HELO was created on 2023-09-28 by JPMorgan. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 3152.34m in AUM and 158 holdings. HELO actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection", while foregoing some upside potential. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies.
VTIP was created on 2012-10-12 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 14940.94m in AUM and 26 holdings. VTIP tracks an index of US Treasury Inflation-Protected Securities (TIPS) with less than 5 years remaining to maturity.
Key Details
Sep 28, 2023
Oct 12, 2012
Equity
Fixed Income
Large Cap
Investment Grade
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
YEAR | -0.06% | $1.44B | 0.25% | |
WEAT | 0.07% | $118.20M | 0.28% | |
MLN | -0.11% | $526.67M | 0.24% | |
SHM | -0.36% | $3.39B | 0.2% | |
TLH | -0.38% | $11.29B | 0.15% | |
NUBD | -0.43% | $394.21M | 0.16% | |
IBMS | 0.45% | $80.26M | 0.18% | |
SCHQ | 0.47% | $792.73M | 0.03% | |
CGCB | 0.58% | $2.36B | 0.27% | |
CTA | -0.59% | $1.09B | 0.76% | |
VGLT | 0.75% | $9.76B | 0.04% | |
IBMN | 0.84% | $449.05M | 0.18% | |
ICSH | 1.07% | $6.15B | 0.08% | |
BSMR | 1.14% | $255.46M | 0.18% | |
BNDX | -1.15% | $66.68B | 0.07% | |
LMBS | 1.21% | $5.06B | 0.64% | |
SPTL | 1.23% | $11.12B | 0.03% | |
UITB | 1.28% | $2.32B | 0.39% | |
DFNM | -1.28% | $1.56B | 0.17% | |
FIXD | 1.40% | $3.40B | 0.65% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
EALT | 95.85% | $125.34M | 0.69% | |
STRV | 95.79% | $898.36M | 0.05% | |
SCHB | 95.78% | $33.46B | 0.03% | |
ESGV | 95.74% | $10.36B | 0.09% | |
VOO | 95.72% | $687.06B | 0.03% | |
IYY | 95.70% | $2.42B | 0.2% | |
PBUS | 95.67% | $7.21B | 0.04% | |
IWB | 95.67% | $40.44B | 0.15% | |
SCHX | 95.65% | $54.97B | 0.03% | |
ITOT | 95.64% | $68.64B | 0.03% | |
BBUS | 95.62% | $4.90B | 0.02% | |
DFUS | 95.62% | $14.85B | 0.09% | |
IWV | 95.62% | $15.44B | 0.2% | |
SPTM | 95.61% | $10.30B | 0.03% | |
TSPA | 95.58% | $1.73B | 0.34% | |
DFAU | 95.58% | $8.20B | 0.12% | |
ILCB | 95.58% | $1.02B | 0.03% | |
IVV | 95.57% | $578.02B | 0.03% | |
SNPE | 95.55% | $1.83B | 0.1% | |
SPLG | 95.55% | $70.93B | 0.02% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 81.70% | $96.46B | +42.55% | 0.58% |
BNT | 80.71% | $11.74B | +42.73% | 0.00% |
ADI | 79.58% | $115.03B | -0.25% | 1.66% |
TROW | 79.54% | $20.54B | -20.36% | 5.44% |
AXP | 79.52% | $206.13B | +28.89% | 1.00% |
ITT | 79.32% | $11.96B | +18.30% | 0.88% |
JHG | 78.68% | $5.82B | +11.56% | 4.25% |
AMZN | 77.30% | $2.29T | +17.41% | 0.00% |
GS | 77.30% | $192.65B | +39.47% | 1.90% |
MS | 77.28% | $210.01B | +34.89% | 2.83% |
PH | 77.19% | $84.57B | +30.79% | 1.01% |
BX | 76.94% | $167.74B | +13.18% | 2.55% |
EMR | 76.45% | $72.38B | +19.85% | 1.64% |
CG | 76.29% | $16.99B | +19.79% | 3.01% |
MKSI | 76.18% | $6.28B | -31.27% | 0.93% |
