HELOvsJUSAETF Comparison
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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. HELO's top 3 sector exposures are Technology, Finance and Healthcare. In contrast, JUSA'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 0.18% for JUSA. HELO is up 2.15% year-to-date (YTD) with +$868M in YTD flows. JUSA performs better with 8.34% YTD performance, and +$641M 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.
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HELO vs JUSA 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 JUSA | +0.39%+0.01% | +0.61%+3.07% | +2.15%+8.34% | +7.24%+16.17% | n/an/a | n/an/a |
| Flows | HELO JUSA | +$638M+$261M | +$537M+$634M | +$868M+$641M | +$1.03B+$644M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELO JUSA | +5.40%+12.56% | +6.62%+12.52% | n/an/a | n/an/a |
| Max drawdown | HELO JUSA | -1.78%-4.44% | -5.83%-8.92% | n/an/a | n/an/a |
| Max drawdown duration | HELO JUSA | 37d55d | 73d63d | n/an/a | n/an/a |
Trading data
HELO | JUSA | |
Last sale 7/28/2026 at 4:28 PM | $67.78 | $66.62 |
| Previous close 07/27/2026 | $67.60 | $66.70 |
| 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 4:28 PM
Live
Closed
HELO | JUSA | |
|---|---|---|
| Last price | $67.78 | $66.62 |
| 1D performance | +0.27% | -0.13% |
| AuM | $4.55 B | $671.15 M |
| E/R | 0.5% | 0.18% |
Characteristics
HELO | JUSA | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 147 | 244 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 28, 2023 | March 13, 2025 |
| ESG | No | No |
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Exposure
Countries
HELO
USA
97.36%
Other
2.64%
JUSA
USA
96.06%
Other
3.94%
Sectors
HELO
Technology
45.39%
Finance
14.32%
Healthcare
9.08%
Consumer Non-Cycl.
8.76%
Industrials
7.74%
Other
14.71%
JUSA
Technology
44.88%
Finance
14.06%
Consumer Non-Cycl.
8.84%
Healthcare
8.64%
Industrials
8.02%
Other
15.56%
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Diversification
HELO
Total weight of top 15 holdings out of 15
45.8%
JUSA
Total weight of top 15 holdings out of 15
43.79%
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%
JUSA
NVIDIA Corp.
7.90%
Apple, Inc.
6.44%
Microsoft Corp.
4.53%
Amazon.com, Inc.
3.86%
Alphabet, Inc.
3.23%
Broadcom Inc.
2.96%
Alphabet, Inc.
2.51%
Micron Technology, Inc.
2.45%
Meta Platforms, Inc.
2.04%
Tesla, Inc.
1.45%
Advanced Micro Devices, Inc.
1.38%
Lam Research Corp.
1.29%
Eli Lilly & Co.
1.27%
Berkshire Hathaway, Inc.
1.26%
Exxon Mobil Corp.
1.21%
Frequently asked questions about HELO and JUSA
How have the HELO and JUSA ETFs performed in 2026?
As of July 27, 2026, HELO is up 2.15% year-to-date (YTD), while JUSA has returned 8.34%. That puts JUSA better performer ahead so far this year.
Which ETF is attracting more investor money: HELO or JUSA?
Year-to-date, the HELO ETF saw +$868M in flows, compared to +$641M for JUSA.
Which ETF is more volatile: HELO or JUSA?
Over the past year, HELO had a volatility of 6.62%, while JUSA experienced 12.52%.
Which ETF is bigger: HELO or JUSA?
As of July 27, 2026, HELO holds $4.55 B in assets under management (AUM), while JUSA manages $671.15 M.
What sectors do the HELO and JUSA ETFs invest in?
HELO leans toward sectors like Technology, Finance and Healthcare. Meanwhile, JUSA focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the HELO ETF and JUSA ETF?
HELO top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. JUSA holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: HELO or JUSA?
HELO holds 150 securities with 45.8% of its assets in the top 15. JUSA has 249 securities and a top 15 weight of 43.79%.
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Latest news about HELO & JUSA
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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