HELO
Price
$65.33
Change
-$0.53 (-0.80%)
Updated
Nov 13 closing price
Net Assets
3.56B
Intraday BUY SELL Signals
PHDG
Price
$37.96
Change
-$0.30 (-0.78%)
Updated
Nov 13 closing price
Net Assets
72.39M
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$65.33
Change-$0.53 (-0.80%)
Volume$477K
Net Assets3.56B
Invesco S&P 500® Downside Hedged ETF
Price$37.96
Change-$0.30 (-0.78%)
Volume$2.01K
Net Assets72.39M
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
Nov 14, 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 PHDG is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.56B vs. PHDG (72.4M). HELO has a higher annual dividend yield than PHDG: HELO (6.692) vs PHDG (4.500). 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 YTD6.6924.500149%
Net Assets3.56B72.4M4,916%
Total Expense Ratio0.500.39128%
Turnover30.00683.004%
Yield0.712.0734%
Fund Existence2 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
HELOPHDG
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
41%
Bearish Trend 2 days ago
63%
Momentum
ODDS (%)
Bullish Trend 2 days ago
86%
Bullish Trend 2 days ago
80%
MACD
ODDS (%)
Bullish Trend 2 days ago
79%
Bearish Trend 2 days ago
68%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
83%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
85%
Bullish Trend 2 days ago
82%
Advances
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
83%
Declines
ODDS (%)
Bearish Trend 29 days ago
57%
Bearish Trend 7 days ago
69%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
77%
Bearish Trend 2 days ago
59%
Aroon
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
78%
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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%
+0.08%
AXP - HELO
79%
Closely correlated
+0.71%
GS - HELO
78%
Closely correlated
+3.54%
AMZN - HELO
76%
Closely correlated
-1.97%
BX - HELO
75%
Closely correlated
-0.43%
ADI - HELO
75%
Closely correlated
+3.44%
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%
+0.10%
MSFT - PHDG
57%
Loosely correlated
+0.48%
AMZN - PHDG
50%
Loosely correlated
-1.97%
AAPL - PHDG
49%
Loosely correlated
-0.65%
META - PHDG
45%
Loosely correlated
-2.88%
NVDA - PHDG
44%
Loosely correlated
+0.33%
More