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LGHvsHELOETF Comparison
HCM Retirement Defender 100 Index ETF (LGH) belongs to the US Large Cap segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. LGH's top 3 sector exposures are Information Technology, Communication Services and Consumer Discretionary. In contrast, HELO's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. LGH is more expensive with a Total Expense Ratio (TER) of 1%, versus 0.5% for HELO. LGH is down -2.08% year-to-date (YTD) with -$3M in YTD flows. HELO performs better with -0.53% YTD performance, and +$268M in YTD flows. Run a side-by-side ETF comparison of LGH 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.
LGH vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LGH HELO | -3.37%-1.78% | -2.24%-0.62% | -2.08%-0.53% | +24.97%+9.96% | +82.49%n/a | +81.33%n/a |
| Flows | LGH HELO | -+$105M | -$3M+$330M | -$3M+$268M | +$26M+$798M | +$110M- | +$244M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LGH HELO | +16.20%+7.64% | +17.92%+8.55% | +16.90%n/a | +16.76%n/a |
| Max drawdown | LGH HELO | -5.38%-2.09% | -11.27%-6.97% | -18.42%n/a | -29.00%n/a |
| Max drawdown duration | LGH HELO | 56d29d | 48d46d | 206dn/a | 806dn/a |
LGH | HELO | |
Last sale 3/11/2026 at 1:30 PM | $60.44 | $65.95 |
| Previous close 03/10/2026 | $60.46 | $66.03 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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LGH | HELO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
LGH | HELO | |
|---|---|---|
| Last price | $60.44 | $65.95 |
| 1D performance | -0.03% | -0.12% |
| AuM | $564.51 M | $3.86 B |
| E/R | 1% | 0.5% |
LGH | HELO | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Howard Capital Management | J.P. Morgan Asset Management |
| Benchmark | HCM Retirement Defender 100 Index | - |
| N° of holdings | 393 | 143 |
| Asset class | Alternative | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 7, 2019 | September 28, 2023 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the LGH and HELO ETFs performed in 2026?
As of March 9, 2026, LGH is down -2.08% year-to-date (YTD), while HELO has lost -0.53%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: LGH or HELO?
Year-to-date, the LGH ETF saw -$3M in flows, compared to +$268M for HELO.
Which ETF is more volatile: LGH or HELO?
Over the past year, LGH had a volatility of 17.92%, while HELO experienced 8.55%.
Which ETF is bigger: LGH or HELO?
As of March 9, 2026, LGH holds $564.51 M in assets under management (AUM), while HELO manages $3.86 B.
What sectors do the LGH and HELO ETFs invest in?
LGH leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.
What are the top holdings of the LGH ETF and HELO ETF?
LGH top holdings include NVIDIA, APPLE and MICROSOFT-T. HELO holds in its top three: NVIDIA, MICROSOFT-T and APPLE.
Which ETF is more diversified: LGH or HELO?
LGH holds 405 securities with 41.6% of its assets in the top 15. HELO has 150 securities and a top 15 weight of 47.22%.
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