Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

HELO: generated Aug 1, 2026, 5:44 AM (as of 2026-07-31); JPEF: generated Jul 31, 2026, 9:50 PM (as of 2026-07-30).

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HELO vs JPEF

Current snapshot · Current snapshot

Portfolio statistics

HELO

Largest holding: NVDA · 7.890%
Top 10 concentration: 39.48%
Gross exposure: 39.48%
Net exposure: 39.48%

JPEF

Largest holding: NVDA · 8.380%
Top 10 concentration: 44.75%
Gross exposure: 44.75%
Net exposure: 44.75%

Holdings overlap

Based on returned holdings.

ETF A

HELO

Snapshot: 2026-07-31
Returned holdings: 10
Largest position: NVDA · 7.890%

27.34%weighted overlap

ETF B

JPEF

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: NVDA · 8.380%

Holdings universe14 distinct mapped tickers in the returned rows

6 shared

Only HELO 4Shared 6Only JPEF 4

Largest allocation differences

GOOGALPHABET INC-CL C -3.970% gap

2.370%6.340%

GOOGLALPHABET INC-CL A -3.250% gap

3.250%0.000%

JNJJOHNSON & COMMON3.170% gap

0.000%3.170%

MSMORGAN STANLEY DEAN3.140% gap

0.000%3.140%

ADIANALOG DEVICES INC2.890% gap

0.000%2.890%

LLOEWS CORP COMMON STOCK2.860% gap

0.000%2.860%

JIMXXJPMORGAN PRIME MONEY2.340% gap

2.340%0.000%

METAMETA PLATFORMS INC1.990% gap

1.990%0.000%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	HELO	JPEF
P/E	N/A0/10 valued	N/A0/10 valued
P/B	N/A0/10 valued	N/A0/10 valued
P/S	N/A0/10 valued	N/A0/10 valued

No valuation data available for these holdings.

Holdings details

View

Shared holdings

Sort by6

Ticker	Company	HELO weight	JPEF weight	Absolute difference
NVDA	NVIDIA CORP COMMON STOCK	7.890%	8.380%	0.490%
AAPL	APPLE INC COMMON STOCK	6.580%	5.510%	1.070%
MSFT	MICROSOFT CORP COMMON	5.840%	4.360%	1.480%
AMZN	AMAZON.COM INC COMMON	4.620%	4.190%	0.430%
GOOG	ALPHABET INC-CL C -	2.370%	6.340%	3.970%
AVGO	BROADCOM INC COMMON	3.020%	3.910%	0.890%