HELO
Price
$61.82
Change
-$0.27 (-0.43%)
Updated
Jun 13 closing price
Net Assets
3.18B
HEQT
Price
$29.74
Change
+$0.03 (+0.10%)
Updated
Jun 13 closing price
Net Assets
331.52M
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HELO vs HEQT

Header iconHELO vs HEQT Comparison
Open Charts HELO vs HEQTBanner chart's image
JPMorgan Hedged Equity Ldrd Ovrly ETF
Price$61.82
Change-$0.27 (-0.43%)
Volume$223.11K
Net Assets3.18B
Simplify Hedged Equity ETF
Price$29.74
Change+$0.03 (+0.10%)
Volume$44.4K
Net Assets331.52M
HELO vs HEQT Comparison Chart
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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HEQT
Daily Signalchanged days ago
Gain/Loss if bought
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HELO vs. HEQT commentary
Jun 16, 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.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.18B vs. HEQT (332M). HEQT has a higher annual dividend yield than HELO: HEQT (1.161) vs HELO (-0.211). 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 YTD-0.2111.161-18%
Net Assets3.18B332M957%
Total Expense Ratio0.500.44114%
Turnover30.001.003,000%
Yield0.661.2254%
Fund Existence2 years4 years-
TECHNICAL ANALYSIS
Technical Analysis
HELOHEQT
RSI
ODDS (%)
Bearish Trend 3 days ago
48%
Bearish Trend 3 days ago
32%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
52%
Bearish Trend 3 days ago
52%
Momentum
ODDS (%)
Bullish Trend 3 days ago
84%
N/A
MACD
ODDS (%)
Bearish Trend 3 days ago
42%
Bearish Trend 3 days ago
56%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
65%
Bullish Trend 3 days ago
82%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 3 days ago
84%
Advances
ODDS (%)
Bullish Trend 6 days ago
80%
Bullish Trend 3 days ago
83%
Declines
ODDS (%)
Bearish Trend 25 days ago
62%
Bearish Trend 26 days ago
71%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
54%
Bearish Trend 4 days ago
52%
Aroon
ODDS (%)
Bullish Trend 3 days ago
79%
Bullish Trend 3 days ago
82%
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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HEQT
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 79% 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%
-0.43%
ADI - HELO
79%
Closely correlated
-3.05%
AXP - HELO
78%
Closely correlated
-3.42%
GS - HELO
77%
Closely correlated
-1.85%
AMZN - HELO
77%
Closely correlated
-0.53%
BX - HELO
77%
Closely correlated
-3.11%
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