Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
CGUSvsHELOETF Comparison
Capital Group Core Equity ETF (CGUS) belongs to the US High Dividend segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. CGUS's top 3 sector exposures are Information Technology, Industrials and Communication Services. In contrast, HELO's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. CGUS is less expensive with a Total Expense Ratio (TER) of 0.33%, versus 0.5% for HELO. CGUS is down -0.11% year-to-date (YTD) with +$742M in YTD flows. HELO performs worse with -0.53% YTD performance, and +$268M in YTD flows. Run a side-by-side ETF comparison of CGUS 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.
CGUS vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CGUS HELO | -1.92%-1.78% | -0.42%-0.62% | -0.11%-0.53% | +20.73%+9.96% | +83.01%n/a | n/an/a |
| Flows | CGUS HELO | +$317M+$105M | +$984M+$330M | +$742M+$268M | +$3.24B+$798M | +$6.62B- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CGUS HELO | +12.41%+7.64% | +17.57%+8.55% | +14.17%n/a | n/an/a |
| Max drawdown | CGUS HELO | -3.68%-2.09% | -12.90%-6.97% | -18.10%n/a | n/an/a |
| Max drawdown duration | CGUS HELO | 42d29d | 45d46d | 139dn/a | n/an/a |
CGUS | HELO | |
Last sale 3/11/2026 at 1:30 PM | $40.11 | $65.95 |
| Previous close 03/10/2026 | $40.17 | $66.03 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
CGUS | HELO | |
|---|---|---|
| Last price | $40.11 | $65.95 |
| 1D performance | -0.15% | -0.12% |
| AuM | $9.06 B | $3.86 B |
| E/R | 0.33% | 0.5% |
CGUS | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Capital Group | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 65 | 143 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 22, 2022 | September 28, 2023 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the CGUS and HELO ETFs performed in 2026?
As of March 10, 2026, CGUS is down -0.11% year-to-date (YTD), while HELO has lost -0.53%. That puts CGUS better performer ahead so far this year.
Which ETF is attracting more investor money: CGUS or HELO?
Year-to-date, the CGUS ETF saw +$742M in flows, compared to +$268M for HELO.
Which ETF is more volatile: CGUS or HELO?
Over the past year, CGUS had a volatility of 17.57%, while HELO experienced 8.55%.
Which ETF is bigger: CGUS or HELO?
As of March 10, 2026, CGUS holds $9.06 B in assets under management (AUM), while HELO manages $3.86 B.
What sectors do the CGUS and HELO ETFs invest in?
CGUS leans toward sectors like Information Technology, Industrials and Communication Services. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.
What are the top holdings of the CGUS ETF and HELO ETF?
CGUS top holdings include NVIDIA, MICROSOFT-T and BROADCOM LIMITED. HELO holds in its top three: NVIDIA, MICROSOFT-T and APPLE.
Which ETF is more diversified: CGUS or HELO?
CGUS holds 68 securities with 52.68% of its assets in the top 15. HELO has 150 securities and a top 15 weight of 47.22%.
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
Active Trader Report: Use of Leveraged & Inverse ETFs Way Up
Direxion partnered with Compound Insights and Vanda to explore what’s driving the evolution of active trading — and how active traders are using leveraged and inverse funds across equities, single stocks, commodities, and volatility.