KKR | 75.93% | $109.91B | +12.01% | 0.58% |
BLK | 75.86% | $152.15B | +25.74% | 2.12% |
IVZ | 75.86% | $6.64B | +1.65% | 5.59% |
MSFT | 75.85% | $3.56T | +6.86% | 0.68% |
TEL | 75.68% | $49.08B | +10.19% | 1.61% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
WTRG | 0.16% | $10.48B | +0.84% | 3.51% |
ZCMD | -0.44% | $30.81M | +6.09% | 0.00% |
SO | -0.47% | $97.75B | +14.50% | 3.28% |
EXC | -0.71% | $43.09B | +21.35% | 3.67% |
TEF | -0.71% | $30.42B | +23.91% | 5.88% |
CYCN | 0.74% | $9.90M | +10.66% | 0.00% |
LITB | 0.88% | $22.99M | -76.62% | 0.00% |
HUSA | -1.07% | $16.63M | -12.40% | 0.00% |
JNJ | 1.17% | $373.47B | +6.35% | 3.26% |
VSTA | -1.19% | $350.48M | +43.28% | 0.00% |
AGL | 1.42% | $902.42M | -67.22% | 0.00% |
PPC | -1.62% | $10.90B | +49.39% | 0.00% |
SRRK | 1.88% | $3.05B | +265.95% | 0.00% |
MSEX | 1.88% | $997.62M | +9.48% | 2.43% |
COR | 1.98% | $56.69B | +24.63% | 0.74% |
STG | -2.25% | $28.60M | -17.29% | 0.00% |
MSIF | 2.30% | $821.80M | +45.34% | 6.16% |
VSA | -2.32% | $8.71M | -15.98% | 0.00% |
TU | -2.35% | $24.60B | +3.20% | 7.21% |
CARV | 2.43% | $9.20M | -3.23% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -83.06% | $104.89M | 0.59% | |
VIXY | -81.31% | $181.73M | 0.85% | |
BTAL | -64.11% | $291.96M | 1.43% | |
IVOL | -40.46% | $358.40M | 1.02% | |
FXY | -32.77% | $862.15M | 0.4% | |
SPTS | -31.41% | $5.79B | 0.03% | |
XONE | -31.10% | $639.82M | 0.03% | |
FTSD | -28.91% | $228.58M | 0.25% | |
UTWO | -26.97% | $375.31M | 0.15% | |
VGSH | -26.47% | $22.51B | 0.03% | |
SCHO | -25.96% | $10.95B | 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% | $3.91B | 0.1356% | |
IBTJ | -18.85% | $678.03M | 0.07% | |
IEI | -17.78% | $15.30B | 0.15% | |
IBTK | -16.24% | $434.62M | 0.07% | |
TBLL | -16.12% | $2.24B | 0.08% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -23.23% | $23.51B | +31.84% | 1.12% |
ED | -13.42% | $36.62B | +12.11% | 3.32% |
K | -11.95% | $27.86B | +38.16% | 2.84% |
AWK | -10.38% | $27.39B | +9.13% | 2.24% |
FMTO | -9.99% | $4.80K | -99.92% | 0.00% |
CME | -8.14% | $96.40B | +36.08% | 3.98% |
DG | -6.45% | $25.01B | -10.45% | 2.09% |
MKTX | -5.55% | $8.43B | +12.80% | 1.34% |
UUU | -5.07% | $7.05M | +91.82% | 0.00% |
BCE | -3.96% | $20.64B | -31.40% | 11.06% |
KR | -3.79% | $43.95B | +29.30% | 1.95% |
AMT | -3.74% | $100.64B | +11.81% | 3.11% |
DUK | -3.17% | $89.70B | +14.48% | 3.65% |
ASPS | -2.99% | $99.74M | -36.65% | 0.00% |
AEP | -2.93% | $54.44B | +16.14% | 3.61% |
MO | -2.87% | $99.05B | +31.54% | 6.93% |
DFDV | -2.73% | $457.58M | +2,932.86% | 0.00% |
LTM | -2.66% | $11.57B | -96.36% | 2.69% |
TU | -2.35% | $24.60B | +3.20% | 7.21% |
VSA | -2.32% | $8.71M | -15.98% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
FIVE | -33.00% | $6.96B | +10.64% | 0.00% |
PINS | -28.96% | $23.83B | -19.64% | 0.00% |
