HELO vs. VOT ETF Comparison
Comparison of JPMorgan Hedged Equity Laddered Overlay ETF (HELO) to Vanguard Mid-Cap Growth ETF - DNQ (VOT)
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
161
VOT
Vanguard Mid-Cap Growth ETF - DNQ
VOT Description
The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, a broadly diversified index of growth stocks of mid-size 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
$268.67
Average Daily Volume
149,360
135
Performance
Period | HELO | VOT |
---|---|---|
30 Days | 1.57% | 8.84% |
60 Days | 3.39% | 11.11% |
90 Days | 4.59% | 13.41% |
12 Months | 20.91% | 34.01% |
28 Overlapping Holdings
Symbol | Grade | Weight in HELO | Weight in VOT | Overlap | |
---|---|---|---|---|---|
AME | A | 0.06% | 1.13% | 0.06% | |
APTV | D | 0.1% | 0.4% | 0.1% | |
AZO | C | 0.65% | 0.68% | 0.65% | |
BMRN | D | 0.03% | 0.33% | 0.03% | |
BURL | A | 0.24% | 0.42% | 0.24% | |
CHD | B | 0.3% | 0.65% | 0.3% | |
CPAY | A | 0.47% | 0.58% | 0.47% | |
DASH | A | 0.11% | 1.35% | 0.11% | |
EQT | B | 0.06% | 0.29% | 0.06% | |
EXPE | B | 0.29% | 0.52% | 0.29% | |
FANG | D | 0.31% | 0.9% | 0.31% | |
FICO | B | 0.12% | 1.24% | 0.12% | |
HLT | A | 0.36% | 0.77% | 0.36% | |
HWM | A | 0.62% | 1.08% | 0.62% | |
IR | B | 0.23% | 0.52% | 0.23% | |
LULU | C | 0.13% | 0.9% | 0.13% | |
MLM | B | 0.16% | 0.96% | 0.16% | |
MRVL | B | 0.06% | 0.92% | 0.06% | |
MSI | B | 0.17% | 2.0% | 0.17% | |
RCL | A | 0.34% | 1.2% | 0.34% | |
SBAC | D | 0.31% | 0.66% | 0.31% | |
SQ | B | 0.14% | 1.07% | 0.14% | |
STX | D | 0.41% | 0.56% | 0.41% | |
TDG | D | 0.52% | 1.85% | 0.52% | |
VST | B | 0.1% | 1.14% | 0.1% | |
WELL | A | 0.27% | 2.19% | 0.27% | |
WMG | C | 0.1% | 0.11% | 0.1% | |
YUM | B | 0.5% | 0.98% | 0.5% |
HELO Overweight 133 Positions Relative to VOT
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | C | 7.8% | |
MSFT | F | 7.13% | |
AAPL | C | 6.83% | |
AMZN | C | 4.5% | |
META | D | 2.9% | |
GOOGL | C | 2.09% | |
MA | C | 1.72% | |
UNH | C | 1.62% | |
TSLA | B | 1.58% | |
BRK.A | B | 1.53% | |
V | A | 1.49% | |
GOOG | C | 1.46% | |
XOM | B | 1.43% | |
BAC | A | 1.26% | |
CRM | B | 1.15% | |
ABBV | D | 1.14% | |
LLY | F | 1.07% | |
AVGO | D | 1.02% | |
WFC | A | 1.0% | |
LOW | D | 0.99% | |
HON | B | 0.98% | |
TT | A | 0.96% | |
NOW | A | 0.94% | |
TMO | F | 0.89% | |
TXN | C | 0.87% | |
SO | D | 0.84% | |
NEE | D | 0.83% | |
PEP | F | 0.83% | |
LIN | D | 0.82% | |
COP | C | 0.81% | |
MCD | D | 0.81% | |
SYK | C | 0.76% | |
BKNG | A | 0.75% | |
GS | A | 0.75% | |
PGR | A | 0.75% | |
NXPI | D | 0.72% | |
ADI | D | 0.72% | |
MDLZ | F | 0.72% | |
CMCSA | B | 0.71% | |
BMY | B | 0.68% | |
DE | A | 0.68% | |
KO | D | 0.63% | |
VRTX | F | 0.6% | |
CME | A | 0.59% | |
UBER | D | 0.58% | |
MU | D | 0.57% | |
TFC | A | 0.56% | |
UPS | C | 0.54% | |
COST | B | 0.53% | |
BSX | B | 0.52% | |
FIS | C | 0.52% | |
INTU | C | 0.51% | |
CMG | B | 0.51% | |
JNJ | D | 0.51% | |
PLD | D | 0.5% | |
OTIS | C | 0.5% | |
PCG | A | 0.5% | |
CTSH | B | 0.49% | |
FITB | A | 0.48% | |
EOG | A | 0.47% | |
CARR | D | 0.46% | |
MDT | D | 0.46% | |
REGN | F | 0.45% | |
AMD | F | 0.45% | |
DHR | F | 0.44% | |
AON | A | 0.44% | |
ROST | C | 0.44% | |
SCHW | B | 0.42% | |
CSX | B | 0.41% | |
LDOS | C | 0.39% | |
DLR | B | 0.39% | |
VTR | C | 0.39% | |
ETN | A | 0.38% | |
LRCX | F | 0.37% | |
ORCL | B | 0.36% | |
DOW | F | 0.35% | |
TRV | B | 0.34% | |
CI | F | 0.34% | |
FDX | B | 0.33% | |
USB | A | 0.33% | |
PM | B | 0.32% | |
MNST | C | 0.32% | |
