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* Offering through VF Securities, Inc. (member FINRA/SIPC)
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The fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, it invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index, which primarily consist of common stocks of large capitalization U.S. companies. more
| Time Frame | HELO | S&P500 |
|---|---|---|
| 1-Week Return | -0.18% | -0.67% |
| 1-Month Return | 0.6% | 0.43% |
| 3-Month Return | 0.46% | 3.38% |
| 6-Month Return | 0.88% | 6.52% |
| 1-Year Return | 6.59% | 16.35% |
| 3-Year Return | 35.59% | 62.61% |
| Time Frame | HELO | S&P500 |
|---|---|---|
| 1-Week Return | -8.97% | -29.57% |
| 1-Month Return | 7.55% | 5.36% |
| 3-Month Return | 1.88% | 14.43% |
| 6-Month Return | 1.79% | 13.66% |
| 1-Year Return | 6.59% | 16.35% |
| 3-Year Return | 10.68% | 17.59% |
| Stock name | Ticker | Weight |
|---|---|---|
NVIDIA CORP COMMON STOCK | NVDA | 8.31% |
APPLE INC COMMON STOCK | AAPL | 6.96% |
MICROSOFT CORP COMMON | MSFT | 4.85% |
AMAZON.COM INC COMMON | AMZN | 4.02% |
BROADCOM INC COMMON | AVGO | 3.08% |
ALPHABET INC-CL A - | GOOGL | 2.94% |
JPMORGAN PRIME MONEY | JPMORGAN.PRIME.MONEY | 2.35% |
META PLATFORMS INC | META | 2.19% |
ALPHABET INC-CL C - | GOOG | 2.14% |
MICRON TECHNOLOGY INC | MU | 1.93% |
ADVANCED MICRO DEVICES | AMD | 1.41% |
EXXONMOBIL HOLDINGS CORP | XOM | 1.36% |
JOHNSON & COMMON | JNJ | 1.23% |
BERKSHIRE HATHAWAY INC | BRK.B | 1.23% |
ELI LILLY AND COMPANY | LLY | 1.22% |
ABBVIE INC COMMON STOCK | ABBV | 1.18% |
MASTERCARD INC COMMON | MA | 1.17% |
TESLA INC COMMON STOCK | TSLA | 1.17% |
LAM RESEARCH CORP COMMON | LRCX | 1.15% |
BANK OF AMERICA CORP | BAC | 1.11% |
RTX CORP | RTX | 1.07% |
TRANE TECHNOLOGIES PLC | TRANE.TECHNOLOGIES.PLC | 0.96% |
VISA INC COMMON STOCK | V | 0.92% |
HOWMET AEROSPACE INC | HWM | 0.9% |
NEXTERA ENERGY INC | NEE | 0.84% |
3M CO COMMON STOCK USD | MMM | 0.84% |
PEPSICO INC COMMON STOCK | PEP | 0.81% |
WELLS FARGO & CO COMMON | WFC | 0.81% |
AT&T INC COMMON STOCK | T | 0.78% |
UNITEDHEALTH GROUP INC | UNH | 0.75% |
CHARLES SCHWAB CORP/THE | SCHW | 0.75% |
EOG RESOURCES INC COMMON | EOG | 0.74% |
AON PLC COMMON STOCK USD | AON | 0.74% |
PHILIP MORRIS | PM | 0.73% |
SEAGATE TECHNOLOGY | STX | 0.69% |
LOWE'S COS INC COMMON | LOW | 0.68% |
MCDONALD'S CORP COMMON | MCD | 0.65% |
TEXAS INSTRUMENTS INC | TXN | 0.64% |
AMPHENOL CORP COMMON | APH | 0.63% |
WALMART INC COMMON STOCK | WMT | 0.61% |
ECOLAB INC COMMON STOCK | ECL | 0.61% |
STRYKER CORP COMMON | SYK | 0.6% |
CITIGROUP INC COMMON | C | 0.6% |
DEERE & CO COMMON STOCK | DE | 0.59% |
MORGAN STANLEY DEAN | MS | 0.58% |
BRISTOL-MYERS SQUIBB CO | BMY | 0.57% |
WESTERN DIGITAL CORP | WDC | 0.57% |
VENTAS INC REIT USD 0.25 | VTR | 0.56% |
ANALOG DEVICES INC | ADI | 0.56% |
