HELO vs. VFMO ETF Comparison

Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Vanguard U.S. Momentum Factor ETF (VFMO)
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

$62.19

Average Daily Volume

263,869

Number of Holdings *

164

* may have additional holdings in another (foreign) market
VFMO

Vanguard U.S. Momentum Factor ETF

VFMO Description The investment seeks to provide long-term capital appreciation by investing in stocks with strong recent performance as determined by the advisor. The fund invests primarily in U.S. common stocks with the potential to generate higher returns relative to the broad U.S. equity market by investing in stocks with strong recent performance as determined by the advisor. The portfolio will include a diverse mix of companies representing many different market sectors and industry groups. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies.

Grade (RS Rating)

Last Trade

$169.44

Average Daily Volume

35,862

Number of Holdings *

575

* may have additional holdings in another (foreign) market
Performance
Period HELO VFMO
30 Days 0.61% 1.75%
60 Days 3.58% 7.92%
90 Days 4.71% 12.75%
12 Months 20.67% 45.65%
40 Overlapping Holdings
Symbol Grade Weight in HELO Weight in VFMO Overlap
ANET C 0.12% 0.06% 0.06%
ANET C 0.12% 1.27% 0.12%
AVGO C 1.1% 0.68% 0.68%
AXP A 0.19% 0.65% 0.19%
BAC A 1.23% 0.11% 0.11%
BSX B 0.51% 0.89% 0.51%
BURL C 0.24% 0.16% 0.16%
C A 0.3% 1.21% 0.3%
CMG B 0.49% 0.82% 0.49%
COST B 0.58% 0.89% 0.58%
ETN A 0.38% 0.11% 0.11%
FANG D 0.31% 0.29% 0.29%
FICO A 0.11% 0.23% 0.11%
FITB A 0.46% 0.34% 0.34%
GS A 0.74% 0.18% 0.18%
HCA D 0.11% 0.72% 0.11%
HLT A 0.36% 0.3% 0.3%
HWM A 0.61% 0.07% 0.07%
KKR A 0.2% 1.17% 0.2%
LDOS C 0.44% 0.2% 0.2%
LEN D 0.14% 0.05% 0.05%
LLY F 1.09% 1.07% 1.07%
MCK A 0.16% 0.63% 0.16%
META C 2.93% 1.15% 1.15%
MO A 0.15% 0.18% 0.15%
MSI A 0.16% 0.27% 0.16%
NVDA B 7.95% 0.71% 0.71%
PGR B 0.74% 0.97% 0.74%
PM A 0.31% 0.27% 0.27%
RCL A 0.34% 0.27% 0.27%
REGN F 0.48% 0.54% 0.48%
ROST D 0.44% 0.02% 0.02%
T A 0.18% 1.02% 0.18%
TDG D 0.5% 0.76% 0.5%
TFC A 0.55% 0.73% 0.55%
TMUS A 0.17% 0.57% 0.17%
TT A 0.93% 0.94% 0.93%
UBER C 0.59% 0.03% 0.03%
URI B 0.13% 0.26% 0.13%
VRTX C 0.62% 0.57% 0.57%
