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. 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 up 1.88% year-to-date (YTD) with +$339M in YTD flows. JUSA performs better with 5.9% YTD performance, and +$63M 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 05/01/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HELO JUSA | +5.39%+10.07% | +0.69%+3.82% | +1.88%+5.90% | +14.15%+29.85% | n/an/a | n/an/a |
| Flows | HELO JUSA | +$50M+$58M | +$206M+$62M | +$339M+$63M | +$688M+$66M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELO JUSA | +8.20%+15.03% | +6.76%+12.41% | n/an/a | n/an/a |
| Max drawdown | HELO JUSA | -5.83%-8.92% | -5.83%-8.92% | n/an/a | n/an/a |
| Max drawdown duration | HELO JUSA | 73d63d | 73d63d | n/an/a | n/an/a |
Trading data
HELO | JUSA | |
Last sale 5/4/2026 at 1:30 PM | $67.49 | $64.96 |
| Previous close 05/01/2026 | $67.54 | $65.20 |
| Consolidated volume 05/01/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 5/4/2026 at 1:30 PM
Live
Closed
HELO | JUSA | |
|---|---|---|
| Last price | $67.49 | $64.96 |
| 1D performance | -0.07% | -0.37% |
| AuM | $4.02 B | $92.87 M |
| E/R | 0.5% | 0.2% |
Characteristics
HELO | JUSA | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 149 | 227 |
| 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
91.94%
Other
8.06%
JUSA
USA
95.52%
Other
4.48%
Sectors
HELO
Information Techn.
33.34%
Consumer Discreti.
11.13%
Communication Ser.
9.67%
Health Care
9.11%
Financials
9.07%
Industrials
7.96%
Other
19.73%
JUSA
Information Techn.
34.24%
Consumer Discreti.
10.87%
Communication Ser.
9.82%
Financials
9.79%
Health Care
9.45%
Industrials
8.38%
Other
17.46%
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Diversification
HELO
Total weight of top 15 holdings out of 15
43.38%
JUSA
Total weight of top 15 holdings out of 15
43.68%
Top 15 holdings
Data as of March 31, 2026
HELO
NVIDIA
7.80%
APPLE
6.41%
MICROSOFT-T
5.22%
AMAZON.COM INC
3.96%
ALPHABET INC-CL
2.92%
BROADCOM LIMITED
2.75%
META PLATFORMS
2.23%
EXXON
2.22%
ALPHABET INC-CL
1.91%
TESLA
1.74%
BERKSHIRE HATHWAY
1.37%
JOHNSON&JOHNSON
1.36%
MASTERCARD
1.32%
ABBVIE
1.11%
PEPSICO U
1.06%
JUSA
NVIDIA
7.87%
APPLE
6.84%
MICROSOFT-T
5.20%
AMAZON.COM INC
3.91%
ALPHABET INC-CL
2.94%
BROADCOM LIMITED
2.77%
META PLATFORMS
2.27%
ALPHABET INC-CL
2.10%
TESLA
1.78%
EXXON
1.73%
BERKSHIRE HATHWAY
1.47%
JOHNSON&JOHNSON
1.36%
VISA INCORPORATION
1.20%
MASTERCARD
1.12%
LILLY
1.11%
Frequently asked questions about HELO and JUSA
How have the HELO and JUSA ETFs performed in 2026?
As of May 1, 2026, HELO is up 1.88% year-to-date (YTD), while JUSA has returned 5.9%. 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 +$339M in flows, compared to +$63M for JUSA.
Which ETF is more volatile: HELO or JUSA?
Over the past year, HELO had a volatility of 6.76%, while JUSA experienced 12.41%.
Which ETF is bigger: HELO or JUSA?
As of May 1, 2026, HELO holds $4.02 B in assets under management (AUM), while JUSA manages $92.87 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, APPLE and MICROSOFT-T. JUSA holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: HELO or JUSA?
HELO holds 156 securities with 43.38% of its assets in the top 15. JUSA has 238 securities and a top 15 weight of 43.68%.
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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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