LCFvsHELOETF Comparison
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Touchstone US Large Cap Focused ETF (LCF) belongs to the US Large Cap segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. LCF's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, HELO's top sector exposures are Technology, Finance and Healthcare. LCF is more expensive with a Total Expense Ratio (TER) of 1.29%, versus 0.5% for HELO. LCF is up 8.55% year-to-date (YTD) with +$9M in YTD flows. HELO performs worse with 4.64% YTD performance, and +$990M in YTD flows. Run a side-by-side ETF comparison of LCF 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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LCF vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/10/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LCF HELO | -2.13%-0.62% | +7.56%+3.16% | +8.55%+4.64% | +12.77%+7.47% | +61.01%n/a | n/an/a |
| Flows | LCF HELO | -+$82M | -$15K+$630M | +$9M+$990M | +$10M+$1.11B | +$19M- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LCF HELO | +13.18%+6.98% | +12.85%+6.93% | +14.55%n/a | n/an/a |
| Max drawdown | LCF HELO | -3.81%-1.97% | -11.64%-5.83% | -18.14%n/a | n/an/a |
| Max drawdown duration | LCF HELO | 18d16d | 83d73d | 126dn/a | n/an/a |
Trading data
LCF | HELO | |
Last sale 9/11/2026 at 1:30 PM | $46.21 | $69.24 |
| Previous close 09/11/2026 | $45.85 | $68.94 |
| Consolidated volume 09/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
LCF | HELO | |
|---|---|---|
| Last price | $46.21 | $69.24 |
| 1D performance | +0.78% | +0.44% |
| AuM | $68.76 M | $4.78 B |
| E/R | 1.29% | 0.5% |
Characteristics
LCF | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Touchstone Investments | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 45 | 151 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 27, 2022 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
LCF
USA
98.45%
Other
1.55%
HELO
USA
94.73%
Other
5.27%
Sectors
LCF
Technology
48.07%
Finance
16.11%
Consumer Non-Cycl.
10.26%
Healthcare
9.46%
Other
16.11%
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
LCF
Total weight of top 15 holdings out of 15
66.57%
HELO
Total weight of top 15 holdings out of 15
44.71%
Top 15 holdings
Data as of July 31, 2026
LCF
Alphabet, Inc.
9.18%
Microsoft Corp.
8.67%
Apple, Inc.
7.77%
NVIDIA Corp.
7.12%
Amazon.com, Inc.
6.28%
Meta Platforms, Inc.
4.91%
Bank of America Corp.
3.41%
BNY Dreyfus Government Cash Management
3.18%
Applied Materials, Inc.
2.61%
Philip Morris International, Inc.
2.50%
Broadcom Inc.
2.42%
ExxonMobil Holdings Corp.
2.41%
Visa, Inc.
2.25%
The Charles Schwab Corp.
2.10%
The Boeing Co.
1.75%
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 LCF and HELO
How have the LCF and HELO ETFs performed in 2026?
As of September 10, 2026, LCF is up 8.55% year-to-date (YTD), while HELO has returned 4.64%. That puts LCF better performer ahead so far this year.
Which ETF is attracting more investor money: LCF or HELO?
Year-to-date, the LCF ETF saw +$9M in flows, compared to +$990M for HELO.
Which ETF is more volatile: LCF or HELO?
Over the past year, LCF had a volatility of 12.85%, while HELO experienced 6.93%.
Which ETF is bigger: LCF or HELO?
As of September 10, 2026, LCF holds $68.76 M in assets under management (AUM), while HELO manages $4.78 B.
What sectors do the LCF and HELO ETFs invest in?
LCF 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 LCF ETF and HELO ETF?
LCF top holdings include Alphabet, Inc., Microsoft Corp. and Apple, Inc.. HELO holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: LCF or HELO?
LCF holds 45 securities with 66.57% 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 LCF & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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