HELO Overweight 125 Positions Relative to VFMO
Symbol Grade Weight
MSFT D 7.11%
AAPL C 6.81%
AMZN B 4.47%
GOOGL B 2.15%
MA A 1.72%
UNH B 1.65%
GOOG B 1.61%
BRK.A A 1.51%
TSLA B 1.5%
V A 1.48%
XOM B 1.44%
ABBV F 1.35%
CRM A 1.08%
WFC A 0.99%
HON A 0.98%
LOW A 0.97%
NOW B 0.96%
TMO D 0.93%
TXN C 0.92%
SO C 0.84%
LIN D 0.84%
COP C 0.8%
PEP F 0.78%
ADI D 0.77%
NXPI F 0.75%
SYK A 0.74%
BKNG A 0.74%
MCD D 0.73%
NEE C 0.73%
MDLZ F 0.72%
CMCSA B 0.72%
DE D 0.71%
KO D 0.69%
AZO C 0.66%
MU D 0.65%
BMY B 0.64%
CME A 0.58%
UPS C 0.54%
JNJ D 0.53%
INTU A 0.52%
FIS B 0.51%
PLD D 0.5%
CTSH B 0.5%
YUM D 0.5%
OTIS D 0.5%
AMD F 0.49%
MDT D 0.47%
CARR D 0.46%
STX D 0.45%
DHR D 0.45%
CPAY A 0.44%
EOG A 0.44%
AON A 0.44%
CSX B 0.41%
VTR C 0.4%
SCHW A 0.39%
DLR A 0.39%
LRCX F 0.39%
DOW F 0.38%
ELV F 0.34%
PCG A 0.34%
USB B 0.33%
TRV A 0.33%
MNST D 0.32%
FDX A 0.32%
SBAC D 0.31%
MRK F 0.3%
TXT D 0.3%
MET A 0.29%
EXPE A 0.28%
WELL A 0.27%
ORCL A 0.26%
CHTR B 0.25%
ACN C 0.25%
CHD A 0.25%
BKR A 0.24%
LYB F 0.24%
KVUE A 0.23%
MAS D 0.23%
DIS A 0.22%
DAL A 0.22%
BBY C 0.2%
AMP A 0.2%
PG C 0.2%
HPE B 0.2%
WDC F 0.2%
PPG F 0.2%
CMS C 0.19%
ABT B 0.19%
UNP D 0.18%
IR A 0.18%
PCAR B 0.18%
ELS B 0.18%
CDNS B 0.17%
HUM F 0.17%
MLM B 0.17%
CVX A 0.17%
ADBE F 0.17%
NOC D 0.17%
TGT D 0.14%
MMC C 0.14%
PFG C 0.13%
NUE D 0.12%
LULU C 0.12%
BIIB F 0.12%
DASH B 0.11%
WMG B 0.11%
APTV F 0.1%
SQ A 0.1%
VST A 0.09%
NBIX D 0.08%
SIRI C 0.07%
EQIX B 0.07%
D C 0.06%
AME A 0.06%
BAX F 0.06%
MRVL B 0.06%
ETR A 0.06%
ORLY A 0.05%
EL F 0.05%
EQT A 0.05%
SRPT F 0.04%
NRG B 0.04%
BMRN F 0.03%
LKQ D 0.02%
HELO Underweight 535 Positions Relative to VFMO
Symbol Grade Weight
GE D -1.14%
NFLX A -1.12%
KLAC F -0.94%
RTX D -0.79%
MMM D -0.77%
DHI D -0.77%
CTAS B -0.73%
APH B -0.72%
BK A -0.71%
CL D -0.7%
ISRG A -0.7%
WMT A -0.66%
PLTR A -0.66%
APP A -0.66%
SFM A -0.57%
SPOT A -0.52%
AFL C -0.49%
VRT A -0.48%
EME B -0.48%
WING F -0.47%
NEM F -0.46%
CVLT B -0.4%
NTRA B -0.4%
NTAP D -0.39%
AWI A -0.38%
ALSN B -0.38%
DVA C -0.38%
PNC A -0.37%
MTB A -0.37%
NU C -0.37%
GDDY A -0.37%
DELL C -0.36%
HBAN A -0.35%
GM A -0.35%
FIX A -0.35%
SKYW A -0.34%
BPOP C -0.33%
DECK A -0.33%
CVNA A -0.33%
LMT D -0.33%
GRMN B -0.32%
WTW B -0.32%
