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NBCRvsHELOETF Comparison

ETF 1

NBCR

Neuberger Berman Core Equity ETF

This fund is part of

US Large Cap

+0.11%

Full NBCR fund page

VS

ETF 2

HELO

JPMorgan Hedged Equity Laddered Overlay ETF

This fund is part of

Options Strategies

-0.04%

Full HELO fund page

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 Financials. 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 up 2.66% year-to-date (YTD) with +$123M in YTD flows. HELO performs worse with 1.54% YTD performance, and +$331M 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.

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NBCR vs HELO performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/24/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	NBCR HELO	+8.75%+6.09%	+1.56%+0.40%	+2.66%+1.54%	+28.48%+14.82%	n/an/a	n/an/a
Flows	NBCR HELO	-$3M+$45M	-$69M+$202M	+$123M+$331M	+$487M+$597M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	NBCR HELO	+14.68%+8.20%	+12.03%+6.78%	n/an/a	n/an/a
Max drawdown	NBCR HELO	-9.66%-5.83%	-10.22%-5.83%	n/an/a	n/an/a
Max drawdown duration	NBCR HELO	79d73d	94d73d	n/an/a	n/an/a

Trading data

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	NBCR	HELO
Last sale 4/27/2026 at 7:59 PM	$32.50	$67.21
Previous close 04/27/2026	$32.43	$67.29
Consolidated volume 04/27/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/27/2026 at 7:59 PM

Live

Closed

	NBCR	HELO
Last price	$32.50	$67.21
1D performance	+0.23%	-0.12%
AuM	$837.38 M	$4.00 B
E/R	0.52%	0.5%

Characteristics

	NBCR	HELO
Management strategy	Active	Active
Provider	Neuberger Berman	J.P. Morgan Asset Management
Benchmark	-	-
N° of holdings	187	149
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	August 1, 2024	September 28, 2023
ESG	No	No

More NBCR data on Trackinsight

More HELO data on Trackinsight

Exposure

Countries

NBCR

USA

92.86%

Other

7.14%

HELO

USA

91.94%

Other

8.06%

Sectors

NBCR

Information Techn.

30.33%

Communication Ser.

11.47%

Financials

10.51%

Consumer Discreti.

10.38%

Industrials

9.34%

Health Care

9.08%

Other

18.89%

HELO

Information Techn.

33.34%

Consumer Discreti.

11.13%

Communication Ser.

9.67%

Health Care

9.11%

Financials

9.07%

Industrials

7.96%

Other

19.73%

Diversification

NBCR

Total weight of top 15 holdings out of 15

43.21%

HELO

Total weight of top 15 holdings out of 15

43.38%

Top 15 holdings

Data as of March 31, 2026

NBCR

NVIDIA

7.13%

APPLE

6.30%

MICROSOFT-T

4.91%

ALPHABET INC-CL

3.92%

AMAZON.COM INC

3.49%

ALPHABET INC-CL

2.39%

BROADCOM LIMITED

2.39%

META PLATFORMS

2.31%

AON

1.69%

JPMORGAN CHASE

1.63%

TESLA

1.61%

EXXON

1.41%

LILLY

1.41%

VISA INCORPORATION

1.38%

JOHNSON&JOHNSON

1.24%

HELO

NVIDIA

7.80%

APPLE

6.41%

MICROSOFT-T

5.22%

AMAZON.COM INC

3.96%

ALPHABET INC-CL

2.92%

BROADCOM LIMITED

2.75%

META PLATFORMS

2.23%

EXXON

2.22%

ALPHABET INC-CL

1.91%

TESLA

1.74%

BERKSHIRE HATHWAY

1.37%

JOHNSON&JOHNSON

1.36%

MASTERCARD

1.32%

ABBVIE

1.11%

PEPSICO U

1.06%

Frequently asked questions about NBCR and HELO

How have the NBCR and HELO ETFs performed in 2026?

As of April 24, 2026, NBCR is up 2.66% year-to-date (YTD), while HELO has returned 1.54%. That puts NBCR better performer ahead so far this year.

Which ETF is attracting more investor money: NBCR or HELO?

Year-to-date, the NBCR ETF saw +$123M in flows, compared to +$331M for HELO.

Which ETF is more volatile: NBCR or HELO?

Over the past year, NBCR had a volatility of 12.03%, while HELO experienced 6.78%.

Which ETF is bigger: NBCR or HELO?

As of April 24, 2026, NBCR holds $837.38 M in assets under management (AUM), while HELO manages $4.00 B.

What sectors do the NBCR and HELO ETFs invest in?

NBCR leans toward sectors like Information Technology, Communication Services and Financials. 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, APPLE and MICROSOFT-T.

Which ETF is more diversified: NBCR or HELO?

NBCR holds 194 securities with 43.21% of its assets in the top 15. HELO has 156 securities and a top 15 weight of 43.38%.

Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio

March 25, 2025

HELO

HELO: Could this JPMorgan Laddered Options ETF Be a Good Alternative to the 60/40 Portfolio?

September 19, 2024

HELO

NBCRvsHELOETF Comparison

Neuberger Berman Core Equity ETF

JPMorgan Hedged Equity Laddered Overlay ETF

NBCR vs HELO performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the NBCR and HELO ETFs performed in 2026?

As of April 24, 2026, NBCR is up 2.66% year-to-date (YTD), while HELO has returned 1.54%. That puts NBCR better performer ahead so far this year.

Which ETF is attracting more investor money: NBCR or HELO?

Year-to-date, the NBCR ETF saw +$123M in flows, compared to +$331M for HELO.

Which ETF is more volatile: NBCR or HELO?

Over the past year, NBCR had a volatility of 12.03%, while HELO experienced 6.78%.

Which ETF is bigger: NBCR or HELO?

As of April 24, 2026, NBCR holds $837.38 M in assets under management (AUM), while HELO manages $4.00 B.

What sectors do the NBCR and HELO ETFs invest in?

NBCR leans toward sectors like Information Technology, Communication Services and Financials. 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, APPLE and MICROSOFT-T.

Which ETF is more diversified: NBCR or HELO?

NBCR holds 194 securities with 43.21% of its assets in the top 15. HELO has 156 securities and a top 15 weight of 43.38%.

Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio

HELO: Could this JPMorgan Laddered Options ETF Be a Good Alternative to the 60/40 Portfolio?

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