FTQIvsHELOETF Comparison
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First Trust Nasdaq BuyWrite Income ETF (FTQI) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. FTQI is more expensive with a Total Expense Ratio (TER) of 0.76%, versus 0.5% for HELO. FTQI is up 20.96% year-to-date (YTD) with +$210M 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 FTQI 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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FTQI vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | FTQI HELO | +0.95%+0.70% | +4.91%+3.12% | +20.96%+5.52% | +20.88%+6.75% | +72.78%+44.88% | +77.13%n/a |
| Flows | FTQI HELO | +$41M+$49M | +$110M+$220M | +$210M+$1.09B | +$243M+$1.15B | +$850M+$4.26B | +$943M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | FTQI HELO | +10.48%+7.25% | +11.84%+7.09% | +14.18%+7.80% | +15.45%n/a |
| Max drawdown | FTQI HELO | -2.68%-2.37% | -5.23%-5.83% | -19.42%-10.86% | -19.42%n/a |
| Max drawdown duration | FTQI HELO | 32d73d | 69d73d | 170d169d | 170dn/a |
Trading data
FTQI | HELO | |
Last sale 10/29/2026 at 1:30 PM | $22.15 | $69.72 |
| Previous close 10/28/2026 | $22.16 | $69.77 |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/29/2026 at 1:30 PM
Live
Closed
FTQI | HELO | |
|---|---|---|
| Last price | $22.15 | $69.72 |
| 1D performance | -0.05% | -0.07% |
| AuM | $1.03 B | $4.92 B |
| E/R | 0.76% | 0.5% |
Characteristics
FTQI | 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 | January 6, 2014 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
FTQI
Data will be available soon
HELO
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Sectors
FTQI
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HELO
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Diversification
FTQI
Data will be available soon
HELO
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Top 15 holdings
Data as of January 1, 1970
FTQI
Data will be available soon
HELO
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Frequently asked questions about FTQI and HELO
How have the FTQI and HELO ETFs performed in 2026?
As of October 28, 2026, FTQI is up 20.96% year-to-date (YTD), while HELO has returned 5.52%. That puts FTQI better performer ahead so far this year.
Which ETF is attracting more investor money: FTQI or HELO?
Year-to-date, the FTQI ETF saw +$210M in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: FTQI or HELO?
Over the past year, FTQI had a volatility of 11.84%, while HELO experienced 7.09%.
Which ETF is bigger: FTQI or HELO?
As of October 28, 2026, FTQI holds $1.03 B in assets under management (AUM), while HELO manages $4.92 B.
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Latest news about FTQI & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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