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NBCRvsHELOETF Comparison
Neuberger Berman Core Equity ETF (NBCR) belongs to the US Large Cap segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. NBCR's top 3 sector exposures are Information Technology, Communication Services and Consumer Discretionary. In contrast, HELO's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. NBCR is more expensive with a Total Expense Ratio (TER) of 0.52%, versus 0.5% for HELO. NBCR is down -2.06% year-to-date (YTD) with +$147M in YTD flows. HELO performs better with -0.67% YTD performance, and +$268M in YTD flows. Run a side-by-side ETF comparison of NBCR 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.
NBCR vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | NBCR HELO | -2.37%-1.87% | -2.47%-0.96% | -2.06%-0.67% | +20.35%+10.25% | n/an/a | n/an/a |
| Flows | NBCR HELO | -$48M+$96M | +$154M+$330M | +$147M+$268M | +$516M+$798M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | NBCR HELO | +10.89%+7.63% | +17.80%+8.54% | n/an/a | n/an/a |
| Max drawdown | NBCR HELO | -4.32%-2.09% | -13.59%-6.97% | n/an/a | n/an/a |
| Max drawdown duration | NBCR HELO | 57d30d | 45d46d | n/an/a | n/an/a |
NBCR | HELO | |
Last sale 3/12/2026 at 4:45 PM | $30.50 | $65.38 |
| Previous close 03/11/2026 | $30.81 | $65.95 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
NBCR | HELO | |
|---|---|---|
| Last price | $30.50 | $65.38 |
| 1D performance | -1.01% | -0.86% |
| AuM | $822.88 M | $3.86 B |
| E/R | 0.52% | 0.5% |
NBCR | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Neuberger Berman | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 192 | 143 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 1, 2024 | September 28, 2023 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the NBCR and HELO ETFs performed in 2026?
As of March 10, 2026, NBCR is down -2.06% year-to-date (YTD), while HELO has lost -0.67%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: NBCR or HELO?
Year-to-date, the NBCR ETF saw +$147M in flows, compared to +$268M for HELO.
Which ETF is more volatile: NBCR or HELO?
Over the past year, NBCR had a volatility of 17.8%, while HELO experienced 8.54%.
Which ETF is bigger: NBCR or HELO?
As of March 10, 2026, NBCR holds $822.88 M in assets under management (AUM), while HELO manages $3.86 B.
What sectors do the NBCR and HELO ETFs invest in?
NBCR leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.
What are the top holdings of the NBCR ETF and HELO ETF?
NBCR top holdings include NVIDIA, APPLE and MICROSOFT-T. HELO holds in its top three: NVIDIA, MICROSOFT-T and APPLE.
Which ETF is more diversified: NBCR or HELO?
NBCR holds 200 securities with 44.6% of its assets in the top 15. HELO has 150 securities and a top 15 weight of 47.22%.
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