LGH vs. HELO ETF Comparison
Comparison of HCM Defender 500 Index ETF (LGH) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
LGH
HCM Defender 500 Index ETF
LGH Description
The investment seeks to provide investment results that correspond, before fees and expenses, generally to the performance of the HCM Defender 500 Index (the HCM 500 index). The fund seeks to achieve its investment objective by investing at least 80% of its net assets, including borrowings for investment purposes but exclusive of collateral held from securities lending, in securities included in the HCM 500 index. The HCM 500 index seeks to outperform the Solactive US Large Cap Index using a proprietary methodology.
Grade (RS Rating)
Last Trade
$53.15
Average Daily Volume
23,559
Number of Holdings
*
452
* 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
$62.80
Average Daily Volume
264,230
Number of Holdings
*
164
* may have additional holdings in another (foreign) market
Performance
| Period | LGH | HELO |
|---|---|---|
| 30 Days | 3.40% | 1.91% |
| 60 Days | 8.18% | 4.63% |
| 90 Days | 8.83% | 5.74% |
| 12 Months | 39.36% | 22.38% |
152 Overlapping Holdings
| Symbol | Grade | Weight in LGH | Weight in HELO | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.46% | 6.81% | 6.46% | |
| ABBV | F | 0.44% | 1.35% | 0.44% | |
| ABT | C | 0.29% | 0.19% | 0.19% | |
| ACN | B | 0.34% | 0.25% | 0.25% | |
| ADBE | C | 0.33% | 0.17% | 0.17% | |
| ADI | D | 0.15% | 0.77% | 0.15% | |
| AMD | F | 0.33% | 0.49% | 0.33% | |
| AME | A | 0.06% | 0.06% | 0.06% | |
| AMP | A | 0.08% | 0.2% | 0.08% | |
| AMZN | A | 3.73% | 4.47% | 3.73% | |
| ANET | C | 0.13% | 0.12% | 0.12% | |
| AON | B | 0.1% | 0.44% | 0.1% | |
| AVGO | C | 1.43% | 1.1% | 1.1% | |
| AXP | B | 0.23% | 0.19% | 0.19% | |
| AZO | B | 0.07% | 0.66% | 0.07% | |
| BAC | A | 0.46% | 1.23% | 0.46% | |
| BAX | F | 0.03% | 0.06% | 0.03% | |
| BBY | C | 0.03% | 0.2% | 0.03% | |
| BIIB | F | 0.04% | 0.12% | 0.04% | |
| BKNG | A | 0.24% | 0.74% | 0.24% | |
| BKR | B | 0.06% | 0.24% | 0.06% | |
| BMRN | F | 0.02% | 0.03% | 0.02% | |
| BMY | B | 0.18% | 0.64% | 0.18% | |
| BRK.A | B | 1.15% | 1.51% | 1.15% | |
| BSX | A | 0.18% | 0.51% | 0.18% | |
| C | B | 0.18% | 0.3% | 0.18% | |
| CARR | C | 0.09% | 0.46% | 0.09% | |
| CDNS | B | 0.11% | 0.17% | 0.11% | |
| CHD | A | 0.03% | 0.25% | 0.03% | |
| CHTR | B | 0.05% | 0.25% | 0.05% | |