PSTG F -0.32%
STC A -0.31%
FBP A -0.31%
MHK D -0.31%
INSM D -0.3%
KBH D -0.3%
AXS A -0.28%
PCVX D -0.28%
AROC A -0.28%
VITL F -0.27%
ANF C -0.27%
TJX A -0.27%
MPWR F -0.26%
ADMA C -0.26%
IESC B -0.26%
POWL C -0.26%
GD D -0.26%
FRPT B -0.26%
GKOS B -0.26%
SN C -0.25%
CNM F -0.24%
CRS A -0.24%
XPO B -0.23%
ORI A -0.23%
WAB B -0.23%
SMMT D -0.23%
TPG B -0.23%
DHT D -0.22%
JXN B -0.22%
EWTX C -0.22%
ASPN F -0.22%
CR A -0.22%
LRN A -0.22%
PPC B -0.22%
COKE C -0.22%
WSM F -0.22%
THC C -0.22%
EHC B -0.22%
MSTR B -0.22%
ALL A -0.22%
CSWI B -0.21%
TRGP A -0.21%
IBM D -0.21%
JLL C -0.21%
OSCR F -0.21%
REVG A -0.2%
UTHR B -0.2%
BKD F -0.2%
PH A -0.2%
UHS D -0.2%
LPX A -0.2%
RMD C -0.2%
AGO A -0.2%
AZZ B -0.2%
INVA C -0.2%
HOOD A -0.2%
LMB A -0.2%
CRUS F -0.2%
EVR A -0.2%
CDE D -0.2%
BRBR A -0.2%
ALNY D -0.2%
CRBG B -0.2%
GWRE B -0.2%
CFG A -0.19%
SKX D -0.19%
HIG C -0.19%
AXON A -0.19%
CSL B -0.19%
PHM D -0.19%
VCTR B -0.19%
MUSA A -0.19%
FTI A -0.19%
TOL B -0.19%
HALO D -0.19%
NPAB F -0.19%
BPMC D -0.19%
GFF A -0.18%
RL B -0.18%
KD A -0.18%
SCCO F -0.18%
BLBD F -0.18%
VKTX F -0.18%
LNTH F -0.18%
COR B -0.18%
HIMS C -0.17%
TNK F -0.17%
MCY A -0.17%
RSI B -0.17%
DKS D -0.17%
AJG A -0.17%
ARES B -0.17%
PI D -0.17%
MOG.A B -0.17%
AVAV C -0.17%
KEX A -0.17%
GWW A -0.17%
SFL F -0.17%
COOP B -0.17%
BFAM F -0.17%
EVER F -0.16%
ESAB B -0.16%
SLM A -0.16%
SNV A -0.16%
PSN C -0.16%
CRDO C -0.16%
RKT F -0.16%
RNA C -0.16%
ACGL C -0.16%
SKWD A -0.16%
CLH C -0.16%
WULF C -0.16%
MLKN F -0.16%
TPC C -0.16%
APLT C -0.16%
LBPH A -0.16%
ENSG D -0.15%
CRNX C -0.15%
STRL B -0.15%
JEF A -0.15%
OWL A -0.15%
UMBF A -0.15%
CASH A -0.15%
INSW F -0.15%
WTFC A -0.15%
TREE F -0.15%
TNDM F -0.15%
AMRX C -0.15%
JANX C -0.15%
SGBX F -0.15%
COHR B -0.15%
CW B -0.14%
ZETA F -0.14%
INGR B -0.14%
RVMD B -0.14%
COMP B -0.14%
ATGE B -0.14%
HL D -0.14%
ROAD B -0.14%
SMR B -0.13%
COIN A -0.13%
HWKN C -0.13%
LII B -0.13%
AIT A -0.13%
CDRE D -0.13%
EXP B -0.13%
IBKR A -0.13%
DYN F -0.13%
MOD C -0.13%
PNTG D -0.13%
BLD F -0.13%
VERA B -0.13%
LUMN C -0.13%
AYI A -0.13%
NHC B -0.13%
IBP F -0.13%
CPNG C -0.13%
ANAB F -0.13%
YMAB D -0.13%
TTEK D -0.13%
MEDP D -0.13%
IMNM F -0.12%
LNW D -0.12%
AMSC C -0.12%
RUN F -0.12%
ABUS D -0.12%
