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HELOvsAAEQETF Comparison

ETF 1

HELO

JPMorgan Hedged Equity Laddered Overlay ETF

This fund is part of

Options Strategies

+0.4%

Full HELO fund page

VS

ETF 2

AAEQ

Alpha Architect US Equity 2 ETF

This fund is part of

US All Cap

+0.5%

Full AAEQ fund page

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belongs to the Options Strategies segment. Alpha Architect US Equity 2 ETF (AAEQ) is part of the US All Cap segment. HELO's top 3 sector exposures are Information Technology, Consumer Discretionary and Communication Services. In contrast, AAEQ's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. HELO is more expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.09% for AAEQ. HELO is up 1.57% year-to-date (YTD) with +$285M in YTD flows. AAEQ performs better with 6.94% YTD performance, and -$13M in YTD flows. Run a side-by-side ETF comparison of HELO and AAEQ 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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HELO vs AAEQ performance and flow charts

Performance

Cumulative Flows

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

Data Services

Historic performance and flows

Data as of 06/12/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	HELO AAEQ	-0.41%+0.16%	+3.30%+10.73%	+1.57%+6.94%	+9.22%n/a	n/an/a	n/an/a
Flows	HELO AAEQ	-$93M+$172K	+$17M-$6M	+$285M-$13M	+$495M-	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	HELO AAEQ	+6.77%+15.03%	+6.34%n/a	n/an/a	n/an/a
Max drawdown	HELO AAEQ	-3.23%-5.52%	-5.83%n/a	n/an/a	n/an/a
Max drawdown duration	HELO AAEQ	22d21d	73dn/a	n/an/a	n/an/a

Trading data

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	HELO	AAEQ
Last sale 6/12/2026 at 1:30 PM	$67.35	$52.72
Previous close 06/12/2026	$67.20	$52.52
Consolidated volume 06/12/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 6/12/2026 at 1:30 PM

Live

Closed

	HELO	AAEQ
Last price	$67.35	$52.72
1D performance	+0.22%	+0.39%
AuM	$3.96 B	$492.82 M
E/R	0.5%	0.09%

Characteristics

	HELO	AAEQ
Management strategy	Active	Active
Provider	J.P. Morgan Asset Management	Alpha Architect
Benchmark	-	-
N° of holdings	149	338
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	September 28, 2023	December 10, 2025
ESG	No	No

More HELO data on Trackinsight

More AAEQ data on Trackinsight

Exposure

Countries

HELO

USA

97.31%

Other

2.69%

AAEQ

USA

97.14%

Other

2.86%

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%

AAEQ

Information Techn.

37.3%

Communication Ser.

11.11%

Consumer Discreti.

10.41%

Financials

9.66%

Health Care

8.36%

Industrials

7.76%

Other

15.4%

Diversification

HELO

Total weight of top 15 holdings out of 15

47.48%

AAEQ

Total weight of top 15 holdings out of 15

47.79%

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%

AAEQ

NVIDIA

8.53%

APPLE

7.38%

MICROSOFT-T

5.91%

AMAZON.COM INC

4.18%

ALPHABET INC-CL

3.78%

BROADCOM LIMITED

3.22%

ALPHABET INC-CL

3.00%

META PLATFORMS

2.40%

TESLA

1.73%

BERKSHIRE HATHWAY

1.62%

JPMORGAN CHASE

1.55%

LILLY

1.28%

EXXON

1.16%

WALMART INC

1.05%

JOHNSON&JOHNSON

1.00%

Frequently asked questions about HELO and AAEQ

How have the HELO and AAEQ ETFs performed in 2026?

As of June 12, 2026, HELO is up 1.57% year-to-date (YTD), while AAEQ has returned 6.94%. That puts AAEQ better performer ahead so far this year.

Which ETF is attracting more investor money: HELO or AAEQ?

Year-to-date, the HELO ETF saw +$285M in flows, compared to -$13M for AAEQ.

Which ETF is bigger: HELO or AAEQ?

As of June 12, 2026, HELO holds $3.96 B in assets under management (AUM), while AAEQ manages $492.82 M.

What sectors do the HELO and AAEQ ETFs invest in?

HELO leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, AAEQ focuses on Information Technology, Communication Services and Consumer Discretionary.

What are the top holdings of the HELO ETF and AAEQ ETF?

HELO top holdings include NVIDIA, APPLE and MICROSOFT-T. AAEQ holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: HELO or AAEQ?

HELO holds 156 securities with 47.48% of its assets in the top 15. AAEQ has 353 securities and a top 15 weight of 47.79%.

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HELO: Could this JPMorgan Laddered Options ETF Be a Good Alternative to the 60/40 Portfolio?

September 19, 2024

HELO

HELOvsAAEQETF Comparison

JPMorgan Hedged Equity Laddered Overlay ETF

Alpha Architect US Equity 2 ETF

HELO vs AAEQ performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the HELO and AAEQ ETFs performed in 2026?

As of June 12, 2026, HELO is up 1.57% year-to-date (YTD), while AAEQ has returned 6.94%. That puts AAEQ better performer ahead so far this year.

Which ETF is attracting more investor money: HELO or AAEQ?

Year-to-date, the HELO ETF saw +$285M in flows, compared to -$13M for AAEQ.

Which ETF is bigger: HELO or AAEQ?

As of June 12, 2026, HELO holds $3.96 B in assets under management (AUM), while AAEQ manages $492.82 M.

What sectors do the HELO and AAEQ ETFs invest in?

HELO leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, AAEQ focuses on Information Technology, Communication Services and Consumer Discretionary.

What are the top holdings of the HELO ETF and AAEQ ETF?

HELO top holdings include NVIDIA, APPLE and MICROSOFT-T. AAEQ holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: HELO or AAEQ?

HELO holds 156 securities with 47.48% of its assets in the top 15. AAEQ has 353 securities and a top 15 weight of 47.79%.

Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio

HELO: Could this JPMorgan Laddered Options ETF Be a Good Alternative to the 60/40 Portfolio?

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