HELO
Price
$58.84
Change
+$0.43 (+0.74%)
Updated
Apr 24, 04:59 PM (EDT)
Net Assets
2.79B
SHDG
Price
$27.03
Change
+$0.33 (+1.24%)
Updated
Apr 23 closing price
Net Assets
140.92M
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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$58.84
Change+$0.43 (+0.74%)
Volume$1.6K
Net Assets2.79B
Soundwatch Hedged Equity ETF
Price$27.03
Change+$0.33 (+1.24%)
Volume$456
Net Assets140.92M
HELO vs SHDG Comparison Chart
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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VS
HELO vs. SHDG commentary
Apr 25, 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 SHDG is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 2.79B vs. SHDG (141M). HELO has a higher annual dividend yield than SHDG: HELO (-5.053) vs SHDG (-5.962). HELO was incepted earlier than SHDG: HELO (2 years) vs SHDG (8 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 YTD-5.053-5.96285%
Net Assets2.79B141M1,981%
Total Expense Ratio0.500.5394%
Turnover30.0025.00120%
Yield0.680.65105%
Fund Existence2 years8 years-
TECHNICAL ANALYSIS
Technical Analysis
HELO
RSI
ODDS (%)
Bullish Trend 2 days ago
90%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
90%
Momentum
ODDS (%)
Bullish Trend 2 days ago
88%
MACD
ODDS (%)
Bullish Trend 2 days ago
75%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
66%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
68%
Advances
ODDS (%)
Bullish Trend 2 days ago
80%
Declines
ODDS (%)
Bearish Trend 4 days ago
60%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bearish Trend 2 days ago
50%
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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 MSFT. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if HELO jumps, then MSFT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HELO
1D Price
Change %
HELO100%
+0.70%
MSFT - HELO
78%
Closely correlated
+3.45%
GS - HELO
76%
Closely correlated
+3.03%
ADI - HELO
76%
Closely correlated
+6.62%
AMZN - HELO
75%
Closely correlated
+3.29%
BX - HELO
74%
Closely correlated
+5.94%
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