HEGD
Price
$22.95
Change
+$0.15 (+0.66%)
Updated
Jun 6 closing price
Net Assets
414.78M
HELO
Price
$61.83
Change
+$0.30 (+0.49%)
Updated
Jun 6 closing price
Net Assets
3.14B
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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$22.95
Change+$0.15 (+0.66%)
Volume$45.67K
Net Assets414.78M
JPMorgan Hedged Equity Ldrd Ovrly ETF
Price$61.83
Change+$0.30 (+0.49%)
Volume$221.28K
Net Assets3.14B
HEGD vs HELO Comparison Chart
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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
Jun 07, 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 Buy and HELO is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.14B vs. HEGD (415M). HEGD has a higher annual dividend yield than HELO: HEGD (2.473) vs HELO (-0.195). HEGD was incepted earlier than HELO: HEGD (4 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 YTD2.473-0.195-1,271%
Net Assets415M3.14B13%
Total Expense Ratio0.880.50176%
Turnover17.0030.0057%
Yield0.420.6664%
Fund Existence4 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
HEGDHELO
RSI
ODDS (%)
Bearish Trend 2 days ago
73%
Bearish Trend 2 days ago
48%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
58%
Bearish Trend 2 days ago
43%
Momentum
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
84%
MACD
ODDS (%)
Bearish Trend 2 days ago
71%
Bullish Trend 2 days ago
74%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
82%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
81%
Advances
ODDS (%)
Bullish Trend 5 days ago
80%
Bullish Trend 4 days ago
80%
Declines
ODDS (%)
Bearish Trend 17 days ago
66%
Bearish Trend 16 days ago
62%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
72%
Bearish Trend 2 days ago
62%
Aroon
ODDS (%)
Bullish Trend 2 days ago
78%
Bullish Trend 2 days ago
81%
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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 ADI. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if HELO jumps, then ADI could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HELO
1D Price
Change %
HELO100%
+0.49%
ADI - HELO
80%
Closely correlated
+1.94%
AXP - HELO
78%
Closely correlated
+2.20%
GS - HELO
77%
Closely correlated
+1.34%
AMZN - HELO
77%
Closely correlated
+2.72%
BX - HELO
77%
Closely correlated
+1.95%
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