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. JUSA's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, HELO's top sector exposures are Technology, Finance and Healthcare. JUSA is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.5% for HELO. JUSA is up 8.31% year-to-date (YTD) with +$634M in YTD flows. HELO performs worse with 2.09% YTD performance, and +$861M 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 07/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JUSA HELO | +0.92%+0.62% | +3.09%+0.62% | +8.31%+2.09% | +16.60%+7.35% | n/an/a | n/an/a |
| Flows | JUSA HELO | +$255M+$635M | +$628M+$530M | +$634M+$861M | +$637M+$1.02B | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JUSA HELO | +12.56%+5.40% | +12.50%+6.61% | n/an/a | n/an/a |
| Max drawdown | JUSA HELO | -4.44%-1.78% | -8.92%-5.83% | n/an/a | n/an/a |
| Max drawdown duration | JUSA HELO | 52d37d | 63d73d | n/an/a | n/an/a |
Trading data
JUSA | HELO | |
Last sale 7/24/2026 at 1:30 PM | $66.63 | $67.58 |
| Previous close 07/23/2026 | $66.56 | $67.55 |
| Consolidated volume 07/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/24/2026 at 1:30 PM
Live
Closed
JUSA | HELO | |
|---|---|---|
| Last price | $66.63 | $67.58 |
| 1D performance | +0.10% | +0.04% |
| AuM | $664.28 M | $4.54 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 | 244 | 147 |
| 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
96.06%
Other
3.94%
HELO
USA
97.36%
Other
2.64%
Sectors
JUSA
Technology
44.88%
Finance
14.06%
Consumer Non-Cycl.
8.84%
Healthcare
8.64%
Industrials
8.02%
Other
15.56%
HELO
Technology
45.39%
Finance
14.32%
Healthcare
9.08%
Consumer Non-Cycl.
8.76%
Industrials
7.74%
Other
14.71%
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Diversification
JUSA
Total weight of top 15 holdings out of 15
43.79%
HELO
Total weight of top 15 holdings out of 15
45.8%
Top 15 holdings
Data as of June 30, 2026
JUSA
NVIDIA Corp.
7.90%
Apple, Inc.
6.44%
Microsoft Corp.
4.53%
Amazon.com, Inc.
3.86%
Alphabet, Inc.
3.23%
Broadcom Inc.
2.96%
Alphabet, Inc.
2.51%
Micron Technology, Inc.
2.45%
Meta Platforms, Inc.
2.04%
Tesla, Inc.
1.45%
Advanced Micro Devices, Inc.
1.38%
Lam Research Corp.
1.29%
Eli Lilly & Co.
1.27%
Berkshire Hathaway, Inc.
1.26%
Exxon Mobil Corp.
1.21%
HELO
NVIDIA Corp.
8.29%
Apple, Inc.
6.49%
Microsoft Corp.
4.77%
Amazon.com, Inc.
4.16%
Alphabet, Inc.
3.38%
Broadcom Inc.
3.16%
Micron Technology, Inc.
2.55%
Alphabet, Inc.
2.43%
Meta Platforms, Inc.
2.09%
Lam Research Corp.
1.72%
Advanced Micro Devices, Inc.
1.47%
Tesla, Inc.
1.46%
Berkshire Hathaway, Inc.
1.30%
Exxon Mobil Corp.
1.30%
Eli Lilly & Co.
1.23%
Frequently asked questions about JUSA and HELO
How have the JUSA and HELO ETFs performed in 2026?
As of July 24, 2026, JUSA is up 8.31% year-to-date (YTD), while HELO has returned 2.09%. 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 +$634M in flows, compared to +$861M for HELO.
Which ETF is more volatile: JUSA or HELO?
Over the past year, JUSA had a volatility of 12.5%, while HELO experienced 6.61%.
Which ETF is bigger: JUSA or HELO?
As of July 24, 2026, JUSA holds $664.28 M in assets under management (AUM), while HELO manages $4.54 B.
What sectors do the JUSA and HELO ETFs invest in?
JUSA leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, HELO focuses on Technology, Finance and Healthcare.
What are the top holdings of the JUSA ETF and HELO ETF?
JUSA top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. HELO holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: JUSA or HELO?
JUSA holds 249 securities with 43.79% of its assets in the top 15. HELO has 150 securities and a top 15 weight of 45.8%.
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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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