VIRT A -0.12%
EOLS F -0.12%
PTGX D -0.12%
CASY B -0.12%
GRBK D -0.12%
PAHC A -0.12%
PRIM A -0.12%
ATI D -0.12%
COLL F -0.12%
HRB D -0.12%
PTVE C -0.12%
PHAT F -0.12%
CDNA D -0.12%
UTI A -0.12%
DTM A -0.12%
GPOR A -0.12%
NVR D -0.12%
BV C -0.12%
RYTM C -0.12%
BGC B -0.12%
NR D -0.11%
HCC B -0.11%
RXST F -0.11%
MATX B -0.11%
PRMW C -0.11%
AGX B -0.11%
TDS B -0.11%
BFH A -0.11%
HNI A -0.11%
PRI A -0.11%
LQDA F -0.11%
IBCP A -0.11%
HASI F -0.11%
MTG C -0.11%
TPB A -0.11%
CPF A -0.11%
TDW F -0.11%
PRK A -0.11%
CBSH A -0.11%
NNBR C -0.11%
CNK A -0.11%
SCS A -0.11%
NUVL D -0.11%
ANNX D -0.11%
LTH D -0.1%
BAH D -0.1%
GAP C -0.1%
GBCI A -0.1%
ITGR B -0.1%
HCI B -0.1%
LPG F -0.1%
KRYS D -0.1%
MLI B -0.1%
ACLX C -0.1%
WRB A -0.1%
SPRY C -0.1%
SOUN C -0.1%
HROW D -0.1%
PHIN A -0.1%
PRDO B -0.1%
MAX F -0.1%
NRIX C -0.1%
ZIMV F -0.1%
OCUL C -0.1%
TMDX F -0.1%
SEM B -0.1%
SLVM B -0.1%
ALHC C -0.1%
CADL F -0.1%
VERX A -0.1%
NVAX F -0.1%
UWMC F -0.1%
PRCT B -0.1%
TNC F -0.1%
RVLV A -0.1%
ACIC B -0.1%
AMAL B -0.1%
BKU A -0.1%
TILE A -0.1%
FCNCA A -0.1%
AQST D -0.1%
CBZ B -0.09%
NEU C -0.09%
TWST F -0.09%
FG A -0.09%
OII B -0.09%
SAVA C -0.09%
WWD B -0.09%
PLSE C -0.09%
HUMA F -0.09%
PWR A -0.09%
GOGL C -0.09%
SPNT A -0.09%
PNR A -0.09%
CRAI B -0.09%
DOLE D -0.09%
HY F -0.09%
NPO A -0.09%
GNK C -0.09%
SHAK B -0.09%
BELFB C -0.09%
CNO A -0.09%
STBA A -0.09%
UVE A -0.09%
GRND B -0.09%
CALM A -0.09%
BLX A -0.08%
CENX A -0.08%
HEI A -0.08%
PFBC A -0.08%
OFG B -0.08%
MNMD B -0.08%
KTB A -0.08%
CGEM F -0.08%
RYAN A -0.08%
GERN F -0.08%
EGY F -0.08%
CECO C -0.08%
STNG F -0.08%
NBTB A -0.08%
NKTX F -0.08%
AM A -0.08%
QNST C -0.08%
CMPR F -0.08%
GEO A -0.08%
RDNT B -0.08%
CXW B -0.08%
WSO A -0.08%
PRM C -0.08%
TK D -0.08%
AORT B -0.08%
OMF A -0.08%
MTX B -0.08%
IBOC A -0.08%
OCGN F -0.08%
ALKT B -0.08%
PATK C -0.08%
UFPT C -0.07%
AGIO B -0.07%
INOD B -0.07%
RGA A -0.07%
SXI A -0.07%
AGYS A -0.07%
RDN C -0.07%
AOSL F -0.07%
USAP B -0.07%
ALLY C -0.07%
LAUR A -0.07%
CHCO A -0.07%
CNA C -0.07%
ICFI F -0.07%
KURA F -0.07%
GCI D -0.07%
BRO B -0.07%
AIZ A -0.07%
KALV F -0.07%
STOK D -0.07%
DORM B -0.07%
CROX F -0.07%
VRNS D -0.06%
WAL A -0.06%
USFD B -0.06%
EWBC A -0.06%
TYL B -0.06%
KLG F -0.06%
