HELO vs GRNY
Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF (GRNY, ETF).
HELO vs GRNY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HELO
$3.80B
Winner
GRNY
$3.90B
Expense Ratio
Winner
HELO
0.50%
GRNY
0.75%
Max Drawdown
Winner
HELO
11.02%
GRNY
24.18%
Sharpe Ratio
HELO
1.47
Winner
GRNY
1.70
5Y Beta
Winner
HELO
0.47
GRNY
1.25
P/E Ratio
Winner
HELO
27.36
GRNY
34.15
Forward P/E
HELO
21.18
Winner
GRNY
16.93
PEG Ratio
Winner
HELO
0.60
GRNY
0.80
5Y EPS CAGR
Winner
HELO
26.61%
GRNY
22.96%
Debt to Equity
Winner
HELO
-7.04%
GRNY
56.16%
P/S Ratio
Winner
HELO
3.99
GRNY
4.92
P/B Ratio
Winner
HELO
5.43
GRNY
5.66
HELO vs GRNY - Holdings Comparison
HELO and GRNY have 21 common holdings. Overlap is 22.86%
HELO's top 25 holdings weight is 57.02%. GRNY's top 25 holdings weight is 66.53%.
| Rank | HELO | GRNY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.28% | ADVANCED MICRO DEVICES INC (AMD) - 3.81% |
| #2 | APPLE INC (AAPL) - 6.52% | GE VERNOVA INC (GEV) - 3.07% |
| #3 | MICROSOFT CORP (MSFT) - 5.89% | STRATEGY INC CLASS A (MSTR) - 3.02% |
| #4 | AMAZON.COM INC (AMZN) - 4.84% | AMAZON.COM INC (AMZN) - 2.97% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.49% | KLA CORP (KLAC) - 2.84% |
| #6 | BROADCOM INC (AVGO) - 3.40% | BROADCOM INC (AVGO) - 2.83% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.68% | NETFLIX INC (NFLX) - 2.79% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.28% | QUANTA SERVICES INC (PWR) - 2.78% |
| #9 | TESLA INC (TSLA) - 1.63% | ARISTA NETWORKS INC (ANET) - 2.76% |
| #10 | EXXON MOBIL CORP (XOM) - 1.44% | ALPHABET INC CLASS A (GOOGL) - 2.69% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% | NVIDIA CORP (NVDA) - 2.63% |
| #12 | MASTERCARD INC CLASS A (MA) - 1.30% | BANK OF NEW YORK MELLON CORP (BK) - 2.58% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.19% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.52% |
| #14 | MICRON TECHNOLOGY INC (MU) - 1.11% | AIR PRODUCTS AND CHEMICALS INC (APD) - 2.51% |
| #15 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.04% | MICROSOFT CORP (MSFT) - 2.51% |
| #16 | PEPSICO INC (PEP) - 1.02% | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.51% |
| #17 | VISA INC CLASS A (V) - 1.00% | CATERPILLAR INC (CAT) - 2.48% |
| #18 | BANK OF AMERICA CORP (BAC) - 1.00% | META PLATFORMS INC CLASS A (META) - 2.47% |
| #19 | ABBVIE INC (ABBV) - 0.98% | EATON CORP PLC (ETN) - 2.45% |
| #20 | NEXTERA ENERGY INC (NEE) - 0.98% | ONEOK INC (OKE) - 2.42% |
| #21 | LAM RESEARCH CORP (LRCX) - 0.98% | APPLE INC (AAPL) - 2.40% |
| #22 | ELI LILLY AND CO (LLY) - 0.97% | CHEVRON CORP (CVX) - 2.40% |
| #23 | WELLS FARGO & CO (WFC) - 0.96% | UNION PACIFIC CORP (UNP) - 2.38% |
| #24 | RTX CORP (RTX) - 0.87% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.37% |
| #25 | LOWE'S COMPANIES INC (LOW) - 0.86% | TJX COMPANIES INC (TJX) - 2.34% |
| Total Holdings | 163 | 42 |
HELO vs GRNY - Historical Returns
Returns include dividend reinvestment.
1M
HELO
+3.93%
Winner
GRNY
+8.44%
3M
HELO
+0.72%
Winner
GRNY
+6.89%
6M
HELO
+4.00%
Winner
GRNY
+6.98%
1Y
HELO
+13.81%
Winner
GRNY
+35.97%
Max(CAGR)
HELO
+13.15%
Winner
GRNY
+21.43%
HELO vs GRNY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | HELO | GRNY |
|---|---|---|
| 2026 | +1.98% | +8.00% |
| 2025 | +8.10% | +24.36% |
| 2024 | +18.31% | -1.09% |
| 2023 | +6.30% | N/A |
HELO vs GRNY Drawdown Comparison
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for GRNY was -24.18%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current HELO drawdown is -0.12%. The current GRNY drawdown is -0.41%.
| Rank | HELO | GRNY |
|---|---|---|
| #1 | -10.89% Feb 19, 2025 - Aug 12, 2025 | -24.18% Jan 23, 2025 - Jun 6, 2025 |
| #2 | -5.76% Feb 9, 2026 - Apr 22, 2026 | -11.63% Oct 29, 2025 - Apr 17, 2026 |
| #3 | -4.16% Jul 16, 2024 - Aug 16, 2024 | -6.54% Dec 6, 2024 - Jan 22, 2025 |
| #4 | -3.60% Oct 17, 2023 - Nov 3, 2023 | -3.80% Aug 12, 2025 - Sep 10, 2025 |
| #5 | -2.93% Mar 28, 2024 - May 6, 2024 | -3.51% Oct 9, 2025 - Oct 24, 2025 |
| #6 | -2.71% Aug 30, 2024 - Sep 19, 2024 | -3.24% Nov 11, 2024 - Nov 26, 2024 |
| #7 | -2.56% Dec 26, 2024 - Jan 23, 2025 | -2.87% Jul 28, 2025 - Aug 8, 2025 |
| #8 | -2.38% Nov 12, 2025 - Nov 25, 2025 | -2.65% Sep 22, 2025 - Oct 6, 2025 |
| #9 | -2.21% Dec 5, 2024 - Dec 26, 2024 | -2.02% Apr 24, 2026 - May 1, 2026 |
| #10 | -2.09% Jan 12, 2026 - Jan 27, 2026 | -1.59% May 6, 2026 - May 7, 2026 |
| #11 | -1.81% Dec 11, 2025 - Dec 22, 2025 | -1.32% Jun 30, 2025 - Jul 3, 2025 |
| #12 | -1.50% Oct 29, 2024 - Nov 6, 2024 | -1.31% Jul 3, 2025 - Jul 14, 2025 |
| #13 | -1.45% Jan 23, 2025 - Feb 19, 2025 | -1.20% Jun 16, 2025 - Jun 23, 2025 |
| #14 | -1.34% Oct 6, 2025 - Oct 20, 2025 | -1.12% Jul 17, 2025 - Jul 23, 2025 |
| #15 | -1.32% Jan 28, 2026 - Feb 9, 2026 | -1.10% Oct 6, 2025 - Oct 8, 2025 |
Correlation
Correlation between HELO and GRNY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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