UAL | -27.10% | $25.64B | +55.92% | 0.00% |
ULCC | -26.55% | $817.68M | -33.64% | 0.00% |
DAL | -25.92% | $32.30B | -0.50% | 1.23% |
HPQ | -25.18% | $23.03B | -31.76% | 4.67% |
CTMX | -24.97% | $387.56M | +79.56% | 0.00% |
DELL | -24.97% | $77.21B | -19.92% | 1.61% |
ASO | -24.79% | $3.10B | -13.18% | 1.00% |
SN | -24.78% | $12.23B | +9.05% | 0.00% |
AAL | -24.04% | $7.19B | -4.72% | 0.00% |
LOGI | -23.92% | $12.91B | -12.30% | 1.59% |
INFY | -23.71% | $77.89B | +4.52% | 2.70% |
LFUS | -23.56% | $5.48B | -14.09% | 1.27% |
GAP | -23.31% | $7.89B | -18.62% | 2.91% |
RXST | -23.19% | $572.58M | -74.89% | 0.00% |
ZBRA | -23.19% | $14.90B | -3.09% | 0.00% |
JBLU | -22.90% | $1.62B | -17.81% | 0.00% |
FWRD | -22.65% | $714.64M | +9.26% | 0.00% |
HQY | -22.64% | $8.74B | +19.81% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
TRS | -<0.01% | $1.10B | +5.54% | 0.59% |
LEN | <0.01% | $28.88B | -27.20% | 1.78% |
HON | -<0.01% | $144.02B | +5.73% | 2.00% |
OBDC | <0.01% | $7.41B | -7.37% | 10.22% |
MKL | -0.01% | $24.80B | +25.83% | 0.00% |
KRC | 0.01% | $4.21B | +12.39% | 6.13% |
BIGC | -0.01% | $394.08M | -37.32% | 0.00% |
BLX | -0.01% | $1.57B | +47.23% | 5.31% |
SAGE | 0.02% | $567.97M | -19.52% | 0.00% |
ABM | -0.02% | $2.79B | -11.27% | 2.19% |
IRON | -0.03% | $1.80B | +15.96% | 0.00% |
BNT | 0.03% | $11.74B | +42.73% | 0.00% |
SOC | -0.03% | $2.26B | +53.33% | 0.00% |
SRPT | 0.03% | $2.06B | -82.08% | 0.00% |
REPX | 0.04% | $622.59M | +4.55% | 5.24% |
RGNX | -0.04% | $459.47M | -21.31% | 0.00% |
AFCG | 0.06% | $99.20M | -47.55% | 31.24% |
TMP | -0.06% | $878.20M | +35.44% | 4.05% |
BAX | 0.07% | $15.82B | -9.11% | 2.64% |
OMCL | 0.07% | $1.37B | +4.69% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
URA | -0.03% | $3.56B | 0.69% | |
DFEV | -0.06% | $1.02B | 0.43% | |
DGRO | 0.07% | $31.72B | 0.08% | |
IYM | -0.10% | $543.11M | 0.39% | |
SMIG | -0.11% | $1.07B | 0.6% | |
FCG | -0.13% | $348.09M | 0.57% | |
AOA | -0.13% | $2.37B | 0.15% | |
KCCA | -0.13% | $98.43M | 0.87% | |
HEGD | 0.14% | $420.15M | 0.88% | |
FIW | -0.16% | $1.85B | 0.51% | |
HFXI | -0.16% | $1.03B | 0.2% | |
FEZ | 0.19% | $4.77B | 0.29% | |
QUS | 0.22% | $1.55B | 0.15% | |
VEGI | -0.22% | $99.28M | 0.39% | |
PPI | -0.23% | $55.21M | 0.78% | |
SMIN | 0.28% | $920.99M | 0.75% | |
AJAN | -0.28% | $47.70M | 0.79% | |
TDVG | 0.32% | $861.14M | 0.5% | |
VTV | 0.34% | $136.04B | 0.04% | |
VIG | -0.34% | $91.30B | 0.05% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
USDU | -31.18% | $163.37M | 0.5% | |
UUP | -30.54% | $195.17M | 0.77% | |
JETS | -24.00% | $750.50M | 0.6% | |
FLJH | -20.87% | $86.72M | 0.09% | |
XTN | -19.21% | $175.07M | 0.35% | |
DBJP | -19.19% | $386.91M | 0.45% | |
DXJ | -19.06% | $3.43B | 0.48% | |
HEWJ | -18.77% | $367.92M | 0.5% | |
HYZD | -18.52% | $173.96M | 0.43% | |
IYT | -18.39% | $681.20M | 0.39% | |
