34% 0.1% 0.1%
REGN F 0.45% 0.15% 0.15%
ROST C 0.44% 0.09% 0.09%
SBAC D 0.31% 0.04% 0.04%
SCHW B 0.42% 0.22% 0.22%
SO D 0.84% 0.17% 0.17%
STX D 0.41% 0.04% 0.04%
SYK C 0.76% 0.24% 0.24%
T A 0.18% 0.29% 0.18%
TDG D 0.52% 0.13% 0.13%
TFC A 0.56% 0.11% 0.11%
TGT F 0.14% 0.13% 0.13%
TMO F 0.89% 0.37% 0.37%
TMUS B 0.17% 0.21% 0.17%
TRV B 0.34% 0.11% 0.11%
TSLA B 1.58% 1.59% 1.58%
TT A 0.96% 0.17% 0.17%
TXN C 0.87% 0.35% 0.35%
TXT D 0.29% 0.03% 0.03%
UBER D 0.58% 0.28% 0.28%
UNH C 1.62% 1.01% 1.01%
UNP C 0.17% 0.26% 0.17%
UPS C 0.54% 0.18% 0.18%
URI B 0.13% 0.1% 0.1%
USB A 0.33% 0.14% 0.14%
V A 1.49% 0.95% 0.95%
VRTX F 0.6% 0.23% 0.23%
VST B 0.1% 0.09% 0.09%
VTR C 0.39% 0.05% 0.05%
WDC D 0.18% 0.04% 0.04%
WELL A 0.27% 0.14% 0.14%
WFC A 1.0% 0.46% 0.46%
XOM B 1.43% 0.99% 0.99%
YUM B 0.5% 0.07% 0.07%
HELO Overweight 10 Positions Relative to SPUU
Symbol Grade Weight
BURL A 0.24%
ELS C 0.19%
SQ A 0.14%
DASH A 0.11%
WMG C 0.1%
NBIX C 0.08%
SIRI C 0.07%
MRVL B 0.06%
BMRN D 0.03%
SRPT D 0.03%
HELO Underweight 348 Positions Relative to SPUU
Symbol Grade Weight
JPM A -1.27%
HD A -0.74%
WMT A -0.68%
NFLX A -0.66%
CSCO B -0.43%
GE D -0.36%
CAT B -0.35%
ISRG A -0.35%
IBM C -0.35%
QCOM F -0.34%
VZ C -0.32%
SPGI C -0.3%
MS A -0.3%
RTX C -0.29%
AMGN D -0.29%
AMAT F -0.28%
BLK C -0.27%
PFE D -0.27%
TJX A -0.25%
PANW C -0.24%
BX A -0.24%
ADP B -0.23%
PLTR B -0.22%
FI A -0.22%
SBUX A -0.21%
LMT D -0.21%
GILD C -0.21%
INTC D -0.2%
CB C -0.2%
BA F -0.19%
PH A -0.17%
ICE C -0.17%
SHW A -0.17%
NKE D -0.17%
AMT D -0.17%
ELV F -0.17%
DUK C -0.16%
KLAC D -0.16%
APH A -0.16%
PYPL B -0.16%
GEV B -0.16%
ZTS D -0.15%
CRWD B -0.15%
WM A -0.15%
PNC B -0.15%
SNPS B -0.15%
EMR A -0.14%
CTAS B -0.14%
CL D -0.14%
GD F -0.14%
MCO B -0.14%
CVS D -0.13%
COF B -0.13%
APD A -0.13%
CEG D -0.13%
ORLY B -0.13%
MMM D -0.13%
ITW B -0.13%
ECL D -0.12%
OKE A -0.12%
AJG B -0.12%
GM B -0.12%
BDX F -0.12%
MAR B -0.12%
ADSK A -0.12%
WMB A -0.12%
BK A -0.11%
SRE A -0.11%
ABNB C -0.11%
NSC B -0.11%
FTNT C -0.11%
ROP B -0.11%
SLB C -0.11%
FCX D -0.11%
KMI A -0.1%
ALL A -0.1%
PSA D -0.1%
GWW B -0.1%
MPC D -0.1%
PSX C -0.1%
SPG B -0.1%
AFL B -0.1%
JCI C -0.1%
NEM D -0.09%
PAYX C -0.09%
FAST B -0.09%
LHX C -0.09%
D C -0.09%
PWR A -0.09%
MSCI C -0.09%
DHI D -0.09%
AIG B -0.09%
O D -0.09%
CMI A -0.09%
AEP D -0.09%
CPRT A -0.09%
VRSK A -0.08%
IT C -0.08%
TRGP B -0.08%
ODFL B -0.08%
COR B -0.08%
RSG A -0.08%
F C -0.08%
PEG A -0.08%
AXON A -0.08%
DFS B -0.08%
KMB D -0.08%
CCI D -0.08%
VLO C -0.08%
PRU A -0.08%
MTB A -0.07%
HPQ A -0.07%
GIS D -0.07%
GLW B -0.07%
SYY B -0.07%
VMC B -0.07%
ACGL D -0.07%
KDP D -0.07%
GEHC F -0.07%
STZ D -0.07%
A D -0.07%
EXC C -0.07%
XEL A -0.07%
DELL C -0.07%
KR B -0.07%
EA A -0.07%
CTVA C -0.07%
CBRE B -0.07%
EW C -0.07%
HES B -0.07%
DXCM D -0.06%
UAL A -0.06%
WEC A -0.06%
EBAY D -0.06%
CSGP D -0.06%
CNC D -0.06%
ETR B -0.06%
