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AAUSvsHELOETF Comparison
Alpha Architect US Equity ETF (AAUS) belongs to the US Multi-Factor segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. AAUS's top 3 sector exposures are Information Technology, Communication Services and Consumer Discretionary. In contrast, HELO's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. AAUS is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.5% for HELO. AAUS is down -2.56% year-to-date (YTD) with -$2M in YTD flows. HELO performs better with -1.67% YTD performance, and +$278M in YTD flows. Run a side-by-side ETF comparison of AAUS 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.
AAUS vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | AAUS HELO | -1.88%-2.13% | -2.24%-1.35% | -2.56%-1.67% | n/a+8.96% | n/an/a | n/an/a |
| Flows | AAUS HELO | +$284K+$101M | -$3M+$323M | -$2M+$278M | -+$800M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | AAUS HELO | +11.38%+7.80% | n/a+8.60% | n/an/a | n/an/a |
| Max drawdown | AAUS HELO | -4.25%-3.01% | n/a-6.97% | n/an/a | n/an/a |
| Max drawdown duration | AAUS HELO | 59d31d | n/a46d | n/an/a | n/an/a |
AAUS | HELO | |
Last sale 3/13/2026 at 1:30 PM | $53.29 | $65.01 |
| Previous close 03/12/2026 | $53.67 | $65.24 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
AAUS | HELO | |
|---|---|---|
| Last price | $53.29 | $65.01 |
| 1D performance | -0.71% | -0.35% |
| AuM | $474.28 M | $3.83 B |
| E/R | 0.15% | 0.5% |
AAUS | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Alpha Architect | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 258 | 143 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 23, 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 AAUS and HELO ETFs performed in 2026?
As of March 12, 2026, AAUS is down -2.56% year-to-date (YTD), while HELO has lost -1.67%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: AAUS or HELO?
Year-to-date, the AAUS ETF saw -$2M in flows, compared to +$278M for HELO.
Which ETF is bigger: AAUS or HELO?
As of March 12, 2026, AAUS holds $474.28 M in assets under management (AUM), while HELO manages $3.83 B.
What sectors do the AAUS and HELO ETFs invest in?
AAUS leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.
What are the top holdings of the AAUS ETF and HELO ETF?
AAUS top holdings include NVIDIA, APPLE and MICROSOFT-T. HELO holds in its top three: NVIDIA, MICROSOFT-T and APPLE.
Which ETF is more diversified: AAUS or HELO?
AAUS holds 266 securities with 48.93% of its assets in the top 15. HELO has 150 securities and a top 15 weight of 47.22%.
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