HELOvsLGHETF Comparison
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belongs to the Options Strategies segment. HCM Retirement Defender 100 Index ETF (LGH) is part of the Multi-Asset: Moderate segment. HELO's top 3 sector exposures are Information Technology, Consumer Discretionary and Communication Services. In contrast, LGH's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. HELO is less expensive with a Total Expense Ratio (TER) of 0.5%, versus 1% for LGH. HELO is up 1.43% year-to-date (YTD) with +$344M in YTD flows. LGH performs worse with 1.21% YTD performance, and -$16M in YTD flows. Run a side-by-side ETF comparison of HELO and LGH 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 LGH performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HELO LGH | -0.45%-0.65% | +2.11%+3.74% | +1.43%+1.21% | +9.28%+20.61% | n/a+67.39% | n/a+63.72% |
| Flows | HELO LGH | -$34M-$3M | +$76M-$13M | +$344M-$16M | +$554M+$12M | -+$93M | -+$212M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELO LGH | +7.08%+17.71% | +6.34%+16.11% | n/a+17.09% | n/a+16.73% |
| Max drawdown | HELO LGH | -3.88%-6.94% | -5.83%-11.23% | n/a-18.42% | n/a-29.00% |
| Max drawdown duration | HELO LGH | 30d49d | 73d120d | n/a206d | n/a806d |
HELO | LGH | |
Last sale 6/12/2026 at 1:30 PM | $67.31 | $63.12 |
| Previous close 06/11/2026 | $67.20 | $62.76 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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HELO | LGH | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
HELO | LGH | |
|---|---|---|
| Last price | $67.31 | $63.12 |
| 1D performance | +0.17% | +0.57% |
| AuM | $4.01 B | $570.93 M |
| E/R | 0.5% | 1% |
HELO | LGH | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | Howard Capital Management |
| Benchmark | - | HCM Retirement Defender 100 Index |
| N° of holdings | 149 | 393 |
| Asset class | - | Alternative |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 28, 2023 | October 7, 2019 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
