HELO vs. VOO ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Vanguard S&P 500 ETF (VOO)
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
VOO
Vanguard S&P 500 ETF
VOO Description
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.Grade (RS Rating)
Last Trade
$523.88
Average Daily Volume
4,659,790
Number of Holdings
*
495
* may have additional holdings in another (foreign) market
Performance
| Period | HELO | VOO |
|---|---|---|
| 30 Days | 1.27% | 1.67% |
| 60 Days | 2.57% | 2.76% |
| 90 Days | 3.92% | 4.78% |
| 12 Months | 33.60% |
10 Overlapping Holdings
HELO Overweight 0 Positions Relative to VOO
| Symbol | Grade | Weight |
|---|
HELO Underweight 485 Positions Relative to VOO
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | C | -1.82% | |
| LLY | C | -1.62% | |
| AVGO | C | -1.5% | |
| JPM | D | -1.36% | |
| TSLA | C | -1.25% | |
| V | C | -0.91% | |
| PG | C | -0.85% | |
| COST | B | -0.84% | |
| JNJ | C | -0.84% | |
| HD | A | -0.77% | |
| ABBV | C | -0.73% | |
| WMT | B | -0.7% | |
| NFLX | B | -0.64% | |
| MRK | D | -0.63% | |
| BAC | D | -0.59% | |
| KO | B | -0.59% | |
| CVX | D | -0.54% | |
| ADBE | F | -0.54% | |
| CRM | D | -0.52% | |
| AMD | D | -0.51% | |
| TMO | C | -0.5% | |
| PEP | D | -0.5% | |
| LIN | B | -0.49% | |
| ORCL | B | -0.48% | |
| ACN | C | -0.45% | |
| MCD | B | -0.44% | |
| WFC | D | -0.43% | |
| CSCO | B | -0.43% | |
| ABT | C | -0.42% | |
| TXN | C | -0.41% | |
| QCOM | F | -0.41% | |
| GE | A | -0.4% | |
| PM | C | -0.4% | |
| IBM | A | -0.39% | |
| AMGN | B | -0.38% | |
| CAT | B | -0.37% | |
| ISRG | C | -0.37% | |
| NOW | A | -0.37% | |
| VZ | B | -0.37% | |
| INTU | C | -0.37% | |
| DHR | C | -0.37% | |
| AMAT | D | -0.35% | |
| RTX | C | -0.35% | |
| SPGI | A | -0.35% | |
| PFE | C | -0.35% | |
| DIS | D | -0.35% | |
| NEE | C | -0.35% | |
| GS | C | -0.34% | |
| CMCSA | D | -0.33% | |
| UNP | C | -0.33% | |
| UBER | C | -0.32% | |
| AXP | B | -0.31% | |
| PGR | A | -0.31% | |
| LOW | A | -0.3% | |
| T | C | -0.3% | |
| HON | D | -0.29% | |
| BKNG | B | -0.28% | |
| TJX | C | -0.28% | |
| COP | D | -0.28% | |
| REGN | C | -0.27% | |
| BLK | B | -0.27% | |
| VRTX | D | -0.27% | |
| ELV | C | -0.27% | |
| MS | C | -0.27% | |
| LMT | B | -0.26% | |
| SYK | C | -0.26% | |
| ETN | C | -0.26% | |
| ADI | C | -0.25% | |
| PANW | C | -0.25% | |
| MDT | C | -0.25% | |
| PLD | C | -0.25% | |
| C | D | -0.25% | |
| BSX | B | -0.25% | |
| MMC | C | -0.24% | |
| ADP | B | -0.24% | |
| CB | B | -0.24% | |