SWTX C -0.06%
NMRK B -0.06%
HRTX F -0.06%
SIGA F -0.06%
TKO C -0.06%
CSTL C -0.06%
LRMR D -0.06%
NVRI F -0.06%
NUVB C -0.06%
IP A -0.06%
VSEC B -0.06%
SFBS A -0.06%
REX C -0.06%
OSW B -0.06%
ACVA A -0.06%
CBOE D -0.06%
TGTX B -0.06%
ADUS D -0.06%
DAKT A -0.06%
VNDA C -0.05%
TSHA D -0.05%
ARLO D -0.05%
FBK A -0.05%
IDYA F -0.05%
CRVL B -0.05%
ACT C -0.05%
NTNX A -0.05%
WDFC A -0.05%
FSS C -0.05%
PBI C -0.05%
CRMD C -0.05%
IT B -0.05%
AGM A -0.05%
IFF D -0.05%
FNF C -0.05%
NBHC A -0.05%
SRCE A -0.05%
STEP A -0.05%
HRTG C -0.05%
GMS A -0.05%
SPB C -0.05%
BAND C -0.05%
DXPE A -0.04%
SPOK B -0.04%
TERN F -0.04%
HNST A -0.04%
FN C -0.04%
NSSC F -0.04%
CYH F -0.04%
IDT B -0.04%
AX A -0.04%
CNX A -0.04%
TFIN A -0.04%
ELEV F -0.04%
VCEL A -0.04%
OUST C -0.04%
BALL D -0.04%
CENT C -0.04%
OSIS A -0.04%
EU F -0.04%
OLLI D -0.04%
TPL A -0.04%
TRMK A -0.04%
UVSP A -0.04%
APPF C -0.04%
CAL D -0.04%
KTOS B -0.04%
FULT A -0.04%
SHOO D -0.04%
GABC A -0.04%
RYAM B -0.04%
CLSK C -0.04%
ARQT D -0.04%
NWSA B -0.03%
MBWM A -0.03%
AIG B -0.03%
DJCO B -0.03%
ITOS F -0.03%
MBIN D -0.03%
LOPE B -0.03%
TRN A -0.03%
GPI A -0.03%
QTWO A -0.03%
WVE C -0.03%
EPAC B -0.03%
ELVN C -0.03%
SB F -0.03%
MIR A -0.03%
SAFT A -0.03%
SCVL F -0.03%
BLND B -0.03%
WWW A -0.03%
PFSI D -0.03%
OC A -0.03%
M C -0.03%
REAX C -0.03%
NMIH D -0.03%
TOWN A -0.03%
HOV F -0.03%
EAT A -0.03%
ACIW B -0.03%
PRG A -0.03%
CTS B -0.03%
UHAL D -0.03%
CMRE B -0.03%
INO F -0.03%
TGI A -0.03%
LMAT A -0.03%
IMMR F -0.03%
DFIN D -0.03%
PACK C -0.03%
FCF A -0.03%
SRRK C -0.02%
ABSI F -0.02%
GTES B -0.02%
WMB A -0.02%
BDTX F -0.02%
DCO A -0.02%
MDGL C -0.02%
INGN B -0.02%
DAWN D -0.02%
SVRA F -0.02%
ASC F -0.02%
DDS B -0.02%
HEAR C -0.02%
BRCC F -0.02%
BHE B -0.02%
LXRX F -0.02%
LBRT F -0.02%
LFMD C -0.02%
PFGC B -0.02%
THR C -0.02%
ATEX F -0.02%
GBX A -0.02%
SPNS F -0.02%
HLX D -0.02%
ITRI B -0.02%
AA A -0.02%
CACI C -0.02%
JPM A -0.02%
AIOT B -0.02%
METC C -0.02%
FOR F -0.02%
FNKO D -0.02%
MRSN C -0.02%
PLMR A -0.02%
ANIP D -0.02%
KMPR A -0.02%
HUBB B -0.02%
MSA D -0.02%
QCRH A -0.02%
FHN A -0.02%
CELC F -0.02%
GOLF A -0.02%
SCSC B -0.02%
USLM A -0.02%
AAON A -0.02%
PAR A -0.02%
BJ B -0.02%
EFSC A -0.02%
EXEL B -0.0%
APEI B -0.0%
Compare ETFs