MRSKvsHELOETF Comparison
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Agility Shares Managed Risk ETF (MRSK) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. MRSK is more expensive with a Total Expense Ratio (TER) of 1.05%, versus 0.5% for HELO. MRSK is up 8.95% year-to-date (YTD) with -$26M in YTD flows. HELO performs worse with 5.52% YTD performance, and +$1.09B in YTD flows. Run a side-by-side ETF comparison of MRSK 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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MRSK vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MRSK HELO | +1.34%+0.70% | +3.81%+3.12% | +8.95%+5.52% | +9.69%+6.75% | +53.46%+44.88% | +43.19%n/a |
| Flows | MRSK HELO | -$1M+$49M | +$2M+$220M | -$26M+$1.09B | -$21M+$1.15B | +$136M+$4.26B | +$235M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MRSK HELO | +9.02%+7.25% | +10.31%+7.09% | +10.05%+7.80% | +10.84%n/a |
| Max drawdown | MRSK HELO | -3.02%-2.37% | -7.35%-5.83% | -10.73%-10.86% | -14.17%n/a |
| Max drawdown duration | MRSK HELO | 53d73d | 65d73d | 218d169d | 562dn/a |
Trading data
MRSK | HELO | |
Last sale 10/28/2026 at 1:30 PM | $39.97 | $69.77 |
| Previous close 10/28/2026 | $39.81 | $69.52 |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
MRSK | HELO | |
|---|---|---|
| Last price | $39.97 | $69.77 |
| 1D performance | +0.40% | +0.36% |
| AuM | $326.41 M | $4.92 B |
| E/R | 1.05% | 0.5% |
Characteristics
MRSK | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Agility Shares | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 25, 2020 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
MRSK
Data will be available soon
HELO
Data will be available soon
Sectors
MRSK
Data will be available soon
HELO
Data will be available soon
Diversification
MRSK
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
MRSK
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about MRSK and HELO
How have the MRSK and HELO ETFs performed in 2026?
As of October 28, 2026, MRSK is up 8.95% year-to-date (YTD), while HELO has returned 5.52%. That puts MRSK better performer ahead so far this year.
Which ETF is attracting more investor money: MRSK or HELO?
Year-to-date, the MRSK ETF saw -$26M in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: MRSK or HELO?
Over the past year, MRSK had a volatility of 10.31%, while HELO experienced 7.09%.
Which ETF is bigger: MRSK or HELO?
As of October 28, 2026, MRSK holds $326.41 M in assets under management (AUM), while HELO manages $4.92 B.
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Latest news about MRSK & HELO
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March 25, 2025
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HELO: Could this JPMorgan Laddered Options ETF Be a Good Alternative to the 60/40 Portfolio?
September 19, 2024
HELO
How This Managed Risk ETF Could Potentially Help Build a Stable, Low-Risk Portfolio
September 18, 2024
MRSK
Toews Agility Shares™ Managed Risk ETF (NYSE Arca: MRSK)
June 1, 2023
MRSK
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