BUFDvsHELOETF Comparison
VS
FT Vest Fund of Deep Buffer ETFs (BUFD) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. BUFD is more expensive with a Total Expense Ratio (TER) of 0.95%, versus 0.5% for HELO. BUFD is up 7.74% year-to-date (YTD) with +$409M in YTD flows. HELO performs worse with 4.62% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of BUFD 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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BUFD 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. | BUFD HELO | +1.01%+1.14% | +1.97%+1.63% | +7.74%+4.62% | +10.65%+7.59% | +41.38%+39.50% | +45.15%n/a |
| Flows | BUFD HELO | +$93M+$78M | +$200M+$618M | +$409M+$1.07B | +$497M+$1.14B | +$1.07B+$4.25B | +$1.54B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BUFD HELO | +4.12%+7.26% | +4.85%+7.02% | +7.01%+7.84% | +7.45%n/a |
| Max drawdown | BUFD HELO | -0.90%-2.37% | -3.44%-5.83% | -10.22%-10.86% | -10.37%n/a |
| Max drawdown duration | BUFD HELO | 14d61d | 42d73d | 110d169d | 442dn/a |
Trading data
BUFD | HELO | |
Last sale 10/16/2026 at 1:30 PM | $30.46 | $69.21 |
| Previous close 10/16/2026 | $30.59 | $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
BUFD | HELO | |
|---|---|---|
| Last price | $30.46 | $69.21 |
| 1D performance | -0.44% | -0.66% |
| AuM | $2.17 B | $4.86 B |
| E/R | 0.95% | 0.5% |
Characteristics
BUFD | 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
BUFD
Data will be available soon
HELO
Data will be available soon
Sectors
BUFD
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HELO
Data will be available soon
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Diversification
BUFD
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
BUFD
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about BUFD and HELO
How have the BUFD and HELO ETFs performed in 2026?
As of October 16, 2026, BUFD is up 7.74% year-to-date (YTD), while HELO has returned 4.62%. That puts BUFD better performer ahead so far this year.
Which ETF is attracting more investor money: BUFD or HELO?
Year-to-date, the BUFD ETF saw +$409M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: BUFD or HELO?
Over the past year, BUFD had a volatility of 4.85%, while HELO experienced 7.02%.
Which ETF is bigger: BUFD or HELO?
As of October 16, 2026, BUFD holds $2.17 B in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about BUFD & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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