HLAL vs. HELO ETF Comparison
Comparison of Wahed FTSE USA Shariah ETF (HLAL) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
HLAL
Wahed FTSE USA Shariah ETF
HLAL Description
The investment seeks to track the total return performance, before fees and expenses, of the FTSE USA Shariah Index. The index is composed of common stocks of large and mid-capitalization U.S. companies the characteristics of which meet the requirements of the Shariah and are consistent with Islamic principles as interpreted by subject-matter experts. Under normal circumstances, at least 80% of its total assets will be invested in the component securities of the index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$52.60
Average Daily Volume
60,755
Number of Holdings
*
198
* may have additional holdings in another (foreign) market
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
Performance
| Period | HLAL | HELO |
|---|---|---|
| 30 Days | 2.35% | 1.57% |
| 60 Days | 1.62% | 3.39% |
| 90 Days | 3.31% | 4.59% |
| 12 Months | 20.13% | 20.91% |
64 Overlapping Holdings
| Symbol | Grade | Weight in HLAL | Weight in HELO | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 14.91% | 6.83% | 6.83% | |
| ABT | B | 0.9% | 0.19% | 0.19% | |
| ADBE | C | 0.98% | 0.18% | 0.18% | |
| ADI | D | 0.47% | 0.72% | 0.47% | |
| AMD | F | 0.99% | 0.45% | 0.45% | |
| APTV | D | 0.06% | 0.1% | 0.06% | |
| BIIB | F | 0.1% | 0.12% | 0.1% | |
| BKR | B | 0.2% | 0.24% | 0.2% | |
| BMRN | D | 0.05% | 0.03% | 0.03% | |
| BSX | B | 0.6% | 0.52% | 0.52% | |
| BURL | A | 0.08% | 0.24% | 0.08% | |
| CARR | D | 0.28% | 0.46% | 0.28% | |
| CDNS | B | 0.37% | 0.17% | 0.17% | |
| CHD | B | 0.12% | 0.3% | 0.12% | |
| COP | C | 0.6% | 0.81% | 0.6% | |
| CRM | B | 1.36% | 1.15% | 1.15% | |
| CVX | A | 1.24% | 0.18% | 0.18% | |
| DAL | C | 0.05% | 0.23% | 0.05% | |
| DHR | F | 0.67% | 0.44% | 0.44% | |
| DOW | F | 0.12% | 0.35% | 0.12% | |
| EL | F | 0.07% | 0.05% | 0.05% | |
| FANG | D | 0.15% | 0.31% | 0.15% | |
| FDX | B | 0.29% | 0.33% | 0.29% | |
| GOOG | C | 3.91% | 1.46% | 1.46% | |
| GOOGL | C | 4.63% | 2.09% | 2.09% | |
| IR | B | 0.19% | 0.23% | 0.19% | |
| JNJ | D | 1.65% | 0.51% | 0.51% | |
| KO | D | 1.1% | 0.63% | 0.63% | |
| KVUE | A | 0.2% | 0.26% | 0.2% | |
| LEN | D | 0.18% | 0.14% | 0.14% | |
| LEN | D | 0.0% | 0.14% | 0.0% | |
| LIN | D | 0.97% | 0.82% | 0.82% | |
| LKQ | D | 0.04% | 0.02% | 0.02% | |
| LRCX | F | 0.41% | 0.37% | 0.37% | |
| LULU | C | 0.17% | 0.13% | 0.13% | |
| LYB | F | 0.1% | 0.23% | 0.1% | |
| MCK | B | 0.36% | 0.16% | 0.16% | |
| MDLZ | F | 0.39% | 0.72% | 0.39% | |
| MDT | D | 0.49% | 0.46% | 0.46% | |
| META | D | 5.55% | 2.9% | 2.9% | |
| MLM | B | 0.16% | 0.16% | 0.16% | |
| MRK | F | 1.11% | 0.24% | 0.24% | |
| MRVL | B | 0.35% | 0.06% | 0.06% | |
| MSFT | F | 13.84% | 7.13% | 7.13% | |
| MU | D | 0.49% | 0.57% | 0.49% | |
| NOW | A | 0.92% | 0.94% | 0.92% | |
| NUE | C | 0.16% | 0.11% | 0.11% | |
| NXPI | D | 0.25% | 0.72% | 0.25% | |
| PCAR | B | 0.25% | 0.18% | 0.18% | |
| PG | A | 1.81% | 0.14% | 0.14% | |
| PLD | D | 0.48% | 0.5% | 0.48% | |
| PPG | F | 0.13% | 0.21% | 0.13% | |
| REGN | F | 0.35% | 0.45% | 0.35% | |
