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HELOvsSTRVETF Comparison
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belongs to the Options Strategies segment. Strive 500 ETF (STRV) is part of the US Large Cap segment. HELO's top 3 sector exposures are Information Technology, Consumer Discretionary and Communication Services. In contrast, STRV's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. HELO is more expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.0545% for STRV. HELO is down -0.67% year-to-date (YTD) with +$268M in YTD flows. STRV performs worse with -1.09% YTD performance, and +$3M in YTD flows. Run a side-by-side ETF comparison of HELO and STRV 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 STRV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HELO STRV | -1.87%-2.20% | -0.96%-1.90% | -0.67%-1.09% | +10.25%+23.12% | n/a+84.26% | n/an/a |
| Flows | HELO STRV | +$96M-$7M | +$330M-$8M | +$268M+$3M | +$798M+$56M | -+$588M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELO STRV | +7.63%+11.59% | +8.54%+18.33% | n/a+15.02% | n/an/a |
| Max drawdown | HELO STRV | -2.09%-3.43% | -6.97%-13.87% | n/a-19.09% | n/an/a |
| Max drawdown duration | HELO STRV | 30d58d | 46d45d | n/a126d | n/an/a |
HELO | STRV | |
Last sale 3/11/2026 at 1:30 PM | $65.95 | $43.61 |
| Previous close 03/11/2026 | $66.03 | $43.60 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
HELO | STRV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
HELO | STRV | |
|---|---|---|
| Last price | $65.95 | $43.61 |
| 1D performance | -0.12% | +0.01% |
| AuM | $3.86 B | $1.01 B |
| E/R | 0.5% | 0.0545% |
HELO | STRV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | Strive Asset Management |
| Benchmark | - | Bloomberg 500 Index |
| N° of holdings | 143 | 469 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 28, 2023 | September 15, 2022 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the HELO and STRV ETFs performed in 2026?
As of March 11, 2026, HELO is down -0.67% year-to-date (YTD), while STRV has lost -1.09%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: HELO or STRV?
Year-to-date, the HELO ETF saw +$268M in flows, compared to +$3M for STRV.
Which ETF is more volatile: HELO or STRV?
Over the past year, HELO had a volatility of 8.54%, while STRV experienced 18.33%.
Which ETF is bigger: HELO or STRV?
As of March 11, 2026, HELO holds $3.86 B in assets under management (AUM), while STRV manages $1.01 B.
What sectors do the HELO and STRV ETFs invest in?
HELO leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, STRV focuses on Information Technology, Communication Services and Consumer Discretionary.
What are the top holdings of the HELO ETF and STRV ETF?
HELO top holdings include NVIDIA, MICROSOFT-T and APPLE. STRV holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: HELO or STRV?
HELO holds 150 securities with 47.22% of its assets in the top 15. STRV has 499 securities and a top 15 weight of 43.32%.
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