SPLG vs. HELO ETF Comparison
Comparison of SPDR Portfolio Large Cap ETF (SPLG) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
SPLG
SPDR Portfolio Large Cap ETF
SPLG Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Large Cap Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the large-capitalization segment of the U.S. equity market. The fund may purchase a subset of the securities in the index in an effort to hold a portfolio of securities with generally the same risk and return characteristics of the index. It is non-diversified.
Grade (RS Rating)
Last Trade
$70.07
Average Daily Volume
5,836,829
499
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
$62.71
Average Daily Volume
282,728
161
Performance
Period | SPLG | HELO |
---|---|---|
30 Days | 3.05% | 1.57% |
60 Days | 4.55% | 3.39% |
90 Days | 6.32% | 4.59% |
12 Months | 32.76% | 20.91% |
151 Overlapping Holdings
Symbol | Grade | Weight in SPLG | Weight in HELO | Overlap | |
---|---|---|---|---|---|
AAPL | C | 6.94% | 6.83% | 6.83% | |
ABBV | D | 0.59% | 1.14% | 0.59% | |
ABT | B | 0.41% | 0.19% | 0.19% | |
ACN | C | 0.44% | 0.21% | 0.21% | |
ADBE | C | 0.44% | 0.18% | 0.18% | |
ADI | D | 0.21% | 0.72% | 0.21% | |
AMD | F | 0.45% | 0.45% | 0.45% | |
AME | A | 0.09% | 0.06% | 0.06% | |
AMP | A | 0.11% | 0.2% | 0.11% | |
AMZN | C | 3.77% | 4.5% | 3.77% | |
ANET | C | 0.19% | 0.15% | 0.15% | |
AON | A | 0.17% | 0.44% | 0.17% | |
APTV | D | 0.03% | 0.1% | 0.03% | |
AVGO | D | 1.54% | 1.02% | 1.02% | |
AXP | A | 0.32% | 0.21% | 0.21% | |
AZO | C | 0.11% | 0.65% | 0.11% | |
BAC | A | 0.63% | 1.26% | 0.63% | |
BAX | D | 0.03% | 0.06% | 0.03% | |
BBY | D | 0.04% | 0.2% | 0.04% | |
BIIB | F | 0.05% | 0.12% | 0.05% | |
BKNG | A | 0.34% | 0.75% | 0.34% | |
BKR | B | 0.09% | 0.24% | 0.09% | |
BMY | B | 0.23% | 0.68% | 0.23% | |
BRK.A | B | 1.73% | 1.53% | 1.53% | |
BSX | B | 0.27% | 0.52% | 0.27% | |
C | A | 0.26% | 0.3% | 0.26% | |
CARR | D | 0.12% | 0.46% | 0.12% | |
CDNS | B | 0.16% | 0.17% | 0.16% | |
CHD | B | 0.05% | 0.3% | 0.05% | |
CHTR | C | 0.08% | 0.25% | 0.08% | |
CI | F | 0.18% | 0.34% | 0.18% | |
CMCSA | B | 0.33% | 0.71% | 0.33% | |
CME | A | 0.16% | 0.59% | 0.16% | |
CMG | B | 0.16% | 0.51% | 0.16% | |
CMS | C | 0.04% | 0.1% | 0.04% | |
