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AAEQvsHELOETF Comparison
Alpha Architect US Equity 2 ETF (AAEQ) belongs to the US All Cap segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. AAEQ's top 3 sector exposures are Information Technology, Financials and Consumer Discretionary. In contrast, HELO's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. AAEQ is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.5% for HELO. AAEQ is down -4.13% year-to-date (YTD) with -$7M in YTD flows. HELO performs better with -2.01% YTD performance, and +$278M in YTD flows. Run a side-by-side ETF comparison of AAEQ and HELO below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
AAEQ vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | AAEQ HELO | -2.55%-2.29% | -3.90%-1.49% | -4.13%-2.01% | n/a+9.36% | n/an/a | n/an/a |
| Flows | AAEQ HELO | -$2M+$101M | -$7M+$323M | -$7M+$278M | -+$788M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | AAEQ HELO | +12.47%+7.82% | n/a+8.57% | n/an/a | n/an/a |
| Max drawdown | AAEQ HELO | -5.80%-3.35% | n/a-6.97% | n/an/a | n/an/a |
| Max drawdown duration | AAEQ HELO | 59d32d | n/a46d | n/an/a | n/an/a |
AAEQ | HELO | |
Last sale 3/13/2026 at 1:30 PM | $47.29 | $65.01 |
| Previous close 03/12/2026 | $47.63 | $65.24 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
AAEQ | HELO | |
|---|---|---|
| Last price | $47.29 | $65.01 |
| 1D performance | -0.72% | -0.35% |
| AuM | $447.95 M | $3.81 B |
| E/R | 0.15% | 0.5% |
AAEQ | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Alpha Architect | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 401 | 143 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 10, 2025 | September 28, 2023 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the AAEQ and HELO ETFs performed in 2026?
As of March 13, 2026, AAEQ is down -4.13% year-to-date (YTD), while HELO has lost -2.01%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: AAEQ or HELO?
Year-to-date, the AAEQ ETF saw -$7M in flows, compared to +$278M for HELO.
Which ETF is bigger: AAEQ or HELO?
As of March 13, 2026, AAEQ holds $447.95 M in assets under management (AUM), while HELO manages $3.81 B.
What sectors do the AAEQ and HELO ETFs invest in?
AAEQ leans toward sectors like Information Technology, Financials and Consumer Discretionary. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.
What are the top holdings of the AAEQ ETF and HELO ETF?
AAEQ top holdings include NVIDIA, APPLE and MICROSOFT-T. HELO holds in its top three: NVIDIA, MICROSOFT-T and APPLE.
Which ETF is more diversified: AAEQ or HELO?
AAEQ holds 428 securities with 43.51% of its assets in the top 15. HELO has 150 securities and a top 15 weight of 47.22%.
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