HELO - ETF AI Analysis
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JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
HELO, the JPMorgan Hedged Equity Laddered Overlay ETF, earns a solid overall rating largely because it is built around high-quality tech leaders like Microsoft, Apple, and Alphabet, which show strong financial performance and promising growth in areas such as cloud, AI, and services. Some holdings like Amazon and Meta add growth potential but come with higher valuations and mixed technical signals, which can limit the fund’s upside. The main risk factor is the ETF’s heavy concentration in large technology and AI-focused companies, making its performance sensitive to shifts in that sector.
HELO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 4.90B
- Region
- North America
- Expense Ratio
- 0.50%
- Beta
- 0.49
- Issuer
- JPMorgan
- Inception Date
- Sep 28, 2023
- Dividend Yield
- 0.56%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
HELO Summary
HELO is the JPMorgan Hedged Equity Laddered Overlay ETF, focused mainly on large U.S. companies and using an options-based strategy to help smooth out market ups and downs. It doesn’t track a traditional index, but instead follows a theme of owning big, well-known stocks while trying to reduce sharp losses. Top holdings include household names like Apple, Microsoft, Nvidia, and Amazon, giving investors broad exposure to leading technology and other sectors. Someone might invest in HELO for stock market growth with some built-in downside protection. A key risk is that it can still lose money and may lag the overall market in strong rallies.
How much will it cost me?
This ETF has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because this fund is more actively managed and uses a hedged overlay strategy to help manage risk.
What would affect this ETF?
HELO is heavily invested in large U.S. technology and other growth-focused companies, so continued innovation, strong corporate earnings, and a healthy U.S. economy could support future gains, while its hedged overlay strategy may help soften the impact of market downturns. On the other hand, rising interest rates, tighter regulations on big tech, or a broad slowdown in U.S. stocks could weigh on performance, and the hedge may also limit upside in very strong bull markets.
HELO Top 10 Holdings
HELO is leaning heavily on Big Tech, with Nvidia and Apple doing much of the heavy lifting as their shares keep rising on the back of AI and services growth. Microsoft has been a steady anchor over the past few months, even if its recent moves look more mixed. On the flip side, Amazon and Broadcom have been lagging lately, acting as a bit of a brake on the fund’s momentum. With a clear tilt toward U.S. technology and AI-related names, this ETF’s story is all about large-cap innovation driving returns, with hedging helping smooth the ride.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 8.34% | $408.70M | $5.19T | 7.14% | 76Outperform |
 AAPL | Apple | 7.22% | $354.01M | $5.02T | 27.82% | 79Outperform |
 MSFT | Microsoft | 6.56% | $321.70M | $3.94T | -2.04% | 79Outperform |
 AMZN | Amazon | 4.22% | $207.00M | $2.75T | 11.06% | 71Outperform |
 GOOGL | Alphabet Class A | 2.88% | $141.10M | $3.96T | 21.47% | 85Outperform |
 AVGO | Broadcom | 2.64% | $129.58M | $1.68T | -5.67% | 76Outperform |
 META | Meta Platforms | 2.13% | $104.57M | $1.57T | -18.49% | 76Outperform |
 GOOG | Alphabet Class C | 2.05% | $100.71M | $3.96T | 19.92% | 82Outperform |
 MU | Micron | 1.69% | $82.92M | $1.11T | 343.08% | 79Outperform |
HELO Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HELO, the sentiment is Positive. The current price of 69.77 is above the 20-day moving average (MA) of 69.57, above the 50-day MA of 69.39, and above the 200-day MA of 67.54, indicating a bullish trend. The MACD of 0.02 indicates Positive momentum. The RSI at 54.68 is Neutral, neither overbought nor oversold. The STOCH value of 66.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HELO.
HELO Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| HELO | $69.77 | $77.00(10.36% Upside) | $4.90B | 0.50% | 72Outperform |
 FELC | $43.64 | $52.51(20.33% Upside) | $8.83B | 0.18% | 74Outperform |
 DIVO | $47.95 | $53.69(11.98% Upside) | $8.06B | 0.56% | 64Neutral |
 TCAF | $43.83 | $53.39(21.81% Upside) | $8.18B | 0.31% | 69Neutral |
 GPIQ | $56.80 | $70.91(24.85% Upside) | $6.55B | 0.29% | 73Outperform |
 GPIX | $56.20 | $66.79(18.85% Upside) | $6.46B | 0.29% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| HELO | JPMorgan Hedged Equity Laddered Overlay ETF | 69.77 | 4.53 | 6.95% | |
| FELC | Fidelity Enhanced Large Cap Core ETF | 43.64 | 6.14 | 16.39% | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | 47.95 | 5.57 | 13.13% | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | 43.83 | 5.49 | 14.33% | |
| GPIQ | Goldman Sachs Nasdaq 100 Core Premium Income ETF | 56.80 | 8.27 | 17.05% | |
| GPIX | Goldman Sachs S&P 500 Core Premium Income ETF | 56.20 | 7.62 | 15.69% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.