COP | C | 0.26% | 0.81% | 0.26% | |
COST | B | 0.82% | 0.53% | 0.53% | |
CPAY | A | 0.05% | 0.47% | 0.05% | |
CRM | B | 0.63% | 1.15% | 0.63% | |
CSX | B | 0.14% | 0.41% | 0.14% | |
CTSH | B | 0.08% | 0.49% | 0.08% | |
CVX | A | 0.55% | 0.18% | 0.18% | |
DAL | C | 0.08% | 0.23% | 0.08% | |
DE | A | 0.21% | 0.68% | 0.21% | |
DHR | F | 0.3% | 0.44% | 0.3% | |
DIS | B | 0.41% | 0.31% | 0.31% | |
DLR | B | 0.11% | 0.39% | 0.11% | |
DOW | F | 0.06% | 0.35% | 0.06% | |
EL | F | 0.03% | 0.05% | 0.03% | |
EOG | A | 0.16% | 0.47% | 0.16% | |
EQIX | A | 0.17% | 0.07% | 0.07% | |
EQT | B | 0.05% | 0.06% | 0.05% | |
ETN | A | 0.29% | 0.38% | 0.29% | |
EXPE | B | 0.05% | 0.29% | 0.05% | |
FANG | D | 0.07% | 0.31% | 0.07% | |
FDX | B | 0.13% | 0.33% | 0.13% | |
FICO | B | 0.11% | 0.12% | 0.11% | |
FIS | C | 0.1% | 0.52% | 0.1% | |
FITB | A | 0.06% | 0.48% | 0.06% | |
GOOG | C | 1.7% | 1.46% | 1.46% | |
GOOGL | C | 2.06% | 2.09% | 2.06% | |
GS | A | 0.37% | 0.75% | 0.37% | |
HCA | F | 0.12% | 0.11% | 0.11% | |
HLT | A | 0.12% | 0.36% | 0.12% | |
HON | B | 0.3% | 0.98% | 0.3% | |
HPE | B | 0.06% | 0.18% | 0.06% | |
HUM | C | 0.07% | 0.16% | 0.07% | |
HWM | A | 0.09% | 0.62% | 0.09% | |
INTU | C | 0.38% | 0.51% | 0.38% | |
IR | B | 0.08% | 0.23% | 0.08% | |
JNJ | D | 0.75% | 0.51% | 0.51% | |
KKR | A | 0.21% | 0.2% | 0.2% | |
KO | D | 0.48% | 0.63% | 0.48% | |
KVUE | A | 0.09% | 0.26% | 0.09% | |
LDOS | C | 0.04% | 0.39% | 0.04% | |
LEN | D | 0.08% | 0.14% | 0.08% | |
LIN | D | 0.43% | 0.82% | 0.43% | |
LKQ | D | 0.02% | 0.02% | 0.02% | |
LLY | F | 1.15% | 1.07% | 1.07% | |
LOW | D | 0.31% | 0.99% | 0.31% | |
LRCX | F | 0.18% | 0.37% | 0.18% | |
LULU | C | 0.07% | 0.13% | 0.07% | |
LYB | F | 0.04% | 0.23% | 0.04% | |
MA | C | 0.86% | 1.72% | 0.86% | |
MAS | D | 0.03% | 0.23% | 0.03% | |
MCD | D | 0.42% | 0.81% | 0.42% | |
MCK | B | 0.16% | 0.16% | 0.16% | |
MDLZ | F | 0.17% | 0.72% | 0.17% | |
MDT | D | 0.22% | 0.46% | 0.22% | |
MET | A | 0.1% | 0.3% | 0.1% | |
META | D | 2.42% | 2.9% | 2.42% | |
MLM | B | 0.07% | 0.16% | 0.07% | |
MMC | B | 0.22% | 0.14% | 0.14% | |
MNST | C | 0.08% | 0.32% | 0.08% | |
MO | A | 0.19% | 0.15% | 0.15% | |
MRK | F | 0.49% | 0.24% | 0.24% | |
MSFT | F | 6.19% | 7.13% | 6.19% | |
MSI | B | 0.16% | 0.17% | 0.16% | |