| SBUX | C | -0.23% | |
| LRCX | F | -0.23% | |
| KLAC | D | -0.23% | |
| TMUS | C | -0.22% | |
| CI | C | -0.22% | |
| AMT | C | -0.22% | |
| MU | F | -0.22% | |
| SCHW | D | -0.21% | |
| GILD | B | -0.21% | |
| DE | B | -0.21% | |
| BA | F | -0.21% | |
| NKE | D | -0.21% | |
| BMY | C | -0.21% | |
| BX | B | -0.21% | |
| ICE | C | -0.2% | |
| UPS | F | -0.2% | |
| INTC | F | -0.2% | |
| SO | A | -0.2% | |
| MDLZ | C | -0.2% | |
| DUK | B | -0.19% | |
| ANET | A | -0.19% | |
| MO | C | -0.19% | |
| ZTS | C | -0.18% | |
| SHW | B | -0.18% | |
| CL | C | -0.18% | |
| EQIX | B | -0.17% | |
| SNPS | D | -0.17% | |
| APH | C | -0.17% | |
| TT | A | -0.17% | |
| KKR | A | -0.17% | |
| PNC | A | -0.16% | |
| USB | B | -0.16% | |
| MSI | B | -0.16% | |
| EOG | D | -0.16% | |
| MMM | A | -0.16% | |
| AON | B | -0.16% | |
| PYPL | B | -0.16% | |
| MCO | A | -0.16% | |
| HCA | A | -0.16% | |
| TDG | B | -0.16% | |
| CMG | C | -0.16% | |
| PH | A | -0.16% | |
| WM | D | -0.16% | |
| ITW | C | -0.15% | |
| CTAS | C | -0.15% | |
| BDX | F | -0.15% | |
| TGT | C | -0.15% | |
| CVS | F | -0.15% | |
| WELL | C | -0.15% | |
| NOC | A | -0.15% | |
| MCK | F | -0.15% | |
| CDNS | D | -0.15% | |
| ECL | A | -0.14% | |
| NXPI | D | -0.14% | |
| ORLY | D | -0.14% | |
| CSX | D | -0.14% | |
| FDX | F | -0.14% | |
| GD | B | -0.14% | |
| ROP | C | -0.13% | |
| PSX | D | -0.13% | |
| TFC | D | -0.13% | |
| EMR | D | -0.13% | |
| CARR | B | -0.13% | |
| NEM | B | -0.13% | |
| APD | B | -0.13% | |
| CEG | A | -0.13% | |
| MPC | D | -0.13% | |
| SLB | F | -0.13% | |
| FCX | D | -0.13% | |
| AJG | D | -0.13% | |
| CRWD | D | -0.13% | |
| SPG | A | -0.12% | |
| HLT | B | -0.12% | |
| AZO | D | -0.12% | |
| GEV | B | -0.12% | |
| ADSK | C | -0.12% | |
| WMB | B | -0.12% | |
| DHI | C | -0.12% | |
| COF | A | -0.12% | |
| MAR | C | -0.12% | |
| GM | B | -0.12% | |
| AFL | C | -0.12% | |
| NSC | C | -0.12% | |
| ALL | B | -0.11% | |
| PCAR | D | -0.11% | |
| ROST | C | -0.11% | |
| BK | A | -0.11% | |
| AIG | D | -0.11% | |
| ABNB | D | -0.11% | |
| SRE | B | -0.11% | |
| TRV | B | -0.11% | |
| AEP | C | -0.11% | |
| OKE | B | -0.11% | |
| O | C | -0.11% | |
| PSA | B | -0.11% | |
| MPWR | C | -0.1% | |
| IQV | D | -0.1% | |
| FIS | B | -0.1% | |
| MSCI | C | -0.1% | |
| MET | A | -0.1% | |
| CPRT | D | -0.1% | |
| D | B | -0.1% | |
| TEL | D | -0.1% | |
| VLO | F | -0.1% | |
| FTNT | B | -0.1% | |
| CCI | C | -0.1% | |
| KMB | D | -0.1% | |
| JCI | B | -0.1% | |
| DLR | B | -0.1% | |
