BUFGvsHELOETF Comparison
VS
FT Vest Buffered Allocation Growth ETF (BUFG) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. BUFG is more expensive with a Total Expense Ratio (TER) of 1.13%, versus 0.5% for HELO. BUFG is up 9.42% year-to-date (YTD) with +$9M 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 BUFG 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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BUFG vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BUFG HELO | +1.40%+1.14% | +2.11%+1.63% | +9.42%+4.62% | +12.28%+7.59% | +50.86%+39.50% | n/an/a |
| Flows | BUFG HELO | +$863K+$78M | +$2M+$618M | +$9M+$1.07B | +$14M+$1.14B | +$72M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BUFG HELO | +6.19%+7.26% | +7.29%+7.02% | +9.45%+7.84% | n/an/a |
| Max drawdown | BUFG HELO | -1.76%-2.37% | -5.53%-5.83% | -12.98%-10.86% | n/an/a |
| Max drawdown duration | BUFG HELO | 16d61d | 70d73d | 124d169d | n/an/a |
Trading data
BUFG | HELO | |
Last sale 10/16/2026 at 1:30 PM | $29.94 | $69.21 |
| Previous close 10/15/2026 | $30.16 | $69.67 |
| Consolidated volume 10/15/2026 | ||
| 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
BUFG | HELO | |
|---|---|---|
| Last price | $29.94 | $69.21 |
| 1D performance | -0.73% | -0.66% |
| AuM | $336.11 M | $4.86 B |
| E/R | 1.13% | 0.5% |
Characteristics
BUFG | 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 | October 27, 2021 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
BUFG
Data will be available soon
HELO
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Sectors
BUFG
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HELO
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Diversification
BUFG
Data will be available soon
HELO
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Top 15 holdings
Data as of January 1, 1970
BUFG
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about BUFG and HELO
How have the BUFG and HELO ETFs performed in 2026?
As of October 15, 2026, BUFG is up 9.42% year-to-date (YTD), while HELO has returned 4.62%. That puts BUFG better performer ahead so far this year.
Which ETF is attracting more investor money: BUFG or HELO?
Year-to-date, the BUFG ETF saw +$9M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: BUFG or HELO?
Over the past year, BUFG had a volatility of 7.29%, while HELO experienced 7.02%.
Which ETF is bigger: BUFG or HELO?
As of October 15, 2026, BUFG holds $336.11 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about BUFG & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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