| ROST | C | 0.21% | 0.44% | 0.21% | |
| SYK | C | 0.63% | 0.76% | 0.63% | |
| TMO | F | 0.87% | 0.89% | 0.87% | |
| TSLA | B | 4.25% | 1.58% | 1.58% | |
| TT | A | 0.42% | 0.96% | 0.42% | |
| TXN | C | 0.81% | 0.87% | 0.81% | |
| UBER | D | 0.62% | 0.58% | 0.58% | |
| UPS | C | 0.43% | 0.54% | 0.43% | |
| WDC | D | 0.09% | 0.18% | 0.09% | |
| WELL | A | 0.37% | 0.27% | 0.27% | |
| XOM | B | 2.42% | 1.43% | 1.43% |
HLAL Overweight 134 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| CSCO | B | 1.04% | |
| ISRG | A | 0.85% | |
| QCOM | F | 0.77% | |
| PFE | D | 0.63% | |
| AMAT | F | 0.63% | |
| TJX | A | 0.61% | |
| ADP | B | 0.55% | |
| PANW | C | 0.54% | |
| INTC | D | 0.46% | |
| GEV | B | 0.41% | |
| NKE | D | 0.4% | |
| SNPS | B | 0.37% | |
| KLAC | D | 0.37% | |
| CTAS | B | 0.34% | |
| EMR | A | 0.33% | |
| APD | A | 0.33% | |
| CEG | D | 0.33% | |
| MMM | D | 0.32% | |
| ADSK | A | 0.3% | |
| BDX | F | 0.29% | |
| SLB | C | 0.28% | |
| ROP | B | 0.26% | |
| PSX | C | 0.25% | |
| JCI | C | 0.25% | |
| MPC | D | 0.25% | |
| PWR | A | 0.22% | |
| DHI | D | 0.22% | |
| VRT | B | 0.22% | |
| CMI | A | 0.22% | |
| NEM | D | 0.22% | |
| GWW | B | 0.22% | |
| FAST | B | 0.21% | |
| AXON | A | 0.2% | |
| EA | A | 0.2% | |
| VLO | C | 0.2% | |
| HES | B | 0.19% | |
| EW | C | 0.19% | |
| ODFL | B | 0.19% | |
| COR | B | 0.18% | |
| CTVA | C | 0.18% | |
| GEHC | F | 0.17% | |
| A | D | 0.17% | |
| IT | C | 0.17% | |
| RMD | C | 0.16% | |
| HPQ | B | 0.16% | |
| GLW | B | 0.16% | |
| DELL | C | 0.16% | |
| VMC | B | 0.16% | |
| DD | D | 0.15% | |
| OXY | D | 0.15% | |
| KDP | D | 0.15% | |
| WAB | B | 0.15% | |
| IDXX | F | 0.15% | |
| EBAY | D | 0.14% | |
| GRMN | B | 0.14% | |
| ROK | B | 0.14% | |
| TTWO | A | 0.14% | |
| ON | D | 0.13% | |
| TSCO | D | 0.13% | |
| CAH | B | 0.13% | |
| XYL | D | 0.13% | |
| ANSS | B | 0.13% | |
| VLTO | D | 0.12% | |
| PHM | D | 0.12% | |
| FTV | C | 0.12% | |
| DOV | A | 0.12% | |
| HAL | C | 0.12% | |
| HUBB | B | 0.11% | |
| DVN | F | 0.11% | |
| TYL | B | 0.11% | |
| NTAP | C | 0.11% | |
| ADM | D | 0.11% | |
| STLD | B | 0.1% | |
| PKG | A | 0.1% | |
| ATO | A | 0.1% | |
| PTC | A | 0.1% | |
| ZBH | C | 0.1% | |
| WY | D | 0.1% | |
| WST | C | 0.1% | |
| IFF | D | 0.1% | |
| OMC | C | 0.09% | |
| MKC | D | 0.09% | |
| ZBRA | B | 0.09% | |
| FSLR | F | 0.09% | |
| LH | C | 0.09% | |
| STE | F | 0.09% | |
| ILMN | D | 0.09% | |
| BLDR | D | 0.09% | |
| ALGN | D | 0.08% | |
| EXPD | D | 0.08% | |
| GPC | D | 0.08% | |
| IEX | B | 0.08% | |
| PNR | A | 0.08% | |
| TRMB | B | 0.08% | |
| HOLX | D | 0.08% | |
| DGX | A | 0.08% | |
| ARE | D | 0.08% | |
| SNA | A | 0.08% | |
| PODD | C | 0.08% | |
| JBHT | C | 0.07% | |
| FLEX | A | 0.07% | |
| MRO | B | 0.07% | |
| TER | D | 0.07% | |
| ULTA | F | 0.07% | |
| CF | B | 0.07% | |
| IP | B | 0.07% | |
| ICLR | D | 0.07% | |
| BG | F | 0.06% | |
| DLTR | F | 0.06% | |
| SMCI | F | 0.06% | |
| ALB | C | 0.06% | |
| SWK | D | 0.06% | |
| AKAM | D | 0.06% | |
| POOL | C | 0.06% | |
| REG | B | 0.06% | |
| RVTY | F | 0.06% | |
| ROL | B | 0.06% | |
| FFIV | B | 0.06% | |
| TECH | D | 0.05% | |
| IPG | D | 0.05% | |