| URI | B | -0.1% | |
| GIS | B | -0.09% | |
| KMI | A | -0.09% | |
| A | C | -0.09% | |
| PAYX | C | -0.09% | |
| KVUE | C | -0.09% | |
| CNC | C | -0.09% | |
| PCG | B | -0.09% | |
| EW | F | -0.09% | |
| ACGL | B | -0.09% | |
| RSG | D | -0.09% | |
| HUM | F | -0.09% | |
| FICO | B | -0.09% | |
| CMI | C | -0.09% | |
| GWW | A | -0.09% | |
| PRU | C | -0.09% | |
| F | F | -0.09% | |
| MCHP | D | -0.09% | |
| LEN | C | -0.09% | |
| AMP | B | -0.09% | |
| LHX | C | -0.09% | |
| RMD | C | -0.08% | |
| GEHC | C | -0.08% | |
| NUE | F | -0.08% | |
| IR | C | -0.08% | |
| EA | D | -0.08% | |
| EXR | B | -0.08% | |
| HWM | B | -0.08% | |
| DOW | D | -0.08% | |
| EFX | C | -0.08% | |
| YUM | F | -0.08% | |
| EXC | B | -0.08% | |
| HES | D | -0.08% | |
| IT | A | -0.08% | |
| KDP | B | -0.08% | |
| OTIS | C | -0.08% | |
| OXY | F | -0.08% | |
| CTSH | C | -0.08% | |
| STZ | D | -0.08% | |
| SYY | D | -0.08% | |
| VRSK | D | -0.08% | |
| RCL | A | -0.08% | |
| FAST | C | -0.08% | |
| AME | C | -0.08% | |
| IDXX | D | -0.08% | |
| CTVA | B | -0.08% | |
| PEG | A | -0.08% | |
| PWR | B | -0.08% | |
| ROK | F | -0.07% | |
| HPQ | D | -0.07% | |
| CSGP | D | -0.07% | |
| AVB | C | -0.07% | |
| GLW | B | -0.07% | |
| VMC | D | -0.07% | |
| VICI | C | -0.07% | |
| TRGP | B | -0.07% | |
| MLM | D | -0.07% | |
| IRM | B | -0.07% | |
| XYL | D | -0.07% | |
| MNST | D | -0.07% | |
| EIX | C | -0.07% | |
| ON | F | -0.07% | |
| KR | C | -0.07% | |
| XEL | B | -0.07% | |
| CHTR | D | -0.07% | |
| HIG | B | -0.07% | |
| ODFL | D | -0.07% | |
| CBRE | A | -0.07% | |
| DFS | B | -0.07% | |
| FANG | D | -0.07% | |
| BKR | C | -0.07% | |
| ED | C | -0.07% | |
| DD | B | -0.07% | |
| FTV | C | -0.06% | |
| STT | B | -0.06% | |
| IFF | C | -0.06% | |
| KEYS | C | -0.06% | |
| DAL | C | -0.06% | |
| CAH | C | -0.06% | |
| HAL | F | -0.06% | |
| DXCM | F | -0.06% | |
| PHM | B | -0.06% | |
| AWK | C | -0.06% | |
| VST | A | -0.06% | |
| KHC | C | -0.06% | |
| ANSS | D | -0.06% | |
| GRMN | D | -0.06% | |
| DVN | D | -0.06% | |
| HSY | D | -0.06% | |
| NVR | B | -0.06% | |
| MTB | A | -0.06% | |
| TSCO | C | -0.06% | |
| FITB | B | -0.06% | |
| WEC | B | -0.06% | |
| LULU | D | -0.06% | |
| BIIB | F | -0.06% | |
| NDAQ | A | -0.06% | |
| WTW | C | -0.06% | |
| EBAY | B | -0.06% | |
| WAB | A | -0.06% | |
| ADM | D | -0.06% | |
| CDW | D | -0.06% | |
| PPG | D | -0.06% | |
| MTD | D | -0.06% | |
| TER | D | -0.05% | |
| EL | F | -0.05% | |
| WDC | D | -0.05% | |
| LDOS | B | -0.05% | |
