HELOvsJEPQETF Comparison
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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) belong to the same industry segment: Options Strategies. HELO is more expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.35% for JEPQ. HELO is up 5.19% year-to-date (YTD) with +$1.09B in YTD flows. JEPQ performs better with 12.35% YTD performance, and +$10.26B in YTD flows. Run a side-by-side ETF comparison of HELO and JEPQ 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 JEPQ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HELO JEPQ | +0.39%-1.39% | +2.97%+6.83% | +5.19%+12.35% | +6.35%+13.72% | +45.37%+82.42% | n/an/a |
| Flows | HELO JEPQ | +$49M+$1.04B | +$227M+$3.47B | +$1.09B+$10.26B | +$1.15B+$11.48B | +$4.26B+$33.34B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELO JEPQ | +7.24%+14.25% | +7.09%+15.22% | +7.81%+15.78% | n/an/a |
| Max drawdown | HELO JEPQ | -2.37%-4.67% | -5.83%-8.85% | -10.86%-20.17% | n/an/a |
| Max drawdown duration | HELO JEPQ | 72d20d | 73d76d | 169d169d | n/an/a |
Trading data
HELO | JEPQ | |
Last sale 10/28/2026 at 6:13 PM | $69.71 | $60.04 |
| Previous close 10/27/2026 | $69.52 | $59.70 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/28/2026 at 6:13 PM
Live
Closed
HELO | JEPQ | |
|---|---|---|
| Last price | $69.71 | $60.04 |
| 1D performance | +0.27% | +0.57% |
| AuM | $4.90 B | $43.90 B |
| E/R | 0.5% | 0.35% |
Characteristics
HELO | JEPQ | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 28, 2023 | May 3, 2022 |
| ESG | No | No |
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Exposure
Countries
HELO
Data will be available soon
JEPQ
Data will be available soon
Sectors
HELO
Data will be available soon
JEPQ
Data will be available soon
Diversification
HELO
Data will be available soon
JEPQ
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
HELO
Data will be available soon
JEPQ
Data will be available soon
Frequently asked questions about HELO and JEPQ
How have the HELO and JEPQ ETFs performed in 2026?
As of October 27, 2026, HELO is up 5.19% year-to-date (YTD), while JEPQ has returned 12.35%. That puts JEPQ better performer ahead so far this year.
Which ETF is attracting more investor money: HELO or JEPQ?
Year-to-date, the HELO ETF saw +$1.09B in flows, compared to +$10.26B for JEPQ.
Which ETF is more volatile: HELO or JEPQ?
Over the past year, HELO had a volatility of 7.09%, while JEPQ experienced 15.22%.
Which ETF is bigger: HELO or JEPQ?
As of October 27, 2026, HELO holds $4.90 B in assets under management (AUM), while JEPQ manages $43.90 B.
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