FBY | -18.25% | $173.33M | 1.06% | |
HIGH | -17.95% | $188.12M | 0.52% | |
PSI | -17.67% | $682.25M | 0.56% | |
XRT | -17.60% | $281.73M | 0.35% | |
XSD | -16.93% | $1.24B | 0.35% | |
IGBH | -16.85% | $99.88M | 0.14% | |
LQDH | -16.45% | $480.00M | 0.24% | |
UFEB | -15.76% | $260.17M | 0.79% | |
SNSR | -15.66% | $224.52M | 0.68% | |
ARTY | -15.62% | $999.69M | 0.47% |
Traded Fund Trust JPMorgan Hedged Equity Laddered Overlay ETF - HELO is made up of 156 holdings. Vanguard Short Term Inflation Protected Securities Index Fund - VTIP is made up of 28 holdings.
Name | Weight |
---|---|
![]() | 8.14% |
![]() | 7.51% |
![]() | 5.80% |
![]() | 4.55% |
3.68% | |
![]() | 2.34% |
![]() | 2.08% |
1.80% | |
![]() | 1.73% |
1.66% | |
1.59% | |
1.53% | |
1.21% | |
![]() | 1.20% |
![]() | 1.13% |
![]() | 1.11% |
1.10% | |
1.07% | |
0.95% | |
0.93% | |
0.91% | |
0.89% | |
0.88% | |
0.86% | |
0.85% | |
![]() | 0.85% |
0.85% | |
0.84% | |
0.84% | |
0.83% |
Name | Weight |
---|---|
7 7009194NT United States Treasury Notes | 5.30% |
7 7009049NT United States Treasury Notes | 5.22% |
7 7008823NT United States Treasury Notes | 5.11% |
- | 5.10% |
7 7004776NT United States Treasury Notes | 4.91% |
7 7008398NT United States Treasury Notes | 4.91% |
7 7008589NT United States Treasury Notes | 4.77% |
7 7008123NT United States Treasury Notes | 4.73% |
- | 4.66% |
- | 4.36% |
- | 4.30% |
- | 4.24% |
- | 4.15% |
7 7004991NT United States Treasury Notes | 4.11% |
7 7007077NT United States Treasury Notes | 4.11% |
7 7005600NT United States Treasury Notes | 3.82% |
7 7006462NT United States Treasury Notes | 3.74% |
7 7006943NT United States Treasury Notes | 3.70% |
7 7007716NT United States Treasury Notes | 3.37% |
7 7005917NT United States Treasury Notes | 3.22% |
7 7000344NT United States Treasury Bonds | 2.33% |
- | 2.14% |
7 7000125NT United States Treasury Bonds | 1.99% |
7 7000305NT United States Treasury Bonds | 1.97% |
- | 1.96% |
- | 1.84% |
7 7001097NT United States Treasury Bonds | 1.83% |
7 7001556NT United States Treasury Bonds | 1.74% |
Yahoo
2025 is expected to be a monumental year for active exchange-traded funds (ETF) as US investors represent some of the biggest inflows into the asset category. J.P. Morgan Asset Management Global Head of ETFs Travis Spence breaks down the options that active ETFs offer investors, while listing several active ETFs that cover core sectors. Among its assets under management, Spence's firm manages about $190 billion in ETF assets alone. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here.
SeekingAlpha
Invest In 6 Funds For A Potential $5,000 Monthly Income
SeekingAlpha
The stock market faces volatility and uncertainty due to tariff unpredictability, inflation, and economic fluctuations. Our investment strategy lets you sleep well at night. Read more here.