MU | D | 0.22% | 0.57% | 0.22% | |
NEE | D | 0.31% | 0.83% | 0.31% | |
NOC | D | 0.13% | 0.17% | 0.13% | |
NOW | A | 0.41% | 0.94% | 0.41% | |
NRG | B | 0.04% | 0.04% | 0.04% | |
NUE | C | 0.07% | 0.11% | 0.07% | |
NVDA | C | 6.9% | 7.8% | 6.9% | |
NXPI | D | 0.11% | 0.72% | 0.11% | |
ORCL | B | 0.59% | 0.36% | 0.36% | |
OTIS | C | 0.08% | 0.5% | 0.08% | |
PCAR | B | 0.12% | 0.18% | 0.12% | |
PCG | A | 0.09% | 0.5% | 0.09% | |
PEP | F | 0.44% | 0.83% | 0.44% | |
PFG | D | 0.04% | 0.13% | 0.04% | |
PG | A | 0.8% | 0.14% | 0.14% | |
PGR | A | 0.3% | 0.75% | 0.3% | |
PLD | D | 0.21% | 0.5% | 0.21% | |
PM | B | 0.41% | 0.32% | 0.32% | |
PPG | F | 0.06% | 0.21% | 0.06% | |
RCL | A | 0.11% | 0.34% | 0.11% | |
REGN | F | 0.16% | 0.45% | 0.16% | |
ROST | C | 0.09% | 0.44% | 0.09% | |
SBAC | D | 0.05% | 0.31% | 0.05% | |
SCHW | B | 0.24% | 0.42% | 0.24% | |
SO | D | 0.19% | 0.84% | 0.19% | |
STX | D | 0.04% | 0.41% | 0.04% | |
SYK | C | 0.27% | 0.76% | 0.27% | |
T | A | 0.33% | 0.18% | 0.18% | |
TDG | D | 0.14% | 0.52% | 0.14% | |
TFC | A | 0.13% | 0.56% | 0.13% | |
TGT | F | 0.14% | 0.14% | 0.14% | |
TMO | F | 0.38% | 0.89% | 0.38% | |
TMUS | B | 0.23% | 0.17% | 0.17% | |
TRV | B | 0.12% | 0.34% | 0.12% | |
TSLA | B | 1.88% | 1.58% | 1.58% | |
TT | A | 0.19% | 0.96% | 0.19% | |
TXN | C | 0.38% | 0.87% | 0.38% | |
TXT | D | 0.03% | 0.29% | 0.03% | |
UBER | D | 0.29% | 0.58% | 0.29% | |
UNH | C | 1.09% | 1.62% | 1.09% | |
UNP | C | 0.29% | 0.17% | 0.17% | |
UPS | C | 0.2% | 0.54% | 0.2% | |
URI | B | 0.11% | 0.13% | 0.11% | |
USB | A | 0.16% | 0.33% | 0.16% | |
V | A | 1.04% | 1.49% | 1.04% | |
VRTX | F | 0.24% | 0.6% | 0.24% | |
VST | B | 0.1% | 0.1% | 0.1% | |
VTR | C | 0.05% | 0.39% | 0.05% | |
WDC | D | 0.04% | 0.18% | 0.04% | |
WELL | A | 0.16% | 0.27% | 0.16% | |
WFC | A | 0.5% | 1.0% | 0.5% | |
XOM | B | 1.07% | 1.43% | 1.07% | |
YUM | B | 0.08% | 0.5% | 0.08% |
SPLG Overweight 348 Positions Relative to HELO
Symbol | Grade | Weight | |
---|---|---|---|
JPM | A | 1.4% | |
HD | A | 0.81% | |
NFLX | A | 0.73% | |
WMT | A | 0.73% | |
CSCO | B | 0.46% | |
GE | D | 0.39% | |
ISRG | A | 0.38% | |
IBM | C | 0.38% | |
QCOM | F | 0.37% | |
CAT | B | 0.37% | |
VZ | C | 0.36% | |
MS | A | 0.33% | |
RTX | C | 0.32% | |
SPGI | C | 0.32% | |
AMGN | D | 0.3% | |
