BGLDvsHELOETF Comparison
VS
FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. BGLD is more expensive with a Total Expense Ratio (TER) of 0.91%, versus 0.5% for HELO. BGLD is down -5.34% year-to-date (YTD) with +$4M in YTD flows. HELO performs better with 5.19% YTD performance, and +$1.09B in YTD flows. Run a side-by-side ETF comparison of BGLD 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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BGLD vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BGLD HELO | -0.85%+0.39% | -1.62%+2.97% | -5.34%+5.19% | -3.05%+6.35% | +59.61%+45.37% | +70.08%n/a |
| Flows | BGLD HELO | +$2M+$49M | +$4M+$227M | +$4M+$1.09B | +$21M+$1.15B | +$38M+$4.26B | +$51M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BGLD HELO | +14.29%+7.24% | +12.69%+7.09% | +10.65%+7.81% | +9.91%n/a |
| Max drawdown | BGLD HELO | -9.77%-2.37% | -12.78%-5.83% | -12.78%-10.86% | -14.35%n/a |
| Max drawdown duration | BGLD HELO | 63d72d | 239d73d | 239d169d | 421dn/a |
Trading data
BGLD | HELO | |
Last sale 10/28/2026 at 1:30 PM | $16.22 | $69.77 |
| Previous close 10/27/2026 | $16.20 | $69.52 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
BGLD | HELO | |
|---|---|---|
| Last price | $16.22 | $69.77 |
| 1D performance | +0.12% | +0.36% |
| AuM | $54.19 M | $4.90 B |
| E/R | 0.91% | 0.5% |
Characteristics
BGLD | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | First Trust | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 21, 2021 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
BGLD
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HELO
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Sectors
BGLD
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HELO
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Diversification
BGLD
Data will be available soon
HELO
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Top 15 holdings
Data as of January 1, 1970
BGLD
Data will be available soon
HELO
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Frequently asked questions about BGLD and HELO
How have the BGLD and HELO ETFs performed in 2026?
As of October 27, 2026, BGLD is down -5.34% year-to-date (YTD), while HELO has returned 5.19%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: BGLD or HELO?
Year-to-date, the BGLD ETF saw +$4M in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: BGLD or HELO?
Over the past year, BGLD had a volatility of 12.69%, while HELO experienced 7.09%.
Which ETF is bigger: BGLD or HELO?
As of October 27, 2026, BGLD holds $54.19 M in assets under management (AUM), while HELO manages $4.90 B.
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Latest news about BGLD & HELO
Hedging the Hedge: Can Gold Itself Be Protected?
September 26, 2025
BGLD
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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