JUSAvsHELOETF Comparison
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JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) belongs to the US Large Cap segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: Information Technology, Consumer Discretionary and Communication Services. JUSA is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.5% for HELO. JUSA is up 5.88% year-to-date (YTD) with +$374M in YTD flows. HELO performs worse with 0.83% YTD performance, and +$359M in YTD flows. Run a side-by-side ETF comparison of JUSA 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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JUSA vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/10/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JUSA HELO | -2.05%-1.03% | +6.71%+1.37% | +5.88%+0.83% | +20.32%+8.57% | n/an/a | n/an/a |
| Flows | JUSA HELO | +$219M-$19M | +$370M+$91M | +$374M+$359M | +$377M+$575M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JUSA HELO | +15.08%+7.00% | +12.10%+6.32% | n/an/a | n/an/a |
| Max drawdown | JUSA HELO | -6.36%-4.01% | -8.92%-5.83% | n/an/a | n/an/a |
| Max drawdown duration | JUSA HELO | 28d34d | 63d73d | n/an/a | n/an/a |
Trading data
JUSA | HELO | |
Last sale 6/10/2026 at 1:30 PM | $65.26 | $66.91 |
| Previous close 06/10/2026 | $66.22 | $67.37 |
| Consolidated volume 06/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 6/10/2026 at 1:30 PM
Live
Closed
JUSA | HELO | |
|---|---|---|
| Last price | $65.26 | $66.91 |
| 1D performance | -1.45% | -0.68% |
| AuM | $395.87 M | $4.00 B |
| E/R | 0.18% | 0.5% |
Characteristics
JUSA | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 231 | 149 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 13, 2025 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
JUSA
USA
95.56%
Other
4.44%
HELO
USA
97.31%
Other
2.69%
Sectors
JUSA
Information Techn.
36.51%
Consumer Discreti.
11.13%
Communication Ser.
10.5%
Financials
9.33%
Health Care
8.41%
Industrials
8.07%
Other
16.05%
HELO
Information Techn.
37.93%
Consumer Discreti.
11.99%
Communication Ser.
10.82%
Financials
9.02%
Health Care
8.67%
Industrials
8.18%
Other
13.38%
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Diversification
JUSA
Total weight of top 15 holdings out of 15
45.61%
HELO
Total weight of top 15 holdings out of 15
47.48%
Top 15 holdings
Data as of April 30, 2026
JUSA
NVIDIA
8.69%
APPLE
6.47%
MICROSOFT-T
5.49%
AMAZON.COM INC
4.65%
BROADCOM LIMITED
3.46%
ALPHABET INC-CL
3.28%
META PLATFORMS
2.64%
ALPHABET INC-CL
2.33%
TESLA
1.57%
BERKSHIRE HATHWAY
1.34%
EXXON
1.34%
JOHNSON&JOHNSON
1.15%
VISA INCORPORATION
1.13%
MASTERCARD
1.04%
MICRON TECHNOLOGY
1.04%
HELO
NVIDIA
9.11%
APPLE
6.56%
MICROSOFT-T
5.85%
AMAZON.COM INC
4.94%
BROADCOM LIMITED
3.61%
ALPHABET INC-CL
3.45%
META PLATFORMS
2.70%
ALPHABET INC-CL
2.25%
TESLA
1.64%
EXXON
1.43%
MASTERCARD
1.30%
BERKSHIRE HATHWAY
1.29%
JOHNSON&JOHNSON
1.19%
MICRON TECHNOLOGY
1.10%
TRANE TECHNOLOGIES PLC
1.05%
Frequently asked questions about JUSA and HELO
How have the JUSA and HELO ETFs performed in 2026?
As of June 10, 2026, JUSA is up 5.88% year-to-date (YTD), while HELO has returned 0.83%. That puts JUSA better performer ahead so far this year.
Which ETF is attracting more investor money: JUSA or HELO?
Year-to-date, the JUSA ETF saw +$374M in flows, compared to +$359M for HELO.
Which ETF is more volatile: JUSA or HELO?
Over the past year, JUSA had a volatility of 12.1%, while HELO experienced 6.32%.
Which ETF is bigger: JUSA or HELO?
As of June 10, 2026, JUSA holds $395.87 M in assets under management (AUM), while HELO manages $4.00 B.
What sectors do the JUSA and HELO ETFs invest in?
JUSA leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.
What are the top holdings of the JUSA ETF and HELO ETF?
JUSA top holdings include NVIDIA, APPLE and MICROSOFT-T. HELO holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: JUSA or HELO?
JUSA holds 242 securities with 45.61% of its assets in the top 15. HELO has 156 securities and a top 15 weight of 47.48%.
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Latest news about JUSA & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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