BLK | C | 0.29% | |
PFE | D | 0.28% | |
AMAT | F | 0.28% | |
TJX | A | 0.27% | |
BX | A | 0.26% | |
FI | A | 0.25% | |
PLTR | B | 0.25% | |
PANW | C | 0.25% | |
ADP | B | 0.24% | |
LMT | D | 0.23% | |
SBUX | A | 0.23% | |
CB | C | 0.22% | |
GILD | C | 0.22% | |
BA | F | 0.21% | |
INTC | D | 0.21% | |
ELV | F | 0.19% | |
AMT | D | 0.19% | |
DUK | C | 0.18% | |
PH | A | 0.18% | |
GEV | B | 0.18% | |
NKE | D | 0.18% | |
ICE | C | 0.18% | |
KLAC | D | 0.17% | |
APH | A | 0.17% | |
PYPL | B | 0.17% | |
SHW | A | 0.17% | |
CRWD | B | 0.16% | |
WM | A | 0.16% | |
ZTS | D | 0.16% | |
SNPS | B | 0.16% | |
PNC | B | 0.16% | |
APD | A | 0.15% | |
ITW | B | 0.15% | |
GD | F | 0.15% | |
MCO | B | 0.15% | |
EMR | A | 0.15% | |
CTAS | B | 0.15% | |
CL | D | 0.15% | |
COF | B | 0.14% | |
CVS | D | 0.14% | |
ORLY | B | 0.14% | |
WMB | A | 0.14% | |
MMM | D | 0.14% | |
CEG | D | 0.14% | |
FCX | D | 0.13% | |
GM | B | 0.13% | |
AJG | B | 0.13% | |
BDX | F | 0.13% | |
ADSK | A | 0.13% | |
MAR | B | 0.13% | |
OKE | A | 0.13% | |
BK | A | 0.12% | |
ABNB | C | 0.12% | |
FTNT | C | 0.12% | |
SRE | A | 0.12% | |
ROP | B | 0.12% | |
NSC | B | 0.12% | |
SLB | C | 0.12% | |
ECL | D | 0.12% | |
ALL | A | 0.11% | |
PSA | D | 0.11% | |
MPC | D | 0.11% | |
KMI | A | 0.11% | |
PSX | C | 0.11% | |
SPG | B | 0.11% | |
JCI | C | 0.11% | |
AFL | B | 0.11% | |
PWR | A | 0.1% | |
D | C | 0.1% | |
NEM | D | 0.1% | |
AIG | B | 0.1% | |
O | D | 0.1% | |
CPRT | A | 0.1% | |
CMI | A | 0.1% | |
AEP | D | 0.1% | |
GWW | B | 0.1% | |
RSG | A | 0.09% | |
AXON | A | 0.09% | |
DFS | B | 0.09% | |
TRGP | B | 0.09% | |
F | C | 0.09% | |
PEG | A | 0.09% | |
CCI | D | 0.09% | |
PAYX | C | 0.09% | |
PRU | A | 0.09% | |
KMB | D | 0.09% | |
VLO | C | 0.09% | |
LHX | C | 0.09% | |
MSCI | C | 0.09% | |
FAST | B | 0.09% | |
DHI | D | 0.09% | |
GEHC | F | 0.08% | |
KR | B | 0.08% | |
XEL | A | 0.08% | |
DELL | C | 0.08% | |
EXC | C | 0.08% | |
CTVA | C | 0.08% | |
EA | A | 0.08% | |
VRSK | A | 0.08% | |
CBRE | B | 0.08% | |
IT | C | 0.08% | |
ODFL | B | 0.08% | |
HES | B | 0.08% | |
EW | C | 0.08% | |
COR | B | 0.08% | |
EIX | B | 0.07% | |
AVB | B | 0.07% | |
NDAQ | A | 0.07% | |
IQV | D | 0.07% | |
ED | D | 0.07% | |
VICI | C | 0.07% | |
IRM | D | 0.07% | |
DD | D | 0.07% | |
