HEGD
Price
$23.85
Change
+$0.01 (+0.04%)
Updated
Aug 7 closing price
Net Assets
448.68M
HELO
Price
$63.34
Change
+$0.14 (+0.22%)
Updated
Aug 8, 10:38 AM (EDT)
Net Assets
3.24B
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HEGD vs HELO

Header iconHEGD vs HELO Comparison
Open Charts HEGD vs HELOBanner chart's image
Swan Hedged Equity US Large Cap ETF
Price$23.85
Change+$0.01 (+0.04%)
Volume$242.68K
Net Assets448.68M
JPMorgan Hedged Equity Ldrd Ovrly ETF
Price$63.34
Change+$0.14 (+0.22%)
Volume$1.47K
Net Assets3.24B
HEGD vs HELO Comparison Chart in %
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HEGD
Daily Signalchanged days ago
Gain/Loss if bought
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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HEGD vs. HELO commentary
Aug 08, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HEGD is a Hold and HELO is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.24B vs. HEGD (449M). HEGD has a higher annual dividend yield than HELO: HEGD (6.473) vs HELO (2.183). HEGD was incepted earlier than HELO: HEGD (5 years) vs HELO (2 years). HELO (0.50) has a lower expense ratio than HEGD (0.88). HELO has a higher turnover HEGD (17.00) vs HEGD (17.00).
HEGDHELOHEGD / HELO
Gain YTD6.4732.183297%
Net Assets449M3.24B14%
Total Expense Ratio0.880.50176%
Turnover17.0030.0057%
Yield0.400.6761%
Fund Existence5 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDHELO
RSI
ODDS (%)
Bearish Trend 1 day ago
76%
Bearish Trend 1 day ago
44%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
90%
Bearish Trend 1 day ago
42%
Momentum
ODDS (%)
Bearish Trend 1 day ago
74%
Bearish Trend 1 day ago
48%
MACD
ODDS (%)
Bearish Trend 1 day ago
69%
Bearish Trend 1 day ago
55%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
80%
Bearish Trend 1 day ago
62%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
80%
Bullish Trend 1 day ago
84%
Advances
ODDS (%)
Bullish Trend 1 day ago
80%
Bullish Trend 12 days ago
82%
Declines
ODDS (%)
Bearish Trend 8 days ago
64%
Bearish Trend 8 days ago
59%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
86%
Bullish Trend 1 day ago
83%
Aroon
ODDS (%)
Bullish Trend 1 day ago
80%
Bullish Trend 1 day ago
82%
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HEGD
Daily Signalchanged days ago
Gain/Loss if bought
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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HELO and

Correlation & Price change

A.I.dvisor indicates that over the last year, HELO has been closely correlated with DOV. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if HELO jumps, then DOV could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HELO
1D Price
Change %
HELO100%
-0.03%
DOV - HELO
79%
Closely correlated
-0.19%
ADI - HELO
79%
Closely correlated
+1.10%
AXP - HELO
78%
Closely correlated
-0.27%
GS - HELO
78%
Closely correlated
-0.69%
AMP - HELO
76%
Closely correlated
-1.96%
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