XCLR vs. HELO ETF Comparison
Comparison of Global X S&P 500 Collar 95-110 ETF (XCLR) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
XCLR
Global X S&P 500 Collar 95-110 ETF
XCLR Description
Global X S&P 500 Collar 95-110 ETF is an exchange traded fund launched and managed by Global X Management Company LLC. The fund invests in the public equity markets of the United States. It takes long and short positions to invest directly and through derivatives such as options in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Cboe S&P 500 3-Month Collar 95-110 Index, by using full replication technique. Global X Funds - Global X S&P 500 Collar 95-110 ETF was formed on August 25, 2021 and is domiciled in the United States.
Grade (RS Rating)
Last Trade
$33.14
Average Daily Volume
825
498
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
161
Performance
Period | XCLR | HELO |
---|---|---|
30 Days | 2.50% | 1.57% |
60 Days | 3.68% | 3.39% |
90 Days | 5.06% | 4.59% |
12 Months | 28.03% | 20.91% |
151 Overlapping Holdings
Symbol | Grade | Weight in XCLR | Weight in HELO | Overlap | |
---|---|---|---|---|---|
AAPL | C | 6.89% | 6.83% | 6.83% | |
ABBV | D | 0.59% | 1.14% | 0.59% | |
ABT | B | 0.4% | 0.19% | 0.19% | |
ACN | C | 0.46% | 0.21% | 0.21% | |
ADBE | C | 0.45% | 0.18% | 0.18% | |
ADI | D | 0.21% | 0.72% | 0.21% | |
AMD | F | 0.44% | 0.45% | 0.44% | |
AME | A | 0.09% | 0.06% | 0.06% | |
AMP | A | 0.11% | 0.2% | 0.11% | |
AMZN | C | 3.93% | 4.5% | 3.93% | |
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 | 1.57% | 1.02% | 1.02% | |
AXP | A | 0.32% | 0.21% | 0.21% | |
AZO | C | 0.16% | 0.65% | 0.16% | |
BAC | A | 0.62% | 1.26% | 0.62% | |
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 | 0.25% | 0.75% | 0.25% | |
BKR | B | 0.09% | 0.24% | 0.09% | |
BMY | B | 0.24% | 0.68% | 0.24% | |
BRK.A | B | 1.7% | 1.53% | 1.53% | |
BSX | B | 0.26% | 0.52% | 0.26% | |
C | A | 0.26% | 0.3% | 0.26% | |
CARR | D | 0.12% | 0.46% | 0.12% | |
CDNS | B | 0.17% | 0.17% | 0.17% | |
CHD | B | 0.05% | 0.3% | 0.05% | |
CHTR | C | 0.06% | 0.25% | 0.06% | |
CI | F | 0.18% | 0.34% | 0.18% | |
CMCSA | B | 0.33% | 0.71% | 0.33% | |
CME | A | 0.17% | 0.59% | 0.17% | |
CMG | B | 0.15% | 0.51% | 0.15% | |
CMS | C | 0.04% | 0.1% | 0.04% | |
COP | C | 0.26% | 0.81% | 0.26% | |
COST | B | 0.84% | 0.53% | 0.53% | |
CPAY | A | 0.06% | 0.47% | 0.06% | |
CRM | B | 0.64% | 1.15% | 0.64% | |
CSX | B | 0.14% | 0.41% | 0.14% | |
CTSH | B | 0.09% | 0.49% | 0.09% | |
CVX | A | 0.55% | 0.18% | 0.18% | |
DAL | C | 0.08% | 0.23% | 0.08% | |
DE | A | 0.2% | 0.68% | 0.2% | |
DHR | F | 0.3% | 0.44% | 0.3% | |
