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GRNYvsHELOETF Comparison

ETF 1

GRNY

FundStrat Granny Shots US Large Cap ETF

This fund is part of

US Large Cap

+0.89%

Full GRNY fund page

VS

ETF 2

HELO

JPMorgan Hedged Equity Laddered Overlay ETF

This fund is part of

Options Strategies

+0.17%

Full HELO fund page

FundStrat Granny Shots US Large Cap ETF (GRNY) belongs to the US Large Cap segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. GRNY's top 3 sector exposures are Information Technology, Industrials and Financials. In contrast, HELO's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. GRNY is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.5% for HELO. GRNY is up 7.71% year-to-date (YTD) with +$178M in YTD flows. HELO performs worse with 1.47% YTD performance, and +$331M in YTD flows. Run a side-by-side ETF comparison of GRNY 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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GRNY 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 04/24/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	GRNY HELO	+9.98%+4.46%	+3.98%+0.56%	+7.71%+1.47%	+43.84%+15.11%	n/an/a	n/an/a
Flows	GRNY HELO	+$28M+$41M	-$85M+$221M	+$178M+$331M	+$2.81B+$705M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	GRNY HELO	+20.42%+8.21%	+17.95%+6.77%	n/an/a	n/an/a
Max drawdown	GRNY HELO	-10.35%-5.83%	-11.58%-5.83%	n/an/a	n/an/a
Max drawdown duration	GRNY HELO	78d73d	169d73d	n/an/a	n/an/a

Trading data

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	GRNY	HELO
Last sale 4/24/2026 at 1:30 PM	$26.67	$67.27
Previous close 04/23/2026	$26.43	$67.16
Consolidated volume 04/23/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/24/2026 at 1:30 PM

Live

Closed

	GRNY	HELO
Last price	$26.67	$67.27
1D performance	+0.91%	+0.16%
AuM	$4.37 B	$4.00 B
E/R	0.75%	0.5%

Characteristics

	GRNY	HELO
Management strategy	Active	Active
Provider	Fundstrat	J.P. Morgan Asset Management
Benchmark	-	-
N° of holdings	39	149
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	November 6, 2024	September 28, 2023
ESG	No	No

More GRNY data on Trackinsight

More HELO data on Trackinsight

Exposure

Countries

GRNY

USA

96.5%

Other

3.5%

HELO

USA

91.94%

Other

8.06%

Sectors

GRNY

Information Techn.

22.15%

Industrials

16.87%

Financials

14.02%

Energy

8.78%

Communication Ser.

7.82%

Consumer Discreti.

7.52%

Other

22.84%

HELO

Information Techn.

33.34%

Consumer Discreti.

11.13%

Communication Ser.

9.67%

Health Care

9.11%

Financials

9.07%

Industrials

7.96%

Other

19.73%

Diversification

GRNY

Total weight of top 15 holdings out of 15

40.68%

HELO

Total weight of top 15 holdings out of 15

43.38%

Top 15 holdings

Data as of March 31, 2026

GRNY

NETFLIX

3.19%

CHEVRON TEXACO

3.05%

TEXAS PACIFIC LAND CORP

2.88%

ONEOK

2.85%

AIR PRODUCTS AND CHEMICALS

2.74%

QUANTA SERVICES

2.67%

ADVANCED MICRO DEVICES

2.63%

TJX

2.63%

US36828A1016

2.62%

PALANTIR TECHNOLOGIES

2.62%

AMAZON.COM INC

2.61%

COSTCO WHOLESALE

2.61%

BANK OF NEW YORK MELLON

2.53%

NORTHROP GRUMMAN

2.53%

MICROSTRATEGY

2.52%

HELO

NVIDIA

7.80%

APPLE

6.41%

MICROSOFT-T

5.22%

AMAZON.COM INC

3.96%

ALPHABET INC-CL

2.92%

BROADCOM LIMITED

2.75%

META PLATFORMS

2.23%

EXXON

2.22%

ALPHABET INC-CL

1.91%

TESLA

1.74%

BERKSHIRE HATHWAY

1.37%

JOHNSON&JOHNSON

1.36%

MASTERCARD

1.32%

ABBVIE

1.11%

PEPSICO U

1.06%

Frequently asked questions about GRNY and HELO

How have the GRNY and HELO ETFs performed in 2026?

As of April 24, 2026, GRNY is up 7.71% year-to-date (YTD), while HELO has returned 1.47%. That puts GRNY better performer ahead so far this year.

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

Year-to-date, the GRNY ETF saw +$178M in flows, compared to +$331M for HELO.

Which ETF is more volatile: GRNY or HELO?

Over the past year, GRNY had a volatility of 17.95%, while HELO experienced 6.77%.

Which ETF is bigger: GRNY or HELO?

As of April 24, 2026, GRNY holds $4.37 B in assets under management (AUM), while HELO manages $4.00 B.

What sectors do the GRNY and HELO ETFs invest in?

GRNY leans toward sectors like Information Technology, Industrials and Financials. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.

GRNYvsHELOETF Comparison

FundStrat Granny Shots US Large Cap ETF

JPMorgan Hedged Equity Laddered Overlay ETF

GRNY 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 GRNY and HELO ETFs performed in 2026?

As of April 24, 2026, GRNY is up 7.71% year-to-date (YTD), while HELO has returned 1.47%. That puts GRNY better performer ahead so far this year.

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

Year-to-date, the GRNY ETF saw +$178M in flows, compared to +$331M for HELO.

Which ETF is more volatile: GRNY or HELO?

Over the past year, GRNY had a volatility of 17.95%, while HELO experienced 6.77%.

Which ETF is bigger: GRNY or HELO?

As of April 24, 2026, GRNY holds $4.37 B in assets under management (AUM), while HELO manages $4.00 B.

What sectors do the GRNY and HELO ETFs invest in?

GRNY leans toward sectors like Information Technology, Industrials and Financials. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.

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

GRNY top holdings include NETFLIX, CHEVRON TEXACO and TEXAS PACIFIC LAND CORP. HELO holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: GRNY or HELO?

GRNY holds 40 securities with 40.68% of its assets in the top 15. HELO has 156 securities and a top 15 weight of 43.38%.

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