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HELOvsSLTYETF Comparison

ETF 1

HELO

JPMorgan Hedged Equity Laddered Overlay ETF

This fund is part of

Options Strategies

+0.4%

Full HELO fund page

VS

ETF 2

SLTY

YieldMax Ultra Short Option Income Strategy ETF

This fund is part of

Alternatives

+0.47%

Full SLTY fund page

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belongs to the Options Strategies segment. YieldMax Ultra Short Option Income Strategy ETF (SLTY) is part of the Alternatives segment. HELO's top 3 sector exposures are Information Technology, Consumer Discretionary and Communication Services. In contrast, SLTY's top sector exposures are Consumer Discretionary, Industrials and Health Care. HELO is less expensive with a Total Expense Ratio (TER) of 0.5%, versus 1.24% for SLTY. HELO is up 1.57% year-to-date (YTD) with +$285M in YTD flows. SLTY performs worse with -7.55% YTD performance, and +$3M in YTD flows. Run a side-by-side ETF comparison of HELO and SLTY 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 SLTY performance and flow charts

Performance

Cumulative Flows

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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 06/12/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	HELO SLTY	-0.41%-2.40%	+3.30%-4.71%	+1.57%-7.55%	+9.22%n/a	n/an/a	n/an/a
Flows	HELO SLTY	-$93M+$607K	+$17M+$6M	+$285M+$3M	+$495M-	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	HELO SLTY	+6.77%+13.85%	+6.34%n/a	n/an/a	n/an/a
Max drawdown	HELO SLTY	-3.23%-9.70%	-5.83%n/a	n/an/a	n/an/a
Max drawdown duration	HELO SLTY	22d74d	73dn/a	n/an/a	n/an/a

Trading data

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	HELO	SLTY
Last sale 6/12/2026 at 1:30 PM	$67.35	$23.57
Previous close 06/12/2026	$67.20	$23.56
Consolidated volume 06/12/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 6/12/2026 at 1:30 PM

Live

Closed

	HELO	SLTY
Last price	$67.35	$23.57
1D performance	+0.22%	+0.04%
AuM	$3.96 B	$18.30 M
E/R	0.5%	1.24%

Characteristics

	HELO	SLTY
Management strategy	Active	Active
Provider	J.P. Morgan Asset Management	YieldMax ETFs
Benchmark	-	-
N° of holdings	149	199
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	September 28, 2023	August 21, 2025
ESG	No	No

More HELO data on Trackinsight

More SLTY data on Trackinsight

Exposure

Countries

HELO

USA

97.31%

Other

2.69%

SLTY

Data will be available soon

Sectors

HELO

Information Techn.

37.93%

Consumer Discreti.

11.99%

Communication Ser.

10.82%

Financials

9.02%

Health Care

8.67%

Industrials

8.18%

Other

13.38%

SLTY

Data will be available soon

Diversification

HELO

Total weight of top 15 holdings out of 15

47.48%

SLTY

Data will be available soon

Top 15 holdings

Data as of April 30, 2026

HELO

NVIDIA

9.11%

APPLE

6.56%

MICROSOFT-T

5.85%

AMAZON.COM INC

4.94%

BROADCOM LIMITED

3.61%

ALPHABET INC-CL

3.45%

META PLATFORMS

2.70%

ALPHABET INC-CL

2.25%

TESLA

1.64%

EXXON

1.43%

MASTERCARD

1.30%

BERKSHIRE HATHWAY

1.29%

JOHNSON&JOHNSON

1.19%

MICRON TECHNOLOGY

1.10%

TRANE TECHNOLOGIES PLC

1.05%

SLTY

Data will be available soon

Frequently asked questions about HELO and SLTY

How have the HELO and SLTY ETFs performed in 2026?

As of June 12, 2026, HELO is up 1.57% year-to-date (YTD), while SLTY has lost -7.55%. That puts HELO better performer ahead so far this year.

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

Year-to-date, the HELO ETF saw +$285M in flows, compared to +$3M for SLTY.

Which ETF is bigger: HELO or SLTY?

As of June 12, 2026, HELO holds $3.96 B in assets under management (AUM), while SLTY manages $18.30 M.

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

HELO top holdings include NVIDIA, APPLE and MICROSOFT-T. SLTY holds in its top three: US912797RG48, US912797RF64 and US912797RS85.

Which ETF is more diversified: HELO or SLTY?

HELO holds 156 securities with 47.48% of its assets in the top 15. SLTY has 209 securities and a top 15 weight of 82.54%.

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

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HELO

HELOvsSLTYETF Comparison

JPMorgan Hedged Equity Laddered Overlay ETF

YieldMax Ultra Short Option Income Strategy ETF

HELO vs SLTY 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 SLTY ETFs performed in 2026?

As of June 12, 2026, HELO is up 1.57% year-to-date (YTD), while SLTY has lost -7.55%. That puts HELO better performer ahead so far this year.

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

Year-to-date, the HELO ETF saw +$285M in flows, compared to +$3M for SLTY.

Which ETF is bigger: HELO or SLTY?

As of June 12, 2026, HELO holds $3.96 B in assets under management (AUM), while SLTY manages $18.30 M.

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

HELO top holdings include NVIDIA, APPLE and MICROSOFT-T. SLTY holds in its top three: US912797RG48, US912797RF64 and US912797RS85.

Which ETF is more diversified: HELO or SLTY?

HELO holds 156 securities with 47.48% of its assets in the top 15. SLTY has 209 securities and a top 15 weight of 82.54%.

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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