DIS | B | 0.4% | 0.31% | 0.31% | |
DLR | B | 0.11% | 0.39% | 0.11% | |
DOW | F | 0.06% | 0.35% | 0.06% | |
EL | F | 0.02% | 0.05% | 0.02% | |
EOG | A | 0.15% | 0.47% | 0.15% | |
EQIX | A | 0.18% | 0.07% | 0.07% | |
EQT | B | 0.05% | 0.06% | 0.05% | |
ETN | A | 0.27% | 0.38% | 0.27% | |
EXPE | B | 0.05% | 0.29% | 0.05% | |
FANG | D | 0.06% | 0.31% | 0.06% | |
FDX | B | 0.13% | 0.33% | 0.13% | |
FICO | B | 0.12% | 0.12% | 0.12% | |
FIS | C | 0.09% | 0.52% | 0.09% | |
FITB | A | 0.06% | 0.48% | 0.06% | |
GOOG | C | 1.68% | 1.46% | 1.46% | |
GOOGL | C | 2.05% | 2.09% | 2.05% | |
GS | A | 0.36% | 0.75% | 0.36% | |
HCA | F | 0.14% | 0.11% | 0.11% | |
HLT | A | 0.11% | 0.36% | 0.11% | |
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 | 0.39% | 0.51% | 0.39% | |
IR | B | 0.08% | 0.23% | 0.08% | |
JNJ | D | 0.72% | 0.51% | 0.51% | |
KKR | A | 0.2% | 0.2% | 0.2% | |
KO | D | 0.48% | 0.63% | 0.48% | |
KVUE | A | 0.08% | 0.26% | 0.08% | |
LDOS | C | 0.04% | 0.39% | 0.04% | |
LEN | D | 0.08% | 0.14% | 0.08% | |
LIN | D | 0.44% | 0.82% | 0.44% | |
LKQ | D | 0.02% | 0.02% | 0.02% | |
LLY | F | 1.23% | 1.07% | 1.07% | |
LOW | D | 0.3% | 0.99% | 0.3% | |
LRCX | F | 0.19% | 0.37% | 0.19% | |
LULU | C | 0.07% | 0.13% | 0.07% | |
LYB | F | 0.04% | 0.23% | 0.04% | |
MA | C | 0.87% | 1.72% | 0.87% | |
MAS | D | 0.03% | 0.23% | 0.03% | |
MCD | D | 0.42% | 0.81% | 0.42% | |
MCK | B | 0.15% | 0.16% | 0.15% | |
MDLZ | F | 0.17% | 0.72% | 0.17% | |
MDT | D | 0.23% | 0.46% | 0.23% | |
MET | A | 0.1% | 0.3% | 0.1% | |
META | D | 2.51% | 2.9% | 2.51% | |
MLM | B | 0.09% | 0.16% | 0.09% | |
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 | 6.3% | 7.13% | 6.3% | |
MSI | B | 0.17% | 0.17% | 0.17% | |
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 | 0.42% | 0.94% | 0.42% | |
NRG | B | 0.04% | 0.04% | 0.04% | |
NUE | C | 0.07% | 0.11% | 0.07% | |
NVDA | C | 7.17% | 7.8% | 7.17% | |
NXPI | D | 0.11% | 0.72% | 0.11% | |
ORCL | B | 0.6% | 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 | 0.45% | 0.83% | 0.45% | |
PFG | D | 0.03% | 0.13% | 0.03% | |
PG | A | 0.78% | 0.14% | 0.14% | |
PGR | A | 0.3% | 0.75% | 0.3% | |
PLD | D | 0.21% | 0.5% | 0.21% | |
PM | B | 0.39% | 0.32% | 0.32% | |
PPG | F | 0.06% | 0.21% | 0.06% | |
RCL | A | 0.09% | 0.34% | 0.09% | |
REGN | F | 0.16% | 0.45% | 0.16% | |
ROST | C | 0.1% | 0.44% | 0.1% | |
SBAC | D | 0.04% | 0.31% | 0.04% | |
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 | 0.32% | 0.18% | 0.18% | |
TDG | D | 0.13% | 0.52% | 0.13% | |
TFC | A | 0.13% | 0.56% | 0.13% | |
TGT | F | 0.14% | 0.14% | 0.14% | |