WAB | B | 0.07% | |
OXY | D | 0.07% | |
HIG | B | 0.07% | |
IDXX | F | 0.07% | |
MCHP | D | 0.07% | |
EXR | D | 0.07% | |
GIS | D | 0.07% | |
RMD | C | 0.07% | |
KDP | D | 0.07% | |
GLW | B | 0.07% | |
MTB | A | 0.07% | |
ACGL | D | 0.07% | |
HPQ | B | 0.07% | |
VMC | B | 0.07% | |
A | D | 0.07% | |
SYY | B | 0.07% | |
STZ | D | 0.07% | |
DOV | A | 0.06% | |
ON | D | 0.06% | |
MPWR | F | 0.06% | |
STT | A | 0.06% | |
CAH | B | 0.06% | |
ANSS | B | 0.06% | |
GPN | B | 0.06% | |
TTWO | A | 0.06% | |
UAL | A | 0.06% | |
XYL | D | 0.06% | |
TSCO | D | 0.06% | |
CSGP | D | 0.06% | |
EBAY | D | 0.06% | |
RJF | A | 0.06% | |
EFX | F | 0.06% | |
DXCM | D | 0.06% | |
CNC | D | 0.06% | |
WEC | A | 0.06% | |
WTW | B | 0.06% | |
ETR | B | 0.06% | |
ROK | B | 0.06% | |
GRMN | B | 0.06% | |
WY | D | 0.05% | |
PTC | A | 0.05% | |
ATO | A | 0.05% | |
ZBH | C | 0.05% | |
CDW | F | 0.05% | |
CINF | A | 0.05% | |
HUBB | B | 0.05% | |
RF | A | 0.05% | |
DVN | F | 0.05% | |
NTAP | C | 0.05% | |
AEE | A | 0.05% | |
CCL | B | 0.05% | |
DTE | C | 0.05% | |
MTD | D | 0.05% | |
PPL | B | 0.05% | |
HSY | F | 0.05% | |
ADM | D | 0.05% | |
SYF | B | 0.05% | |
VLTO | D | 0.05% | |
EQR | B | 0.05% | |
TYL | B | 0.05% | |
HBAN | A | 0.05% | |
BRO | B | 0.05% | |
FTV | C | 0.05% | |
GDDY | A | 0.05% | |
TROW | B | 0.05% | |
SW | A | 0.05% | |
KEYS | A | 0.05% | |
BR | A | 0.05% | |
PHM | D | 0.05% | |
AWK | D | 0.05% | |
HAL | C | 0.05% | |
DECK | A | 0.05% | |
NVR | D | 0.05% | |
KHC | F | 0.05% | |
J | F | 0.04% | |
KEY | B | 0.04% | |
DGX | A | 0.04% | |
WRB | A | 0.04% | |
HOLX | D | 0.04% | |
PODD | C | 0.04% | |
TSN | B | 0.04% | |
BALL | D | 0.04% | |
MAA | B | 0.04% | |
FDS | B | 0.04% | |
MKC | D | 0.04% | |
SNA | A | 0.04% | |
OMC | C | 0.04% | |
CTRA | B | 0.04% | |
LUV | C | 0.04% | |
ESS | B | 0.04% | |
DRI | B | 0.04% | |
INVH | D | 0.04% | |
ZBRA | B | 0.04% | |
IP | B | 0.04% | |
LH | C | 0.04% | |
STLD | B | 0.04% | |
CNP | B | 0.04% | |
BLDR | D | 0.04% | |
LYV | A | 0.04% | |
CFG | B | 0.04% | |
FSLR | F | 0.04% | |
CLX | B | 0.04% | |
WAT | B | 0.04% | |
WBD | C | 0.04% | |
PKG | A | 0.04% | |
FE | C | 0.04% | |
STE | F | 0.04% | |
CBOE | B | 0.04% | |
K | A | 0.04% | |
TDY | B | 0.04% | |
NTRS | A | 0.04% | |
IFF | D | 0.04% | |