| CMCSA | B | 0.26% | 0.72% | 0.26% | |
| CME | B | 0.11% | 0.58% | 0.11% | |
| CMG | B | 0.1% | 0.49% | 0.1% | |
| CMS | D | 0.03% | 0.19% | 0.03% | |
| COP | C | 0.19% | 0.8% | 0.19% | |
| COST | B | 0.59% | 0.58% | 0.58% | |
| CPAY | A | 0.03% | 0.44% | 0.03% | |
| CRM | B | 0.44% | 1.08% | 0.44% | |
| CSX | B | 0.1% | 0.41% | 0.1% | |
| CTSH | A | 0.06% | 0.5% | 0.06% | |
| CVX | A | 0.38% | 0.17% | 0.17% | |
| D | D | 0.07% | 0.06% | 0.06% | |
| DAL | A | 0.05% | 0.22% | 0.05% | |
| DASH | A | 0.07% | 0.11% | 0.07% | |
| DE | D | 0.14% | 0.71% | 0.14% | |
| DHR | F | 0.23% | 0.45% | 0.23% | |
| DIS | B | 0.25% | 0.22% | 0.22% | |
| DLR | C | 0.08% | 0.39% | 0.08% | |
| DOW | F | 0.04% | 0.38% | 0.04% | |
| EL | F | 0.02% | 0.05% | 0.02% | |
| ELV | F | 0.14% | 0.34% | 0.14% | |
| EOG | A | 0.1% | 0.44% | 0.1% | |
| EQIX | B | 0.11% | 0.07% | 0.07% | |
| EQT | B | 0.02% | 0.05% | 0.02% | |
| ETN | B | 0.2% | 0.38% | 0.2% | |
| ETR | B | 0.04% | 0.06% | 0.04% | |
| EXPE | B | 0.03% | 0.28% | 0.03% | |
| FANG | C | 0.04% | 0.31% | 0.04% | |
| FDX | B | 0.09% | 0.32% | 0.09% | |
| FICO | B | 0.07% | 0.11% | 0.07% | |
| FIS | B | 0.07% | 0.51% | 0.07% | |
| FITB | A | 0.05% | 0.46% | 0.05% | |
| GOOG | C | 1.72% | 1.61% | 1.61% | |
| GOOGL | C | 1.98% | 2.15% | 1.98% | |
| GS | B | 0.28% | 0.74% | 0.28% | |
| HCA | D | 0.11% | 0.11% | 0.11% | |
| HLT | A | 0.09% | 0.36% | 0.09% | |
| HON | B | 0.22% | 0.98% | 0.22% | |
| HPE | B | 0.04% | 0.2% | 0.04% | |
| HUM | D | 0.05% | 0.17% | 0.05% | |
| HWM | B | 0.06% | 0.61% | 0.06% | |
| INTU | A | 0.26% | 0.52% | 0.26% | |
| IR | A | 0.05% | 0.18% | 0.05% | |
| JNJ | D | 0.62% | 0.53% | 0.53% | |
| KKR | B | 0.13% | 0.2% | 0.13% | |
| KO | F | 0.35% | 0.69% | 0.35% | |
| KVUE | A | 0.06% | 0.23% | 0.06% | |
| LDOS | C | 0.04% | 0.44% | 0.04% | |
| LEN | D | 0.06% | 0.14% | 0.06% | |
| LIN | D | 0.31% | 0.84% | 0.31% | |
| LLY | F | 1.29% | 1.09% | 1.09% | |
| LOW | B | 0.22% | 0.97% | 0.22% | |
| LRCX | F | 0.13% | 0.39% | 0.13% | |
| LYB | F | 0.03% | 0.24% | 0.03% | |
| MA | B | 0.74% | 1.72% | 0.74% | |
| MAS | D | 0.03% | 0.23% | 0.03% | |
| MCD | C | 0.31% | 0.73% | 0.31% | |
| MCK | B | 0.12% | 0.16% | 0.12% | |
| MDLZ | F | 0.13% | 0.72% | 0.13% | |
| MDT | D | 0.17% | 0.47% | 0.17% | |
| MET | C | 0.08% | 0.29% | 0.08% | |
| META | B | 2.45% | 2.93% | 2.45% | |
| MLM | B | 0.05% | 0.17% | 0.05% | |
