HELO
Price
$63.94
Change
-$0.05 (-0.08%)
Updated
Aug 15 closing price
Net Assets
3.31B
SHDG
Price
$30.81
Change
-$0.06 (-0.19%)
Updated
Aug 15 closing price
Net Assets
161.71M
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HELO vs SHDG

Header iconHELO vs SHDG Comparison
Open Charts HELO vs SHDGBanner chart's image
JPMorgan Hedged Equity Ldrd Ovrly ETF
Price$63.94
Change-$0.05 (-0.08%)
Volume$411.29K
Net Assets3.31B
Soundwatch Hedged Equity ETF
Price$30.81
Change-$0.06 (-0.19%)
Volume$8.3K
Net Assets161.71M
HELO vs SHDG Comparison Chart in %
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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SHDG
Daily Signalchanged days ago
Gain/Loss if bought
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HELO vs. SHDG commentary
Aug 18, 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 SHDG is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.31B vs. SHDG (162M). SHDG has a higher annual dividend yield than HELO: SHDG (5.826) vs HELO (3.379). 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 YTD3.3795.82658%
Net Assets3.31B162M2,045%
Total Expense Ratio0.500.5394%
Turnover30.0025.00120%
Yield0.670.59112%
Fund Existence2 years9 years-
TECHNICAL ANALYSIS
Technical Analysis
HELOSHDG
RSI
ODDS (%)
Bearish Trend 3 days ago
48%
Bearish Trend 3 days ago
47%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
44%
Bearish Trend 3 days ago
49%
Momentum
ODDS (%)
Bullish Trend 3 days ago
76%
Bullish Trend 3 days ago
87%
MACD
ODDS (%)
Bullish Trend 3 days ago
71%
Bullish Trend 3 days ago
76%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
84%
Bullish Trend 3 days ago
83%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
84%
Bullish Trend 3 days ago
82%
Advances
ODDS (%)
Bullish Trend 4 days ago
82%
Bullish Trend 21 days ago
83%
Declines
ODDS (%)
Bearish Trend 17 days ago
59%
N/A
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
47%
Bearish Trend 3 days ago
58%
Aroon
ODDS (%)
Bullish Trend 3 days ago
85%
Bullish Trend 3 days ago
80%
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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SHDG
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 DOV. 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 DOV could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HELO
1D Price
Change %
HELO100%
-0.08%
DOV - HELO
78%
Closely correlated
-1.59%
GS - HELO
78%
Closely correlated
-2.21%
ADI - HELO
78%
Closely correlated
-1.94%
AMZN - HELO
76%
Closely correlated
+0.02%
AMP - HELO
76%
Closely correlated
-2.07%
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