IVOLvsHELOETF Comparison
ETF 1
IVOL
Quadratic Interest Rate Volatility and Inflation Hedge ETF
This fund is part of
Options Strategies
+0.49%
VS
Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. IVOL is more expensive with a Total Expense Ratio (TER) of 1.02%, versus 0.5% for HELO. IVOL is down -10.25% year-to-date (YTD) with -$241M in YTD flows. HELO performs better with 5.19% YTD performance, and +$1.09B in YTD flows. Run a side-by-side ETF comparison of IVOL 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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IVOL vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IVOL HELO | +0.90%+0.39% | -1.74%+2.97% | -10.25%+5.19% | -10.47%+6.35% | -11.89%+45.37% | -27.83%n/a |
| Flows | IVOL HELO | -$27M+$49M | -$52M+$227M | -$241M+$1.09B | -$178M+$1.15B | -$587M+$4.26B | -$2.84B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVOL HELO | +11.69%+7.24% | +8.16%+7.09% | +10.03%+7.81% | +13.27%n/a |
| Max drawdown | IVOL HELO | -7.60%-2.37% | -14.22%-5.83% | -15.94%-10.86% | -30.26%n/a |
| Max drawdown duration | IVOL HELO | 71d72d | 338d73d | 426d169d | 1813dn/a |
Trading data
IVOL | HELO | |
Last sale 10/27/2026 at 1:30 PM | $16.78 | $69.52 |
| Previous close 10/27/2026 | $16.87 | $69.25 |
| 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 10/27/2026 at 1:30 PM
Live
Closed
IVOL | HELO | |
|---|---|---|
| Last price | $16.78 | $69.52 |
| 1D performance | -0.53% | +0.39% |
| AuM | $211.98 M | $4.90 B |
| E/R | 1.02% | 0.5% |
Characteristics
IVOL | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | KraneShares | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 13, 2019 | September 28, 2023 |
| ESG | Yes | No |
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Exposure
Countries
IVOL
Data will be available soon
HELO
Data will be available soon
Sectors
IVOL
Data will be available soon
HELO
Data will be available soon
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Diversification
IVOL
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
IVOL
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about IVOL and HELO
How have the IVOL and HELO ETFs performed in 2026?
As of October 27, 2026, IVOL is down -10.25% year-to-date (YTD), while HELO has returned 5.19%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: IVOL or HELO?
Year-to-date, the IVOL ETF saw -$241M in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: IVOL or HELO?
Over the past year, IVOL had a volatility of 8.16%, while HELO experienced 7.09%.
Which ETF is bigger: IVOL or HELO?
As of October 27, 2026, IVOL holds $211.98 M in assets under management (AUM), while HELO manages $4.90 B.
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Latest news about IVOL & HELO
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
Episode 29: Nancy Davis, Founder and CIO of Quadratic Capital
June 17, 2024
IVOL
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