NDOW vs. HELO ETF Comparison
Comparison of Anydrus Advantage ETF (NDOW) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
NDOW
Anydrus Advantage ETF
NDOW Description
The fund is an actively managed ETF that seeks to achieve its investment objective by investing in a combination of equity securities, fixed income securities and ETFs representing a broad range of asset classes. The fund seeks to provide attractive risk adjusted returns over market cycles by investing in a broadly diversified portfolio. In doing so, the fund seeks to provide investors with 1) reduced correlation to U.S. only stock and bond market movements, and 2) multiple alternative return sources that are independent from traditional U.S. stock and bond markets.
Grade (RS Rating)
Last Trade
$25.11
Average Daily Volume
2,618
Number of Holdings
*
37
* 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 | NDOW | HELO |
|---|---|---|
| 30 Days | -0.08% | 1.57% |
| 60 Days | -0.93% | 3.39% |
| 90 Days | -0.09% | 4.59% |
| 12 Months | 20.91% |
NDOW Overweight 31 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| FLIA | B | 9.25% | |
| IBTH | D | 8.45% | |
| VGIT | D | 8.32% | |
| IEI | D | 6.88% | |
| XEMD | C | 6.18% | |
| SCHI | C | 4.92% | |
| IDMO | C | 4.91% | |
| BSJS | A | 4.58% | |
| SPMO | B | 4.39% | |
| BKLC | A | 4.35% | |
| SCHD | A | 4.25% | |
| XSVN | D | 3.86% | |
| VGLT | F | 2.83% | |
| GLTR | C | 2.66% | |
| SRE | A | 1.03% | |
| JPM | A | 0.99% | |
| BCC | B | 0.86% | |
| FCX | D | 0.8% | |
| NICE | C | 0.68% | |
| MPWR | F | 0.63% | |
| OGN | D | 0.62% | |
| ESEA | D | 0.62% | |
| BNTX | D | 0.61% | |
| FINV | B | 0.58% | |
| BABA | D | 0.58% | |
| BIDU | F | 0.52% | |
| YY | C | 0.49% | |
| NTES | D | 0.49% | |
| INFY | B | 0.48% | |
| E | F | 0.46% | |
| PBR | C | 0.45% |
NDOW Underweight 155 Positions Relative to HELO
| 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% | |
| 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% | |
| 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% | |
| ADI | D | -0.72% | |
| MDLZ | F | -0.72% | |
| CMCSA | B | -0.71% | |
| BMY | B | -0.68% | |
| DE | A | -0.68% | |
| AZO | C | -0.65% | |
| KO | D | -0.63% | |
| HWM | A | -0.62% | |
| 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% | |
| TDG | D | -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% | |
| YUM | B | -0.5% | |
| CTSH | B | -0.49% | |
| FITB | A | -0.48% | |
| CPAY | A | -0.47% | |
| EOG | A | -0.47% | |
| CARR | D | -0.46% | |
| MDT | D | -0.46% | |
| AMD | F | -0.45% | |
| DHR | F | -0.44% | |
| AON | A | -0.44% | |
| ROST | C | -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% | |
| LRCX | F | -0.37% | |
| ORCL | B | -0.36% | |
| HLT | A | -0.36% | |
| DOW | F | -0.35% | |
| TRV | B | -0.34% | |
| RCL | A | -0.34% | |
| CI | F | -0.34% | |
| FDX | B | -0.33% | |
| USB | A | -0.33% | |
| PM | B | -0.32% | |
| MNST | C | -0.32% | |
| SBAC | D | -0.31% | |
| FANG | D | -0.31% | |
| DIS | B | -0.31% | |
| MET | A | -0.3% | |
| C | A | -0.3% | |
| CHD | B | -0.3% | |
| EXPE | B | -0.29% | |
| TXT | D | -0.29% | |
| WELL | A | -0.27% | |
| KVUE | A | -0.26% | |
| CHTR | C | -0.25% | |
| BKR | B | -0.24% | |
| BURL | A | -0.24% | |
| MRK | F | -0.24% | |
| LYB | F | -0.23% | |
| IR | B | -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% | |
| MSI | B | -0.17% | |
| NOC | D | -0.17% | |
| CDNS | B | -0.17% | |
| UNP | C | -0.17% | |
| TMUS | B | -0.17% | |
| MCK | B | -0.16% | |
| MLM | 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% | |
| SQ | B | -0.14% | |
| URI | B | -0.13% | |
| LULU | C | -0.13% | |
| PFG | D | -0.13% | |
| BIIB | F | -0.12% | |
| FICO | B | -0.12% | |
| NUE | C | -0.11% | |
| HCA | F | -0.11% | |
| DASH | A | -0.11% | |
| VST | B | -0.1% | |
| CMS | C | -0.1% | |
| APTV | D | -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% | |
| MRVL | B | -0.06% | |
| AME | A | -0.06% | |
| EL | F | -0.05% | |
| NRG | B | -0.04% | |
| BMRN | D | -0.03% | |
| SRPT | D | -0.03% | |
| LKQ | D | -0.02% |
NDOW: Top Represented Industries & Keywords
Industries:
Biotechnology
Internet Content & Information
Oil & Gas Integrated
Semiconductors
Banks - Global
Copper
Credit Services
Drug Manufacturers - General
Drug Manufacturers - Major
Information Technology Services
Lumber & Wood Production
Shipping & Ports
Software - Application
Specialty Industrial Machinery
Specialty Retail
Utilities - Diversified
Utilities - Regulated Electric
Keywords:
Exchange Traded Fund
S&P 500
ETF
Bond
Nasdaq 100
Bloomberg Barclays Us Aggregate Bond Index
Natural Gas
Stock Market Index
U.S. Treasury
Bond Market
Computing
Electricity
U.S. Government
Atopic Dermatitis
Autoimmune Disease
Banking
Biotechnology
Bond Market Indices
Breakthrough Therapy
Business Consulting
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
Compare ETFs