| PTC | D | -0.05% | |
| RF | B | -0.05% | |
| CINF | C | -0.05% | |
| HUBB | A | -0.05% | |
| CBOE | C | -0.05% | |
| HBAN | B | -0.05% | |
| AEE | A | -0.05% | |
| SMCI | F | -0.05% | |
| CPAY | C | -0.05% | |
| WY | C | -0.05% | |
| RJF | C | -0.05% | |
| FE | C | -0.05% | |
| WST | D | -0.05% | |
| GPN | D | -0.05% | |
| PPL | B | -0.05% | |
| GDDY | C | -0.05% | |
| TROW | D | -0.05% | |
| ZBH | F | -0.05% | |
| ES | C | -0.05% | |
| STE | C | -0.05% | |
| FSLR | C | -0.05% | |
| SBAC | C | -0.05% | |
| DECK | D | -0.05% | |
| SW | C | -0.05% | |
| VLTO | B | -0.05% | |
| BRO | C | -0.05% | |
| NTAP | D | -0.05% | |
| CHD | C | -0.05% | |
| TYL | C | -0.05% | |
| VTR | C | -0.05% | |
| BR | D | -0.05% | |
| HPE | D | -0.05% | |
| LYB | F | -0.05% | |
| DOV | B | -0.05% | |
| TTWO | D | -0.05% | |
| ETR | A | -0.05% | |
| MRNA | F | -0.05% | |
| EQR | C | -0.05% | |
| DTE | B | -0.05% | |
| AXON | A | -0.05% | |
| ALGN | D | -0.04% | |
| CCL | C | -0.04% | |
| IP | C | -0.04% | |
| ULTA | D | -0.04% | |
| EG | C | -0.04% | |
| LUV | C | -0.04% | |
| TXT | D | -0.04% | |
| DGX | C | -0.04% | |
| EXPD | C | -0.04% | |
| CNP | D | -0.04% | |
| WBD | D | -0.04% | |
| DLTR | F | -0.04% | |
| MAS | B | -0.04% | |
| PFG | B | -0.04% | |
| SWKS | F | -0.04% | |
| STLD | D | -0.04% | |
| EXPE | C | -0.04% | |
| NRG | A | -0.04% | |
| ZBRA | B | -0.04% | |
| AVY | D | -0.04% | |
| WRB | C | -0.04% | |
| CTRA | D | -0.04% | |
| DG | F | -0.04% | |
| TSN | D | -0.04% | |
| NTRS | B | -0.04% | |
| PKG | B | -0.04% | |
| ARE | C | -0.04% | |
| DRI | B | -0.04% | |
| J | C | -0.04% | |
| HOLX | C | -0.04% | |
| MAA | C | -0.04% | |
| BAX | C | -0.04% | |
| BBY | C | -0.04% | |
| ESS | C | -0.04% | |
| STX | C | -0.04% | |
| APTV | D | -0.04% | |
| CFG | C | -0.04% | |
| CLX | C | -0.04% | |
| OMC | B | -0.04% | |
| ATO | B | -0.04% | |
| BALL | C | -0.04% | |
| EQT | D | -0.04% | |
| GPC | D | -0.04% | |
| MKC | C | -0.04% | |
| SYF | C | -0.04% | |
| CMS | B | -0.04% | |
| MOH | D | -0.04% | |
| TDY | C | -0.04% | |
| WAT | C | -0.04% | |
| INVH | C | -0.04% | |
| K | A | -0.04% | |
| BLDR | C | -0.04% | |
| FFIV | B | -0.03% | |
| REG | C | -0.03% | |
| EMN | B | -0.03% | |
| CHRW | A | -0.03% | |
| ALLE | C | -0.03% | |
| SJM | C | -0.03% | |
| AES | C | -0.03% | |
| IPG | C | -0.03% | |
| HST | C | -0.03% | |
| JKHY | C | -0.03% | |
| JNPR | A | -0.03% | |
| CE | F | -0.03% | |
| JBL | D | -0.03% | |
| KMX | D | -0.03% | |
| CPT | B | -0.03% | |
