GJULvsHELOETF Comparison
VS
FT Vest U.S. Equity Moderate Buffer ETF - July (GJUL) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. GJUL is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.5% for HELO. GJUL is up 8.69% year-to-date (YTD) with -$40M 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 GJUL 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
GJUL 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. | GJUL HELO | +1.41%+1.14% | +2.91%+1.63% | +8.69%+4.62% | +10.94%+7.59% | +47.94%+39.50% | n/an/a |
| Flows | GJUL HELO | -$11K+$78M | +$34M+$618M | -$40M+$1.07B | -$223M+$1.14B | +$46M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | GJUL HELO | +5.30%+7.26% | +5.31%+7.02% | +7.78%+7.84% | n/an/a |
| Max drawdown | GJUL HELO | -1.32%-2.37% | -3.94%-5.83% | -10.65%-10.86% | n/an/a |
| Max drawdown duration | GJUL HELO | 15d61d | 42d73d | 106d169d | n/an/a |
Trading data
GJUL | HELO | |
Last sale 10/16/2026 at 1:30 PM | $44.61 | $69.21 |
| Previous close 10/16/2026 | $44.86 | $69.67 |
| Consolidated volume 10/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
GJUL | HELO | |
|---|---|---|
| Last price | $44.61 | $69.21 |
| 1D performance | -0.55% | -0.66% |
| AuM | $414.21 M | $4.86 B |
| E/R | 0.85% | 0.5% |
Characteristics
GJUL | 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 21, 2023 | September 28, 2023 |
| ESG | No | No |
Advertisement
Exposure
Countries
GJUL
Data will be available soon
HELO
Data will be available soon
Sectors
GJUL
Data will be available soon
HELO
Data will be available soon
Advertisement
Diversification
GJUL
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
GJUL
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about GJUL and HELO
How have the GJUL and HELO ETFs performed in 2026?
As of October 15, 2026, GJUL is up 8.69% year-to-date (YTD), while HELO has returned 4.62%. That puts GJUL better performer ahead so far this year.
Which ETF is attracting more investor money: GJUL or HELO?
Year-to-date, the GJUL ETF saw -$40M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: GJUL or HELO?
Over the past year, GJUL had a volatility of 5.31%, while HELO experienced 7.02%.
Which ETF is bigger: GJUL or HELO?
As of October 15, 2026, GJUL holds $414.21 M in assets under management (AUM), while HELO manages $4.86 B.
Advertisement
Latest news about GJUL & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
Advertisement
Advertisement
