Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
YEAR | -0.06% | $1.44B | 0.25% | |
WEAT | 0.07% | $121.36M | 0.28% | |
MLN | -0.11% | $525.68M | 0.24% | |
SHM | -0.36% | $3.39B | 0.2% | |
TLH | -0.38% | $11.16B | 0.15% | |
NUBD | -0.43% | $392.86M | 0.16% | |
IBMS | 0.45% | $80.20M | 0.18% | |
SCHQ | 0.47% | $785.18M | 0.03% | |
CGCB | 0.58% | $2.37B | 0.27% | |
CTA | -0.59% | $1.09B | 0.76% | |
VGLT | 0.75% | $9.67B | 0.04% | |
IBMN | 0.84% | $449.05M | 0.18% | |
ICSH | 1.07% | $6.15B | 0.08% | |
BSMR | 1.14% | $255.39M | 0.18% | |
BNDX | -1.15% | $66.89B | 0.07% | |
LMBS | 1.21% | $5.05B | 0.64% | |
SPTL | 1.23% | $11.01B | 0.03% | |
UITB | 1.28% | $2.31B | 0.39% | |
DFNM | -1.28% | $1.56B | 0.17% | |
FIXD | 1.40% | $3.39B | 0.65% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
WTRG | 0.16% | $10.39B | +0.22% | 3.49% |
ZCMD | -0.44% | $32.58M | +12.17% | 0.00% |
SO | -0.47% | $97.18B | +13.45% | 3.28% |
EXC | -0.71% | $42.79B | +21.50% | 3.68% |
TEF | -0.71% | $30.14B | +25.06% | 6.00% |
CYCN | 0.74% | $9.97M | +40.57% | 0.00% |
LITB | 0.88% | $22.07M | -76.50% | 0.00% |
HUSA | -1.07% | $31.37M | +61.29% | 0.00% |
JNJ | 1.17% | $366.64B | +4.62% | 3.32% |
VSTA | -1.19% | $341.26M | +39.51% | 0.00% |
AGL | 1.42% | $869.30M | -68.84% | 0.00% |
PPC | -1.62% | $10.88B | +45.80% | 0.00% |
SRRK | 1.88% | $2.96B | +266.90% | 0.00% |
MSEX | 1.88% | $996.18M | +8.05% | 2.44% |
COR | 1.98% | $56.83B | +23.61% | 0.73% |
STG | -2.25% | $28.60M | -22.21% | 0.00% |
MSIF | 2.30% | $820.39M | +45.09% | 6.03% |
VSA | -2.32% | $8.76M | -14.88% | 0.00% |
TU | -2.35% | $24.32B | +2.44% | 7.20% |
CARV | 2.43% | $8.54M | +3.12% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
EALT | 95.85% | $124.73M | 0.69% | |
STRV | 95.79% | $888.49M | 0.05% | |
SCHB | 95.78% | $33.07B | 0.03% | |
ESGV | 95.74% | $10.21B | 0.09% | |
VOO | 95.72% | $679.77B | 0.03% | |
IYY | 95.70% | $2.39B | 0.2% | |
PBUS | 95.67% | $7.13B | 0.04% | |
IWB | 95.67% | $40.19B | 0.15% | |
SCHX | 95.65% | $54.34B | 0.03% | |
ITOT | 95.64% | $67.83B | 0.03% | |
BBUS | 95.62% | $4.84B | 0.02% | |
DFUS | 95.62% | $14.68B | 0.09% | |
IWV | 95.62% | $15.26B | 0.2% | |
SPTM | 95.61% | $10.19B | 0.03% | |
TSPA | 95.58% | $1.70B | 0.34% | |
DFAU | 95.58% | $8.10B | 0.12% | |
ILCB | 95.58% | $1.01B | 0.03% | |
IVV | 95.57% | $566.91B | 0.03% | |
SNPE | 95.55% | $1.80B | 0.1% | |
SPLG | 95.55% | $70.60B | 0.02% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 81.70% | $95.56B | +40.22% | 0.58% |
BNT | 80.71% | $11.62B | +39.99% | 0.00% |
ADI | 79.58% | $112.87B | -3.37% | 1.65% |
TROW | 79.54% | $20.18B | -22.11% | 5.44% |
AXP | 79.52% | $205.14B | +27.69% | 0.99% |
ITT | 79.32% | $11.79B | +14.41% | 0.89% |
JHG | 78.68% | $5.72B | +8.26% | 4.28% |
AMZN | 77.30% | $2.28T | +17.51% | 0.00% |
GS | 77.30% | $191.67B | +36.55% | 1.89% |
MS | 77.28% | $208.71B | +33.33% | 2.81% |
PH | 77.19% | $83.34B | +28.68% | 1.02% |
BX | 76.94% | $164.62B | +10.41% | 2.55% |
EMR | 76.45% | $71.65B | +17.20% | 1.64% |
