QQQHvsHELOETF Comparison
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NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. QQQH is more expensive with a Total Expense Ratio (TER) of 0.68%, versus 0.5% for HELO. QQQH is up 7.18% year-to-date (YTD) with +$24M in YTD flows. HELO performs worse with 4.72% YTD performance, and +$1.09B in YTD flows. Run a side-by-side ETF comparison of QQQH 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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QQQH vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | QQQH HELO | -2.01%-0.06% | +3.44%+2.51% | +7.18%+4.72% | +6.37%+5.87% | +78.05%+44.40% | +45.23%n/a |
| Flows | QQQH HELO | -$13M+$49M | -$3M+$227M | +$24M+$1.09B | +$27M+$1.15B | -$128M+$4.27B | -$209M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | QQQH HELO | +10.65%+7.25% | +11.61%+7.09% | +13.23%+7.81% | +14.34%n/a |
| Max drawdown | QQQH HELO | -4.24%-2.37% | -6.89%-5.83% | -15.06%-10.86% | -31.09%n/a |
| Max drawdown duration | QQQH HELO | 20d71d | 78d73d | 124d169d | 905dn/a |
Trading data
QQQH | HELO | |
Last sale 10/27/2026 at 1:30 PM | $54.82 | $69.52 |
| Previous close 10/26/2026 | $54.35 | $69.25 |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
QQQH | HELO | |
|---|---|---|
| Last price | $54.82 | $69.52 |
| 1D performance | +0.87% | +0.39% |
| AuM | $375.61 M | $4.88 B |
| E/R | 0.68% | 0.5% |
Characteristics
QQQH | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Nationwide | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 11, 2019 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
QQQH
Data will be available soon
HELO
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Sectors
QQQH
Data will be available soon
HELO
Data will be available soon
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Diversification
QQQH
Data will be available soon
HELO
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Top 15 holdings
Data as of January 1, 1970
QQQH
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about QQQH and HELO
How have the QQQH and HELO ETFs performed in 2026?
As of October 26, 2026, QQQH is up 7.18% year-to-date (YTD), while HELO has returned 4.72%. That puts QQQH better performer ahead so far this year.
Which ETF is attracting more investor money: QQQH or HELO?
Year-to-date, the QQQH ETF saw +$24M in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: QQQH or HELO?
Over the past year, QQQH had a volatility of 11.61%, while HELO experienced 7.09%.
Which ETF is bigger: QQQH or HELO?
As of October 26, 2026, QQQH holds $375.61 M in assets under management (AUM), while HELO manages $4.88 B.
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Latest news about QQQH & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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