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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HELO ETF 2 | -0.51%– | -0.20%– | +1.24%– | +6.46%– | n/a– | n/a– |
| Flows | HELO ETF 2 | +$655M– | +$554M– | +$885M– | +$1.06B– | -– | -– |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELO ETF 2 | +5.82%– | +6.69%– | n/a– | n/a– |
| Max drawdown | HELO ETF 2 | -1.97%– | -5.83%– | n/a– | n/a– |
| Max drawdown duration | HELO ETF 2 | 14d– | 73d– | n/a– | n/a– |
Trading data
HELO | ETF 2 | |
Last sale 7/30/2026 at 2:45 PM | $67.74 | – |
| Previous close 07/29/2026 | $67.07 | – |
| Consolidated volume 07/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 7/30/2026 at 2:45 PM
Live
Closed
HELO | ETF 2 | |
|---|---|---|
| Last price | $67.74 | – |
| 1D performance | +1.00% | – |
| AuM | $4.53 B | – |
| E/R | 0.5% | – |
Characteristics
HELO | ETF 2 | |
|---|---|---|
| Management strategy | Active | – |
| Provider | J.P. Morgan Asset Management | – |
| Benchmark | - | – |
| N° of holdings | 147 | – |
| Asset class | - | – |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 28, 2023 | – |
| ESG | No | – |
Advertisement
Exposure
Countries
HELO
USA
97.36%
Other
2.64%
ETF 2
Sectors
HELO
Technology
45.39%
Finance
14.32%
Healthcare
9.08%
Consumer Non-Cycl.
8.76%
Industrials
7.74%
Other
14.71%
ETF 2
Advertisement
Diversification
HELO
Total weight of top 15 holdings out of 15
45.8%
ETF 2
–
Top 15 holdings
Data as of June 30, 2026
HELO
NVIDIA Corp.
8.29%
Apple, Inc.
6.49%
Microsoft Corp.
4.77%
Amazon.com, Inc.
4.16%
Alphabet, Inc.
3.38%
Broadcom Inc.
3.16%
Micron Technology, Inc.
2.55%
Alphabet, Inc.
2.43%
Meta Platforms, Inc.
2.09%
Lam Research Corp.
1.72%
Advanced Micro Devices, Inc.
1.47%
Tesla, Inc.
1.46%
Berkshire Hathaway, Inc.
1.30%
Exxon Mobil Corp.
1.30%
Eli Lilly & Co.
1.23%
ETF 2
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
Advertisement
Latest news about HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
Advertisement
Advertisement
