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HELOvsJUSAETF Comparison
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belongs to the Options Strategies segment. JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) is part of the US Large Cap segment. Both ETFs have the same top 3 sector exposures: Information Technology, Consumer Discretionary and Communication Services. HELO is more expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.2% for JUSA. HELO is down -0.67% year-to-date (YTD) with +$268M in YTD flows. JUSA performs worse with -0.92% YTD performance, and +$5M in YTD flows. Run a side-by-side ETF comparison of HELO and JUSA 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 JUSA performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HELO JUSA | -1.87%-2.59% | -0.96%-1.82% | -0.67%-0.92% | +10.25%+20.52% | n/an/a | n/an/a |
| Flows | HELO JUSA | +$96M- | +$330M+$6M | +$268M+$5M | +$798M+$28M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELO JUSA | +7.63%+11.24% | +8.54%+18.16% | n/an/a | n/an/a |
| Max drawdown | HELO JUSA | -2.09%-3.33% | -6.97%-13.90% | n/an/a | n/an/a |
| Max drawdown duration | HELO JUSA | 30d30d | 46d45d | n/an/a | n/an/a |
HELO | JUSA | |
Last sale 3/11/2026 at 1:30 PM | $65.95 | $61.08 |
| Previous close 03/11/2026 | $66.03 | $61.14 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
HELO | JUSA | |
|---|---|---|
| Last price | $65.95 | $61.08 |
| 1D performance | -0.12% | -0.11% |
| AuM | $3.86 B | $32.07 M |
| E/R | 0.5% | 0.2% |
HELO | JUSA | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 143 | 222 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 28, 2023 | March 13, 2025 |
| 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 JUSA ETFs performed in 2026?
As of March 11, 2026, HELO is down -0.67% year-to-date (YTD), while JUSA has lost -0.92%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: HELO or JUSA?
Year-to-date, the HELO ETF saw +$268M in flows, compared to +$5M for JUSA.
Which ETF is more volatile: HELO or JUSA?
Over the past year, HELO had a volatility of 8.54%, while JUSA experienced 18.16%.
Which ETF is bigger: HELO or JUSA?
As of March 11, 2026, HELO holds $3.86 B in assets under management (AUM), while JUSA manages $32.07 M.
What sectors do the HELO and JUSA ETFs invest in?
HELO leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, JUSA focuses on Information Technology, Consumer Discretionary and Communication Services.
What are the top holdings of the HELO ETF and JUSA ETF?
HELO top holdings include NVIDIA, MICROSOFT-T and APPLE. JUSA holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: HELO or JUSA?
HELO holds 150 securities with 47.22% of its assets in the top 15. JUSA has 232 securities and a top 15 weight of 45.84%.
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