HELO vs OVL — stock comparison tool

HELO currently yields 0.57% TTM versus OVL at 8.31%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

HELOOVL
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
HELO
OVL

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

HELO Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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OVL Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
HELO$69.61
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JPMorgan Hedged Equity Laddered Overlay ETF

OVL$56.86
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Overlay Shares Large Cap Equity ETF

Dividend Information

Dividend Yield
0.57%
8.31%
Annual Dividend
$0.39
$4.72
Dividend Growth (5yr)
-
-
Years of Growth
1
3
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

HELO

144 holdings
Technology39.16%
Financial Services10.60%
Consumer Cyclical9.85%
Communication Services9.79%
Healthcare9.17%
Industrials6.09%
Energy3.56%
Consumer Defensive3.43%
Cash & Others3.00%
Utilities2.04%
Basic Materials1.69%
Real Estate1.62%

Top 10 holdings

NameWeight
NVDANVIDIA CORP COMMON STOCK8.36%
AAPLAPPLE INC COMMON STOCK7.15%
MSFTMICROSOFT CORP COMMON6.60%
AMZNAMAZON.COM INC COMMON4.39%
GOOGLALPHABET INC-CL A -3.10%
AVGOBROADCOM INC COMMON2.59%
METAMETA PLATFORMS INC2.43%
GOOGALPHABET INC-CL C -2.21%
MUMICRON TECHNOLOGY INC1.65%
XOMEXXONMOBIL HOLDINGS CORP1.46%
Top 1039.94%

OVL

11 holdings
Technology38.62%
Financial Services11.98%
Communication Services9.48%
Consumer Cyclical9.29%
Healthcare9.26%
Industrials7.73%
Consumer Defensive4.45%
Energy3.47%
Utilities1.98%
Basic Materials1.93%
Real Estate1.80%
Cash & Others0.01%

Top 10 holdings

NameWeight
VOOVanguard S&P 500 ETF99.89%
Top 1099.89%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

10001
HELOSharedOVL

Overlap by weight

0%

Share of portfolio weight that appears in both funds.

# overlapping holdings

0

HELO: 0% also in OVLOVL: 0% also in HELO

HELO: showing top 100 holdings by weight (of 144) · OVL: showing top 1 holdings by weight (of 11). Overlap counts use this top slice, not the full fund book.

Sector drift (HELO vs OVL)

Left = heavier in HELO. Right = heavier in OVL.

HELO overweight (left)OVL overweight (right)
0 shown

Overlapping tickers

No matching tickers.

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HELO vs OVL Dividend Comparison | DRIP Tool | Dividend Wealth