ES | D | 0.04% | |
WST | C | 0.04% | |
JKHY | D | 0.03% | |
CAG | D | 0.03% | |
CPT | B | 0.03% | |
CHRW | C | 0.03% | |
BG | F | 0.03% | |
TPR | B | 0.03% | |
AKAM | D | 0.03% | |
EPAM | C | 0.03% | |
MRNA | F | 0.03% | |
UDR | B | 0.03% | |
SWKS | F | 0.03% | |
SWK | D | 0.03% | |
DLTR | F | 0.03% | |
RVTY | F | 0.03% | |
NDSN | B | 0.03% | |
POOL | C | 0.03% | |
FFIV | B | 0.03% | |
ROL | B | 0.03% | |
JBL | B | 0.03% | |
DOC | D | 0.03% | |
AMCR | D | 0.03% | |
EVRG | A | 0.03% | |
JBHT | C | 0.03% | |
VRSN | F | 0.03% | |
L | A | 0.03% | |
VTRS | A | 0.03% | |
DPZ | C | 0.03% | |
CF | B | 0.03% | |
GEN | B | 0.03% | |
LNT | A | 0.03% | |
AVY | D | 0.03% | |
EG | C | 0.03% | |
ALGN | D | 0.03% | |
MRO | B | 0.03% | |
ARE | D | 0.03% | |
NI | A | 0.03% | |
ULTA | F | 0.03% | |
DG | F | 0.03% | |
KIM | A | 0.03% | |
TER | D | 0.03% | |
EXPD | D | 0.03% | |
TRMB | B | 0.03% | |
MOH | F | 0.03% | |
IEX | B | 0.03% | |
GPC | D | 0.03% | |
LVS | C | 0.03% | |
PNR | A | 0.03% | |
HII | D | 0.02% | |
BWA | D | 0.02% | |
MTCH | D | 0.02% | |
IVZ | B | 0.02% | |
CZR | F | 0.02% | |
CE | F | 0.02% | |
HAS | D | 0.02% | |
MOS | F | 0.02% | |
APA | D | 0.02% | |
RL | B | 0.02% | |
WYNN | D | 0.02% | |
ENPH | F | 0.02% | |
FRT | B | 0.02% | |
HRL | D | 0.02% | |
MGM | D | 0.02% | |
CPB | D | 0.02% | |
AOS | F | 0.02% | |
TFX | F | 0.02% | |
SOLV | C | 0.02% | |
HSIC | B | 0.02% | |
CRL | C | 0.02% | |
AES | F | 0.02% | |
GL | B | 0.02% | |
FOXA | B | 0.02% | |
MKTX | D | 0.02% | |
IPG | D | 0.02% | |
ERIE | D | 0.02% | |
PNW | B | 0.02% | |
TECH | D | 0.02% | |
CTLT | B | 0.02% | |
PAYC | B | 0.02% | |
NWSA | B | 0.02% | |
TAP | C | 0.02% | |
SMCI | F | 0.02% | |
GNRC | B | 0.02% | |
LW | C | 0.02% | |
BXP | D | 0.02% | |
NCLH | B | 0.02% | |
AIZ | A | 0.02% | |
JNPR | F | 0.02% | |
UHS | D | 0.02% | |
SJM | D | 0.02% | |
DAY | B | 0.02% | |
KMX | B | 0.02% | |
REG | B | 0.02% | |
ALLE | D | 0.02% | |
EMN | D | 0.02% | |
ALB | C | 0.02% | |
HST | C | 0.02% | |
INCY | C | 0.02% | |
NWS | B | 0.01% | |
FOX | A | 0.01% | |
WBA | F | 0.01% | |
PARA | C | 0.01% | |
QRVO | F | 0.01% | |
BEN | C | 0.01% | |
FMC | D | 0.01% | |
DVA | B | 0.01% | |
MHK | D | 0.01% |
SPLG: Top Represented Industries & Keywords
HELO: Top Represented Industries & Keywords