LCDSvsHELOETF Comparison
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JPMorgan Fundamental Data Science Large Core ETF (LCDS) 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: Technology, Finance and Healthcare. LCDS is less expensive with a Total Expense Ratio (TER) of 0.3%, versus 0.5% for HELO. LCDS is up 11.44% year-to-date (YTD) with +$34K in YTD flows. HELO performs worse with 3.45% YTD performance, and +$1.00B in YTD flows. Run a side-by-side ETF comparison of LCDS 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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LCDS vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LCDS HELO | -2.62%-1.98% | +1.36%+1.01% | +11.44%+3.45% | +16.09%+6.23% | n/an/a | n/an/a |
| Flows | LCDS HELO | -+$36M | +$34K+$720M | +$34K+$1.00B | -$4K+$1.12B | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LCDS HELO | +10.71%+6.94% | +12.45%+6.96% | n/an/a | n/an/a |
| Max drawdown | LCDS HELO | -3.17%-2.37% | -8.97%-5.83% | n/an/a | n/an/a |
| Max drawdown duration | LCDS HELO | 31d31d | 76d73d | n/an/a | n/an/a |
Trading data
LCDS | HELO | |
Last sale 9/16/2026 at 1:30 PM | $72.51 | $69.00 |
| Previous close 09/16/2026 | $72.92 | $68.52 |
| Consolidated volume 09/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/16/2026 at 1:30 PM
Live
Closed
LCDS | HELO | |
|---|---|---|
| Last price | $72.51 | $69.00 |
| 1D performance | -0.56% | +0.70% |
| AuM | $16.32 M | $4.75 B |
| E/R | 0.3% | 0.5% |
Characteristics
LCDS | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 112 | 151 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 7, 2024 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
LCDS
USA
95.22%
Other
4.78%
HELO
USA
94.73%
Other
5.27%
Sectors
LCDS
Technology
43.87%
Finance
14.87%
Healthcare
9.48%
Consumer Non-Cycl.
9.19%
Industrials
8.44%
Other
14.15%
HELO
Technology
43.68%
Finance
14.6%
Healthcare
9.17%
Consumer Non-Cycl.
8.65%
Industrials
7.55%
Other
16.36%
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Diversification
LCDS
Total weight of top 15 holdings out of 15
49.22%
HELO
Total weight of top 15 holdings out of 15
44.71%
Top 15 holdings
Data as of July 31, 2026
LCDS
NVIDIA Corp.
8.21%
Apple, Inc.
7.80%
Microsoft Corp.
5.18%
Alphabet, Inc.
4.86%
Amazon.com, Inc.
4.02%
Broadcom Inc.
2.64%
Meta Platforms, Inc.
2.55%
Micron Technology, Inc.
2.34%
Wells Fargo & Co.
2.27%
ExxonMobil Holdings Corp.
1.85%
Mastercard, Inc.
1.68%
AbbVie, Inc.
1.49%
Eli Lilly & Co.
1.46%
Advanced Micro Devices, Inc.
1.43%
Bank of America Corp.
1.43%
HELO
NVIDIA Corp.
8.00%
Apple, Inc.
7.42%
Microsoft Corp.
5.06%
Amazon.com, Inc.
4.07%
Alphabet, Inc.
3.09%
Broadcom Inc.
3.07%
Alphabet, Inc.
2.25%
Meta Platforms, Inc.
2.19%
Micron Technology, Inc.
1.79%
ExxonMobil Holdings Corp.
1.37%
Advanced Micro Devices, Inc.
1.32%
Johnson & Johnson
1.29%
Berkshire Hathaway, Inc.
1.27%
Eli Lilly & Co.
1.26%
Mastercard, Inc.
1.25%
Frequently asked questions about LCDS and HELO
How have the LCDS and HELO ETFs performed in 2026?
As of September 16, 2026, LCDS is up 11.44% year-to-date (YTD), while HELO has returned 3.45%. That puts LCDS better performer ahead so far this year.
Which ETF is attracting more investor money: LCDS or HELO?
Year-to-date, the LCDS ETF saw +$34K in flows, compared to +$1.00B for HELO.
Which ETF is more volatile: LCDS or HELO?
Over the past year, LCDS had a volatility of 12.45%, while HELO experienced 6.96%.
Which ETF is bigger: LCDS or HELO?
As of September 16, 2026, LCDS holds $16.32 M in assets under management (AUM), while HELO manages $4.75 B.
What sectors do the LCDS and HELO ETFs invest in?
LCDS leans toward sectors like Technology, Finance and Healthcare. Meanwhile, HELO focuses on Technology, Finance and Healthcare.
What are the top holdings of the LCDS ETF and HELO ETF?
LCDS 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: LCDS or HELO?
LCDS holds 112 securities with 49.22% of its assets in the top 15. HELO has 152 securities and a top 15 weight of 44.71%.
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Latest news about LCDS & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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