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ACIOvsHELOETF Comparison
Aptus Collared Income Opportunity ETF (ACIO) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. ACIO'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. ACIO is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. ACIO is down -1.92% year-to-date (YTD) with -$24M in YTD flows. HELO performs better with -1.67% YTD performance, and +$278M in YTD flows. Run a side-by-side ETF comparison of ACIO 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.
ACIO vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ACIO HELO | -1.20%-2.13% | -1.99%-1.35% | -1.92%-1.67% | +11.14%+8.96% | +49.20%n/a | +60.05%n/a |
| Flows | ACIO HELO | -$2M+$101M | -$26M+$323M | -$24M+$278M | +$289M+$800M | +$1.22B- | +$1.59B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ACIO HELO | +7.45%+7.80% | +11.35%+8.60% | +9.99%n/a | +11.08%n/a |
| Max drawdown | ACIO HELO | -3.02%-3.01% | -8.15%-6.97% | -12.37%n/a | -13.98%n/a |
| Max drawdown duration | ACIO HELO | 59d31d | 45d46d | 155dn/a | 688dn/a |
ACIO | HELO | |
Last sale 3/13/2026 at 1:30 PM | $42.71 | $65.04 |
| Previous close 03/12/2026 | $42.86 | $65.24 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
ACIO | HELO | |
|---|---|---|
| Last price | $42.71 | $65.04 |
| 1D performance | -0.35% | -0.31% |
| AuM | $2.16 B | $3.83 B |
| E/R | 0.79% | 0.5% |
ACIO | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | APTUS ETFs | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 125 | 143 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 10, 2019 | 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 ACIO and HELO ETFs performed in 2026?
As of March 12, 2026, ACIO is down -1.92% 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: ACIO or HELO?
Year-to-date, the ACIO ETF saw -$24M in flows, compared to +$278M for HELO.
Which ETF is more volatile: ACIO or HELO?
Over the past year, ACIO had a volatility of 11.35%, while HELO experienced 8.6%.
Which ETF is bigger: ACIO or HELO?
As of March 12, 2026, ACIO holds $2.16 B in assets under management (AUM), while HELO manages $3.83 B.
What sectors do the ACIO and HELO ETFs invest in?
ACIO 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 ACIO ETF and HELO ETF?
ACIO top holdings include NVIDIA, APPLE and MICROSOFT-T. HELO holds in its top three: NVIDIA, MICROSOFT-T and APPLE.
Which ETF is more diversified: ACIO or HELO?
ACIO holds 130 securities with 48.19% of its assets in the top 15. HELO has 150 securities and a top 15 weight of 47.22%.
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