JPOvsHELOETF Comparison
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YieldMax JPM Option Income Strategy ETF (JPO) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. JPO is more expensive with a Total Expense Ratio (TER) of 1.04%, versus 0.5% for HELO. JPO is up 5.69% year-to-date (YTD) with -$19M in YTD flows. HELO performs worse with 4.62% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of JPO 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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JPO vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JPO HELO | -1.43%+1.14% | -0.09%+1.63% | +5.69%+4.62% | +10.88%+7.59% | +52.76%+39.50% | n/an/a |
| Flows | JPO HELO | -$17M+$78M | -$6M+$618M | -$19M+$1.07B | -$23M+$1.14B | +$44M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JPO HELO | +14.17%+7.26% | +18.49%+7.02% | +18.12%+7.84% | n/an/a |
| Max drawdown | JPO HELO | -8.01%-2.37% | -14.04%-5.83% | -23.61%-10.86% | n/an/a |
| Max drawdown duration | JPO HELO | 65d61d | 177d73d | 134d169d | n/an/a |
Trading data
JPO | HELO | |
Last sale 10/16/2026 at 1:30 PM | $69.21 | |
| Previous close 10/15/2026 | $69.67 | |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
JPO | HELO | |
|---|---|---|
| Last price | – | $69.21 |
| 1D performance | – | -0.66% |
| AuM | $30.19 M | $4.86 B |
| E/R | 1.04% | 0.5% |
Characteristics
JPO | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | YieldMax ETFs | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 11, 2023 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
JPO
Data will be available soon
HELO
Data will be available soon
Sectors
JPO
Data will be available soon
HELO
Data will be available soon
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Diversification
JPO
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
JPO
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about JPO and HELO
How have the JPO and HELO ETFs performed in 2026?
As of October 16, 2026, JPO is up 5.69% year-to-date (YTD), while HELO has returned 4.62%. That puts JPO better performer ahead so far this year.
Which ETF is attracting more investor money: JPO or HELO?
Year-to-date, the JPO ETF saw -$19M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: JPO or HELO?
Over the past year, JPO had a volatility of 18.49%, while HELO experienced 7.02%.
Which ETF is bigger: JPO or HELO?
As of October 16, 2026, JPO holds $30.19 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about JPO & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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