HELOvsSPYIETF Comparison
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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) and NEOS S&P 500 High Income ETF (SPYI) 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 SPYI. HELO is up 5.19% year-to-date (YTD) with +$1.09B in YTD flows. SPYI performs better with 12.13% YTD performance, and +$5.64B in YTD flows. Run a side-by-side ETF comparison of HELO and SPYI 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 SPYI 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 SPYI | +0.39%+0.82% | +2.97%+4.85% | +5.19%+12.13% | +6.35%+13.43% | +45.37%+69.91% | n/an/a |
| Flows | HELO SPYI | +$49M+$415M | +$227M+$1.69B | +$1.09B+$5.64B | +$1.15B+$6.63B | +$4.26B+$11.90B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELO SPYI | +7.24%+8.77% | +7.09%+10.72% | +7.81%+12.50% | n/an/a |
| Max drawdown | HELO SPYI | -2.37%-1.84% | -5.83%-7.69% | -10.86%-16.58% | n/an/a |
| Max drawdown duration | HELO SPYI | 72d15d | 73d48d | 169d125d | n/an/a |
Trading data
HELO | SPYI | |
Last sale 10/28/2026 at 6:38 PM | $69.84 | $53.44 |
| Previous close 10/27/2026 | $69.52 | $53.24 |
| 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 | SPYI | |
|---|---|---|
| Last price | $69.84 | $53.44 |
| 1D performance | +0.46% | +0.38% |
| AuM | $4.90 B | $12.69 B |
| E/R | 0.5% | 0.68% |
Characteristics
HELO | SPYI | |
|---|---|---|
| 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 | August 30, 2022 |
| ESG | No | No |
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Exposure
Countries
HELO
Data will be available soon
SPYI
Data will be available soon
Sectors
HELO
Data will be available soon
SPYI
Data will be available soon
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Diversification
HELO
Data will be available soon
SPYI
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
HELO
Data will be available soon
SPYI
Data will be available soon
Frequently asked questions about HELO and SPYI
How have the HELO and SPYI ETFs performed in 2026?
As of October 27, 2026, HELO is up 5.19% year-to-date (YTD), while SPYI has returned 12.13%. That puts SPYI better performer ahead so far this year.
Which ETF is attracting more investor money: HELO or SPYI?
Year-to-date, the HELO ETF saw +$1.09B in flows, compared to +$5.64B for SPYI.
Which ETF is more volatile: HELO or SPYI?
Over the past year, HELO had a volatility of 7.09%, while SPYI experienced 10.72%.
Which ETF is bigger: HELO or SPYI?
As of October 27, 2026, HELO holds $4.90 B in assets under management (AUM), while SPYI manages $12.69 B.
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