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 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HELO ETF 2 | -0.62%– | +3.16%– | +4.64%– | +7.47%– | n/a– | n/a– |
| Flows | HELO ETF 2 | +$82M– | +$630M– | +$990M– | +$1.11B– | -– | -– |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELO ETF 2 | +6.98%– | +6.93%– | n/a– | n/a– |
| Max drawdown | HELO ETF 2 | -1.97%– | -5.83%– | n/a– | n/a– |
| Max drawdown duration | HELO ETF 2 | 16d– | 73d– | n/a– | n/a– |
Trading data
HELO | ETF 2 | |
Last sale 9/11/2026 at 1:30 PM | $69.24 | – |
| Previous close 09/10/2026 | $68.94 | – |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
HELO | ETF 2 | |
|---|---|---|
| Last price | $69.24 | – |
| 1D performance | +0.44% | – |
| AuM | $4.78 B | – |
| E/R | 0.5% | – |
Characteristics
HELO | ETF 2 | |
|---|---|---|
| Management strategy | Active | – |
| Provider | J.P. Morgan Asset Management | – |
| Benchmark | - | – |
| N° of holdings | 151 | – |
| Asset class | - | – |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 28, 2023 | – |
| ESG | No | – |
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Exposure
Countries
HELO
USA
94.73%
Other
5.27%
ETF 2
Sectors
HELO
Technology
43.68%
Finance
14.6%
Healthcare
9.17%
Consumer Non-Cycl.
8.65%
Industrials
7.55%
Other
16.36%
ETF 2
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Diversification
HELO
Total weight of top 15 holdings out of 15
44.71%
ETF 2
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Top 15 holdings
Data as of July 31, 2026
HELO
NVIDIA Corp.
8.00%
Apple, Inc.
7.42%
Microsoft Corp.
5.06%
Amazon.com, Inc.
4.07%
Alphabet, Inc.
3.09%
Broadcom Inc.
3.07%
Alphabet, Inc.
2.25%
Meta Platforms, Inc.
2.19%
Micron Technology, Inc.
1.79%
ExxonMobil Holdings Corp.
1.37%
Advanced Micro Devices, Inc.
1.32%
Johnson & Johnson
1.29%
Berkshire Hathaway, Inc.
1.27%
Eli Lilly & Co.
1.26%
Mastercard, Inc.
1.25%
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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