GTRvsHELOETF Comparison
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WisdomTree Target Range Fund (GTR) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. GTR is more expensive with a Total Expense Ratio (TER) of 0.7%, versus 0.5% for HELO. GTR is up 9.42% year-to-date (YTD) with +$7M 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 GTR 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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GTR vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | GTR HELO | -0.37%+1.14% | +0.41%+1.63% | +9.42%+4.62% | +7.44%+7.59% | +39.52%+39.50% | +19.71%n/a |
| Flows | GTR HELO | -+$78M | +$2M+$618M | +$7M+$1.07B | +$7M+$1.14B | -$4M+$4.25B | +$62M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | GTR HELO | +7.25%+7.26% | +9.43%+7.02% | +10.53%+7.84% | +10.68%n/a |
| Max drawdown | GTR HELO | -2.15%-2.37% | -6.05%-5.83% | -13.04%-10.86% | -21.47%n/a |
| Max drawdown duration | GTR HELO | 43d61d | 48d73d | 206d169d | 1094dn/a |
Trading data
GTR | HELO | |
Last sale 10/16/2026 at 1:30 PM | $27.11 | $69.21 |
| Previous close 10/15/2026 | $27.32 | $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
GTR | HELO | |
|---|---|---|
| Last price | $27.11 | $69.21 |
| 1D performance | -0.78% | -0.66% |
| AuM | $72.01 M | $4.86 B |
| E/R | 0.7% | 0.5% |
Characteristics
GTR | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | WisdomTree | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 7, 2021 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
GTR
Data will be available soon
HELO
Data will be available soon
Sectors
GTR
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HELO
Data will be available soon
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Diversification
GTR
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
GTR
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about GTR and HELO
How have the GTR and HELO ETFs performed in 2026?
As of October 16, 2026, GTR is up 9.42% year-to-date (YTD), while HELO has returned 4.62%. That puts GTR better performer ahead so far this year.
Which ETF is attracting more investor money: GTR or HELO?
Year-to-date, the GTR ETF saw +$7M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: GTR or HELO?
Over the past year, GTR had a volatility of 9.43%, while HELO experienced 7.02%.
Which ETF is bigger: GTR or HELO?
As of October 16, 2026, GTR holds $72.01 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about GTR & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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