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INROvsHELOETF Comparison

ETF 1

INRO

iShares U.S. Industry Rotation Active ETF

This fund is part of

US Multi-Factor

-0.57%

Full INRO fund page

VS

ETF 2

HELO

JPMorgan Hedged Equity Laddered Overlay ETF

This fund is part of

Options Strategies

-0.63%

Full HELO fund page

iShares U.S. Industry Rotation Active ETF (INRO) belongs to the US Multi-Factor segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. INRO's top 3 sector exposures are Technology, Consumer Non-Cyclicals and Finance. In contrast, HELO's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. INRO is less expensive with a Total Expense Ratio (TER) of 0.42%, versus 0.5% for HELO. INRO is up 11.39% year-to-date (YTD) with -$199K in YTD flows. HELO performs worse with 2.28% YTD performance, and +$810M in YTD flows. Run a side-by-side ETF comparison of INRO and HELO 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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INRO vs HELO 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 07/17/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	INRO HELO	-0.81%+0.34%	+5.90%+1.01%	+11.39%+2.28%	+22.34%+7.82%	n/an/a	n/an/a
Flows	INRO HELO	+$733K+$545M	+$2M+$495M	-$199K+$810M	+$358K+$958M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	INRO HELO	+16.21%+5.12%	+14.12%+6.51%	n/an/a	n/an/a
Max drawdown	INRO HELO	-4.83%-1.78%	-9.29%-5.83%	n/an/a	n/an/a
Max drawdown duration	INRO HELO	10d37d	75d73d	n/an/a	n/an/a

Trading data

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	INRO	HELO
Last sale 7/17/2026 at 1:30 PM	$35.78	$67.70
Previous close 07/16/2026	$36.08	$68.14
Consolidated volume 07/16/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 7/17/2026 at 1:30 PM

Live

Closed

	INRO	HELO
Last price	$35.78	$67.70
1D performance	-0.83%	-0.65%
AuM	$34.32 M	$4.50 B
E/R	0.42%	0.5%

Characteristics

	INRO	HELO
Management strategy	Active	Active
Provider	iShares	J.P. Morgan Asset Management
Benchmark	-	-
N° of holdings	235	148
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	March 26, 2024	September 28, 2023
ESG	No	No

More INRO data on Trackinsight

More HELO data on Trackinsight

Exposure

Countries

INRO

USA

96.36%

Other

3.64%

HELO

USA

100.99%

Other

-0.99%

Sectors

INRO

Technology

46.15%

Consumer Non-Cycl.

12.22%

Finance

10.11%

Industrials

9.63%

Healthcare

7.82%

Other

14.07%

HELO

Technology

48.65%

Finance

14.02%

Consumer Non-Cycl.

9.73%

Healthcare

8.76%

Industrials

7.46%

Other

11.38%

Diversification

INRO

Total weight of top 15 holdings out of 15

46.7%

HELO

Total weight of top 15 holdings out of 15

50.02%

Top 15 holdings

Data as of May 31, 2026

INRO

Apple, Inc.

8.68%

NVIDIA Corp.

7.60%

Microsoft Corp.

5.11%

Amazon.com, Inc.

4.68%

Alphabet, Inc.

3.07%

Procter & Gamble Co.

2.46%

Broadcom Inc.

2.39%

Alphabet, Inc.

2.24%

JPMorgan Chase & Co.

1.88%

Meta Platforms, Inc.

1.81%

Micron Technology, Inc.

1.71%

Walmart, Inc.

1.36%

Lam Research Corp.

1.30%

Advanced Micro Devices, Inc.

1.30%

Caterpillar, Inc.

1.13%

HELO

NVIDIA Corp.

9.07%

Apple, Inc.

7.44%

Microsoft Corp.

5.63%

Amazon.com, Inc.

5.01%

Alphabet, Inc.

3.85%

Broadcom Inc.

3.55%

Alphabet, Inc.

2.50%

Meta Platforms, Inc.

2.49%

Micron Technology, Inc.

2.02%

Tesla, Inc.

1.77%

Exxon Mobil Corp.

1.41%

Lam Research Corp.

1.38%

Advanced Micro Devices, Inc.

1.32%

Berkshire Hathaway, Inc.

1.31%

Mastercard, Inc.

1.26%

Frequently asked questions about INRO and HELO

How have the INRO and HELO ETFs performed in 2026?

As of July 17, 2026, INRO is up 11.39% year-to-date (YTD), while HELO has returned 2.28%. That puts INRO better performer ahead so far this year.

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

Year-to-date, the INRO ETF saw -$199K in flows, compared to +$810M for HELO.

Which ETF is more volatile: INRO or HELO?

Over the past year, INRO had a volatility of 14.12%, while HELO experienced 6.51%.

Which ETF is bigger: INRO or HELO?

As of July 17, 2026, INRO holds $34.32 M in assets under management (AUM), while HELO manages $4.50 B.

What sectors do the INRO and HELO ETFs invest in?

INRO leans toward sectors like Technology, Consumer Non-Cyclicals and Finance. Meanwhile, HELO focuses on Technology, Finance and Consumer Non-Cyclicals.

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

INRO top holdings include Apple, Inc., NVIDIA Corp. and Microsoft Corp.. HELO holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..

Which ETF is more diversified: INRO or HELO?

INRO holds 236 securities with 46.7% of its assets in the top 15. HELO has 149 securities and a top 15 weight of 50.02%.

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

March 25, 2025

HELO

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

September 19, 2024

HELO

INROvsHELOETF Comparison

iShares U.S. Industry Rotation Active ETF

JPMorgan Hedged Equity Laddered Overlay ETF

INRO vs HELO 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 INRO and HELO ETFs performed in 2026?

As of July 17, 2026, INRO is up 11.39% year-to-date (YTD), while HELO has returned 2.28%. That puts INRO better performer ahead so far this year.

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

Year-to-date, the INRO ETF saw -$199K in flows, compared to +$810M for HELO.

Which ETF is more volatile: INRO or HELO?

Over the past year, INRO had a volatility of 14.12%, while HELO experienced 6.51%.

Which ETF is bigger: INRO or HELO?

As of July 17, 2026, INRO holds $34.32 M in assets under management (AUM), while HELO manages $4.50 B.

What sectors do the INRO and HELO ETFs invest in?

INRO leans toward sectors like Technology, Consumer Non-Cyclicals and Finance. Meanwhile, HELO focuses on Technology, Finance and Consumer Non-Cyclicals.

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

INRO top holdings include Apple, Inc., NVIDIA Corp. and Microsoft Corp.. HELO holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..

Which ETF is more diversified: INRO or HELO?

INRO holds 236 securities with 46.7% of its assets in the top 15. HELO has 149 securities and a top 15 weight of 50.02%.

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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