HELO
Price
$65.11
Change
+$0.13 (+0.20%)
Updated
Oct 8 closing price
Net Assets
3.43B
PHDG
Price
$37.68
Change
+$0.18 (+0.48%)
Updated
Oct 8 closing price
Net Assets
75.26M
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HELO vs PHDG

Header iconHELO vs PHDG Comparison
Open Charts HELO vs PHDGBanner chart's image
JPMorgan Hedged Equity Ldrd Ovrly ETF
Price$65.11
Change+$0.13 (+0.20%)
Volume$242.25K
Net Assets3.43B
Invesco S&P 500® Downside Hedged ETF
Price$37.68
Change+$0.18 (+0.48%)
Volume$3.11K
Net Assets75.26M
HELO vs PHDG Comparison Chart in %
HELO
Daily Signalchanged days ago
Gain/Loss if bought
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PHDG
Daily Signalchanged days ago
Gain/Loss if bought
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HELO vs. PHDG commentary
Oct 09, 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 HELO is a Buy and PHDG is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.43B vs. PHDG (75.3M). HELO has a higher annual dividend yield than PHDG: HELO (5.477) vs PHDG (2.916). HELO was incepted earlier than PHDG: HELO (2 years) vs PHDG (13 years). PHDG (0.39) has a lower expense ratio than HELO (0.50). PHDG has a higher turnover HELO (30.00) vs HELO (30.00).
HELOPHDGHELO / PHDG
Gain YTD5.4772.916188%
Net Assets3.43B75.3M4,555%
Total Expense Ratio0.500.39128%
Turnover30.00683.004%
Yield0.722.1134%
Fund Existence2 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
HELOPHDG
RSI
ODDS (%)
Bearish Trend 2 days ago
45%
Bearish Trend 2 days ago
73%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
44%
Bearish Trend 2 days ago
64%
Momentum
ODDS (%)
N/A
Bullish Trend 4 days ago
78%
MACD
ODDS (%)
Bearish Trend 2 days ago
52%
Bullish Trend 2 days ago
70%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
85%
Bullish Trend 2 days ago
82%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
86%
Bullish Trend 2 days ago
82%
Advances
ODDS (%)
Bullish Trend 4 days ago
83%
Bullish Trend 8 days ago
82%
Declines
ODDS (%)
Bearish Trend 23 days ago
58%
Bearish Trend 15 days ago
70%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
50%
Bearish Trend 2 days ago
71%
Aroon
ODDS (%)
Bullish Trend 2 days ago
85%
Bullish Trend 2 days ago
79%
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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PHDG
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 GS. 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 GS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HELO
1D Price
Change %
HELO100%
+0.20%
GS - HELO
79%
Closely correlated
-1.66%
AXP - HELO
79%
Closely correlated
-1.27%
DOV - HELO
78%
Closely correlated
+0.10%
AMZN - HELO
76%
Closely correlated
+1.55%
BX - HELO
75%
Closely correlated
-1.49%
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PHDG and

Correlation & Price change

A.I.dvisor indicates that over the last year, PHDG has been loosely correlated with MSFT. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if PHDG jumps, then MSFT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PHDG
1D Price
Change %
PHDG100%
+0.48%
MSFT - PHDG
57%
Loosely correlated
+0.17%
AMZN - PHDG
50%
Loosely correlated
+1.55%
AAPL - PHDG
49%
Loosely correlated
+0.62%
META - PHDG
45%
Loosely correlated
+0.67%
NVDA - PHDG
44%
Loosely correlated
+2.20%
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