| MMC | D | 0.15% | 0.14% | 0.14% | |
| MNST | B | 0.04% | 0.32% | 0.04% | |
| MO | A | 0.14% | 0.15% | 0.14% | |
| MRK | F | 0.36% | 0.3% | 0.3% | |
| MRVL | B | 0.11% | 0.06% | 0.06% | |
| MSFT | C | 6.13% | 7.11% | 6.13% | |
| MSI | B | 0.11% | 0.16% | 0.11% | |
| MU | D | 0.15% | 0.65% | 0.15% | |
| NEE | D | 0.22% | 0.73% | 0.22% | |
| NOC | D | 0.11% | 0.17% | 0.11% | |
| NOW | A | 0.29% | 0.96% | 0.29% | |
| NUE | D | 0.06% | 0.12% | 0.06% | |
| NVDA | A | 7.02% | 7.95% | 7.02% | |
| ORCL | A | 0.41% | 0.26% | 0.26% | |
| ORLY | A | 0.1% | 0.05% | 0.05% | |
| OTIS | D | 0.06% | 0.5% | 0.06% | |
| PCAR | B | 0.08% | 0.18% | 0.08% | |
| PCG | A | 0.07% | 0.34% | 0.07% | |
| PEP | D | 0.32% | 0.78% | 0.32% | |
| PFG | C | 0.03% | 0.13% | 0.03% | |
| PG | C | 0.57% | 0.2% | 0.2% | |
| PGR | A | 0.21% | 0.74% | 0.21% | |
| PLD | D | 0.15% | 0.5% | 0.15% | |
| PM | B | 0.28% | 0.31% | 0.28% | |
| PPG | F | 0.04% | 0.2% | 0.04% | |
| RCL | A | 0.07% | 0.34% | 0.07% | |
| REGN | F | 0.12% | 0.48% | 0.12% | |
| ROST | D | 0.06% | 0.44% | 0.06% | |
| SBAC | D | 0.03% | 0.31% | 0.03% | |
| SCHW | B | 0.15% | 0.39% | 0.15% | |
| SO | D | 0.13% | 0.84% | 0.13% | |
| SQ | B | 0.07% | 0.1% | 0.07% | |
| STX | D | 0.03% | 0.45% | 0.03% | |
| SYK | A | 0.18% | 0.74% | 0.18% | |
| T | A | 0.23% | 0.18% | 0.18% | |
| TDG | D | 0.08% | 0.5% | 0.08% | |
| TFC | B | 0.09% | 0.55% | 0.09% | |
| TGT | C | 0.1% | 0.14% | 0.1% | |
| TMO | F | 0.3% | 0.93% | 0.3% | |
| TMUS | A | 0.17% | 0.17% | 0.17% | |
| TRV | B | 0.08% | 0.33% | 0.08% | |
| TSLA | B | 1.7% | 1.5% | 1.5% | |
| TT | B | 0.13% | 0.93% | 0.13% | |
| TXN | B | 0.27% | 0.92% | 0.27% | |
| TXT | D | 0.02% | 0.3% | 0.02% | |
| UBER | F | 0.19% | 0.59% | 0.19% | |
| UNH | B | 1.04% | 1.65% | 1.04% | |
| UNP | D | 0.2% | 0.18% | 0.18% | |
| UPS | C | 0.14% | 0.54% | 0.14% | |
| URI | B | 0.08% | 0.13% | 0.08% | |
| USB | B | 0.1% | 0.33% | 0.1% | |
| V | A | 0.93% | 1.48% | 0.93% | |
| VRTX | B | 0.18% | 0.62% | 0.18% | |
| VTR | C | 0.04% | 0.4% | 0.04% | |
| WDC | D | 0.03% | 0.2% | 0.03% | |
| WELL | B | 0.1% | 0.27% | 0.1% | |
| WFC | A | 0.37% | 0.99% | 0.37% | |
| XOM | B | 0.99% | 1.44% | 0.99% | |
| YUM | B | 0.05% | 0.5% | 0.05% |
LGH Overweight 300 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPXL | B | 18.6% | |
| JPM | A | 1.28% | |
| HD | B | 0.58% | |
| WMT | A | 0.5% | |
