MARZvsHELOETF Comparison
VS
TrueShares Structured Outcome (March) ETF -USD (MARZ) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. MARZ is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. MARZ is up 8.38% year-to-date (YTD) with +$15M in YTD flows. HELO performs worse with 4.62% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of MARZ 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
MARZ 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. | MARZ HELO | +1.00%+1.14% | +0.83%+1.63% | +8.38%+4.62% | +11.26%+7.59% | +54.55%+39.50% | +57.86%n/a |
| Flows | MARZ HELO | -+$78M | +$375K+$618M | +$15M+$1.07B | +$15M+$1.14B | +$24M+$4.25B | +$22M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MARZ HELO | +8.86%+7.26% | +10.22%+7.02% | +11.50%+7.84% | +12.48%n/a |
| Max drawdown | MARZ HELO | -2.80%-2.37% | -7.35%-5.83% | -14.72%-10.86% | -19.01%n/a |
| Max drawdown duration | MARZ HELO | 64d61d | 92d73d | 127d169d | 575dn/a |
Trading data
MARZ | HELO | |
Last sale 10/16/2026 at 1:30 PM | $37.15 | $69.21 |
| Previous close 10/15/2026 | $37.50 | $69.67 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
MARZ | HELO | |
|---|---|---|
| Last price | $37.15 | $69.21 |
| 1D performance | -0.91% | -0.66% |
| AuM | $33.45 M | $4.86 B |
| E/R | 0.79% | 0.5% |
Characteristics
MARZ | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | TrueShares | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 1, 2021 | September 28, 2023 |
| ESG | No | No |
Advertisement
Exposure
Countries
MARZ
Data will be available soon
HELO
Data will be available soon
Sectors
MARZ
Data will be available soon
HELO
Data will be available soon
Advertisement
Diversification
MARZ
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
MARZ
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about MARZ and HELO
How have the MARZ and HELO ETFs performed in 2026?
As of October 16, 2026, MARZ is up 8.38% year-to-date (YTD), while HELO has returned 4.62%. That puts MARZ better performer ahead so far this year.
Which ETF is attracting more investor money: MARZ or HELO?
Year-to-date, the MARZ ETF saw +$15M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: MARZ or HELO?
Over the past year, MARZ had a volatility of 10.22%, while HELO experienced 7.02%.
Which ETF is bigger: MARZ or HELO?
As of October 16, 2026, MARZ holds $33.45 M in assets under management (AUM), while HELO manages $4.86 B.
Latest news about MARZ & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
Advertisement
