BNDIvsHELOETF Comparison
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NEOS Enhanced Income Aggregate Bond ETF (BNDI) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. BNDI is more expensive with a Total Expense Ratio (TER) of 0.61%, versus 0.5% for HELO. BNDI is down -0.13% year-to-date (YTD) with +$69M 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 BNDI 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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BNDI 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. | BNDI HELO | -0.01%+1.14% | -1.54%+1.63% | -0.13%+4.62% | +0.05%+7.59% | +18.11%+39.50% | n/an/a |
| Flows | BNDI HELO | +$447K+$78M | +$11M+$618M | +$69M+$1.07B | +$90M+$1.14B | +$196M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BNDI HELO | +4.46%+7.26% | +4.30%+7.02% | +5.35%+7.84% | n/an/a |
| Max drawdown | BNDI HELO | -3.10%-2.37% | -3.58%-5.83% | -4.51%-10.86% | n/an/a |
| Max drawdown duration | BNDI HELO | 52d61d | 109d73d | 280d169d | n/an/a |
Trading data
BNDI | HELO | |
Last sale 10/16/2026 at 1:30 PM | $45.24 | $69.21 |
| Previous close 10/16/2026 | $45.24 | $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
BNDI | HELO | |
|---|---|---|
| Last price | $45.24 | $69.21 |
| 1D performance | +0.01% | -0.66% |
| AuM | $190.85 M | $4.86 B |
| E/R | 0.61% | 0.5% |
Characteristics
BNDI | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | NEOS Investment Management | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 30, 2022 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
BNDI
Data will be available soon
HELO
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Sectors
BNDI
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HELO
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Diversification
BNDI
Data will be available soon
HELO
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Top 15 holdings
Data as of January 1, 1970
BNDI
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about BNDI and HELO
How have the BNDI and HELO ETFs performed in 2026?
As of October 16, 2026, BNDI is down -0.13% 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: BNDI or HELO?
Year-to-date, the BNDI ETF saw +$69M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: BNDI or HELO?
Over the past year, BNDI had a volatility of 4.3%, while HELO experienced 7.02%.
Which ETF is bigger: BNDI or HELO?
As of October 16, 2026, BNDI holds $190.85 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about BNDI & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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