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EGGQvsHELOETF Comparison

ETF 1

EGGQ

NestYield Visionary ETF

This fund is part of

Options Strategies

-0.04%

Full EGGQ fund page

VS

ETF 2

HELO

JPMorgan Hedged Equity Laddered Overlay ETF

This fund is part of

Options Strategies

-0.04%

Full HELO fund page

NestYield Visionary ETF (EGGQ) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. EGGQ's top 3 sector exposures are Information Technology, Industrials and Health Care. In contrast, HELO's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. EGGQ is more expensive with a Total Expense Ratio (TER) of 0.95%, versus 0.5% for HELO. EGGQ is down -0.97% year-to-date (YTD) with +$979K in YTD flows. HELO performs worse with -1.27% YTD performance, and +$297M in YTD flows. Run a side-by-side ETF comparison of EGGQ 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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EGGQ vs HELO performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/10/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	EGGQ HELO	+6.35%-0.75%	-2.08%-2.33%	-0.97%-1.27%	+43.73%+13.60%	n/an/a	n/an/a
Flows	EGGQ HELO	+$2M+$29M	+$2M+$247M	+$979K+$297M	+$44M+$774M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	EGGQ HELO	+35.37%+8.69%	+28.28%+6.86%	n/an/a	n/an/a
Max drawdown	EGGQ HELO	-14.24%-5.83%	-19.68%-5.83%	n/an/a	n/an/a
Max drawdown duration	EGGQ HELO	72d60d	163d60d	n/an/a	n/an/a

Trading data

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	EGGQ	HELO
Last sale 4/10/2026 at 1:30 PM	$45.17	$65.44
Previous close 04/09/2026	$44.37	$65.50
Consolidated volume 04/09/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/10/2026 at 1:30 PM

Live

Closed

	EGGQ	HELO
Last price	$45.17	$65.44
1D performance	+1.81%	-0.09%
AuM	$64.34 M	$3.86 B
E/R	0.95%	0.5%

Characteristics

	EGGQ	HELO
Management strategy	Active	Active
Provider	NestYield	J.P. Morgan Asset Management
Benchmark	-	-
N° of holdings	19	146
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	December 27, 2024	September 28, 2023
ESG	No	No

More EGGQ data on Trackinsight

More HELO data on Trackinsight

Exposure

Countries

EGGQ

USA

89.91%

Other

10.09%

HELO

USA

94.94%

Other

5.06%

Sectors

EGGQ

Information Techn.

30.47%

Industrials

15.59%

Health Care

8.43%

Other

45.51%

HELO

Information Techn.

34.89%

Consumer Discreti.

11.51%

Communication Ser.

10.25%

Financials

9.66%

Health Care

9.54%

Industrials

8.35%

Other

15.81%

Diversification

EGGQ

Total weight of top 15 holdings out of 15

74.8%

HELO

Total weight of top 15 holdings out of 15

45.21%

Top 15 holdings

Data as of February 28, 2026

EGGQ

US80004C2008

8.32%

BLOOM ENERGY CORP

6.47%

US36828A1016

6.40%

SEAGATE TECHNOLOGY HOLDINGS PLC

5.71%

COEUR MINING INC

5.02%

US21873S1087

4.83%

VERTIV HOLDINGS

4.63%

VISTRA CORP

4.59%

ALNYLAM PHARMACEUTICALS

4.52%

AEROVIRONMENT

4.49%

TESLA

4.09%

ALPHABET INC-CL

3.95%

MICRON TECHNOLOGY

3.95%

TERADYNE

3.92%

LILLY

3.91%

HELO

NVIDIA

8.17%

APPLE

6.91%

MICROSOFT-T

5.58%

AMAZON.COM INC

3.92%

ALPHABET INC-CL

3.10%

BROADCOM LIMITED

2.77%

META PLATFORMS

2.65%

ALPHABET INC-CL

2.04%

TESLA

1.87%

EXXON

1.85%

BERKSHIRE HATHWAY

1.39%

MASTERCARD

1.33%

JOHNSON&JOHNSON

1.33%

ABBVIE

1.16%

LILLY

1.15%

Frequently asked questions about EGGQ and HELO

How have the EGGQ and HELO ETFs performed in 2026?

As of April 10, 2026, EGGQ is down -0.97% year-to-date (YTD), while HELO has lost -1.27%. That puts EGGQ better performer ahead so far this year.

Which ETF is attracting more investor money: EGGQ or HELO?

Year-to-date, the EGGQ ETF saw +$979K in flows, compared to +$297M for HELO.

Which ETF is more volatile: EGGQ or HELO?

Over the past year, EGGQ had a volatility of 28.28%, while HELO experienced 6.86%.

Which ETF is bigger: EGGQ or HELO?

As of April 10, 2026, EGGQ holds $64.34 M in assets under management (AUM), while HELO manages $3.86 B.

What sectors do the EGGQ and HELO ETFs invest in?

EGGQ leans toward sectors like Information Technology, Industrials and Health Care. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.

What are the top holdings of the EGGQ ETF and HELO ETF?

EGGQ top holdings include US80004C2008, BLOOM ENERGY CORP and US36828A1016. HELO holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: EGGQ or HELO?

EGGQ holds 23 securities with 74.8% of its assets in the top 15. HELO has 153 securities and a top 15 weight of 45.21%.

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

EGGQvsHELOETF Comparison

NestYield Visionary ETF

JPMorgan Hedged Equity Laddered Overlay ETF

EGGQ vs HELO performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the EGGQ and HELO ETFs performed in 2026?

As of April 10, 2026, EGGQ is down -0.97% year-to-date (YTD), while HELO has lost -1.27%. That puts EGGQ better performer ahead so far this year.

Which ETF is attracting more investor money: EGGQ or HELO?

Year-to-date, the EGGQ ETF saw +$979K in flows, compared to +$297M for HELO.

Which ETF is more volatile: EGGQ or HELO?

Over the past year, EGGQ had a volatility of 28.28%, while HELO experienced 6.86%.

Which ETF is bigger: EGGQ or HELO?

As of April 10, 2026, EGGQ holds $64.34 M in assets under management (AUM), while HELO manages $3.86 B.

What sectors do the EGGQ and HELO ETFs invest in?

EGGQ leans toward sectors like Information Technology, Industrials and Health Care. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.

What are the top holdings of the EGGQ ETF and HELO ETF?

EGGQ top holdings include US80004C2008, BLOOM ENERGY CORP and US36828A1016. HELO holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: EGGQ or HELO?

EGGQ holds 23 securities with 74.8% of its assets in the top 15. HELO has 153 securities and a top 15 weight of 45.21%.

Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio

HELO: Could this JPMorgan Laddered Options ETF Be a Good Alternative to the 60/40 Portfolio?

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