SeekingAlpha
A SWAN retirement portfolio with five funds offers 5% income and steady growth. Find out how this strategy reduces volatility and ensures peace of mind.
SeekingAlpha
The analyst recommends the JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for its defensive design.
SeekingAlpha
Western Asset Infl-Linked Opps & Inc Fd is a good buy for income investors with an 8.74% yield, discount to NAV, and inflation-linked assets. Click for more on WIW.
SeekingAlpha
Understand how inflation impacts U.S. stocks and the economy. Preview May CPI data and inflation prospects for 2025. Click for my data preview.
SeekingAlpha
The dollar remains in a short-term downtrend and interest rates continue to trade in the range theyâve been in for almost 3 years.
SeekingAlpha
BND provides broad bond market exposure with low costs but mediocre returns.
SeekingAlpha
Tariffs, Inflation, And Returns: How Investments Respond To Supply Shocks
SeekingAlpha
Investors have become disenchanted with investing in USTs, thereby causing their yields to climb in recent years to their highest levels since the beginning of the century. Read more here...
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
STIP | 97.45% | $12.60B | 0.03% | |
TDTT | 94.33% | $2.59B | 0.18% | |
STPZ | 93.91% | $452.13M | 0.2% | |
TIPX | 92.42% | $1.65B | 0.15% | |
TDTF | 89.56% | $814.22M | 0.18% | |
DFIP | 85.43% | $908.19M | 0.11% | |
GTIP | 83.18% | $159.02M | 0.12% | |
TIP | 82.50% | $13.72B | 0.18% | |
TIPZ | 80.65% | $96.33M | 0.2% | |
SCHP | 79.80% | $12.77B | 0.03% | |
SPIP | 77.81% | $961.01M | 0.12% | |
BSV | 75.94% | $38.05B | 0.03% | |
IEI | 74.83% | $15.30B | 0.15% | |
IBTJ | 74.05% | $678.03M | 0.07% | |
SHY | 73.95% | $23.91B | 0.15% | |
ISTB | 73.48% | $4.43B | 0.06% | |
VGIT | 72.96% | $31.59B | 0.04% | |
IBTI | 72.57% | $1.04B | 0.07% | |
VGSH | 72.47% | $22.51B | 0.03% | |
UTWO | 72.30% | $375.31M | 0.15% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
NGG | 42.25% | $69.99B | +27.96% | 4.30% |
ED | 37.00% | $36.62B | +12.11% | 3.32% |
SBAC | 36.91% | $24.73B | +20.36% | 1.83% |
DUK | 35.60% | $89.70B | +14.48% | 3.65% |
AMT | 35.39% | $100.64B | +11.81% | 3.11% |
AWK | 34.73% | $27.39B | +9.13% | 2.24% |
FTS | 33.78% | $23.92B | +22.95% | 3.66% |
TEF | 31.91% | $30.42B | +23.91% | 5.88% |
AWR | 31.44% | $2.97B | +9.83% | 2.42% |
SO | 30.90% | $97.75B | +14.50% | 3.28% |
XEL | 30.79% | $38.52B | +25.45% | 3.37% |
CCI | 30.66% | $43.11B | +2.76% | 5.85% |
AEP | 30.56% | $54.44B | +16.14% | 3.61% |
WCN | 30.47% | $48.34B | +8.25% | 0.66% |
WTRG | 29.96% | $10.48B | +0.84% | 3.51% |
CWT | 29.83% | $2.74B | -2.64% | 2.52% |
DTE | 29.67% | $27.63B | +20.22% | 4.01% |
PNW | 29.65% | $10.62B | +17.23% | 4.02% |
OHI | 29.34% | $10.44B | +11.05% | 7.34% |
YORW | 28.93% | $461.10M | -11.25% | 2.70% |
HELO - Traded Fund Trust JPMorgan Hedged Equity Laddered Overlay ETF and VTIP - Vanguard Short Term Inflation Protected Securities Index Fund have a 0 holding overlap. Which accounts for a 0.0% overlap.
Number of overlapping holdings
0
% of overlapping holdings
0%
Name | Weight in HELO | Weight in VTIP |
---|---|---|