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HELOvsQRFTETF Comparison

ETF 1

HELO

JPMorgan Hedged Equity Laddered Overlay ETF

This fund is part of

Options Strategies

-0.16%

Full HELO fund page

VS

ETF 2

QRFT

QRAFT AI-Enhanced U.S. Large Cap ETF

This fund is part of

US Multi-Factor

-0.38%

Full QRFT fund page

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belongs to the Options Strategies segment. QRAFT AI-Enhanced U.S. Large Cap ETF (QRFT) is part of the US Multi-Factor segment. HELO's top 3 sector exposures are Information Technology, Consumer Discretionary and Communication Services. In contrast, QRFT's top sector exposures are Information Technology, Consumer Discretionary and Health Care. HELO is less expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.75% for QRFT. HELO is up 1.37% year-to-date (YTD) with +$331M in YTD flows. QRFT performs better with 5.59% YTD performance, and -$3M in YTD flows. Run a side-by-side ETF comparison of HELO and QRFT 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 QRFT performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	HELO QRFT	+6.17%+13.27%	+0.17%+3.63%	+1.37%+5.59%	+14.63%+30.54%	n/a+74.54%	n/a+63.06%
Flows	HELO QRFT	+$48M-$3M	+$202M-$3M	+$331M-$3M	+$597M-$2M	-+$5M	--$10M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	HELO QRFT	+8.21%+16.38%	+6.77%+13.32%	n/a+15.39%	n/a+17.67%
Max drawdown	HELO QRFT	-5.83%-9.11%	-5.83%-9.11%	n/a-20.00%	n/a-28.34%
Max drawdown duration	HELO QRFT	73d75d	73d75d	n/a129d	n/a771d

Trading data

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	HELO	QRFT
Last sale 4/29/2026 at 1:30 PM	$67.24	$65.30
Previous close 04/28/2026	$67.26	$65.37
Consolidated volume 04/28/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/29/2026 at 1:30 PM

Live

Closed

	HELO	QRFT
Last price	$67.24	$65.30
1D performance	-0.03%	-0.11%
AuM	$3.99 B	$14.80 M
E/R	0.5%	0.75%

Characteristics

	HELO	QRFT
Management strategy	Active	Active
Provider	J.P. Morgan Asset Management	Qraft AI ETFs
Benchmark	-	-
N° of holdings	149	291
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	September 28, 2023	May 1, 2019
ESG	No	No

More HELO data on Trackinsight

More QRFT data on Trackinsight

Exposure

Countries

HELO

USA

91.94%

Other

8.06%

QRFT

USA

94.02%

Other

5.98%

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%

QRFT

Information Techn.

32.58%

Consumer Discreti.

12.35%

Health Care

9.21%

Communication Ser.

9.08%

Industrials

8.74%

Financials

8.39%

Other

19.65%

Diversification

HELO

Total weight of top 15 holdings out of 15

43.38%

QRFT

Total weight of top 15 holdings out of 15

47.99%

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%

QRFT

NVIDIA

9.05%

APPLE

8.71%

AMAZON.COM INC

5.18%

ALPHABET INC-CL

3.82%

BROADCOM LIMITED

3.34%

TESLA

3.20%

META PLATFORMS

2.82%

LILLY

2.01%

JPMORGAN CHASE

1.84%

EXXON

1.72%

BERKSHIRE HATHWAY

1.57%

JOHNSON&JOHNSON

1.41%

VISA INCORPORATION

1.21%

COSTCO WHOLESALE

1.06%

MASTERCARD

1.05%

Frequently asked questions about HELO and QRFT

How have the HELO and QRFT ETFs performed in 2026?

As of April 28, 2026, HELO is up 1.37% year-to-date (YTD), while QRFT has returned 5.59%. That puts QRFT better performer ahead so far this year.

Which ETF is attracting more investor money: HELO or QRFT?

Year-to-date, the HELO ETF saw +$331M in flows, compared to -$3M for QRFT.

Which ETF is more volatile: HELO or QRFT?

Over the past year, HELO had a volatility of 6.77%, while QRFT experienced 13.32%.

Which ETF is bigger: HELO or QRFT?

As of April 28, 2026, HELO holds $3.99 B in assets under management (AUM), while QRFT manages $14.80 M.

What sectors do the HELO and QRFT ETFs invest in?

HELO leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, QRFT focuses on Information Technology, Consumer Discretionary and Health Care.

What are the top holdings of the HELO ETF and QRFT ETF?

HELO top holdings include NVIDIA, APPLE and MICROSOFT-T. QRFT holds in its top three: NVIDIA, APPLE and AMAZON.COM INC.

Which ETF is more diversified: HELO or QRFT?

HELO holds 156 securities with 43.38% of its assets in the top 15. QRFT has 296 securities and a top 15 weight of 47.99%.

Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio

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HELO

HELO: Could this JPMorgan Laddered Options ETF Be a Good Alternative to the 60/40 Portfolio?

September 19, 2024

HELO

HELOvsQRFTETF Comparison

JPMorgan Hedged Equity Laddered Overlay ETF

QRAFT AI-Enhanced U.S. Large Cap ETF

HELO vs QRFT performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the HELO and QRFT ETFs performed in 2026?

As of April 28, 2026, HELO is up 1.37% year-to-date (YTD), while QRFT has returned 5.59%. That puts QRFT better performer ahead so far this year.

Which ETF is attracting more investor money: HELO or QRFT?

Year-to-date, the HELO ETF saw +$331M in flows, compared to -$3M for QRFT.

Which ETF is more volatile: HELO or QRFT?

Over the past year, HELO had a volatility of 6.77%, while QRFT experienced 13.32%.

Which ETF is bigger: HELO or QRFT?

As of April 28, 2026, HELO holds $3.99 B in assets under management (AUM), while QRFT manages $14.80 M.

What sectors do the HELO and QRFT ETFs invest in?

HELO leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, QRFT focuses on Information Technology, Consumer Discretionary and Health Care.

What are the top holdings of the HELO ETF and QRFT ETF?

HELO top holdings include NVIDIA, APPLE and MICROSOFT-T. QRFT holds in its top three: NVIDIA, APPLE and AMAZON.COM INC.

Which ETF is more diversified: HELO or QRFT?

HELO holds 156 securities with 43.38% of its assets in the top 15. QRFT has 296 securities and a top 15 weight of 47.99%.

Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio

HELO: Could this JPMorgan Laddered Options ETF Be a Good Alternative to the 60/40 Portfolio?

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