| POOL | D | -0.03% | |
| UDR | C | -0.03% | |
| EVRG | B | -0.03% | |
| TRMB | C | -0.03% | |
| LYV | B | -0.03% | |
| NDSN | C | -0.03% | |
| ROL | C | -0.03% | |
| JBHT | D | -0.03% | |
| UHS | B | -0.03% | |
| PODD | B | -0.03% | |
| LVS | D | -0.03% | |
| BG | D | -0.03% | |
| VTRS | D | -0.03% | |
| DPZ | D | -0.03% | |
| UAL | C | -0.03% | |
| PNR | B | -0.03% | |
| NI | B | -0.03% | |
| L | D | -0.03% | |
| CAG | C | -0.03% | |
| LNT | B | -0.03% | |
| SNA | C | -0.03% | |
| CF | C | -0.03% | |
| AKAM | D | -0.03% | |
| KIM | C | -0.03% | |
| IEX | D | -0.03% | |
| DOC | C | -0.03% | |
| SWK | B | -0.03% | |
| VRSN | D | -0.03% | |
| KEY | B | -0.03% | |
| FDS | C | -0.03% | |
| MRO | C | -0.03% | |
| ENPH | D | -0.03% | |
| AMCR | C | -0.03% | |
| WYNN | D | -0.02% | |
| NCLH | C | -0.02% | |
| IVZ | B | -0.02% | |
| BWA | D | -0.02% | |
| DVA | B | -0.02% | |
| PAYC | D | -0.02% | |
| FMC | C | -0.02% | |
| CZR | C | -0.02% | |
| MHK | C | -0.02% | |
| FRT | C | -0.02% | |
| GL | C | -0.02% | |
| SOLV | C | -0.02% | |
| HAS | B | -0.02% | |
| LW | D | -0.02% | |
| DAY | D | -0.02% | |
| HSIC | D | -0.02% | |
| MOS | F | -0.02% | |
| MKTX | C | -0.02% | |
| TPR | C | -0.02% | |
| MGM | D | -0.02% | |
| HRL | D | -0.02% | |
| GNRC | D | -0.02% | |
| FOXA | B | -0.02% | |
| CPB | B | -0.02% | |
| TAP | D | -0.02% | |
| MTCH | C | -0.02% | |
| PNW | B | -0.02% | |
| AOS | D | -0.02% | |
| CRL | F | -0.02% | |
| AIZ | B | -0.02% | |
| APA | F | -0.02% | |
| INCY | C | -0.02% | |
| ALB | F | -0.02% | |
| NWSA | D | -0.02% | |
| BXP | B | -0.02% | |
| CTLT | B | -0.02% | |
| LKQ | F | -0.02% | |
| HII | D | -0.02% | |
| QRVO | F | -0.02% | |
| TFX | C | -0.02% | |
| EPAM | F | -0.02% | |
| TECH | D | -0.02% | |
| NWS | D | -0.01% | |
| FOX | B | -0.01% | |
| PARA | F | -0.01% | |
| BEN | F | -0.01% | |
| ETSY | F | -0.01% | |
| WBA | F | -0.01% | |
| RL | B | -0.01% | |
| BBWI | F | -0.01% | |
| BIO | C | -0.01% | |
| AAL | D | -0.01% |
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
VOO: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Software - Application
Semiconductors
Business Services
Diagnostics & Research
Asset Management
Oil & Gas E&P
Aerospace & Defense
Banks - Regional - US
Capital Markets
Drug Manufacturers - Major
Packaged Foods
Specialty Retail
Medical Devices
Medical Instruments & Supplies
Credit Services
Health Care Plans
Household & Personal Products
Information Technology Services
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