MARWvsHELOETF Comparison
VS
AllianzIM U.S. Large Cap Buffer20 Mar ETF (MARW) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. MARW is more expensive with a Total Expense Ratio (TER) of 0.74%, versus 0.5% for HELO. MARW is up 7.77% year-to-date (YTD) with +$11M in YTD flows. HELO performs worse with 5.23% YTD performance, and +$1.08B in YTD flows. Run a side-by-side ETF comparison of MARW 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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MARW vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/19/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MARW HELO | +0.22%-0.14% | +2.35%+2.97% | +7.77%+5.23% | +9.62%+7.25% | +39.53%+42.97% | n/an/a |
| Flows | MARW HELO | -+$64M | -$3M+$271M | +$11M+$1.08B | +$10M+$1.14B | +$31M+$4.26B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MARW HELO | +2.98%+7.16% | +4.17%+7.01% | +6.01%+7.82% | n/an/a |
| Max drawdown | MARW HELO | -0.65%-2.37% | -3.33%-5.83% | -7.52%-10.86% | n/an/a |
| Max drawdown duration | MARW HELO | 9d65d | 38d73d | 71d169d | n/an/a |
Trading data
MARW | HELO | |
Last sale 10/21/2026 at 3:27 PM | $69.70 | |
| Previous close 10/20/2026 | $69.61 | |
| Consolidated volume 10/20/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Main metrics
Last update 10/21/2026 at 3:27 PM
Live
Closed
MARW | HELO | |
|---|---|---|
| Last price | – | $69.70 |
| 1D performance | – | +0.13% |
| AuM | $86.02 M | $4.90 B |
| E/R | 0.74% | 0.5% |
Characteristics
MARW | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Allianz Investment Management LLC | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 28, 2023 | September 28, 2023 |
| ESG | No | No |
Exposure
Countries
MARW
Data will be available soon
HELO
Data will be available soon
Sectors
MARW
Data will be available soon
HELO
Data will be available soon
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Diversification
MARW
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
MARW
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about MARW and HELO
How have the MARW and HELO ETFs performed in 2026?
As of October 19, 2026, MARW is up 7.77% year-to-date (YTD), while HELO has returned 5.23%. That puts MARW better performer ahead so far this year.
Which ETF is attracting more investor money: MARW or HELO?
Year-to-date, the MARW ETF saw +$11M in flows, compared to +$1.08B for HELO.
Which ETF is more volatile: MARW or HELO?
Over the past year, MARW had a volatility of 4.17%, while HELO experienced 7.01%.
Which ETF is bigger: MARW or HELO?
As of October 19, 2026, MARW holds $86.02 M in assets under management (AUM), while HELO manages $4.90 B.
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Latest news about MARW & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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