HELO
Price
$64.89
Change
+$0.11 (+0.17%)
Updated
Sep 26 closing price
Net Assets
3.39B
SHDG
Price
$31.63
Change
+$0.08 (+0.25%)
Updated
Sep 26 closing price
Net Assets
164.36M
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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$64.89
Change+$0.11 (+0.17%)
Volume$220.04K
Net Assets3.39B
Soundwatch Hedged Equity ETF
Price$31.63
Change+$0.08 (+0.25%)
Volume$4.83K
Net Assets164.36M
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
Sep 29, 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: 3.39B vs. SHDG (164M). SHDG has a higher annual dividend yield than HELO: SHDG (8.610) vs HELO (5.120). 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 YTD5.1208.61059%
Net Assets3.39B164M2,068%
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
39%
Bearish Trend 3 days ago
60%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
41%
Bearish Trend 3 days ago
62%
Momentum
ODDS (%)
N/A
Bullish Trend 3 days ago
83%
MACD
ODDS (%)
Bearish Trend 3 days ago
43%
Bearish Trend 3 days ago
45%
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 7 days ago
83%
Bullish Trend 10 days ago
84%
Declines
ODDS (%)
Bearish Trend 12 days ago
58%
N/A
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
53%
Bearish Trend 3 days ago
56%
Aroon
ODDS (%)
Bullish Trend 3 days ago
87%
Bullish Trend 3 days ago
82%
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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 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
+0.98%
DOV - HELO
78%
Closely correlated
+1.45%
AMZN - HELO
75%
Closely correlated
+0.75%
BX - HELO
75%
Closely correlated
-0.16%
AMP - HELO
75%
Closely correlated
+1.49%
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