PLDRvsHELOETF Comparison
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Putnam Sustainable Leaders ETF (PLDR) belongs to the US Multi-Factor segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: PLDR is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.5% for HELO. PLDR is up 0.16% year-to-date (YTD) with -$849M in YTD flows. HELO performs better with 1.35% YTD performance, and +$321M in YTD flows. Run a side-by-side ETF comparison of PLDR 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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PLDR vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/22/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | PLDR HELO | +9.12%+4.09% | +1.02%+1.09% | +0.16%+1.35% | +29.14%+16.44% | +65.32%n/a | n/an/a |
| Flows | PLDR HELO | -$3M+$31M | -$816M+$219M | -$849M+$321M | -$754M+$721M | -$570M- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | PLDR HELO | +15.82%+8.25% | +13.14%+6.82% | +15.62%n/a | n/an/a |
| Max drawdown | PLDR HELO | -11.30%-5.83% | -12.81%-5.83% | -23.06%n/a | n/an/a |
| Max drawdown duration | PLDR HELO | 79d72d | 101d72d | 275dn/a | n/an/a |
Trading data
PLDR | HELO | |
Last sale 4/22/2026 at 1:30 PM | $37.20 | $67.20 |
| Previous close 04/22/2026 | $36.77 | $66.86 |
| Consolidated volume 04/22/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 4/22/2026 at 1:30 PM
Live
Closed
PLDR | HELO | |
|---|---|---|
| Last price | $37.20 | $67.20 |
| 1D performance | +1.17% | +0.51% |
| AuM | $4.66 M | $3.98 B |
| E/R | 0.6% | 0.5% |
Characteristics
PLDR | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Putnam | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | 149 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 25, 2021 | September 28, 2023 |
| ESG | Yes | No |
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Exposure
Countries
PLDR
Data will be available soon
HELO
USA
91.94%
Other
8.06%
Sectors
PLDR
Data will be available soon
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%
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Diversification
PLDR
Data will be available soon
HELO
Total weight of top 15 holdings out of 15
43.38%
Top 15 holdings
Data as of January 1, 1970
PLDR
Data will be available soon
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 PLDR and HELO
How have the PLDR and HELO ETFs performed in 2026?
As of April 22, 2026, PLDR is up 0.16% year-to-date (YTD), while HELO has returned 1.35%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: PLDR or HELO?
Year-to-date, the PLDR ETF saw -$849M in flows, compared to +$321M for HELO.
Which ETF is more volatile: PLDR or HELO?
Over the past year, PLDR had a volatility of 13.14%, while HELO experienced 6.82%.
Which ETF is bigger: PLDR or HELO?
As of April 22, 2026, PLDR holds $4.66 M in assets under management (AUM), while HELO manages $3.98 B.
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Latest news about PLDR & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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