| NFLX | A | 0.48% | |
| CSCO | A | 0.34% | |
| ISRG | A | 0.27% | |
| CAT | B | 0.27% | |
| IBM | D | 0.27% | |
| GE | D | 0.27% | |
| QCOM | F | 0.25% | |
| RTX | D | 0.25% | |
| VZ | D | 0.24% | |
| MS | A | 0.24% | |
| AMGN | F | 0.23% | |
| SPGI | C | 0.22% | |
| PFE | F | 0.22% | |
| AMAT | F | 0.21% | |
| LMT | D | 0.2% | |
| TJX | A | 0.19% | |
| ADP | A | 0.18% | |
| BX | A | 0.18% | |
| FI | A | 0.18% | |
| GILD | B | 0.17% | |
| SBUX | B | 0.16% | |
| CB | C | 0.16% | |
| PANW | B | 0.16% | |
| PLTR | B | 0.15% | |
| INTC | C | 0.14% | |
| CI | D | 0.14% | |
| WM | A | 0.13% | |
| PYPL | A | 0.13% | |
| AMT | F | 0.13% | |
| NKE | F | 0.13% | |
| APH | B | 0.12% | |
| GEV | B | 0.12% | |
| ICE | C | 0.12% | |
| KLAC | F | 0.12% | |
| GM | B | 0.12% | |
| PNC | B | 0.12% | |
| DUK | D | 0.12% | |
| SHW | A | 0.12% | |
| PH | A | 0.12% | |
| CRWD | B | 0.11% | |
| CL | F | 0.11% | |
| SNPS | C | 0.11% | |
| BA | F | 0.11% | |
| ITW | B | 0.11% | |
| ZTS | D | 0.11% | |
| MMM | C | 0.1% | |
| GD | C | 0.1% | |
| TTD | B | 0.1% | |
| COF | B | 0.1% | |
| MAR | A | 0.1% | |
| WMB | B | 0.1% | |
| CVS | F | 0.1% | |
| BDX | F | 0.1% | |
| EMR | A | 0.1% | |
| CEG | D | 0.1% | |
| MCO | C | 0.1% | |
| CTAS | B | 0.1% | |
| SPG | A | 0.09% | |
| SLB | C | 0.09% | |
| ECL | C | 0.09% | |
| APD | B | 0.09% | |
| MPC | D | 0.09% | |
| FCX | F | 0.09% | |
| AJG | A | 0.09% | |
| ADSK | B | 0.09% | |
| OKE | A | 0.09% | |
| APO | B | 0.09% | |
| COIN | B | 0.09% | |
| FTNT | B | 0.09% | |
| ABNB | C | 0.08% | |
| PSX | C | 0.08% | |
| ROP | A | 0.08% | |
| KMI | B | 0.08% | |
| JCI | A | 0.08% | |
| VRT | B | 0.08% | |
| SRE | B | 0.08% | |
| BK | B | 0.08% | |
| AFL | C | 0.08% | |
| NSC | B | 0.08% | |
| CPRT | A | 0.07% | |
| AEP | D | 0.07% | |
| KR | A | 0.07% | |
| PRU | B | 0.07% | |
| FAST | B | 0.07% | |
| CMI | A | 0.07% | |
| LNG | B | 0.07% | |
| LHX | B | 0.07% | |
| VLO | C | 0.07% | |
| WDAY | B | 0.07% | |
| ALL | B | 0.07% | |
| DHI | D | 0.07% | |
| AIG | B | 0.07% | |
| PSA | D | 0.07% | |
| RSG | B | 0.06% | |
| XEL | A | 0.06% | |
| SYY | D | 0.06% | |
| VMC | B | 0.06% | |
| EW | F | 0.06% | |
| TEAM | B | 0.06% | |
| VRSK | A | 0.06% | |
| PEG | C | 0.06% | |
| VEEV | B | 0.06% | |
| DFS | B | 0.06% | |
| EA | A | 0.06% | |
| CCI | F | 0.06% | |
| COR | B | 0.06% | |
| KMB | D | 0.06% | |
| A | F | 0.06% | |
| GWW | B | 0.06% | |