EIX B -0.06%
WTW B -0.06%
AVB B -0.06%
NDAQ A -0.06%
ROK B -0.06%
EFX F -0.06%
GRMN B -0.06%
VICI C -0.06%
ED D -0.06%
IRM D -0.06%
RMD C -0.06%
HIG B -0.06%
OXY D -0.06%
WAB B -0.06%
EXR D -0.06%
DD D -0.06%
IDXX F -0.06%
IQV D -0.06%
MCHP F -0.06%
PPL B -0.05%
CCL B -0.05%
WST C -0.05%
DVN F -0.05%
DTE C -0.05%
SW A -0.05%
EQR B -0.05%
ADM D -0.05%
HBAN A -0.05%
VLTO D -0.05%
SYF B -0.05%
AWK D -0.05%
BRO B -0.05%
GDDY A -0.05%
MTD D -0.05%
TYL C -0.05%
HSY F -0.05%
FTV C -0.05%
HAL C -0.05%
BR A -0.05%
TROW B -0.05%
KEYS A -0.05%
PHM D -0.05%
DECK A -0.05%
NVR D -0.05%
DOV A -0.05%
KHC F -0.05%
MPWR F -0.05%
STT A -0.05%
ON D -0.05%
TTWO A -0.05%
XYL D -0.05%
CAH B -0.05%
GPN B -0.05%
RJF A -0.05%
ANSS B -0.05%
TSCO D -0.05%
INVH D -0.04%
ESS B -0.04%
LUV C -0.04%
CNP B -0.04%
IP B -0.04%
STLD B -0.04%
LH C -0.04%
DRI B -0.04%
LYV A -0.04%
OMC C -0.04%
CLX B -0.04%
ZBRA B -0.04%
CBOE B -0.04%
CFG B -0.04%
FSLR F -0.04%
FE C -0.04%
PKG A -0.04%
BLDR D -0.04%
NTRS A -0.04%
K A -0.04%
STE F -0.04%
ES D -0.04%
WBD C -0.04%
ZBH C -0.04%
TDY B -0.04%
WAT B -0.04%
ATO A -0.04%
WY D -0.04%
IFF D -0.04%
PTC A -0.04%
CINF A -0.04%
HUBB B -0.04%
AEE A -0.04%
RF A -0.04%
CDW F -0.04%
NTAP C -0.04%
POOL C -0.03%
NDSN B -0.03%
EPAM C -0.03%
FFIV B -0.03%
ROL B -0.03%
RVTY F -0.03%
EVRG A -0.03%
JBL B -0.03%
AMCR D -0.03%
JBHT C -0.03%
DOC D -0.03%
VTRS A -0.03%
L A -0.03%
DPZ C -0.03%
LNT A -0.03%
VRSN F -0.03%
CF B -0.03%
ALGN F -0.03%
EG C -0.03%
AVY D -0.03%
MRO B -0.03%
NI A -0.03%
GEN B -0.03%
KIM A -0.03%
ARE D -0.03%
DG F -0.03%
EXPD D -0.03%
LVS C -0.03%
TRMB B -0.03%
GPC D -0.03%
IEX B -0.03%
TER D -0.03%
DGX A -0.03%
PNR A -0.03%
J F -0.03%
KEY B -0.03%
MOH F -0.03%
WRB A -0.03%
HOLX D -0.03%
ULTA F -0.03%
TSN B -0.03%
PODD C -0.03%
MAA B -0.03%
BALL D -0.03%
CTRA B -0.03%
FDS B -0.03%
SNA A -0.03%
MKC D -0.03%
HAS D -0.02%
APA D -0.02%
MOS F -0.02%
CZR F -0.02%
HSIC B -0.02%
RL B -0.02%
FRT B -0.02%
ENPH F -0.02%
MGM D -0.02%
WYNN D -0.02%
AOS F -0.02%
CPB D -0.02%
HRL D -0.02%
TFX F -0.02%
SMCI F -0.02%
SOLV C -0.02%
GL B -0.02%
AES F -0.02%
MKTX D -0.02%
ERIE D -0.02%
CRL C -0.02%
PNW B -0.02%
CTLT B -0.02%
FOXA B -0.02%
PAYC B -0.02%
IPG D -0.02%
NWSA B -0.02%
TAP C -0.02%
AIZ A -0.02%
GNRC B -0.02%
TECH D -0.02%
BXP D -0.02%
LW C -0.02%
NCLH B -0.02%
EMN D -0.02%
SJM D -0.02%
UHS D -0.02%
ALB C -0.02%
REG B -0.02%
DAY B -0.02%
KMX B -0.02%
HST C -0.02%
ALLE D -0.02%
BG F -0.02%
INCY C -0.02%
JKHY D -0.02%
JNPR F -0.02%
CPT B -0.02%
CHRW C -0.02%
CAG D -0.02%
SWK D -0.02%
DLTR F -0.02%
TPR B -0.02%
UDR B -0.02%
AKAM D -0.02%
SWKS F -0.02%
MRNA F -0.02%
NWS A -0.01%
FOX A -0.01%
QRVO F -0.01%
WBA F -0.01%
BEN C -0.01%
PARA C -0.01%
FMC D -0.01%
DVA B -0.01%
MHK D -0.01%
HII D -0.01%
BWA D -0.01%
IVZ B -0.01%
MTCH D -0.01%
CE F -0.01%
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