HELO
Price
$64.78
Change
-$0.05 (-0.08%)
Updated
Sep 25 closing price
Net Assets
3.4B
HEQT
Price
$30.99
Change
-$0.17 (-0.55%)
Updated
Sep 25 closing price
Net Assets
303.23M
Interact to see
Advertisement

HELO vs HEQT

Header iconHELO vs HEQT Comparison
Open Charts HELO vs HEQTBanner chart's image
JPMorgan Hedged Equity Ldrd Ovrly ETF
Price$64.78
Change-$0.05 (-0.08%)
Volume$388.24K
Net Assets3.4B
Simplify Hedged Equity ETF
Price$30.99
Change-$0.17 (-0.55%)
Volume$45.15K
Net Assets303.23M
HELO vs HEQT Comparison Chart in %
Loading...
HELO
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
HEQT
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
HELO vs. HEQT commentary
Sep 26, 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 HEQT is a Hold.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.4B vs. HEQT (303M). HEQT has a higher annual dividend yield than HELO: HEQT (5.776) vs HELO (4.845). HELO was incepted earlier than HEQT: HELO (2 years) vs HEQT (4 years). HEQT (0.44) has a lower expense ratio than HELO (0.50). HELO has a higher turnover HEQT (1.00) vs HEQT (1.00).
HELOHEQTHELO / HEQT
Gain YTD4.8455.77684%
Net Assets3.4B303M1,121%
Total Expense Ratio0.500.44114%
Turnover30.001.003,000%
Yield0.661.1756%
Fund Existence2 years4 years-
TECHNICAL ANALYSIS
Technical Analysis
HELOHEQT
RSI
ODDS (%)
Bearish Trend 3 days ago
46%
Bearish Trend 3 days ago
32%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
52%
Bearish Trend 3 days ago
51%
Momentum
ODDS (%)
N/A
N/A
MACD
ODDS (%)
Bearish Trend 3 days ago
35%
Bullish Trend 3 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
85%
Bullish Trend 3 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
85%
Bullish Trend 3 days ago
86%
Advances
ODDS (%)
Bullish Trend 5 days ago
83%
Bullish Trend 5 days ago
84%
Declines
ODDS (%)
Bearish Trend 10 days ago
58%
Bearish Trend 3 days ago
68%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
53%
N/A
Aroon
ODDS (%)
Bullish Trend 3 days ago
86%
Bullish Trend 3 days ago
86%
View a ticker or compare two or three
Interact to see
Advertisement
HELO
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
HEQT
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JHTRX20.43N/A
N/A
JPMorgan Hedged Equity 3 R6
JCAPX67.22N/A
N/A
Janus Henderson Forty I
JTUAX18.54N/A
N/A
JPMorgan US Small Company A
LSVAX19.80N/A
N/A
Loomis Sayles Small Cap Value Admin
AVEAX17.88N/A
N/A
Ave Maria Growth Focused

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 80% 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%
-0.17%
GS - HELO
80%
Closely correlated
+0.31%
DOV - HELO
78%
Closely correlated
-1.03%
BX - HELO
76%
Closely correlated
-1.39%
ADI - HELO
76%
Closely correlated
-0.37%
AMP - HELO
75%
Closely correlated
+0.03%
More