| NWSA | B | 0.05% | |
| JNPR | F | 0.05% | |
| OKTA | C | 0.05% | |
| TFX | F | 0.04% | |
| SCCO | F | 0.04% | |
| CRL | C | 0.04% | |
| WBA | F | 0.03% | |
| QRVO | F | 0.03% | |
| UAL | A | 0.03% | |
| NWS | B | 0.02% | |
| GFS | C | 0.02% | |
| WLK | D | 0.02% | |
| LUV | C | 0.02% | |
| AGR | B | 0.01% |
HLAL Underweight 98 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -7.8% | |
| AMZN | C | -4.5% | |
| MA | C | -1.72% | |
| UNH | C | -1.62% | |
| BRK.A | B | -1.53% | |
| V | A | -1.49% | |
| BAC | A | -1.26% | |
| ABBV | D | -1.14% | |
| LLY | F | -1.07% | |
| AVGO | D | -1.02% | |
| WFC | A | -1.0% | |
| LOW | D | -0.99% | |
| HON | B | -0.98% | |
| SO | D | -0.84% | |
| NEE | D | -0.83% | |
| PEP | F | -0.83% | |
| MCD | D | -0.81% | |
| BKNG | A | -0.75% | |
| GS | A | -0.75% | |
| PGR | A | -0.75% | |
| CMCSA | B | -0.71% | |
| BMY | B | -0.68% | |
| DE | A | -0.68% | |
| AZO | C | -0.65% | |
| HWM | A | -0.62% | |
| VRTX | F | -0.6% | |
| CME | A | -0.59% | |
| TFC | A | -0.56% | |
| COST | B | -0.53% | |
| TDG | D | -0.52% | |
| FIS | C | -0.52% | |
| INTU | C | -0.51% | |
| CMG | B | -0.51% | |
| OTIS | C | -0.5% | |
| PCG | A | -0.5% | |
| YUM | B | -0.5% | |
| CTSH | B | -0.49% | |
| FITB | A | -0.48% | |
| CPAY | A | -0.47% | |
| EOG | A | -0.47% | |
| AON | A | -0.44% | |
| SCHW | B | -0.42% | |
| STX | D | -0.41% | |
| CSX | B | -0.41% | |
| LDOS | C | -0.39% | |
| DLR | B | -0.39% | |
| VTR | C | -0.39% | |
| ETN | A | -0.38% | |
| ORCL | B | -0.36% | |
| HLT | A | -0.36% | |
| TRV | B | -0.34% | |
| RCL | A | -0.34% | |
| CI | F | -0.34% | |
| USB | A | -0.33% | |
| PM | B | -0.32% | |
| MNST | C | -0.32% | |
| SBAC | D | -0.31% | |
| DIS | B | -0.31% | |
| MET | A | -0.3% | |
| C | A | -0.3% | |
| EXPE | B | -0.29% | |
| TXT | D | -0.29% | |
| CHTR | C | -0.25% | |
| MAS | D | -0.23% | |
| ACN | C | -0.21% | |
| AXP | A | -0.21% | |
| BBY | D | -0.2% | |
| AMP | A | -0.2% | |
| KKR | A | -0.2% | |
| ELS | C | -0.19% | |
| HPE | B | -0.18% | |
| T | A | -0.18% | |
| MSI | B | -0.17% | |
| NOC | D | -0.17% | |
| UNP | C | -0.17% | |
| TMUS | B | -0.17% | |
| HUM | C | -0.16% | |
| MO | A | -0.15% | |
| ANET | C | -0.15% | |
| MMC | B | -0.14% | |
| TGT | F | -0.14% | |
| SQ | B | -0.14% | |
| URI | B | -0.13% | |
| PFG | D | -0.13% | |
| FICO | B | -0.12% | |
| HCA | F | -0.11% | |
| DASH | A | -0.11% | |
| VST | B | -0.1% | |
| CMS | C | -0.1% | |
| WMG | C | -0.1% | |
| NBIX | C | -0.08% | |
| EQIX | A | -0.07% | |
| SIRI | C | -0.07% | |
| EQT | B | -0.06% | |
| BAX | D | -0.06% | |
| AME | A | -0.06% | |
| NRG | B | -0.04% | |
| SRPT | D | -0.03% |
HLAL: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Diagnostics & Research
Semiconductors
Medical Devices
Medical Instruments & Supplies
Oil & Gas E&P
Specialty Chemicals
Drug Manufacturers - Major
Household & Personal Products
Integrated Shipping & Logistics
Semiconductor Equipment & Materials
Specialty Retail
Airlines
Apparel Stores
Biotechnology
Building Materials
Business Services
Chemicals
Internet Content & Information
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
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