HELO
Price
$61.83
Change
+$0.30 (+0.49%)
Updated
Jun 6 closing price
Net Assets
3.14B
SHDG
Price
$29.29
Change
+$0.21 (+0.72%)
Updated
Jun 6 closing price
Net Assets
151.88M
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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$61.83
Change+$0.30 (+0.49%)
Volume$221.28K
Net Assets3.14B
Soundwatch Hedged Equity ETF
Price$29.29
Change+$0.21 (+0.72%)
Volume$330
Net Assets151.88M
HELO vs SHDG Comparison Chart
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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HELO vs. SHDG 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 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: 3.14B vs. SHDG (152M). SHDG has a higher annual dividend yield than HELO: SHDG (0.600) vs HELO (-0.195). 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 YTD-0.1950.600-32%
Net Assets3.14B152M2,068%
Total Expense Ratio0.500.5394%
Turnover30.0025.00120%
Yield0.660.62106%
Fund Existence2 years9 years-
TECHNICAL ANALYSIS
Technical Analysis
HELO
RSI
ODDS (%)
Bearish Trend 1 day ago
48%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
43%
Momentum
ODDS (%)
Bullish Trend 1 day ago
84%
MACD
ODDS (%)
Bullish Trend 1 day ago
74%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
82%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
81%
Advances
ODDS (%)
Bullish Trend 4 days ago
80%
Declines
ODDS (%)
Bearish Trend 16 days ago
62%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
62%
Aroon
ODDS (%)
Bullish Trend 1 day ago
81%
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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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