JUNTvsHELOETF Comparison
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AllianzIM U.S. Large Cap Buffer10 Jun ETF (JUNT) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. JUNT is more expensive with a Total Expense Ratio (TER) of 0.74%, versus 0.5% for HELO. JUNT is up 6.84% year-to-date (YTD) with +$94M 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 JUNT 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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JUNT vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JUNT HELO | +1.59%+1.14% | +2.06%+1.63% | +6.84%+4.62% | +9.43%+7.59% | +48.95%+39.50% | n/an/a |
| Flows | JUNT HELO | -+$78M | +$2M+$618M | +$94M+$1.07B | +$90M+$1.14B | +$78M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JUNT HELO | +7.41%+7.26% | +7.06%+7.02% | +9.55%+7.84% | n/an/a |
| Max drawdown | JUNT HELO | -2.24%-2.37% | -4.10%-5.83% | -12.69%-10.86% | n/an/a |
| Max drawdown duration | JUNT HELO | 16d61d | 41d73d | 86d169d | n/an/a |
Trading data
JUNT | 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
JUNT | HELO | |
|---|---|---|
| Last price | – | $69.21 |
| 1D performance | – | -0.66% |
| AuM | $118.45 M | $4.86 B |
| E/R | 0.74% | 0.5% |
Characteristics
JUNT | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Allianz Investment Management LLC | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 1, 2023 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
JUNT
Data will be available soon
HELO
Data will be available soon
Sectors
JUNT
Data will be available soon
HELO
Data will be available soon
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Diversification
JUNT
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
JUNT
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about JUNT and HELO
How have the JUNT and HELO ETFs performed in 2026?
As of October 15, 2026, JUNT is up 6.84% year-to-date (YTD), while HELO has returned 4.62%. That puts JUNT better performer ahead so far this year.
Which ETF is attracting more investor money: JUNT or HELO?
Year-to-date, the JUNT ETF saw +$94M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: JUNT or HELO?
Over the past year, JUNT had a volatility of 7.06%, while HELO experienced 7.02%.
Which ETF is bigger: JUNT or HELO?
As of October 15, 2026, JUNT holds $118.45 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about JUNT & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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