DJULvsHELOETF Comparison
VS
FT Vest U.S. Equity Deep Buffer ETF - July (DJUL) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. DJUL is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.5% for HELO. DJUL is up 8.53% year-to-date (YTD) with +$64M 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 DJUL 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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DJUL 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. | DJUL HELO | +1.40%+1.14% | +2.65%+1.63% | +8.53%+4.62% | +10.65%+7.59% | +49.88%+39.50% | +56.07%n/a |
| Flows | DJUL HELO | +$5M+$78M | +$70M+$618M | +$64M+$1.07B | +$43M+$1.14B | -$38M+$4.25B | +$267M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DJUL HELO | +5.25%+7.26% | +5.39%+7.02% | +8.14%+7.84% | +8.61%n/a |
| Max drawdown | DJUL HELO | -1.35%-2.37% | -4.31%-5.83% | -11.30%-10.86% | -12.45%n/a |
| Max drawdown duration | DJUL HELO | 18d61d | 44d73d | 110d169d | 521dn/a |
Trading data
DJUL | HELO | |
Last sale 10/16/2026 at 1:30 PM | $51.28 | $69.21 |
| Previous close 10/15/2026 | $51.57 | $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
DJUL | HELO | |
|---|---|---|
| Last price | $51.28 | $69.21 |
| 1D performance | -0.55% | -0.66% |
| AuM | $491.75 M | $4.86 B |
| E/R | 0.85% | 0.5% |
Characteristics
DJUL | 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 | July 17, 2020 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
DJUL
Data will be available soon
HELO
Data will be available soon
Sectors
DJUL
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HELO
Data will be available soon
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Diversification
DJUL
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
DJUL
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about DJUL and HELO
How have the DJUL and HELO ETFs performed in 2026?
As of October 15, 2026, DJUL is up 8.53% year-to-date (YTD), while HELO has returned 4.62%. That puts DJUL better performer ahead so far this year.
Which ETF is attracting more investor money: DJUL or HELO?
Year-to-date, the DJUL ETF saw +$64M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: DJUL or HELO?
Over the past year, DJUL had a volatility of 5.39%, while HELO experienced 7.02%.
Which ETF is bigger: DJUL or HELO?
As of October 15, 2026, DJUL holds $491.75 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about DJUL & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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