HELOvsQQQIETF Comparison
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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) and NEOS Nasdaq 100 High Income ETF (QQQI) belong to the same industry segment: Options Strategies. HELO is less expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.68% for QQQI. HELO is up 5.19% year-to-date (YTD) with +$1.09B in YTD flows. QQQI performs better with 12.4% YTD performance, and +$8.00B in YTD flows. Run a side-by-side ETF comparison of HELO and QQQI 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 QQQI 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 QQQI | +0.39%-1.70% | +2.97%+6.04% | +5.19%+12.40% | +6.35%+11.68% | +45.37%n/a | n/an/a |
| Flows | HELO QQQI | +$49M+$958M | +$227M+$1.80B | +$1.09B+$8.00B | +$1.15B+$9.60B | +$4.26B- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELO QQQI | +7.24%+16.19% | +7.09%+17.07% | +7.81%n/a | n/an/a |
| Max drawdown | HELO QQQI | -2.37%-6.10% | -5.83%-9.62% | -10.86%n/a | n/an/a |
| Max drawdown duration | HELO QQQI | 72d21d | 73d76d | 169dn/a | n/an/a |
Trading data
HELO | QQQI | |
Last sale 10/28/2026 at 6:38 PM | $69.84 | $54.09 |
| Previous close 10/27/2026 | $69.52 | $53.81 |
| 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 6:38 PM
Live
Closed
HELO | QQQI | |
|---|---|---|
| Last price | $69.84 | $54.09 |
| 1D performance | +0.46% | +0.52% |
| AuM | $4.90 B | $15.39 B |
| E/R | 0.5% | 0.68% |
Characteristics
HELO | QQQI | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | NEOS Investment Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 28, 2023 | January 30, 2024 |
| ESG | No | No |
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Exposure
Countries
HELO
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QQQI
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Sectors
HELO
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QQQI
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Diversification
HELO
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QQQI
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Top 15 holdings
Data as of January 1, 1970
HELO
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QQQI
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Frequently asked questions about HELO and QQQI
How have the HELO and QQQI ETFs performed in 2026?
As of October 27, 2026, HELO is up 5.19% year-to-date (YTD), while QQQI has returned 12.4%. That puts QQQI better performer ahead so far this year.
Which ETF is attracting more investor money: HELO or QQQI?
Year-to-date, the HELO ETF saw +$1.09B in flows, compared to +$8.00B for QQQI.
Which ETF is more volatile: HELO or QQQI?
Over the past year, HELO had a volatility of 7.09%, while QQQI experienced 17.07%.
Which ETF is bigger: HELO or QQQI?
As of October 27, 2026, HELO holds $4.90 B in assets under management (AUM), while QQQI manages $15.39 B.
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