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FDMOvsHELOETF Comparison
Fidelity Momentum Factor ETF (FDMO) belongs to the US Multi-Factor segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. FDMO's top 3 sector exposures are Information Technology, Consumer Discretionary and Financials. In contrast, HELO's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. FDMO is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.5% for HELO. FDMO is down -2.87% year-to-date (YTD) with +$77M in YTD flows. HELO performs better with -1.67% YTD performance, and +$278M in YTD flows. Run a side-by-side ETF comparison of FDMO 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.
FDMO vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | FDMO HELO | -2.54%-2.13% | -2.41%-1.35% | -2.87%-1.67% | +26.63%+8.96% | +96.84%n/a | +88.22%n/a |
| Flows | FDMO HELO | +$34M+$101M | +$98M+$323M | +$77M+$278M | +$35M+$800M | +$390M- | +$386M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | FDMO HELO | +18.05%+7.80% | +22.20%+8.60% | +18.02%n/a | +19.06%n/a |
| Max drawdown | FDMO HELO | -7.24%-3.01% | -14.84%-6.97% | -21.79%n/a | -25.37%n/a |
| Max drawdown duration | FDMO HELO | 43d31d | 45d46d | 125dn/a | 778dn/a |
FDMO | HELO | |
Last sale 3/13/2026 at 3:34 PM | $81.32 | $65.15 |
| Previous close 03/12/2026 | $81.49 | $65.24 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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FDMO | HELO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
FDMO | HELO | |
|---|---|---|
| Last price | $81.32 | $65.15 |
| 1D performance | -0.21% | -0.14% |
| AuM | $664.36 M | $3.83 B |
| E/R | 0.15% | 0.5% |
FDMO | HELO | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Fidelity | J.P. Morgan Asset Management |
| Benchmark | Fidelity U.S. Momentum Factor Index | - |
| N° of holdings | 115 | 143 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 12, 2016 | 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 FDMO and HELO ETFs performed in 2026?
As of March 12, 2026, FDMO is down -2.87% year-to-date (YTD), while HELO has lost -1.67%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: FDMO or HELO?
Year-to-date, the FDMO ETF saw +$77M in flows, compared to +$278M for HELO.
Which ETF is more volatile: FDMO or HELO?
Over the past year, FDMO had a volatility of 22.2%, while HELO experienced 8.6%.
Which ETF is bigger: FDMO or HELO?
As of March 12, 2026, FDMO holds $664.36 M in assets under management (AUM), while HELO manages $3.83 B.
What sectors do the FDMO and HELO ETFs invest in?
FDMO leans toward sectors like Information Technology, Consumer Discretionary and Financials. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.
What are the top holdings of the FDMO ETF and HELO ETF?
FDMO top holdings include NVIDIA, MICROSOFT-T and ALPHABET INC-CL. HELO holds in its top three: NVIDIA, MICROSOFT-T and APPLE.
Which ETF is more diversified: FDMO or HELO?
FDMO holds 123 securities with 46.14% of its assets in the top 15. HELO has 150 securities and a top 15 weight of 47.22%.
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