HEGDvsHELOETF Comparison
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Swan Hedged Equity US Large Cap ETF (HEGD) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. HEGD is more expensive with a Total Expense Ratio (TER) of 0.87%, versus 0.5% for HELO. HEGD is up 5.59% year-to-date (YTD) with +$96M in YTD flows. HELO performs worse with 4.17% YTD performance, and +$1.09B in YTD flows. Run a side-by-side ETF comparison of HEGD 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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HEGD vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HEGD HELO | -0.67%-0.32% | +0.73%+1.46% | +5.59%+4.17% | +5.62%+5.60% | +51.20%+43.02% | +41.62%n/a |
| Flows | HEGD HELO | -$2M+$49M | +$20M+$203M | +$96M+$1.09B | +$162M+$1.09B | +$406M+$4.26B | +$474M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HEGD HELO | +8.26%+6.85% | +7.90%+7.20% | +8.31%+7.83% | +9.32%n/a |
| Max drawdown | HEGD HELO | -3.13%-2.37% | -4.33%-5.83% | -8.39%-10.86% | -14.21%n/a |
| Max drawdown duration | HEGD HELO | 78d75d | 77d73d | 124d169d | 721dn/a |
Trading data
HEGD | HELO | |
Last sale 11/2/2026 at 2:30 PM | $26.58 | $68.75 |
| Previous close 10/30/2026 | $26.65 | $68.86 |
| Consolidated volume 10/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 11/2/2026 at 2:30 PM
Live
Closed
HEGD | HELO | |
|---|---|---|
| Last price | $26.58 | $68.75 |
| 1D performance | -0.26% | -0.16% |
| AuM | $732.42 M | $4.85 B |
| E/R | 0.87% | 0.5% |
Characteristics
HEGD | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Swan Capital Management | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 23, 2020 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
HEGD
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HELO
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Sectors
HEGD
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HELO
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Diversification
HEGD
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HELO
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Top 15 holdings
Data as of January 1, 1970
HEGD
Data will be available soon
HELO
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Frequently asked questions about HEGD and HELO
How have the HEGD and HELO ETFs performed in 2026?
As of October 30, 2026, HEGD is up 5.59% year-to-date (YTD), while HELO has returned 4.17%. That puts HEGD better performer ahead so far this year.
Which ETF is attracting more investor money: HEGD or HELO?
Year-to-date, the HEGD ETF saw +$96M in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: HEGD or HELO?
Over the past year, HEGD had a volatility of 7.9%, while HELO experienced 7.2%.
Which ETF is bigger: HEGD or HELO?
As of October 30, 2026, HEGD holds $732.42 M in assets under management (AUM), while HELO manages $4.85 B.
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Latest news about HEGD & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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