HELO
Price
$62.08
Change
+$0.26 (+0.42%)
Updated
Jun 16, 04:59 PM (EDT)
Net Assets
3.18B
SHDG
Price
$29.45
Change
+$0.24 (+0.82%)
Updated
Jun 16, 02:25 PM (EDT)
Net Assets
152.68M
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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$62.08
Change+$0.26 (+0.42%)
Volume$1.5K
Net Assets3.18B
Soundwatch Hedged Equity ETF
Price$29.45
Change+$0.24 (+0.82%)
Volume$700
Net Assets152.68M
HELO vs SHDG Comparison Chart
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HELO
Daily Signalchanged days ago
Gain/Loss if bought
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HELO vs. SHDG commentary
Jun 17, 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 StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
HELO has more net assets: 3.18B vs. SHDG (153M). SHDG has a higher annual dividend yield than HELO: SHDG (0.308) vs HELO (-0.211). 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 YTD-0.2110.308-68%
Net Assets3.18B153M2,077%
Total Expense Ratio0.500.5394%
Turnover30.0025.00120%
Yield0.660.62106%
Fund Existence2 years9 years-
TECHNICAL ANALYSIS
Technical Analysis
HELO
RSI
ODDS (%)
Bearish Trend 4 days ago
48%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
52%
Momentum
ODDS (%)
Bullish Trend 4 days ago
84%
MACD
ODDS (%)
Bearish Trend 4 days ago
42%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
65%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
82%
Advances
ODDS (%)
Bullish Trend 7 days ago
80%
Declines
ODDS (%)
Bearish Trend 26 days ago
62%
BollingerBands
ODDS (%)
Bearish Trend 5 days ago
54%
Aroon
ODDS (%)
Bullish Trend 4 days ago
79%
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HELO
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 ADI. 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 ADI could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HELO
1D Price
Change %
HELO100%
-0.43%
ADI - HELO
79%
Closely correlated
-3.05%
AXP - HELO
78%
Closely correlated
-3.42%
GS - HELO
77%
Closely correlated
-1.85%
AMZN - HELO
77%
Closely correlated
-0.53%
BX - HELO
77%
Closely correlated
-3.11%
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