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HELOvsGSUSETF Comparison
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belongs to the Options Strategies segment. Goldman Sachs MarketBeta U.S. Equity ETF (GSUS) is part of the US Large Cap segment. HELO's top 3 sector exposures are Information Technology, Consumer Discretionary and Communication Services. In contrast, GSUS'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 GSUS. HELO is down -0.67% year-to-date (YTD) with +$268M in YTD flows. GSUS performs worse with -1.08% YTD performance, and -$10M in YTD flows. Run a side-by-side ETF comparison of HELO and GSUS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
HELO vs GSUS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HELO GSUS | -1.87%-2.09% | -0.96%-1.69% | -0.67%-1.08% | +10.25%+22.50% | n/a+84.71% | n/a+83.90% |
| Flows | HELO GSUS | +$96M-$543K | +$330M-$15M | +$268M-$10M | +$798M+$6M | -+$1.10B | -+$1.55B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELO GSUS | +7.63%+11.62% | +8.54%+18.34% | n/a+14.95% | n/a+17.36% |
| Max drawdown | HELO GSUS | -2.09%-3.51% | -6.97%-13.91% | n/a-19.14% | n/a-25.66% |
| Max drawdown duration | HELO GSUS | 30d57d | 46d45d | n/a126d | n/a715d |
HELO | GSUS | |
Last sale 3/11/2026 at 1:30 PM | $65.95 | $93.32 |
| Previous close 03/11/2026 | $66.03 | $93.33 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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HELO | GSUS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
HELO | GSUS | |
|---|---|---|
| Last price | $65.95 | $93.32 |
| 1D performance | -0.12% | -0.01% |
| AuM | $3.86 B | $2.94 B |
| E/R | 0.5% | 0.09% |
HELO | GSUS | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | Goldman Sachs |
| Benchmark | - | Solactive GBS United States Large & Mid Cap Index |
| N° of holdings | 143 | 400 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 28, 2023 | May 12, 2020 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the HELO and GSUS ETFs performed in 2026?
As of March 11, 2026, HELO is down -0.67% year-to-date (YTD), while GSUS has lost -1.08%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: HELO or GSUS?
Year-to-date, the HELO ETF saw +$268M in flows, compared to -$10M for GSUS.
Which ETF is more volatile: HELO or GSUS?
Over the past year, HELO had a volatility of 8.54%, while GSUS experienced 18.34%.
Which ETF is bigger: HELO or GSUS?
As of March 11, 2026, HELO holds $3.86 B in assets under management (AUM), while GSUS manages $2.94 B.
What sectors do the HELO and GSUS ETFs invest in?
HELO leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, GSUS focuses on Information Technology, Communication Services and Consumer Discretionary.
What are the top holdings of the HELO ETF and GSUS ETF?
HELO top holdings include NVIDIA, MICROSOFT-T and APPLE. GSUS holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: HELO or GSUS?
HELO holds 150 securities with 47.22% of its assets in the top 15. GSUS has 419 securities and a top 15 weight of 44.2%.
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