HELOvsTENMETF Comparison
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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) and iShares Large Cap 10% Target Buffer Mar ETF (TENM) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. HELO is less expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.53% for TENM. HELO is up 4.64% year-to-date (YTD) with +$990M in YTD flows. TENM performs better with 8.91% YTD performance, and -$139M in YTD flows. Run a side-by-side ETF comparison of HELO and TENM 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 TENM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HELO TENM | -0.62%+0.49% | +3.16%+3.47% | +4.64%+8.91% | +7.47%n/a | n/an/a | n/an/a |
| Flows | HELO TENM | +$82M- | +$630M-$2M | +$990M-$139M | +$1.11B- | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELO TENM | +6.98%+5.14% | +6.93%n/a | n/an/a | n/an/a |
| Max drawdown | HELO TENM | -1.97%-1.31% | -5.83%n/a | n/an/a | n/an/a |
| Max drawdown duration | HELO TENM | 16d17d | 73dn/a | n/an/a | n/an/a |
Trading data
HELO | TENM | |
Last sale 9/11/2026 at 1:30 PM | $69.24 | $27.67 |
| Previous close 09/10/2026 | $68.94 | $27.55 |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
HELO | TENM | |
|---|---|---|
| Last price | $69.24 | $27.67 |
| 1D performance | +0.44% | +0.45% |
| AuM | $4.78 B | $46.48 M |
| E/R | 0.5% | 0.53% |
Characteristics
HELO | TENM | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | - | - |
| N° of holdings | 151 | 501 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 28, 2023 | October 21, 2025 |
| ESG | No | No |
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Exposure
Countries
HELO
USA
94.73%
Other
5.27%
TENM
USA
100.9%
Other
-0.9%
Sectors
HELO
Technology
43.68%
Finance
14.6%
Healthcare
9.17%
Consumer Non-Cycl.
8.65%
Industrials
7.55%
Other
16.36%
TENM
Technology
45.93%
Finance
14.38%
Healthcare
9.22%
Consumer Non-Cycl.
9.17%
Industrials
8.04%
Other
13.26%
Diversification
HELO
Total weight of top 15 holdings out of 15
44.71%
TENM
Total weight of top 15 holdings out of 15
44.73%
Top 15 holdings
Data as of July 31, 2026
HELO
NVIDIA Corp.
8.00%
Apple, Inc.
7.42%
Microsoft Corp.
5.06%
Amazon.com, Inc.
4.07%
Alphabet, Inc.
3.09%
Broadcom Inc.
3.07%
Alphabet, Inc.
2.25%
Meta Platforms, Inc.
2.19%
Micron Technology, Inc.
1.79%
ExxonMobil Holdings Corp.
1.37%
Advanced Micro Devices, Inc.
1.32%
Johnson & Johnson
1.29%
Berkshire Hathaway, Inc.
1.27%
Eli Lilly & Co.
1.26%
Mastercard, Inc.
1.25%
TENM
Apple, Inc.
7.85%
NVIDIA Corp.
7.57%
Microsoft Corp.
5.37%
Amazon.com, Inc.
3.69%
Alphabet, Inc.
3.13%
Broadcom Inc.
2.94%
Alphabet, Inc.
2.53%
Meta Platforms, Inc.
1.90%
Micron Technology, Inc.
1.58%
JPMorgan Chase & Co.
1.51%
Berkshire Hathaway, Inc.
1.50%
Eli Lilly & Co.
1.46%
Tesla, Inc.
1.39%
Advanced Micro Devices, Inc.
1.27%
ExxonMobil Holdings Corp.
1.04%
Frequently asked questions about HELO and TENM
How have the HELO and TENM ETFs performed in 2026?
As of September 11, 2026, HELO is up 4.64% year-to-date (YTD), while TENM has returned 8.91%. That puts TENM better performer ahead so far this year.
Which ETF is attracting more investor money: HELO or TENM?
Year-to-date, the HELO ETF saw +$990M in flows, compared to -$139M for TENM.
Which ETF is bigger: HELO or TENM?
As of September 11, 2026, HELO holds $4.78 B in assets under management (AUM), while TENM manages $46.48 M.
What sectors do the HELO and TENM ETFs invest in?
HELO leans toward sectors like Technology, Finance and Healthcare. Meanwhile, TENM focuses on Technology, Finance and Healthcare.
What are the top holdings of the HELO ETF and TENM ETF?
HELO top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. TENM holds in its top three: Apple, Inc., NVIDIA Corp. and Microsoft Corp..
Which ETF is more diversified: HELO or TENM?
HELO holds 152 securities with 44.71% of its assets in the top 15. TENM has 504 securities and a top 15 weight of 44.73%.
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Latest news about HELO & TENM
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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