TMO | F | 0.4% | 0.89% | 0.4% | |
TMUS | B | 0.24% | 0.17% | 0.17% | |
TRV | B | 0.12% | 0.34% | 0.12% | |
TSLA | B | 1.71% | 1.58% | 1.58% | |
TT | A | 0.19% | 0.96% | 0.19% | |
TXN | C | 0.37% | 0.87% | 0.37% | |
TXT | D | 0.03% | 0.29% | 0.03% | |
UBER | D | 0.3% | 0.58% | 0.3% | |
UNH | C | 1.08% | 1.62% | 1.08% | |
UNP | C | 0.29% | 0.17% | 0.17% | |
UPS | C | 0.19% | 0.54% | 0.19% | |
URI | B | 0.13% | 0.13% | 0.13% | |
USB | A | 0.15% | 0.33% | 0.15% | |
V | A | 1.03% | 1.49% | 1.03% | |
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 | 0.49% | 1.0% | 0.49% | |
XOM | B | 1.07% | 1.43% | 1.07% | |
YUM | B | 0.08% | 0.5% | 0.08% |
XCLR Overweight 347 Positions Relative to HELO
Symbol | Grade | Weight | |
---|---|---|---|
JPM | A | 1.37% | |
HD | A | 0.8% | |
WMT | A | 0.73% | |
NFLX | A | 0.72% | |
CSCO | B | 0.47% | |
GE | D | 0.39% | |
IBM | C | 0.38% | |
ISRG | A | 0.38% | |
CAT | B | 0.37% | |
QCOM | F | 0.36% | |
SPGI | C | 0.34% | |
VZ | C | 0.34% | |
MS | A | 0.33% | |
BLK | C | 0.32% | |
AMAT | F | 0.31% | |
RTX | C | 0.31% | |
AMGN | D | 0.31% | |
PFE | D | 0.29% | |
TJX | A | 0.27% | |
BX | A | 0.26% | |
PANW | C | 0.26% | |
PLTR | B | 0.24% | |
ADP | B | 0.24% | |
LMT | D | 0.24% | |
SBUX | A | 0.23% | |
FI | A | 0.23% | |
CB | C | 0.22% | |
INTC | D | 0.22% | |
GILD | C | 0.22% | |
BA | F | 0.2% | |
ELV | F | 0.19% | |
PH | A | 0.18% | |
SHW | A | 0.18% | |
AMT | D | 0.18% | |
PYPL | B | 0.18% | |
NKE | D | 0.18% | |
GEV | B | 0.18% | |
ICE | C | 0.18% | |
SNPS | B | 0.17% | |
DUK | C | 0.17% | |
WM | A | 0.17% | |
APH | A | 0.17% | |
CRWD | B | 0.16% | |
PNC | B | 0.16% | |
ZTS | D | 0.16% | |
KLAC | D | 0.16% | |
MCO | B | 0.15% | |
MMM | D | 0.15% | |
GD | F | 0.15% | |
CTAS | B | 0.15% | |
ITW | B | 0.14% | |
CEG | D | 0.14% | |
COF | B | 0.14% | |
CVS | D | 0.14% | |
ADSK | A | 0.14% | |
WMB | A | 0.14% | |
CL | D | 0.14% | |
EMR | A | 0.14% | |
APD | A | 0.14% | |
ECL | D | 0.13% | |
OKE | A | 0.13% | |
BDX | F | 0.13% | |
FCX | D | 0.13% | |
SLB | C | 0.13% | |
MAR | B | 0.13% | |
GM | B | 0.13% | |
AJG | B | 0.13% | |
ABNB | C | 0.12% | |
JCI | C | 0.12% | |
GWW | B | 0.12% | |
NSC | B | 0.12% | |
ORLY | B | 0.12% | |
AFL | B | 0.11% | |
SPG | B | 0.11% | |
MPC | D | 0.11% | |
BK | A | 0.11% | |
ROP | B | 0.11% | |
SRE | A | 0.11% | |
FTNT | C | 0.11% | |
PAYX | C | 0.1% | |
PWR | A | 0.1% | |
ALL | A | 0.1% | |
DHI | D | 0.1% | |
AIG | B | 0.1% | |
KMI | A | 0.1% | |
LHX | C | 0.1% | |
PSA | D | 0.1% | |
AEP | D | 0.1% | |
CPRT | A | 0.1% | |
PSX | C | 0.1% | |
COR | B | 0.09% | |
KMB | D | 0.09% | |
VRSK | A | 0.09% | |