| ODFL | B | 0.06% | |
| PAYX | B | 0.06% | |
| F | C | 0.06% | |
| CBRE | B | 0.06% | |
| TRGP | B | 0.06% | |
| CTVA | C | 0.06% | |
| MSCI | B | 0.06% | |
| PWR | B | 0.06% | |
| CNC | F | 0.05% | |
| TPL | B | 0.05% | |
| VICI | D | 0.05% | |
| OXY | F | 0.05% | |
| ALNY | D | 0.05% | |
| EXR | D | 0.05% | |
| HPQ | B | 0.05% | |
| AVB | B | 0.05% | |
| RMD | C | 0.05% | |
| IDXX | F | 0.05% | |
| WAB | B | 0.05% | |
| ACGL | C | 0.05% | |
| SNOW | C | 0.05% | |
| MCHP | F | 0.05% | |
| GLW | B | 0.05% | |
| DDOG | B | 0.05% | |
| DD | D | 0.05% | |
| MTB | A | 0.05% | |
| GRMN | A | 0.05% | |
| NEM | F | 0.05% | |
| EFX | F | 0.05% | |
| DELL | C | 0.05% | |
| IQV | F | 0.05% | |
| EXC | C | 0.05% | |
| IT | B | 0.05% | |
| GIS | F | 0.05% | |
| O | D | 0.05% | |
| STZ | D | 0.05% | |
| HES | B | 0.05% | |
| AXON | B | 0.05% | |
| HIG | C | 0.05% | |
| CSL | B | 0.04% | |
| BR | A | 0.04% | |
| WY | F | 0.04% | |
| TROW | A | 0.04% | |
| HBAN | A | 0.04% | |
| RF | A | 0.04% | |
| PPL | A | 0.04% | |
| AWK | D | 0.04% | |
| KEYS | C | 0.04% | |
| EQR | C | 0.04% | |
| MTD | F | 0.04% | |
| CDW | F | 0.04% | |
| HAL | C | 0.04% | |
| DXCM | C | 0.04% | |
| TSCO | D | 0.04% | |
| HSY | F | 0.04% | |
| ADM | F | 0.04% | |
| STT | B | 0.04% | |
| FTV | C | 0.04% | |
| CSGP | F | 0.04% | |
| IRM | D | 0.04% | |
| NET | B | 0.04% | |
| CAH | B | 0.04% | |
| ANSS | B | 0.04% | |
| MPWR | F | 0.04% | |
| TTWO | A | 0.04% | |
| WEC | B | 0.04% | |
| NDAQ | B | 0.04% | |
| DOV | A | 0.04% | |
| GEHC | D | 0.04% | |
| HUBS | B | 0.04% | |
| EBAY | C | 0.04% | |
| ILMN | C | 0.04% | |
| ON | F | 0.04% | |
| PHM | D | 0.04% | |
| XYL | F | 0.04% | |
| GDDY | B | 0.04% | |
| WTW | A | 0.04% | |
| KDP | C | 0.04% | |
| ROK | B | 0.04% | |
| GPN | B | 0.04% | |
| RJF | A | 0.04% | |
| ED | D | 0.04% | |
| EIX | C | 0.04% | |
| DGX | B | 0.03% | |
| ULTA | C | 0.03% | |
| LNT | C | 0.03% | |
| ZBRA | B | 0.03% | |
| CLX | A | 0.03% | |
| CFG | B | 0.03% | |
| TER | F | 0.03% | |
| CTRA | B | 0.03% | |
| BALL | D | 0.03% | |
| MDB | C | 0.03% | |
| ATO | B | 0.03% | |
| MAA | C | 0.03% | |
| TRU | D | 0.03% | |
| PINS | F | 0.03% | |
| STLD | C | 0.03% | |
| WRB | B | 0.03% | |
| TSN | B | 0.03% | |
| LPLA | A | 0.03% | |
| FSLR | F | 0.03% | |
| OMC | A | 0.03% | |
| ESS | C | 0.03% | |
| RBLX | B | 0.03% | |
| ZM | B | 0.03% | |
| LUV | B | 0.03% | |
