HELO
Price
$66.64
Change
-$0.25 (-0.37%)
Updated
Feb 4, 02:44 PM (EDT)
Net Assets
3.79B
Intraday BUY SELL Signals
PHDG
Price
$37.80
Change
-$0.03 (-0.08%)
Updated
Feb 4, 03:02 PM (EDT)
Net Assets
66.37M
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$66.64
Change-$0.25 (-0.37%)
Volume$985
Net Assets3.79B
Invesco S&P 500® Downside Hedged ETF
Price$37.80
Change-$0.03 (-0.08%)
Volume$31.09K
Net Assets66.37M
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
Feb 04, 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 StrongBuy and PHDG is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.79B vs. PHDG (66.4M). PHDG has a higher annual dividend yield than HELO: PHDG (1.051) vs HELO (0.692). 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 YTD0.6921.05166%
Net Assets3.79B66.4M5,708%
Total Expense Ratio0.500.39128%
Turnover30.00929.003%
Yield0.662.0732%
Fund Existence2 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
HELOPHDG
RSI
ODDS (%)
Bullish Trend 2 days ago
88%
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
41%
Bearish Trend 2 days ago
62%
Momentum
ODDS (%)
Bullish Trend 2 days ago
73%
Bullish Trend 2 days ago
77%
MACD
ODDS (%)
Bullish Trend 2 days ago
68%
Bullish Trend 2 days ago
78%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
57%
Bearish Trend 2 days ago
72%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
80%
Advances
ODDS (%)
Bullish Trend 8 days ago
81%
Bullish Trend 8 days ago
80%
Declines
ODDS (%)
Bearish Trend 16 days ago
55%
Bearish Trend 2 days ago
72%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
72%
Aroon
ODDS (%)
Bullish Trend 2 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 GS. These tickers have moved in lockstep 78% 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%
-0.45%
GS - HELO
78%
Closely correlated
-0.78%
AMZN - HELO
76%
Closely correlated
-1.79%
BX - HELO
75%
Closely correlated
-5.24%
AMP - HELO
75%
Closely correlated
-0.40%
ADI - HELO
75%
Closely correlated
-1.76%
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%
-0.17%
MSFT - PHDG
57%
Loosely correlated
-2.87%
AMZN - PHDG
50%
Loosely correlated
-1.79%
AAPL - PHDG
49%
Loosely correlated
-0.20%
META - PHDG
45%
Loosely correlated
-2.08%
NVDA - PHDG
44%
Loosely correlated
-2.84%
More