IVVBvsHELOETF Comparison
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iShares Large Cap Deep Buffer ETF (IVVB) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. IVVB is more expensive with a Total Expense Ratio (TER) of 0.53%, versus 0.5% for HELO. IVVB is up 7.16% year-to-date (YTD) with +$2M in YTD flows. HELO performs worse with 4.72% YTD performance, and +$1.09B in YTD flows. Run a side-by-side ETF comparison of IVVB 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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IVVB vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IVVB HELO | +0.04%-0.06% | +3.10%+2.51% | +7.16%+4.72% | +7.72%+5.87% | +51.59%+44.40% | n/an/a |
| Flows | IVVB HELO | +$10M+$49M | +$11M+$227M | +$2M+$1.09B | +$10M+$1.15B | +$89M+$4.27B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVVB HELO | +7.90%+7.25% | +7.77%+7.09% | +9.12%+7.81% | n/an/a |
| Max drawdown | IVVB HELO | -1.87%-2.37% | -5.73%-5.83% | -12.81%-10.86% | n/an/a |
| Max drawdown duration | IVVB HELO | 36d71d | 73d73d | 153d169d | n/an/a |
Trading data
IVVB | HELO | |
Last sale 10/27/2026 at 1:30 PM | $35.66 | $69.52 |
| Previous close 10/26/2026 | $35.50 | $69.25 |
| Consolidated volume 10/26/2026 | ||
| 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
IVVB | HELO | |
|---|---|---|
| Last price | $35.66 | $69.52 |
| 1D performance | +0.45% | +0.39% |
| AuM | $140.51 M | $4.88 B |
| E/R | 0.53% | 0.5% |
Characteristics
IVVB | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 28, 2023 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
IVVB
Data will be available soon
HELO
Data will be available soon
Sectors
IVVB
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HELO
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Diversification
IVVB
Data will be available soon
HELO
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Top 15 holdings
Data as of January 1, 1970
IVVB
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about IVVB and HELO
How have the IVVB and HELO ETFs performed in 2026?
As of October 26, 2026, IVVB is up 7.16% year-to-date (YTD), while HELO has returned 4.72%. That puts IVVB better performer ahead so far this year.
Which ETF is attracting more investor money: IVVB or HELO?
Year-to-date, the IVVB ETF saw +$2M in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: IVVB or HELO?
Over the past year, IVVB had a volatility of 7.77%, while HELO experienced 7.09%.
Which ETF is bigger: IVVB or HELO?
As of October 26, 2026, IVVB holds $140.51 M in assets under management (AUM), while HELO manages $4.88 B.
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Latest news about IVVB & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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