JUNZvsHELOETF Comparison
VS
TrueShares Structured Outcome (June) ETF - USD (JUNZ) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. JUNZ is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. JUNZ is up 9.31% year-to-date (YTD) with +$15M 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 JUNZ 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
JUNZ 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. | JUNZ HELO | +0.98%+1.14% | +1.02%+1.63% | +9.31%+4.62% | +12.33%+7.59% | +55.06%+39.50% | +53.75%n/a |
| Flows | JUNZ HELO | -$726K+$78M | -$726K+$618M | +$15M+$1.07B | +$16M+$1.14B | +$23M+$4.25B | +$21M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JUNZ HELO | +8.32%+7.26% | +10.34%+7.02% | +11.22%+7.84% | +11.85%n/a |
| Max drawdown | JUNZ HELO | -2.50%-2.37% | -8.05%-5.83% | -13.98%-10.86% | -17.88%n/a |
| Max drawdown duration | JUNZ HELO | 53d61d | 92d73d | 127d169d | 708dn/a |
Trading data
JUNZ | HELO | |
Last sale 10/16/2026 at 1:30 PM | $35.72 | $69.21 |
| Previous close 10/15/2026 | $36.01 | $69.67 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
JUNZ | HELO | |
|---|---|---|
| Last price | $35.72 | $69.21 |
| 1D performance | -0.81% | -0.66% |
| AuM | $30.20 M | $4.86 B |
| E/R | 0.79% | 0.5% |
Characteristics
JUNZ | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | TrueShares | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 28, 2021 | September 28, 2023 |
| ESG | No | No |
Exposure
Countries
JUNZ
Data will be available soon
HELO
Data will be available soon
Sectors
JUNZ
Data will be available soon
HELO
Data will be available soon
Diversification
JUNZ
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
JUNZ
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about JUNZ and HELO
How have the JUNZ and HELO ETFs performed in 2026?
As of October 16, 2026, JUNZ is up 9.31% year-to-date (YTD), while HELO has returned 4.62%. That puts JUNZ better performer ahead so far this year.
Which ETF is attracting more investor money: JUNZ or HELO?
Year-to-date, the JUNZ ETF saw +$15M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: JUNZ or HELO?
Over the past year, JUNZ had a volatility of 10.34%, while HELO experienced 7.02%.
Which ETF is bigger: JUNZ or HELO?
As of October 16, 2026, JUNZ holds $30.20 M in assets under management (AUM), while HELO manages $4.86 B.
Advertisement
Latest news about JUNZ & HELO
Advertisement
