BELTvsHELOETF Comparison
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iShares U.S. Select Equity Active ETF (BELT) belongs to the US Multi-Factor segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. BELT's top 3 sector exposures are Technology, Industrials and Finance. In contrast, HELO's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. BELT is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.5% for HELO. BELT is up 15.87% year-to-date (YTD) with +$222K in YTD flows. HELO performs worse with 2.28% YTD performance, and +$810M in YTD flows. Run a side-by-side ETF comparison of BELT 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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BELT vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BELT HELO | -0.66%+0.34% | +6.44%+1.01% | +15.87%+2.28% | +20.23%+7.82% | n/an/a | n/an/a |
| Flows | BELT HELO | -+$545M | +$973K+$495M | +$222K+$810M | +$393K+$958M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BELT HELO | +20.87%+5.12% | +18.39%+6.51% | n/an/a | n/an/a |
| Max drawdown | BELT HELO | -6.66%-1.78% | -11.49%-5.83% | n/an/a | n/an/a |
| Max drawdown duration | BELT HELO | 37d37d | 163d73d | n/an/a | n/an/a |
Trading data
BELT | HELO | |
Last sale 7/17/2026 at 1:30 PM | $38.30 | $67.70 |
| Previous close 07/16/2026 | $38.91 | $68.14 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
BELT | HELO | |
|---|---|---|
| Last price | $38.30 | $67.70 |
| 1D performance | -1.57% | -0.65% |
| AuM | $9.73 M | $4.50 B |
| E/R | 0.75% | 0.5% |
Characteristics
BELT | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 502 | 148 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 17, 2024 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
BELT
USA
86.57%
Netherlands
9.03%
Other
4.4%
HELO
USA
100.99%
Other
-0.99%
Sectors
BELT
Technology
49.27%
Industrials
24.54%
Finance
9.15%
Consumer Non-Cycl.
9.06%
Other
7.99%
HELO
Technology
48.65%
Finance
14.02%
Consumer Non-Cycl.
9.73%
Healthcare
8.76%
Industrials
7.46%
Other
11.38%
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Diversification
BELT
Total weight of top 15 holdings out of 15
90.9%
HELO
Total weight of top 15 holdings out of 15
50.02%
Top 15 holdings
Data as of May 31, 2026
BELT
Amazon.com, Inc.
8.82%
Howmet Aerospace, Inc.
8.72%
Broadcom Inc.
8.70%
Alphabet, Inc.
8.56%
Vertiv Holdings Co.
7.44%
Microsoft Corp.
7.13%
BlackRock Cash Funds - Treasury
5.97%
Intel Corp.
5.77%
Cadence Design Systems, Inc.
5.32%
ASML Holding NV
5.24%
Meta Platforms, Inc.
4.44%
Trane Technologies Plc
4.26%
Mastercard, Inc.
3.90%
Airbus SE
3.78%
Progressive Corp.
2.86%
HELO
NVIDIA Corp.
9.07%
Apple, Inc.
7.44%
Microsoft Corp.
5.63%
Amazon.com, Inc.
5.01%
Alphabet, Inc.
3.85%
Broadcom Inc.
3.55%
Alphabet, Inc.
2.50%
Meta Platforms, Inc.
2.49%
Micron Technology, Inc.
2.02%
Tesla, Inc.
1.77%
Exxon Mobil Corp.
1.41%
Lam Research Corp.
1.38%
Advanced Micro Devices, Inc.
1.32%
Berkshire Hathaway, Inc.
1.31%
Mastercard, Inc.
1.26%
Frequently asked questions about BELT and HELO
How have the BELT and HELO ETFs performed in 2026?
As of July 16, 2026, BELT is up 15.87% year-to-date (YTD), while HELO has returned 2.28%. That puts BELT better performer ahead so far this year.
Which ETF is attracting more investor money: BELT or HELO?
Year-to-date, the BELT ETF saw +$222K in flows, compared to +$810M for HELO.
Which ETF is more volatile: BELT or HELO?
Over the past year, BELT had a volatility of 18.39%, while HELO experienced 6.51%.
Which ETF is bigger: BELT or HELO?
As of July 16, 2026, BELT holds $9.73 M in assets under management (AUM), while HELO manages $4.50 B.
What sectors do the BELT and HELO ETFs invest in?
BELT leans toward sectors like Technology, Industrials and Finance. Meanwhile, HELO focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the BELT ETF and HELO ETF?
BELT top holdings include Amazon.com, Inc., Howmet Aerospace, Inc. and Broadcom Inc.. HELO holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: BELT or HELO?
BELT holds 505 securities with 90.9% of its assets in the top 15. HELO has 149 securities and a top 15 weight of 50.02%.
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Latest news about BELT & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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