TRGP | B | 0.09% | |
F | C | 0.09% | |
PRU | A | 0.09% | |
D | C | 0.09% | |
FAST | B | 0.09% | |
AXON | A | 0.09% | |
MSCI | C | 0.09% | |
CMI | A | 0.09% | |
VLO | C | 0.09% | |
NEM | D | 0.09% | |
O | D | 0.09% | |
CTVA | C | 0.08% | |
MTB | A | 0.08% | |
ACGL | D | 0.08% | |
EW | C | 0.08% | |
EXC | C | 0.08% | |
ODFL | B | 0.08% | |
DFS | B | 0.08% | |
HES | B | 0.08% | |
IT | C | 0.08% | |
CCI | D | 0.08% | |
PEG | A | 0.08% | |
KR | B | 0.08% | |
RSG | A | 0.08% | |
GIS | D | 0.07% | |
EXR | D | 0.07% | |
EFX | F | 0.07% | |
ED | D | 0.07% | |
KDP | D | 0.07% | |
VICI | C | 0.07% | |
SYY | B | 0.07% | |
IRM | D | 0.07% | |
AVB | B | 0.07% | |
WAB | B | 0.07% | |
MCHP | D | 0.07% | |
XEL | A | 0.07% | |
RMD | C | 0.07% | |
HIG | B | 0.07% | |
GEHC | F | 0.07% | |
GLW | B | 0.07% | |
DD | D | 0.07% | |
VMC | B | 0.07% | |
OXY | D | 0.07% | |
IQV | D | 0.07% | |
A | D | 0.07% | |
STZ | D | 0.07% | |
CBRE | B | 0.07% | |
EA | A | 0.07% | |
DELL | C | 0.07% | |
CAH | B | 0.06% | |
UAL | A | 0.06% | |
XYL | D | 0.06% | |
TSCO | D | 0.06% | |
CNC | D | 0.06% | |
CSGP | D | 0.06% | |
WAT | B | 0.06% | |
STT | A | 0.06% | |
FTV | C | 0.06% | |
ON | D | 0.06% | |
ROK | B | 0.06% | |
MPWR | F | 0.06% | |
GPN | B | 0.06% | |
ETR | B | 0.06% | |
EBAY | D | 0.06% | |
TYL | B | 0.06% | |
MTD | D | 0.06% | |
HPQ | B | 0.06% | |
NDAQ | A | 0.06% | |
WEC | A | 0.06% | |
WTW | B | 0.06% | |
GRMN | B | 0.06% | |
TTWO | A | 0.06% | |
IDXX | F | 0.06% | |
RJF | A | 0.06% | |
AEE | A | 0.05% | |
FE | C | 0.05% | |
CDW | F | 0.05% | |
ESS | B | 0.05% | |
BR | A | 0.05% | |
MOH | F | 0.05% | |
WY | D | 0.05% | |
GDDY | A | 0.05% | |
VLTO | D | 0.05% | |
DVN | F | 0.05% | |
CCL | B | 0.05% | |
TDY | B | 0.05% | |
DTE | C | 0.05% | |
WBD | C | 0.05% | |
FDS | B | 0.05% | |
PPL | B | 0.05% | |
ADM | D | 0.05% | |
DOV | A | 0.05% | |
WST | C | 0.05% | |
ANSS | B | 0.05% | |
PHM | D | 0.05% | |
SYF | B | 0.05% | |
DXCM | D | 0.05% | |
KHC | F | 0.05% | |
HBAN | A | 0.05% | |
AWK | D | 0.05% | |
SW | A | 0.05% | |
DECK | A | 0.05% | |
NTAP | C | 0.05% | |
EIX | B | 0.05% | |
HSY | F | 0.05% | |
KEYS | A | 0.05% | |
TROW | B | 0.05% | |
HAL | C | 0.05% | |
DG | F | 0.04% | |
J | F | 0.04% | |
PKG | A | 0.04% | |
LH | C | 0.04% | |
POOL | C | 0.04% | |
SNA | A | 0.04% | |
GEN | B | 0.04% | |
BLDR | D | 0.04% | |
EXPD | D | 0.04% | |
FFIV | B | 0.04% | |
EG | C | 0.04% | |
EPAM | C | 0.04% | |
GPC | D | 0.04% | |
BALL | D | 0.04% | |
CINF | A | 0.04% | |
MKC | D | 0.04% | |
CTRA | B | 0.04% | |
PTC | A | 0.04% | |
ULTA | F | 0.04% | |
TSN | B | 0.04% | |
LYV | A | 0.04% | |
WRB | A | 0.04% | |
