HELOvsGPIXETF Comparison
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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) and Goldman Sachs S&P 500 Core Premium Income ETF (GPIX) belong to the same industry segment: Options Strategies. HELO's top 3 sector exposures are Technology, Finance and Healthcare. In contrast, GPIX's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. HELO is more expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.35% for GPIX. HELO is up 2.15% year-to-date (YTD) with +$868M in YTD flows. GPIX performs better with 9.14% YTD performance, and +$2.11B in YTD flows. Run a side-by-side ETF comparison of HELO and GPIX 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 GPIX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HELO GPIX | +0.39%+0.02% | +0.61%+3.91% | +2.15%+9.14% | +7.24%+17.67% | n/an/a | n/an/a |
| Flows | HELO GPIX | +$638M+$323M | +$537M+$1.22B | +$868M+$2.11B | +$1.03B+$3.49B | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELO GPIX | +5.40%+10.95% | +6.62%+11.05% | n/an/a | n/an/a |
| Max drawdown | HELO GPIX | -1.78%-3.72% | -5.83%-7.71% | n/an/a | n/an/a |
| Max drawdown duration | HELO GPIX | 37d36d | 73d47d | n/an/a | n/an/a |
Trading data
HELO | GPIX | |
Last sale 7/28/2026 at 1:30 PM | $67.74 | $54.97 |
| Previous close 07/27/2026 | $67.60 | $54.84 |
| Consolidated volume 07/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/28/2026 at 1:30 PM
Live
Closed
HELO | GPIX | |
|---|---|---|
| Last price | $67.74 | $54.97 |
| 1D performance | +0.21% | +0.24% |
| AuM | $4.55 B | $4.91 B |
| E/R | 0.5% | 0.35% |
Characteristics
HELO | GPIX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | Goldman Sachs |
| Benchmark | - | - |
| N° of holdings | 147 | 490 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 28, 2023 | October 26, 2023 |
| ESG | No | No |
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Exposure
Countries
HELO
USA
97.36%
Other
2.64%
GPIX
USA
97.93%
Other
2.07%
Sectors
HELO
Technology
45.39%
Finance
14.32%
Healthcare
9.08%
Consumer Non-Cycl.
8.76%
Industrials
7.74%
Other
14.71%
GPIX
Technology
45.44%
Finance
13.17%
Consumer Non-Cycl.
8.93%
Healthcare
8.86%
Industrials
7.78%
Other
15.81%
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Diversification
HELO
Total weight of top 15 holdings out of 15
45.8%
GPIX
Total weight of top 15 holdings out of 15
42.73%
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%
GPIX
NVIDIA Corp.
7.40%
Apple, Inc.
6.48%
Alphabet, Inc.
4.38%
Microsoft Corp.
4.13%
Amazon.com, Inc.
3.69%
Broadcom Inc.
2.77%
Micron Technology, Inc.
2.02%
Meta Platforms, Inc.
1.94%
Tesla, Inc.
1.79%
Eli Lilly & Co.
1.52%
Alphabet, Inc.
1.47%
Berkshire Hathaway, Inc.
1.44%
Advanced Micro Devices, Inc.
1.38%
JPMorgan Chase & Co.
1.33%
Intel Corp.
0.97%
Frequently asked questions about HELO and GPIX
How have the HELO and GPIX ETFs performed in 2026?
As of July 27, 2026, HELO is up 2.15% year-to-date (YTD), while GPIX has returned 9.14%. That puts GPIX better performer ahead so far this year.
Which ETF is attracting more investor money: HELO or GPIX?
Year-to-date, the HELO ETF saw +$868M in flows, compared to +$2.11B for GPIX.
Which ETF is more volatile: HELO or GPIX?
Over the past year, HELO had a volatility of 6.62%, while GPIX experienced 11.05%.
Which ETF is bigger: HELO or GPIX?
As of July 27, 2026, HELO holds $4.55 B in assets under management (AUM), while GPIX manages $4.91 B.
What sectors do the HELO and GPIX ETFs invest in?
HELO leans toward sectors like Technology, Finance and Healthcare. Meanwhile, GPIX focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the HELO ETF and GPIX ETF?
HELO top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. GPIX holds in its top three: NVIDIA Corp., Apple, Inc. and Alphabet, Inc..
Which ETF is more diversified: HELO or GPIX?
HELO holds 150 securities with 45.8% of its assets in the top 15. GPIX has 493 securities and a top 15 weight of 42.73%.
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Latest news about HELO & GPIX
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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