HELOvsETF 2ETF Comparison
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
Cumulative Flows
Historic performance and flows
Data as of 06/12/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HELO ETF 2 | -0.41%– | +3.30%– | +1.57%– | +9.22%– | n/a– | n/a– |
| Flows | HELO ETF 2 | -$93M– | +$17M– | +$285M– | +$495M– | -– | -– |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELO ETF 2 | +6.77%– | +6.34%– | n/a– | n/a– |
| Max drawdown | HELO ETF 2 | -3.23%– | -5.83%– | n/a– | n/a– |
| Max drawdown duration | HELO ETF 2 | 22d– | 73d– | n/a– | n/a– |
Trading data
HELO | ETF 2 | |
Last sale 6/12/2026 at 1:30 PM | $67.35 | – |
| Previous close 06/12/2026 | $67.20 | – |
| Consolidated volume 06/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 6/12/2026 at 1:30 PM
Live
Closed
HELO | ETF 2 | |
|---|---|---|
| Last price | $67.35 | – |
| 1D performance | +0.22% | – |
| AuM | $3.96 B | – |
| E/R | 0.5% | – |
Characteristics
HELO | ETF 2 | |
|---|---|---|
| Management strategy | Active | – |
| Provider | J.P. Morgan Asset Management | – |
| Benchmark | - | – |
| N° of holdings | 149 | – |
| Asset class | - | – |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 28, 2023 | – |
| ESG | No | – |
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Exposure
Countries
HELO
USA
97.31%
Other
2.69%
ETF 2
Sectors
HELO
Information Techn.
37.93%
Consumer Discreti.
11.99%
Communication Ser.
10.82%
Financials
9.02%
Health Care
8.67%
Industrials
8.18%
Other
13.38%
ETF 2
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Diversification
HELO
Total weight of top 15 holdings out of 15
47.48%
ETF 2
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Top 15 holdings
Data as of April 30, 2026
HELO
NVIDIA
9.11%
APPLE
6.56%
MICROSOFT-T
5.85%
AMAZON.COM INC
4.94%
BROADCOM LIMITED
3.61%
ALPHABET INC-CL
3.45%
META PLATFORMS
2.70%
ALPHABET INC-CL
2.25%
TESLA
1.64%
EXXON
1.43%
MASTERCARD
1.30%
BERKSHIRE HATHWAY
1.29%
JOHNSON&JOHNSON
1.19%
MICRON TECHNOLOGY
1.10%
TRANE TECHNOLOGIES PLC
1.05%
ETF 2
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Latest news about HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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