CG | 76.29% | $16.65B | +16.53% | 2.99% |
MKSI | 76.18% | $6.17B | -32.92% | 0.95% |
KKR | 75.93% | $107.82B | +9.58% | 0.58% |
BLK | 75.86% | $150.15B | +23.68% | 2.11% |
IVZ | 75.86% | $6.50B | -1.76% | 5.62% |
MSFT | 75.85% | $3.55T | +7.10% | 0.68% |
TEL | 75.68% | $48.53B | +8.26% | 1.61% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -23.23% | $23.60B | +33.06% | 1.12% |
ED | -13.42% | $36.52B | +12.13% | 3.30% |
K | -11.95% | $27.83B | +36.45% | 2.85% |
AWK | -10.38% | $27.48B | +8.01% | 2.22% |
FMTO | -9.99% | $4.80K | -99.93% | 0.00% |
CME | -8.14% | $97.19B | +37.23% | 3.92% |
DG | -6.45% | $24.94B | -10.48% | 2.08% |
MKTX | -5.55% | $8.38B | +14.26% | 1.35% |
UUU | -5.07% | $7.19M | +94.38% | 0.00% |
BCE | -3.96% | $20.28B | -32.31% | 11.10% |
KR | -3.79% | $43.91B | +26.88% | 1.94% |
AMT | -3.74% | $100.72B | +11.60% | 3.10% |
DUK | -3.17% | $89.22B | +14.76% | 3.64% |
ASPS | -2.99% | $100.74M | -30.52% | 0.00% |
AEP | -2.93% | $54.28B | +16.07% | 3.62% |
MO | -2.87% | $99.37B | +31.67% | 6.86% |
DFDV | -2.73% | $458.02M | +2,978.39% | 0.00% |
LTM | -2.66% | $11.26B | -96.35% | 2.65% |
TU | -2.35% | $24.32B | +2.44% | 7.20% |
VSA | -2.32% | $8.76M | -14.88% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -83.06% | $104.04M | 0.59% | |
VIXY | -81.31% | $196.95M | 0.85% | |
BTAL | -64.11% | $296.94M | 1.43% | |
IVOL | -40.46% | $346.82M | 1.02% | |
FXY | -32.77% | $859.86M | 0.4% | |
SPTS | -31.41% | $5.79B | 0.03% | |
XONE | -31.10% | $639.76M | 0.03% | |
FTSD | -28.91% | $228.45M | 0.25% | |
UTWO | -26.97% | $375.05M | 0.15% | |
VGSH | -26.47% | $22.49B | 0.03% | |
SCHO | -25.96% | $10.94B | 0.03% | |
IBTI | -21.85% | $1.04B | 0.07% | |
IBTH | -21.57% | $1.58B | 0.07% | |
IBTG | -20.94% | $1.95B | 0.07% | |
XHLF | -20.19% | $1.66B | 0.03% | |
BILS | -19.00% | $3.92B | 0.1356% | |
IBTJ | -18.85% | $676.83M | 0.07% | |
IEI | -17.78% | $15.27B | 0.15% | |
IBTK | -16.24% | $433.66M | 0.07% | |
TBLL | -16.12% | $2.24B | 0.08% |
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The analyst recommends the JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for its defensive design.
Current Value
$61.891 Year Return
Current Value
$61.891 Year Return
HELO - Traded Fund Trust JPMorgan Hedged Equity Laddered Overlay ETF contains 157 holdings. The top holdings include MSFT, NVDA, AAPL, AMZN, META
Name | Weight |
---|---|
![]() | 8.14% |
![]() | 7.50% |
![]() | 5.74% |
![]() | 4.54% |
3.66% | |
![]() | 2.32% |
![]() | 2.08% |
1.81% | |
1.67% | |
![]() | 1.67% |
1.57% | |
1.56% | |
1.20% | |
![]() | 1.17% |
![]() | 1.11% |
![]() | 1.11% |
1.08% | |
1.06% | |
0.93% | |
0.92% | |
0.92% | |
0.88% | |
0.87% | |
0.87% | |
0.85% | |
0.85% | |
![]() | 0.84% |
0.84% | |
0.83% | |
0.81% |
Sector | Weight |
---|---|
Information Technology | 32.55% |
Financials | 14.71% |
Consumer Discretionary | 11.91% |
Health Care | 9.54% |
Communication Services | 9.49% |
Industrials | 8.72% |
Consumer Staples | 4.80% |
Energy | 3.34% |
Utilities | 2.52% |
Real Estate | 1.98% |
Materials | 1.87% |