NXP SEMICONDUCTORS NV | NXPI | 0.55% |
ARTHUR J GALLAGHER & CO | AJG | 0.53% |
MONDELEZ INTERNATIONAL | MDLZ | 0.52% |
INTEL CORP COMMON STOCK | INTC | 0.52% |
THE WALT DISNEY COMPANY | DIS | 0.52% |
ROSS STORES INC COMMON | ROST | 0.51% |
SERVICENOW INC COMMON | NOW | 0.5% |
ORACLE CORP COMMON STOCK | ORCL | 0.49% |
US BANCORP COMMON STOCK | USB | 0.48% |
EATON CORP PLC COMMON | ETN | 0.46% |
SEMPRA COMMON STOCK USD | SRE | 0.45% |
ARISTA NETWORKS INC | ANET | 0.44% |
EQUINIX INC REIT USD | EQIX | 0.44% |
HILTON WORLDWIDE | HLT | 0.43% |
REGENERON | REGN | 0.43% |
ENTERGY CORP COMMON | ETR | 0.43% |
CAPITAL ONE FINANCIAL | COF | 0.42% |
CONOCOPHILLIPS COMMON | COP | 0.41% |
AMERICAN EXPRESS CO | AXP | 0.41% |
FIFTH THIRD BANCORP | FITB | 0.41% |
CORPAY INC | CPAY | 0.41% |
CHIPOTLE MEXICAN GRILL | CMG | 0.41% |
WELLTOWER INC | WELL | 0.4% |
THE SOUTHERN COMPANY | SO | 0.4% |
ACCENTURE PLC COMMON | ACN | 0.39% |
VERTIV HOLDINGS CO | VRT | 0.39% |
YUM BRANDS INC COMMON | YUM | 0.38% |
PALANTIR TECHNOLOGIES | PLTR | 0.38% |
EDWARDS LIFESCIENCES | EW | 0.38% |
GE VERNOVA INC COMMON | GEV | 0.37% |
LINDE PLC COMMON STOCK | LIN | 0.37% |
SPY PUT USD 09/30/2026 | SPY.PUT.USD.09.30.2026 | 0.37% |
BAKER HUGHES CO COMMON | BKR | 0.36% |
CORNING INC COMMON STOCK | GLW | 0.36% |
VERTEX PHARMACEUTICALS | VRTX | 0.36% |
BURLINGTON STORES INC | BURL | 0.34% |
DOVER CORP COMMON STOCK | DOV | 0.34% |
CIGNA GROUP/THE COMMON | CI | 0.33% |
AUTOZONE INC COMMON | AZO | 0.32% |
UNION PACIFIC CORP | UNP | 0.32% |
TRANSDIGM GROUP INC | TDG | 0.31% |
SPY PUT USD 08/31/2026 | SPY.PUT.USD.08.31.2026 | 0.31% |
MEDTRONIC PLC COMMON | MDT | 0.31% |
BOOKING HOLDINGS INC | BKNG | 0.29% |
FEDEX CORP COMMON STOCK | FDX | 0.29% |
KEURIG DR PEPPER INC | KDP | 0.28% |
THERMO FISHER SCIENTIFIC | TMO | 0.28% |
WATERS CORP COMMON STOCK | WAT | 0.27% |
UNITED RENTALS INC | URI | 0.26% |
CADENCE DESIGN SYSTEMS | CDNS | 0.26% |
BOSTON SCIENTIFIC CORP | BSX | 0.25% |
AFFIRM HOLDINGS INC | AFRM | 0.25% |
NETFLIX INC COMMON STOCK | NFLX | 0.24% |
AUTODESK INC COMMON | ADSK | 0.24% |
PPG INDUSTRIES INC | PPG | 0.24% |
MCKESSON CORP COMMON | MCK | 0.23% |
HUMANA INC COMMON STOCK | HUM | 0.23% |
CARNIVAL CORP LTD COMMON | CCL | 0.22% |
LEIDOS HOLDINGS INC | LDOS | 0.22% |
FIDELITY NATIONAL | FIS | 0.22% |
AMERICAN TOWER CORP REIT | AMT | 0.22% |
SANDISK CORP COMMON | SNDK | 0.21% |
PROGRESSIVE CORP/THE | PGR | 0.21% |
MASCO CORP COMMON STOCK | MAS | 0.21% |
DOORDASH INC COMMON | DASH | 0.2% |
EXPEDIA GROUP INC COMMON | EXPE | 0.2% |
HEWLETT PACKARD | HPE | 0.2% |
DIAMONDBACK ENERGY INC | FANG | 0.2% |
APPLIED MATERIALS INC | AMAT | 0.2% |
EMERSON ELECTRIC CO | EMR | 0.19% |
PALO ALTO NETWORKS INC | PANW | 0.19% |
BLACKSTONE GROUP INC/THE | BX | 0.19% |
APOLLO GLOBAL MANAGEMENT | APO | 0.19% |
