Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

JEPQ: generated Aug 1, 2026, 8:01 AM (as of 2026-07-31); HELO: generated Aug 1, 2026, 5:44 AM (as of 2026-07-31).

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JEPQ vs HELO

Current snapshot · Current snapshot

Portfolio statistics

JEPQ

Largest holding: NVDA · 6.910%
Top 10 concentration: 42.06%
Gross exposure: 42.06%
Net exposure: 42.06%

HELO

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

Holdings overlap

Based on returned holdings.

ETF A

JEPQ

Snapshot: 2026-07-31
Returned holdings: 10
Largest position: NVDA · 6.910%

30.92%weighted overlap

ETF B

HELO

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

Holdings universe12 distinct mapped tickers in the returned rows

8 shared

Only JEPQ 2Shared 8Only HELO 2

Largest allocation differences

AMDADVANCED MICRO DEVICES3.260% gap

3.260%0.000%

GOOGLALPHABET INC-CL A -3.250% gap

0.000%3.250%

GOOGALPHABET INC-CL C -2.910% gap

5.280%2.370%

MUMICRON TECHNOLOGY INC2.520% gap

4.100%1.580%

JIMXXJPMORGAN PRIME MONEY2.340% gap

0.000%2.340%

LRCXLAM RESEARCH CORP COMMON2.020% gap

2.020%0.000%

NVDANVIDIA CORP COMMON STOCK0.980% gap

6.910%7.890%

MSFTMICROSOFT CORP COMMON0.810% gap

5.030%5.840%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	JEPQ	HELO
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 by8

Ticker	Company	JEPQ weight	HELO weight	Absolute difference
NVDA	NVIDIA CORP COMMON STOCK	6.910%	7.890%	0.980%
AAPL	APPLE INC COMMON STOCK	6.410%	6.580%	0.170%
MSFT	MICROSOFT CORP COMMON	5.030%	5.840%	0.810%
AMZN	AMAZON.COM INC COMMON	4.340%	4.620%	0.280%
GOOG	ALPHABET INC-CL C -	5.280%	2.370%	2.910%
MU	MICRON TECHNOLOGY INC	4.100%	1.580%	2.520%
AVGO	BROADCOM INC COMMON	2.290%	3.020%	0.730%
META	META PLATFORMS INC	2.420%	1.990%	0.430%