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ADMEvsHELOETF Comparison
Aptus Drawdown Managed Equity ETF (ADME) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. ADME'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. ADME is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. ADME is up 0.13% year-to-date (YTD) with -$5M in YTD flows. HELO performs worse with -0.53% YTD performance, and +$268M in YTD flows. Run a side-by-side ETF comparison of ADME 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.
ADME vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ADME HELO | -1.40%-1.78% | -0.86%-0.62% | +0.13%-0.53% | +15.47%+9.96% | +55.90%n/a | +47.63%n/a |
| Flows | ADME HELO | -+$105M | -$10M+$330M | -$5M+$268M | -$12M+$798M | -$75M- | -$1M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ADME HELO | +9.58%+7.64% | +14.16%+8.55% | +12.13%n/a | +13.06%n/a |
| Max drawdown | ADME HELO | -2.62%-2.09% | -10.23%-6.97% | -15.67%n/a | -23.72%n/a |
| Max drawdown duration | ADME HELO | 12d29d | 45d46d | 160dn/a | 896dn/a |
ADME | HELO | |
Last sale 3/11/2026 at 1:30 PM | $51.33 | $65.95 |
| Previous close 03/10/2026 | $51.39 | $66.03 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
ADME | HELO | |
|---|---|---|
| Last price | $51.33 | $65.95 |
| 1D performance | -0.12% | -0.12% |
| AuM | $240.97 M | $3.86 B |
| E/R | 0.79% | 0.5% |
ADME | 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 | June 8, 2016 | 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 ADME and HELO ETFs performed in 2026?
As of March 10, 2026, ADME is up 0.13% year-to-date (YTD), while HELO has lost -0.53%. That puts ADME better performer ahead so far this year.
Which ETF is attracting more investor money: ADME or HELO?
Year-to-date, the ADME ETF saw -$5M in flows, compared to +$268M for HELO.
Which ETF is more volatile: ADME or HELO?
Over the past year, ADME had a volatility of 14.16%, while HELO experienced 8.55%.
Which ETF is bigger: ADME or HELO?
As of March 10, 2026, ADME holds $240.97 M in assets under management (AUM), while HELO manages $3.86 B.
What sectors do the ADME and HELO ETFs invest in?
ADME 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 ADME ETF and HELO ETF?
ADME top holdings include NVIDIA, APPLE and MICROSOFT-T. HELO holds in its top three: NVIDIA, MICROSOFT-T and APPLE.
Which ETF is more diversified: ADME or HELO?
ADME holds 130 securities with 48% of its assets in the top 15. HELO has 150 securities and a top 15 weight of 47.22%.
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