VCAR vs. HELO ETF Comparison
Comparison of Simplify Volt RoboCar Disruption and Tech ETF (VCAR) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
VCAR
Simplify Volt RoboCar Disruption and Tech ETF
VCAR Description
The Simplify Volt Robocar Disruption and Tech ETF is not just another thematic investment product. VCAR is designed to concentrate in those few disruptive companies poised to dominate autonomous driving and then enhance the concentrated exposures with options. With our partner Volt Equity our investment process begins with a first principles approach to identify those few companies poised to lead the disruption. We then deploy a sophisticated option overlay to create convexity in the portfolio to enhance the upside while improving drawdowns.
Grade (RS Rating)
Last Trade
$10.80
Average Daily Volume
3,550
66
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
$60.58
Average Daily Volume
298,589
10
Performance
| Period | VCAR | HELO |
|---|---|---|
| 30 Days | -1.91% | 1.59% |
| 60 Days | -3.94% | 3.25% |
| 90 Days | -0.90% | 4.09% |
| 12 Months | 27.03% |
VCAR Overweight 60 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMD | D | 10.5% | |
| TSLA | C | 7.4% | |
| LMND | D | 4.52% | |
| ASML | F | 4.34% | |
| SQ | D | 3.38% | |
| ADI | C | 2.17% | |
| INTC | F | 0.99% | |
| NFLX | B | 0.97% | |
| DIS | D | 0.8% | |
| MU | F | 0.8% | |
| AUR | B | 0.68% | |
| LRCX | F | 0.68% | |
| KLAC | D | 0.67% | |
| COST | B | 0.66% | |
| SNPS | D | 0.51% | |
| AMKR | F | 0.46% | |
| NXPI | F | 0.43% | |
| MRVL | C | 0.4% | |
| ADSK | C | 0.38% | |
| CRWD | D | 0.36% | |
| RIO | D | 0.35% | |
| BHP | D | 0.32% | |
| GFS | F | 0.3% | |
| MCHP | F | 0.28% | |
| VALE | D | 0.27% | |
| TXN | C | 0.23% | |
| ARBE | F | 0.22% | |
| SQM | D | 0.21% | |
| RIVN | F | 0.21% | |
| PAYX | C | 0.2% | |
| HPQ | D | 0.19% | |
| VRSN | D | 0.18% | |
| ALB | D | 0.17% | |
| ANSS | D | 0.16% | |
| MCO | B | 0.14% | |
| TSM | C | 0.14% | |
| KO | C | 0.13% | |
| PEP | C | 0.12% | |
| VZ | B | 0.12% | |
| QCOM | D | 0.12% | |
| PG | C | 0.11% | |
| AMGN | B | 0.11% | |
| C | C | 0.1% | |
| AXP | B | 0.1% | |
| DE | B | 0.1% | |
| NIO | C | 0.1% | |
| CTSH | C | 0.09% | |
| BK | B | 0.09% | |
| CDNS | D | 0.09% | |
| SWKS | D | 0.09% | |
| LCID | C | 0.08% | |
| ADBE | F | 0.08% | |
| INTU | C | 0.07% | |
| CSCO | C | 0.07% | |
| AMAT | D | 0.06% | |
| PYPL | B | 0.05% | |
| PANW | D | 0.03% | |
| FTNT | C | 0.02% | |
| TEAM | D | 0.01% | |
| DDOG | D | 0.01% |
VCAR: Top Represented Industries & Keywords
HELO: Top Represented Industries & Keywords
Compare ETFs
