LQDWvsHELOETF Comparison
ETF 1
LQDW
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
This fund is part of
Options Strategies
-0.88%
VS
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. LQDW is less expensive with a Total Expense Ratio (TER) of 0.34%, versus 0.5% for HELO. LQDW is up 0.35% year-to-date (YTD) with +$99M in YTD flows. HELO performs better with 4.62% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of LQDW 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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LQDW vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LQDW HELO | +0.58%+1.14% | -0.83%+1.63% | +0.35%+4.62% | +1.01%+7.59% | +13.84%+39.50% | n/an/a |
| Flows | LQDW HELO | +$38M+$78M | +$96M+$618M | +$99M+$1.07B | +$102M+$1.14B | +$258M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LQDW HELO | +5.06%+7.26% | +4.24%+7.02% | +4.35%+7.84% | n/an/a |
| Max drawdown | LQDW HELO | -2.53%-2.37% | -3.48%-5.83% | -3.49%-10.86% | n/an/a |
| Max drawdown duration | LQDW HELO | 50d61d | 109d73d | 181d169d | n/an/a |
Trading data
LQDW | HELO | |
Last sale 10/16/2026 at 1:30 PM | $22.69 | $69.21 |
| Previous close 10/15/2026 | $22.70 | $69.67 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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HELO
is actively managed and doesn’t replicate an indexLQDW | HELO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
LQDW | HELO | |
|---|---|---|
| Last price | $22.69 | $69.21 |
| 1D performance | -0.04% | -0.66% |
| AuM | $350.66 M | $4.86 B |
| E/R | 0.34% | 0.5% |
Characteristics
LQDW | HELO | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | Cboe LQD BuyWrite Index | - |
| N° of holdings | - | - |
| Asset class | Fixed Income | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 18, 2022 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
LQDW
Data will be available soon
HELO
Data will be available soon
Sectors
LQDW
Data will be available soon
HELO
Data will be available soon
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Diversification
LQDW
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
LQDW
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about LQDW and HELO
How have the LQDW and HELO ETFs performed in 2026?
As of October 16, 2026, LQDW is up 0.35% year-to-date (YTD), while HELO has returned 4.62%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: LQDW or HELO?
Year-to-date, the LQDW ETF saw +$99M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: LQDW or HELO?
Over the past year, LQDW had a volatility of 4.24%, while HELO experienced 7.02%.
Which ETF is bigger: LQDW or HELO?
As of October 16, 2026, LQDW holds $350.66 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about LQDW & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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