LRGCvsHELOETF Comparison
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AB US Large Cap Strategic Equities ETF (LRGC) belongs to the US Large Cap segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. LRGC's top 3 sector exposures are Technology, Finance and Industrials. In contrast, HELO's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. LRGC is less expensive with a Total Expense Ratio (TER) of 0.39%, versus 0.5% for HELO. LRGC is up 9.55% year-to-date (YTD) with +$481M in YTD flows. HELO performs worse with 2.28% YTD performance, and +$810M in YTD flows. Run a side-by-side ETF comparison of LRGC 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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LRGC vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LRGC HELO | +2.01%+0.34% | +7.10%+1.01% | +9.55%+2.28% | +18.80%+7.82% | n/an/a | n/an/a |
| Flows | LRGC HELO | +$25M+$545M | +$130M+$495M | +$481M+$810M | +$646M+$958M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LRGC HELO | +11.76%+5.12% | +12.32%+6.51% | n/an/a | n/an/a |
| Max drawdown | LRGC HELO | -3.66%-1.78% | -9.95%-5.83% | n/an/a | n/an/a |
| Max drawdown duration | LRGC HELO | 29d37d | 92d73d | n/an/a | n/an/a |
Trading data
LRGC | HELO | |
Last sale 7/17/2026 at 1:30 PM | $84.13 | $67.70 |
| Previous close 07/16/2026 | $85.10 | $68.14 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
LRGC | HELO | |
|---|---|---|
| Last price | $84.13 | $67.70 |
| 1D performance | -1.14% | -0.65% |
| AuM | $1.30 B | $4.50 B |
| E/R | 0.39% | 0.5% |
Characteristics
LRGC | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | AllianceBernstein | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 69 | 148 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 19, 2023 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
LRGC
USA
91.54%
Other
8.46%
HELO
USA
100.99%
Other
-0.99%
Sectors
LRGC
Technology
46.07%
Finance
12.49%
Industrials
10.53%
Consumer Non-Cycl.
9.09%
Healthcare
8.93%
Other
12.88%
HELO
Technology
48.65%
Finance
14.02%
Consumer Non-Cycl.
9.73%
Healthcare
8.76%
Industrials
7.46%
Other
11.38%
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Diversification
LRGC
Total weight of top 15 holdings out of 15
53.04%
HELO
Total weight of top 15 holdings out of 15
50.02%
Top 15 holdings
Data as of May 31, 2026
LRGC
NVIDIA Corp.
8.33%
Alphabet, Inc.
7.12%
Microsoft Corp.
5.66%
Apple, Inc.
5.58%
Amazon.com, Inc.
5.25%
Broadcom Inc.
3.81%
Meta Platforms, Inc.
3.28%
Visa, Inc.
2.99%
UnitedHealth Group, Inc.
1.68%
Eaton Corp. Plc
1.65%
The Walt Disney Co.
1.64%
Taiwan Semiconductor Manufacturing Co., Ltd.
1.54%
Applied Materials, Inc.
1.53%
The Charles Schwab Corp.
1.52%
GE Vernova, Inc.
1.48%
HELO
NVIDIA Corp.
9.07%
Apple, Inc.
7.44%
Microsoft Corp.
5.63%
Amazon.com, Inc.
5.01%
Alphabet, Inc.
3.85%
Broadcom Inc.
3.55%
Alphabet, Inc.
2.50%
Meta Platforms, Inc.
2.49%
Micron Technology, Inc.
2.02%
Tesla, Inc.
1.77%
Exxon Mobil Corp.
1.41%
Lam Research Corp.
1.38%
Advanced Micro Devices, Inc.
1.32%
Berkshire Hathaway, Inc.
1.31%
Mastercard, Inc.
1.26%
Frequently asked questions about LRGC and HELO
How have the LRGC and HELO ETFs performed in 2026?
As of July 16, 2026, LRGC is up 9.55% year-to-date (YTD), while HELO has returned 2.28%. That puts LRGC better performer ahead so far this year.
Which ETF is attracting more investor money: LRGC or HELO?
Year-to-date, the LRGC ETF saw +$481M in flows, compared to +$810M for HELO.
Which ETF is more volatile: LRGC or HELO?
Over the past year, LRGC had a volatility of 12.32%, while HELO experienced 6.51%.
Which ETF is bigger: LRGC or HELO?
As of July 16, 2026, LRGC holds $1.30 B in assets under management (AUM), while HELO manages $4.50 B.
What sectors do the LRGC and HELO ETFs invest in?
LRGC leans toward sectors like Technology, Finance and Industrials. Meanwhile, HELO focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the LRGC ETF and HELO ETF?
LRGC top holdings include NVIDIA Corp., Alphabet, Inc. and Microsoft Corp.. HELO holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: LRGC or HELO?
LRGC holds 69 securities with 53.04% of its assets in the top 15. HELO has 149 securities and a top 15 weight of 50.02%.
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Latest news about LRGC & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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