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HELOvsETF 2ETF Comparison

ETF 1
HELO

JPMorgan Hedged Equity Laddered Overlay ETF

This fund is part of
Options Strategies
-0.04%
Full HELO fund page
VS
ETF 2

Choose a second ETF to run a side-by-side ETF comparison with HELO, 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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HELO performance and flow charts

Performance

-2.0-1.5-1.0-0.50.0%Feb 11Feb 19Feb 26Mar 5

Cumulative Flows

0 M20 M40 M60 M80 M100 MFeb 11Feb 19Feb 26Mar 5

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

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Data Services
Historic performance and flows
Data as of 03/11/2026
1M3MYTD1Y3Y5Y
Perf.
HELO
ETF 2
-1.87%–
-0.96%–
-0.67%–
+10.25%–
n/a–
n/a–
Flows
HELO
ETF 2
+$96M–
+$330M–
+$268M–
+$798M–
-–
-–
Volatility and drawdown
3M1Y3Y5Y
Volatility
HELO
ETF 2
+7.63%–
+8.54%–
n/a–
n/a–
Max drawdown
HELO
ETF 2
-2.09%–
-6.97%–
n/a–
n/a–
Max drawdown duration
HELO
ETF 2
30d–
46d–
n/a–
n/a–
Trading data

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HELO
ETF 2
Last sale
3/12/2026 at 1:47 PM
$65.48
–
Previous close
03/11/2026
$65.95
–
Consolidated volume
03/11/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
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Main metrics
Last update 3/12/2026 at 1:47 PM
Live
Closed
HELO
ETF 2
Last price
$65.48
–
1D performance
-0.71%
–
AuM$3.86 B–
E/R0.5%–
Characteristics
HELO
ETF 2
Management strategyActive–
ProviderJ.P. Morgan Asset Management–
Benchmark-–
N° of holdings143–
Asset class-–
Trailing 12m distribution yield
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Inception dateSeptember 28, 2023–
ESGNo–
TrackinsightTrackinsight

More HELO data on Trackinsight

ETF 2
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Exposure

Countries

HELO
USA
95.56%
Other
4.44%
ETF 2

Sectors

HELO
Information Techn.
36.21%
Consumer Discreti.
12.02%
Communication Ser.
10.73%
Financials
9.58%
Health Care
9.38%
Industrials
7.84%
Other
14.25%
ETF 2
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Diversification

HELO

Total weight of top 15 holdings out of 15

47.22%
ETF 2
–

Top 15 holdings

Data as of January 31, 2026
HELO
NVIDIA
8.31%
MICROSOFT-T
6.65%
APPLE
6.53%
AMAZON.COM INC
4.47%
ALPHABET INC-CL
3.37%
BROADCOM LIMITED
2.85%
META PLATFORMS
2.81%
ALPHABET INC-CL
2.21%
TESLA
1.96%
EXXON
1.73%
MASTERCARD
1.43%
BERKSHIRE HATHWAY
1.31%
JOHNSON&JOHNSON
1.27%
LILLY
1.16%
ABBVIE
1.15%
ETF 2
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