LVS | C | 0.04% | |
LUV | C | 0.04% | |
FSLR | F | 0.04% | |
PODD | C | 0.04% | |
ZBRA | B | 0.04% | |
CBOE | B | 0.04% | |
IFF | D | 0.04% | |
K | A | 0.04% | |
RF | A | 0.04% | |
STLD | B | 0.04% | |
CLX | B | 0.04% | |
INVH | D | 0.04% | |
OMC | C | 0.04% | |
NTRS | A | 0.04% | |
IP | B | 0.04% | |
ES | D | 0.04% | |
ATO | A | 0.04% | |
ZBH | C | 0.04% | |
DPZ | C | 0.04% | |
BRO | B | 0.04% | |
EQR | B | 0.04% | |
HUBB | B | 0.04% | |
STE | F | 0.04% | |
ROL | B | 0.03% | |
SWKS | F | 0.03% | |
NDSN | B | 0.03% | |
SWK | D | 0.03% | |
JBL | B | 0.03% | |
MRNA | F | 0.03% | |
JKHY | D | 0.03% | |
HST | C | 0.03% | |
DLTR | F | 0.03% | |
MKTX | D | 0.03% | |
AKAM | D | 0.03% | |
UDR | B | 0.03% | |
ARE | D | 0.03% | |
HOLX | D | 0.03% | |
INCY | C | 0.03% | |
VRSN | F | 0.03% | |
NWSA | B | 0.03% | |
JBHT | C | 0.03% | |
GNRC | B | 0.03% | |
EVRG | A | 0.03% | |
VTRS | A | 0.03% | |
AMCR | D | 0.03% | |
KIM | A | 0.03% | |
KEY | B | 0.03% | |
LNT | A | 0.03% | |
AVY | D | 0.03% | |
CF | B | 0.03% | |
UHS | D | 0.03% | |
DGX | A | 0.03% | |
MAA | B | 0.03% | |
CNP | B | 0.03% | |
PNR | A | 0.03% | |
TRMB | B | 0.03% | |
TER | D | 0.03% | |
NI | A | 0.03% | |
CFG | B | 0.03% | |
L | A | 0.03% | |
ALGN | D | 0.03% | |
DRI | B | 0.03% | |
IEX | B | 0.03% | |
MRO | B | 0.03% | |
BEN | C | 0.02% | |
SMCI | F | 0.02% | |
DAY | B | 0.02% | |
DVA | B | 0.02% | |
BWA | D | 0.02% | |
CZR | F | 0.02% | |
GL | B | 0.02% | |
SJM | D | 0.02% | |
FMC | D | 0.02% | |
SOLV | C | 0.02% | |
FRT | B | 0.02% | |
MTCH | D | 0.02% | |
CPB | D | 0.02% | |
PNW | B | 0.02% | |
HRL | D | 0.02% | |
MGM | D | 0.02% | |
TAP | C | 0.02% | |
HAS | D | 0.02% | |
FOXA | B | 0.02% | |
ENPH | F | 0.02% | |
TFX | F | 0.02% | |
HII | D | 0.02% | |
CRL | C | 0.02% | |
HSIC | B | 0.02% | |
EMN | D | 0.02% | |
ERIE | D | 0.02% | |
ALB | C | 0.02% | |
CTLT | B | 0.02% | |
MOS | F | 0.02% | |
RL | B | 0.02% | |
ALLE | D | 0.02% | |
IVZ | B | 0.02% | |
AIZ | A | 0.02% | |
AES | F | 0.02% | |
TECH | D | 0.02% | |
IPG | D | 0.02% | |
CAG | D | 0.02% | |
BG | F | 0.02% | |
REG | B | 0.02% | |
CHRW | C | 0.02% | |
DOC | D | 0.02% | |
PAYC | B | 0.02% | |
JNPR | F | 0.02% | |
TPR | B | 0.02% | |
RVTY | F | 0.02% | |
KMX | B | 0.02% | |
BXP | D | 0.02% | |
CPT | B | 0.02% | |
LW | C | 0.02% | |
APA | D | 0.01% | |
NWS | B | 0.01% | |
QRVO | F | 0.01% | |
NCLH | B | 0.01% | |
WBA | F | 0.01% | |
FOX | A | 0.01% | |
MHK | D | 0.01% | |
AOS | F | 0.01% | |
PARA | C | 0.01% | |
CE | F | 0.01% | |
WYNN | D | 0.0% |
XCLR: Top Represented Industries & Keywords
HELO: Top Represented Industries & Keywords