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INROvsHELOETF Comparison
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 Information Technology, Communication Services and Financials. In contrast, HELO's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. INRO is less expensive with a Total Expense Ratio (TER) of 0.42%, versus 0.5% for HELO. INRO is down -0.76% year-to-date (YTD) with +$4M in YTD flows. HELO performs better with -0.53% YTD performance, and +$268M 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.
INRO vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | INRO HELO | -1.80%-1.78% | -1.37%-0.62% | -0.76%-0.53% | +22.84%+9.96% | n/an/a | n/an/a |
| Flows | INRO HELO | +$4M+$105M | +$4M+$330M | +$4M+$268M | +$7M+$798M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | INRO HELO | +12.46%+7.64% | +18.63%+8.55% | n/an/a | n/an/a |
| Max drawdown | INRO HELO | -3.49%-2.09% | -14.20%-6.97% | n/an/a | n/an/a |
| Max drawdown duration | INRO HELO | 41d29d | 45d46d | n/an/a | n/an/a |
INRO | HELO | |
Last sale 3/11/2026 at 1:30 PM | $31.92 | $65.95 |
| Previous close 03/10/2026 | $31.94 | $66.03 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
INRO | HELO | |
|---|---|---|
| Last price | $31.92 | $65.95 |
| 1D performance | -0.05% | -0.12% |
| AuM | $35.14 M | $3.86 B |
| E/R | 0.42% | 0.5% |
INRO | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 447 | 143 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 26, 2024 | September 28, 2023 |
| 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 INRO and HELO ETFs performed in 2026?
As of March 10, 2026, INRO is down -0.76% year-to-date (YTD), while HELO has lost -0.53%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: INRO or HELO?
Year-to-date, the INRO ETF saw +$4M in flows, compared to +$268M for HELO.
Which ETF is more volatile: INRO or HELO?
Over the past year, INRO had a volatility of 18.63%, while HELO experienced 8.55%.
Which ETF is bigger: INRO or HELO?
As of March 10, 2026, INRO holds $35.14 M in assets under management (AUM), while HELO manages $3.86 B.
What sectors do the INRO and HELO ETFs invest in?
INRO leans toward sectors like Information Technology, Communication Services and Financials. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.
What are the top holdings of the INRO ETF and HELO ETF?
INRO top holdings include NVIDIA, APPLE and MICROSOFT-T. HELO holds in its top three: NVIDIA, MICROSOFT-T and APPLE.
Which ETF is more diversified: INRO or HELO?
INRO holds 471 securities with 46.28% of its assets in the top 15. HELO has 150 securities and a top 15 weight of 47.22%.
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