OVLvsHELOETF Comparison
VS
Overlay Shares Large Cap Equity ETF (OVL) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. OVL is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. OVL is up 16.17% year-to-date (YTD) with +$323M 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 OVL 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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OVL 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. | OVL HELO | +1.02%+0.70% | +4.94%+3.12% | +16.17%+5.52% | +15.77%+6.75% | +106.36%+44.88% | +80.12%n/a |
| Flows | OVL HELO | +$57M+$49M | +$170M+$220M | +$323M+$1.09B | +$323M+$1.15B | +$280M+$4.26B | +$269M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OVL HELO | +13.59%+7.25% | +14.82%+7.09% | +17.03%+7.80% | +18.98%n/a |
| Max drawdown | OVL HELO | -3.71%-2.37% | -8.71%-5.83% | -21.55%-10.86% | -28.68%n/a |
| Max drawdown duration | OVL HELO | 53d73d | 47d73d | 133d169d | 745dn/a |
Trading data
OVL | HELO | |
Last sale 10/28/2026 at 1:30 PM | $56.63 | $69.77 |
| Previous close 10/28/2026 | $56.92 | $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
OVL | HELO | |
|---|---|---|
| Last price | $56.63 | $69.77 |
| 1D performance | -0.51% | +0.36% |
| AuM | $515.99 M | $4.92 B |
| E/R | 0.79% | 0.5% |
Characteristics
OVL | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Overlay Shares | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 25, 2019 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
OVL
Data will be available soon
HELO
Data will be available soon
Sectors
OVL
Data will be available soon
HELO
Data will be available soon
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Diversification
OVL
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
OVL
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about OVL and HELO
How have the OVL and HELO ETFs performed in 2026?
As of October 28, 2026, OVL is up 16.17% year-to-date (YTD), while HELO has returned 5.52%. That puts OVL better performer ahead so far this year.
Which ETF is attracting more investor money: OVL or HELO?
Year-to-date, the OVL ETF saw +$323M in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: OVL or HELO?
Over the past year, OVL had a volatility of 14.82%, while HELO experienced 7.09%.
Which ETF is bigger: OVL or HELO?
As of October 28, 2026, OVL holds $515.99 M in assets under management (AUM), while HELO manages $4.92 B.
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Latest news about OVL & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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