HELO
Price
$66.77
Change
-$0.25 (-0.37%)
Updated
Jan 14 closing price
Net Assets
3.68B
Intraday BUY SELL Signals
PHDG
Price
$37.87
Change
-$0.16 (-0.42%)
Updated
Jan 14 closing price
Net Assets
66.72M
Intraday BUY SELL Signals
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HELO vs PHDG

Header iconHELO vs PHDG Comparison
Open Charts HELO vs PHDGBanner chart's image
JPMorgan Hedged Equity Ldrd Ovrly ETF
Price$66.77
Change-$0.25 (-0.37%)
Volume$391K
Net Assets3.68B
Invesco S&P 500® Downside Hedged ETF
Price$37.87
Change-$0.16 (-0.42%)
Volume$1.81K
Net Assets66.72M
HELO vs PHDG Comparison Chart in %
HELO
Daily Signal:
Gain/Loss:
PHDG
Daily Signal:
Gain/Loss:
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VS
HELO vs. PHDG commentary
Jan 15, 2026

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 PHDG is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.68B vs. PHDG (66.7M). PHDG has a higher annual dividend yield than HELO: PHDG (1.148) vs HELO (0.512). HELO was incepted earlier than PHDG: HELO (2 years) vs PHDG (13 years). PHDG (0.39) has a lower expense ratio than HELO (0.50). PHDG has a higher turnover HELO (30.00) vs HELO (30.00).
HELOPHDGHELO / PHDG
Gain YTD0.5121.14845%
Net Assets3.68B66.7M5,520%
Total Expense Ratio0.500.39128%
Turnover30.00683.004%
Yield0.672.1032%
Fund Existence2 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
HELOPHDG
RSI
ODDS (%)
Bearish Trend 3 days ago
48%
Bullish Trend 1 day ago
83%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
44%
Bearish Trend 1 day ago
62%
Momentum
ODDS (%)
Bullish Trend 3 days ago
88%
Bullish Trend 1 day ago
81%
MACD
ODDS (%)
Bullish Trend 3 days ago
70%
Bullish Trend 1 day ago
80%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
84%
Bullish Trend 1 day ago
80%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
84%
Bearish Trend 1 day ago
76%
Advances
ODDS (%)
Bullish Trend 4 days ago
82%
Bullish Trend 4 days ago
80%
Declines
ODDS (%)
Bearish Trend 16 days ago
55%
Bearish Trend 1 day ago
71%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
86%
Bullish Trend 1 day ago
83%
Aroon
ODDS (%)
Bullish Trend 3 days ago
85%
N/A
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HELO
Daily Signal:
Gain/Loss:
PHDG
Daily Signal:
Gain/Loss:
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HELO and

Correlation & Price change

A.I.dvisor indicates that over the last year, HELO has been closely correlated with AXP. 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 AXP could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HELO
1D Price
Change %
HELO100%
-0.37%
AXP - HELO
79%
Closely correlated
+0.07%
GS - HELO
78%
Closely correlated
-0.58%
AMZN - HELO
76%
Closely correlated
-2.45%
BX - HELO
75%
Closely correlated
+2.23%
ADI - HELO
75%
Closely correlated
+0.60%
More

PHDG and

Correlation & Price change

A.I.dvisor indicates that over the last year, PHDG has been loosely correlated with MSFT. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if PHDG jumps, then MSFT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PHDG
1D Price
Change %
PHDG100%
-0.43%
MSFT - PHDG
57%
Loosely correlated
-2.40%
AMZN - PHDG
50%
Loosely correlated
-2.45%
AAPL - PHDG
49%
Loosely correlated
-0.42%
META - PHDG
45%
Loosely correlated
-2.47%
NVDA - PHDG
44%
Loosely correlated
-1.44%
More