DJIAvsHELOETF Comparison
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Global X Dow 30 Covered Call ETF (DJIA) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. DJIA is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.5% for HELO. DJIA is up 9.23% year-to-date (YTD) with +$53M in YTD flows. HELO performs worse with 5.52% YTD performance, and +$1.09B in YTD flows. Run a side-by-side ETF comparison of DJIA 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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DJIA vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DJIA HELO | +2.07%+0.70% | +3.64%+3.12% | +9.23%+5.52% | +13.19%+6.75% | +45.50%+44.88% | n/an/a |
| Flows | DJIA HELO | +$24M+$49M | +$29M+$220M | +$53M+$1.09B | +$77M+$1.15B | +$127M+$4.26B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DJIA HELO | +7.55%+7.25% | +8.00%+7.09% | +9.79%+7.80% | n/an/a |
| Max drawdown | DJIA HELO | -3.39%-2.37% | -7.35%-5.83% | -12.09%-10.86% | n/an/a |
| Max drawdown duration | DJIA HELO | 56d73d | 89d73d | 224d169d | n/an/a |
Trading data
DJIA | HELO | |
Last sale 10/29/2026 at 1:30 PM | $22.53 | $69.72 |
| Previous close 10/29/2026 | $22.54 | $69.77 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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HELO
is actively managed and doesn’t replicate an indexDJIA | HELO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
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| Daily return difference | ||
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Main metrics
Last update 10/29/2026 at 1:30 PM
Live
Closed
DJIA | HELO | |
|---|---|---|
| Last price | $22.53 | $69.72 |
| 1D performance | -0.04% | -0.07% |
| AuM | $213.90 M | $4.92 B |
| E/R | 0.6% | 0.5% |
Characteristics
DJIA | HELO | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Global X | J.P. Morgan Asset Management |
| Benchmark | DJIA Cboe BuyWrite v2 Index | - |
| N° of holdings | - | - |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2022 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
DJIA
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HELO
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Sectors
DJIA
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HELO
Data will be available soon
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Diversification
DJIA
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
DJIA
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about DJIA and HELO
How have the DJIA and HELO ETFs performed in 2026?
As of October 29, 2026, DJIA is up 9.23% year-to-date (YTD), while HELO has returned 5.52%. That puts DJIA better performer ahead so far this year.
Which ETF is attracting more investor money: DJIA or HELO?
Year-to-date, the DJIA ETF saw +$53M in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: DJIA or HELO?
Over the past year, DJIA had a volatility of 8%, while HELO experienced 7.09%.
Which ETF is bigger: DJIA or HELO?
As of October 29, 2026, DJIA holds $213.90 M in assets under management (AUM), while HELO manages $4.92 B.
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Latest news about DJIA & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
HELO: Could this JPMorgan Laddered Options ETF Be a Good Alternative to the 60/40 Portfolio?
September 19, 2024
HELO
This Dividend ETF Uses the "Dogs of the Dow" Strategy
February 6, 2023
DJIA
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