QRMIvsHELOETF Comparison
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Global X Nasdaq 100 Risk Managed Income ETF (QRMI) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. QRMI is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.5% for HELO. QRMI is up 3.83% year-to-date (YTD) with +$34K in YTD flows. HELO performs better with 5.52% YTD performance, and +$1.09B in YTD flows. Run a side-by-side ETF comparison of QRMI 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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QRMI 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. | QRMI HELO | -0.25%+0.70% | +3.56%+3.12% | +3.83%+5.52% | +5.29%+6.75% | +29.97%+44.88% | +10.07%n/a |
| Flows | QRMI HELO | +$749K+$49M | -$458K+$220M | +$34K+$1.09B | -$1M+$1.15B | +$5M+$4.26B | +$17M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | QRMI HELO | +6.12%+7.25% | +7.12%+7.09% | +7.18%+7.80% | +8.26%n/a |
| Max drawdown | QRMI HELO | -1.81%-2.37% | -5.02%-5.83% | -8.42%-10.86% | -21.01%n/a |
| Max drawdown duration | QRMI HELO | 13d73d | 110d73d | 279d169d | 1124dn/a |
Trading data
QRMI | HELO | |
Last sale 10/29/2026 at 1:30 PM | $15.00 | $69.72 |
| Previous close 10/28/2026 | $15.03 | $69.77 |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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HELO
is actively managed and doesn’t replicate an indexQRMI | HELO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
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Main metrics
Last update 10/29/2026 at 1:30 PM
Live
Closed
QRMI | HELO | |
|---|---|---|
| Last price | $15.00 | $69.72 |
| 1D performance | -0.20% | -0.07% |
| AuM | $15.03 M | $4.92 B |
| E/R | 0.6% | 0.5% |
Characteristics
QRMI | HELO | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Global X | J.P. Morgan Asset Management |
| Benchmark | Nasdaq-100 Monthly Net Credit Collar 95-100 Index | - |
| N° of holdings | - | - |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 25, 2021 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
QRMI
Data will be available soon
HELO
Data will be available soon
Sectors
QRMI
Data will be available soon
HELO
Data will be available soon
Diversification
QRMI
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
QRMI
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about QRMI and HELO
How have the QRMI and HELO ETFs performed in 2026?
As of October 28, 2026, QRMI is up 3.83% year-to-date (YTD), while HELO has returned 5.52%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: QRMI or HELO?
Year-to-date, the QRMI ETF saw +$34K in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: QRMI or HELO?
Over the past year, QRMI had a volatility of 7.12%, while HELO experienced 7.09%.
Which ETF is bigger: QRMI or HELO?
As of October 28, 2026, QRMI holds $15.03 M in assets under management (AUM), while HELO manages $4.92 B.
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Latest news about QRMI & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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