CROWDSTRIKE HOLDINGS INC | CRWD | 0.19% |
EQUITY LIFESTYLE | ELS | 0.18% |
ALTRIA GROUP INC COMMON | MO | 0.18% |
VULCAN MATERIALS CO | VMC | 0.18% |
CENCORA INC COMMON STOCK | COR | 0.18% |
TEXTRON INC COMMON STOCK | TXT | 0.18% |
INTUIT INC COMMON STOCK | INTU | 0.17% |
NEWMONT CORP COMMON | NEM | 0.16% |
FORTINET INC COMMON | FTNT | 0.15% |
MARTIN MARIETTA | MLM | 0.15% |
INGERSOLL RAND INC | IR | 0.15% |
EQT CORP COMMON STOCK | EQT | 0.15% |
COGNIZANT TECHNOLOGY | CTSH | 0.14% |
CHURCH & DWIGHT CO INC | CHD | 0.14% |
TOAST INC COMMON STOCK | TOST | 0.14% |
APPLOVIN CORP COMMON | APP | 0.14% |
ARCH CAPITAL GROUP LTD | ACGL | 0.13% |
INTERCONTINENTAL | ICE | 0.13% |
DELTA AIR LINES INC | DAL | 0.13% |
EMCOR GROUP INC COMMON | EME | 0.11% |
OMNICOM GROUP INC COMMON | OMC | 0.1% |
NEUROCRINE BIOSCIENCES | NBIX | 0.09% |
CIENA CORP COMMON STOCK | CIEN | 0.09% |
UNITED AIRLINES HOLDINGS | UAL | 0.08% |
SPACE EXPLORATION | SPCX | 0.07% |
CHUBB LTD COMMON STOCK | CB | 0.07% |
FEDEX FREIGHT HOLDING CO | FDXF | 0.07% |
WARNER MUSIC GROUP CORP | WMG | 0.07% |
LENNAR CORP COMMON STOCK | LEN | 0.06% |
APTIV PLC COMMON STOCK | APTIV.PLC.COMMON.STOCK | 0.04% |
WEX INC COMMON STOCK USD | WEX | 0.04% |
AMERICAN WATER WORKS CO | AWK | 0.03% |
BALL CORP COMMON STOCK | BLL | 0.03% |
SPY PUT USD 07/31/2026 | SPY.PUT.USD.07.31.2026 | 0.01% |
CASH | CASH | 0% |
SPY CALL USD 08/31/2026 | SPY.CALL.USD.08.31.2026 | -0.01% |
SPY CALL USD 07/31/2026 | SPY.CALL.USD.07.31.2026 | -0.04% |
SPY CALL USD 09/30/2026 | SPY.CALL.USD.09.30.2026 | -0.12% |
| Sector | Weight |
|---|---|
|
Information Technology | 37.80% |
|
Financials | 11.76% |
|
Consumer discretionary | 10.83% |
|
Communication services | 9.96% |
|
Health care | 9.05% |
|
All Others | 20.60% |
Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) share price today is $67.58.
Yes, Indians can buy shares of Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) on Vested. To buy HELO from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.
Yes, you can purchase fractional shares of Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) on Vested. You can start investing in Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) with a minimum investment of $1.
The 52-week high price of Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) is $68.4. The 52-week low price of Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) is $62.23.
The stock symbol (or ticker) of Jpmorgan Hedged Equity Laddered Overlay ETF is HELO.
Yes, you can setup SIP in Jpmorgan Hedged Equity Laddered Overlay ETF shares. Follow the below steps to create the SIP:
Here is the historical performance of HELO on the Vested app.
The expense ratio of Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) is 0.5%.
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