HELO
Price
$63.20
Change
-$0.02 (-0.03%)
Updated
Aug 7 closing price
Net Assets
3.24B
SHDG
Price
$30.26
Change
-$0.16 (-0.53%)
Updated
Aug 7 closing price
Net Assets
159.65M
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HELO vs SHDG

Header iconHELO vs SHDG Comparison
Open Charts HELO vs SHDGBanner chart's image
JPMorgan Hedged Equity Ldrd Ovrly ETF
Price$63.20
Change-$0.02 (-0.03%)
Volume$522.03K
Net Assets3.24B
Soundwatch Hedged Equity ETF
Price$30.26
Change-$0.16 (-0.53%)
Volume$22.54K
Net Assets159.65M
HELO vs SHDG Comparison Chart in %
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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SHDG
Daily Signalchanged days ago
Gain/Loss if bought
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HELO vs. SHDG 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 HELO is a Hold and SHDG is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.24B vs. SHDG (160M). SHDG has a higher annual dividend yield than HELO: SHDG (3.922) vs HELO (2.183). HELO was incepted earlier than SHDG: HELO (2 years) vs SHDG (9 years). HELO (0.50) has a lower expense ratio than SHDG (0.53). HELO has a higher turnover SHDG (25.00) vs SHDG (25.00).
HELOSHDGHELO / SHDG
Gain YTD2.1833.92256%
Net Assets3.24B160M2,023%
Total Expense Ratio0.500.5394%
Turnover30.0025.00120%
Yield0.670.59112%
Fund Existence2 years9 years-
TECHNICAL ANALYSIS
Technical Analysis
HELOSHDG
RSI
ODDS (%)
Bearish Trend 1 day ago
44%
Bearish Trend 1 day ago
55%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
42%
Bullish Trend 1 day ago
75%
Momentum
ODDS (%)
Bearish Trend 1 day ago
48%
Bearish Trend 1 day ago
67%
MACD
ODDS (%)
Bearish Trend 1 day ago
55%
Bearish Trend 1 day ago
64%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
62%
Bearish Trend 1 day ago
60%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
84%
Bullish Trend 1 day ago
82%
Advances
ODDS (%)
Bullish Trend 11 days ago
82%
Bullish Trend 11 days ago
83%
Declines
ODDS (%)
Bearish Trend 7 days ago
59%
N/A
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
83%
Bearish Trend 1 day ago
68%
Aroon
ODDS (%)
Bullish Trend 1 day ago
82%
Bullish Trend 1 day ago
80%
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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SHDG
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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