HALO vs. HELO
Compare and contrast key facts about Halozyme Therapeutics, Inc. (HALO) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO).
HELO is an actively managed fund by JPMorgan Chase. It was launched on Sep 28, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HALO or HELO.
Correlation
The correlation between HALO and HELO is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HALO vs. HELO - Performance Comparison
Key characteristics
HALO:
1.56
HELO:
2.33
HALO:
2.11
HELO:
3.22
HALO:
1.33
HELO:
1.47
HALO:
1.46
HELO:
4.28
HALO:
5.12
HELO:
18.12
HALO:
12.34%
HELO:
0.98%
HALO:
40.53%
HELO:
7.66%
HALO:
-74.26%
HELO:
-4.16%
HALO:
-13.33%
HELO:
-0.77%
Returns By Period
In the year-to-date period, HALO achieves a 16.77% return, which is significantly higher than HELO's 1.56% return.
HALO
16.77%
16.34%
1.03%
65.32%
24.19%
14.65%
HELO
1.56%
1.37%
7.64%
17.54%
N/A
N/A
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Risk-Adjusted Performance
HALO vs. HELO — Risk-Adjusted Performance Rank
HALO
HELO
HALO vs. HELO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Halozyme Therapeutics, Inc. (HALO) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HALO vs. HELO - Dividend Comparison
HALO has not paid dividends to shareholders, while HELO's dividend yield for the trailing twelve months is around 0.59%.
| TTM | 2024 | 2023 | |
|---|---|---|---|
HALO Halozyme Therapeutics, Inc. | 0.00% | 0.00% | 0.00% |
HELO JPMorgan Hedged Equity Laddered Overlay ETF | 0.59% | 0.60% | 0.19% |
Drawdowns
HALO vs. HELO - Drawdown Comparison
The maximum HALO drawdown since its inception was -74.26%, which is greater than HELO's maximum drawdown of -4.16%. Use the drawdown chart below to compare losses from any high point for HALO and HELO. For additional features, visit the drawdowns tool.
Volatility
HALO vs. HELO - Volatility Comparison
Halozyme Therapeutics, Inc. (HALO) has a higher volatility of 8.50% compared to JPMorgan Hedged Equity Laddered Overlay ETF (HELO) at 2.71%. This indicates that HALO's price experiences larger fluctuations and is considered to be riskier than HELO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.