| ZBH | C | 0.03% | |
| MKL | A | 0.03% | |
| INVH | D | 0.03% | |
| BAH | C | 0.03% | |
| TYL | B | 0.03% | |
| STE | D | 0.03% | |
| VLTO | D | 0.03% | |
| DRI | B | 0.03% | |
| HUBB | C | 0.03% | |
| DECK | B | 0.03% | |
| SYF | B | 0.03% | |
| ES | D | 0.03% | |
| CBOE | D | 0.03% | |
| CINF | A | 0.03% | |
| NTRS | A | 0.03% | |
| WAT | B | 0.03% | |
| PKG | B | 0.03% | |
| BRO | B | 0.03% | |
| WST | B | 0.03% | |
| K | A | 0.03% | |
| FE | D | 0.03% | |
| WBD | B | 0.03% | |
| LH | B | 0.03% | |
| UAL | A | 0.03% | |
| NTAP | D | 0.03% | |
| AEE | B | 0.03% | |
| TDY | B | 0.03% | |
| ARES | B | 0.03% | |
| DTE | D | 0.03% | |
| KHC | F | 0.03% | |
| PTC | B | 0.03% | |
| IFF | F | 0.03% | |
| NVR | D | 0.03% | |
| DVN | F | 0.03% | |
| JKHY | C | 0.02% | |
| AVTR | F | 0.02% | |
| AKAM | F | 0.02% | |
| BG | D | 0.02% | |
| EVRG | A | 0.02% | |
| RPM | A | 0.02% | |
| DLTR | F | 0.02% | |
| KIM | A | 0.02% | |
| VTRS | B | 0.02% | |
| SSNC | C | 0.02% | |
| RVTY | C | 0.02% | |
| SWKS | F | 0.02% | |
| CAG | F | 0.02% | |
| EXPD | C | 0.02% | |
| SWK | F | 0.02% | |
| LVS | C | 0.02% | |
| POOL | D | 0.02% | |
| JBL | C | 0.02% | |
| FDS | A | 0.02% | |
| MRNA | F | 0.02% | |
| DG | F | 0.02% | |
| SUI | F | 0.02% | |
| SMCI | F | 0.02% | |
| CF | B | 0.02% | |
| GEN | B | 0.02% | |
| J | D | 0.02% | |
| JBHT | C | 0.02% | |
| ALGN | D | 0.02% | |
| HOLX | D | 0.02% | |
| ENTG | F | 0.02% | |
| CNP | B | 0.02% | |
| ARE | F | 0.02% | |
| DPZ | C | 0.02% | |
| MRO | B | 0.02% | |
| AVY | F | 0.02% | |
| IEX | B | 0.02% | |
| KEY | B | 0.02% | |
| IP | B | 0.02% | |
| PODD | B | 0.02% | |
| TRMB | B | 0.02% | |
| VRSN | C | 0.02% | |
| MKC | D | 0.02% | |
| MOH | F | 0.02% | |
| GPC | D | 0.02% | |
| RS | C | 0.02% | |
| WPC | F | 0.01% |
LGH: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Business Services
Diversified Industrials
Diagnostics & Research
Semiconductors
Asset Management
Banks - Regional - US
Capital Markets
Drug Manufacturers - Major
Oil & Gas E&P
Aerospace & Defense
Medical Devices
Specialty Chemicals
Specialty Retail
Credit Services
Health Care Plans
Household & Personal Products
Insurance - Property & Casualty
Medical Instruments & Supplies
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
Specialty Retail
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
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