DIS | B | 0.31% | |
MET | A | 0.3% | |
C | A | 0.3% | |
TXT | D | 0.29% | |
KVUE | A | 0.26% | |
CHTR | C | 0.25% | |
BKR | B | 0.24% | |
MRK | F | 0.24% | |
LYB | F | 0.23% | |
DAL | C | 0.23% | |
MAS | D | 0.23% | |
PPG | F | 0.21% | |
ACN | C | 0.21% | |
AXP | A | 0.21% | |
BBY | D | 0.2% | |
AMP | A | 0.2% | |
KKR | A | 0.2% | |
ABT | B | 0.19% | |
ELS | C | 0.19% | |
CVX | A | 0.18% | |
HPE | B | 0.18% | |
PCAR | B | 0.18% | |
ADBE | C | 0.18% | |
WDC | D | 0.18% | |
T | A | 0.18% | |
NOC | D | 0.17% | |
CDNS | B | 0.17% | |
UNP | C | 0.17% | |
TMUS | B | 0.17% | |
MCK | B | 0.16% | |
HUM | C | 0.16% | |
MO | A | 0.15% | |
ANET | C | 0.15% | |
LEN | D | 0.14% | |
PG | A | 0.14% | |
MMC | B | 0.14% | |
TGT | F | 0.14% | |
URI | B | 0.13% | |
PFG | D | 0.13% | |
BIIB | F | 0.12% | |
NUE | C | 0.11% | |
HCA | F | 0.11% | |
CMS | C | 0.1% | |
NBIX | C | 0.08% | |
EQIX | A | 0.07% | |
SIRI | C | 0.07% | |
BAX | D | 0.06% | |
EL | F | 0.05% | |
NRG | B | 0.04% | |
SRPT | D | 0.03% | |
LKQ | D | 0.02% |
HELO Underweight 107 Positions Relative to VOT
Symbol | Grade | Weight | |
---|---|---|---|
PLTR | B | -2.25% | |
CEG | D | -2.21% | |
APH | A | -2.15% | |
CTAS | B | -1.88% | |
APO | B | -1.52% | |
TTD | B | -1.43% | |
O | D | -1.38% | |
GWW | B | -1.3% | |
WCN | A | -1.21% | |
CPRT | A | -1.19% | |
FAST | B | -1.19% | |
PWR | A | -1.18% | |
MSCI | C | -1.14% | |
VRT | B | -1.04% | |
VRSK | A | -1.04% | |
ODFL | B | -1.03% | |
A | D | -1.01% | |
DDOG | A | -0.99% | |
HES | B | -0.99% | |
IT | C | -0.98% | |
VMC | B | -0.96% | |
RMD | C | -0.95% | |
IQV | D | -0.95% | |
MPWR | F | -0.94% | |
COIN | C | -0.92% | |
EXR | D | -0.92% | |
ALNY | D | -0.91% | |
IDXX | F | -0.89% | |
EFX | F | -0.87% | |
VEEV | C | -0.81% | |
TEAM | A | -0.8% | |
ON | D | -0.8% | |
XYL | D | -0.79% | |
ARES | A | -0.79% | |
CSGP | D | -0.79% | |
TSCO | D | -0.76% | |
ANSS | B | -0.75% | |
DXCM | D | -0.75% | |
RBLX | C | -0.74% | |
MTD | D | -0.73% | |
TTWO | A | -0.72% | |
HUBS | A | -0.72% | |
HSY | F | -0.7% | |
TYL | B | -0.69% | |
NET | B | -0.67% | |
BR | A | -0.65% | |
BRO | B | -0.64% | |
VLTO | D | -0.64% | |
FTNT | C | -0.64% | |
DVN | F | -0.64% | |
GDDY | A | -0.63% | |
ILMN | D | -0.61% | |
WST | C | -0.59% | |
TDY | B | -0.57% | |
MSTR | C | -0.57% | |
CCL | B | -0.56% | |
LPLA | A | -0.56% | |
GEV | B | -0.55% | |
EW | C | -0.54% | |
FSLR | F | -0.53% | |
MCHP | D | -0.52% | |
LYV | A | -0.51% | |
LVS | C | -0.51% | |
WAT | B | -0.51% | |
PINS | D | -0.51% | |
MRNA | F | -0.5% | |
MOH | F | -0.5% | |
MDB | C | -0.5% | |
APP | B | -0.5% | |
INVH | D | -0.49% | |
TRGP | B | -0.49% | |
ULTA | F | -0.47% | |
FDS | B | -0.46% | |
SNOW | C | -0.46% | |
TER | D | -0.46% | |
CTRA | B | -0.45% | |
ZS | C | -0.44% | |
SUI | D | -0.44% | |
IBKR | A | -0.42% | |
ROK | B | -0.4% | |
SMCI | F | -0.39% | |
ALGN | D | -0.39% | |
VRSN | F | -0.39% | |
JBHT | C | -0.39% | |
TW | A | -0.39% | |
HEI | B | -0.38% | |
NVR | D | -0.36% | |
ROL | B | -0.36% | |
SNAP | C | -0.34% | |
OKTA | C | -0.31% | |
DPZ | C | -0.3% | |
TPL | A | -0.3% | |
STE | F | -0.29% | |
HAL | C | -0.29% | |
ENPH | F | -0.28% | |
HEI | B | -0.27% | |
TRU | D | -0.26% | |
MKL | A | -0.25% | |
PODD | C | -0.22% | |
BSY | D | -0.21% | |
MRO | B | -0.21% | |
TRMB | B | -0.2% | |
POOL | C | -0.17% | |
INCY | C | -0.16% | |
UDR | B | -0.09% | |
ALB | C | -0.07% | |
RKT | F | -0.06% |
HELO: Top Represented Industries & Keywords
VOT: Top Represented Industries & Keywords