PBLvsHELOETF Comparison
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PGIM Portfolio Ballast ETF (PBL) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. PBL is less expensive with a Total Expense Ratio (TER) of 0.45%, versus 0.5% for HELO. PBL is up 9.9% year-to-date (YTD) with -$10M in YTD flows. HELO performs worse with 5% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of PBL 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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PBL vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/13/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | PBL HELO | +1.46%+0.72% | +2.60%+1.99% | +9.90%+5.00% | +12.28%+7.74% | +54.29%+40.00% | n/an/a |
| Flows | PBL HELO | -$8M+$76M | -$9M+$787M | -$10M+$1.07B | -$6M+$1.14B | +$29M+$4.24B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | PBL HELO | +8.10%+7.15% | +8.81%+6.99% | +9.13%+7.84% | n/an/a |
| Max drawdown | PBL HELO | -2.95%-2.37% | -5.85%-5.83% | -11.66%-10.86% | n/an/a |
| Max drawdown duration | PBL HELO | 61d59d | 75d73d | 200d169d | n/an/a |
Trading data
PBL | HELO | |
Last sale 10/15/2026 at 1:30 PM | $33.66 | $69.67 |
| Previous close 10/14/2026 | $33.59 | $69.43 |
| Consolidated volume 10/14/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/15/2026 at 1:30 PM
Live
Closed
PBL | HELO | |
|---|---|---|
| Last price | $33.66 | $69.67 |
| 1D performance | +0.21% | +0.35% |
| AuM | $72.02 M | $4.87 B |
| E/R | 0.45% | 0.5% |
Characteristics
PBL | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | PGIM | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 12, 2022 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
PBL
Data will be available soon
HELO
Data will be available soon
Sectors
PBL
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HELO
Data will be available soon
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Diversification
PBL
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
PBL
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about PBL and HELO
How have the PBL and HELO ETFs performed in 2026?
As of October 13, 2026, PBL is up 9.9% year-to-date (YTD), while HELO has returned 5%. That puts PBL better performer ahead so far this year.
Which ETF is attracting more investor money: PBL or HELO?
Year-to-date, the PBL ETF saw -$10M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: PBL or HELO?
Over the past year, PBL had a volatility of 8.81%, while HELO experienced 6.99%.
Which ETF is bigger: PBL or HELO?
As of October 13, 2026, PBL holds $72.02 M in assets under management (AUM), while HELO manages $4.87 B.
Latest news about PBL & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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