HELO
Price
$62.52
Change
+$0.25 (+0.40%)
Updated
Jun 27, 04:59 PM (EDT)
Net Assets
3.22B
SHDG
Price
$29.78
Change
+$0.13 (+0.44%)
Updated
Jun 27, 04:59 PM (EDT)
Net Assets
154.99M
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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$62.52
Change+$0.25 (+0.40%)
Volume$1K
Net Assets3.22B
Soundwatch Hedged Equity ETF
Price$29.78
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets154.99M
HELO vs SHDG Comparison Chart in %
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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HELO vs. SHDG commentary
Jun 27, 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 Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.22B vs. SHDG (155M). SHDG has a higher annual dividend yield than HELO: SHDG (1.811) vs HELO (0.825). 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 YTD0.8251.81146%
Net Assets3.22B155M2,079%
Total Expense Ratio0.500.5394%
Turnover30.0025.00120%
Yield0.660.62106%
Fund Existence2 years9 years-
TECHNICAL ANALYSIS
Technical Analysis
HELO
RSI
ODDS (%)
Bearish Trend 2 days ago
50%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
43%
Momentum
ODDS (%)
Bullish Trend 2 days ago
84%
MACD
ODDS (%)
Bearish Trend 2 days ago
53%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
82%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
82%
Advances
ODDS (%)
Bullish Trend 5 days ago
81%
Declines
ODDS (%)
Bearish Trend 10 days ago
61%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
40%
Aroon
ODDS (%)
Bullish Trend 2 days ago
80%
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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%
+0.14%
ADI - HELO
80%
Closely correlated
+1.12%
AXP - HELO
79%
Closely correlated
+0.92%
GS - HELO
77%
Closely correlated
+2.58%
AMZN - HELO
77%
Closely correlated
+2.42%
BX - HELO
77%
Closely correlated
+3.21%
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