HELO
Price
$64.32
Change
-$0.11 (-0.17%)
Updated
Sep 5 closing price
Net Assets
3.39B
SHDG
Price
$31.09
Change
+$0.30 (+0.97%)
Updated
Sep 4 closing price
Net Assets
162.18M
Interact to see
Advertisement

HELO vs SHDG

Header iconHELO vs SHDG Comparison
Open Charts HELO vs SHDGBanner chart's image
JPMorgan Hedged Equity Ldrd Ovrly ETF
Price$64.32
Change-$0.11 (-0.17%)
Volume$363.79K
Net Assets3.39B
Soundwatch Hedged Equity ETF
Price$31.09
Change+$0.30 (+0.97%)
Volume$12.41K
Net Assets162.18M
HELO vs SHDG Comparison Chart in %
Loading...
HELO
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SHDG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
HELO vs. SHDG commentary
Sep 08, 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 SHDG is a Hold.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.39B vs. SHDG (162M). SHDG has a higher annual dividend yield than HELO: SHDG (6.771) vs HELO (3.994). HELO was incepted earlier than SHDG: HELO (2 years) vs SHDG (9 years). HELO (0.50) has a lower expense ratio than SHDG (0.53). HELO has a higher turnover SHDG (25.00) vs SHDG (25.00).
HELOSHDGHELO / SHDG
Gain YTD3.9946.77159%
Net Assets3.39B162M2,091%
Total Expense Ratio0.500.5394%
Turnover30.0025.00120%
Yield0.660.58113%
Fund Existence2 years9 years-
TECHNICAL ANALYSIS
Technical Analysis
HELOSHDG
RSI
ODDS (%)
Bearish Trend 3 days ago
46%
Bearish Trend 3 days ago
40%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
40%
Bearish Trend 3 days ago
36%
Momentum
ODDS (%)
Bullish Trend 3 days ago
86%
Bullish Trend 3 days ago
87%
MACD
ODDS (%)
Bearish Trend 3 days ago
41%
Bearish Trend 3 days ago
43%
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
83%
Advances
ODDS (%)
Bullish Trend 4 days ago
83%
N/A
Declines
ODDS (%)
Bearish Trend 6 days ago
59%
Bearish Trend 19 days ago
58%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
41%
Bearish Trend 3 days ago
67%
Aroon
ODDS (%)
Bullish Trend 3 days ago
84%
Bullish Trend 3 days ago
82%
View a ticker or compare two or three
Interact to see
Advertisement
HELO
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SHDG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
NMS11.430.11
+0.97%
Nuveen Minnesota Quality Municipal Income Fund
ODDS33.860.18
+0.52%
Pacer BlueStar Digital Entertainment ETF
FSIG19.270.04
+0.21%
First Trust Ltd Drtn Inv Grd Corp ETF
DAPR38.390.02
+0.06%
FT Vest US Equity Dp Bffr ETF Apr
PIPE23.96-0.11
-0.45%
Invesco SteelPath MLP & Energy Infrastructure ETF

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 79% 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
79%
Closely correlated
-1.43%
DOV - HELO
78%
Closely correlated
-0.34%
ADI - HELO
77%
Closely correlated
+0.39%
AMP - HELO
76%
Closely correlated
-4.42%
BX - HELO
76%
Closely correlated
+0.05%
More