AGGHvsHELOETF Comparison
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Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. AGGH is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.5% for HELO. AGGH is down -2.69% year-to-date (YTD) with +$230M in YTD flows. HELO performs better with 4.62% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of AGGH 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.
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AGGH vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | AGGH HELO | -0.99%+1.14% | -2.91%+1.63% | -2.69%+4.62% | -1.99%+7.59% | +15.19%+39.50% | n/an/a |
| Flows | AGGH HELO | -$39M+$78M | -$54M+$618M | +$230M+$1.07B | +$241M+$1.14B | +$437M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | AGGH HELO | +5.05%+7.26% | +4.39%+7.02% | +6.58%+7.84% | n/an/a |
| Max drawdown | AGGH HELO | -4.44%-2.37% | -5.66%-5.83% | -6.40%-10.86% | n/an/a |
| Max drawdown duration | AGGH HELO | 52d61d | 229d73d | 143d169d | n/an/a |
Trading data
AGGH | HELO | |
Last sale 10/16/2026 at 1:30 PM | $19.04 | $69.21 |
| Previous close 10/16/2026 | $19.13 | $69.67 |
| Consolidated volume 10/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
AGGH | HELO | |
|---|---|---|
| Last price | $19.04 | $69.21 |
| 1D performance | -0.47% | -0.66% |
| AuM | $492.59 M | $4.86 B |
| E/R | 0.55% | 0.5% |
Characteristics
AGGH | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Simplify | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 14, 2022 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
AGGH
Data will be available soon
HELO
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Sectors
AGGH
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HELO
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Diversification
AGGH
Data will be available soon
HELO
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Top 15 holdings
Data as of January 1, 1970
AGGH
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about AGGH and HELO
How have the AGGH and HELO ETFs performed in 2026?
As of October 16, 2026, AGGH is down -2.69% year-to-date (YTD), while HELO has returned 4.62%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: AGGH or HELO?
Year-to-date, the AGGH ETF saw +$230M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: AGGH or HELO?
Over the past year, AGGH had a volatility of 4.39%, while HELO experienced 7.02%.
Which ETF is bigger: AGGH or HELO?
As of October 16, 2026, AGGH holds $492.59 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about AGGH & HELO
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