FMARvsHELOETF Comparison
VS
FT Vest U.S. Equity Buffer ETF - March (FMAR) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. FMAR is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.5% for HELO. FMAR is up 13.67% year-to-date (YTD) with +$113M 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 FMAR 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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FMAR 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. | FMAR HELO | +1.26%+1.14% | +2.53%+1.63% | +13.67%+4.62% | +16.35%+7.59% | +51.07%+39.50% | +66.28%n/a |
| Flows | FMAR HELO | +$12M+$78M | +$48M+$618M | +$113M+$1.07B | +$152M+$1.14B | +$518M+$4.25B | +$737M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | FMAR HELO | +3.81%+7.26% | +5.08%+7.02% | +8.97%+7.84% | +10.61%n/a |
| Max drawdown | FMAR HELO | -1.03%-2.37% | -2.45%-5.83% | -12.69%-10.86% | -14.34%n/a |
| Max drawdown duration | FMAR HELO | 15d61d | 7d73d | 126d169d | 414dn/a |
Trading data
FMAR | HELO | |
Last sale 10/16/2026 at 1:30 PM | $53.73 | $69.21 |
| Previous close 10/15/2026 | $53.93 | $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
FMAR | HELO | |
|---|---|---|
| Last price | $53.73 | $69.21 |
| 1D performance | -0.36% | -0.66% |
| AuM | $1.21 B | $4.86 B |
| E/R | 0.85% | 0.5% |
Characteristics
FMAR | 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 | March 22, 2020 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
FMAR
Data will be available soon
HELO
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Sectors
FMAR
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HELO
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Diversification
FMAR
Data will be available soon
HELO
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Top 15 holdings
Data as of January 1, 1970
FMAR
Data will be available soon
HELO
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Frequently asked questions about FMAR and HELO
How have the FMAR and HELO ETFs performed in 2026?
As of October 15, 2026, FMAR is up 13.67% year-to-date (YTD), while HELO has returned 4.62%. That puts FMAR better performer ahead so far this year.
Which ETF is attracting more investor money: FMAR or HELO?
Year-to-date, the FMAR ETF saw +$113M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: FMAR or HELO?
Over the past year, FMAR had a volatility of 5.08%, while HELO experienced 7.02%.
Which ETF is bigger: FMAR or HELO?
As of October 15, 2026, FMAR holds $1.21 B in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about FMAR & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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