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QUALvsHELOETF Comparison
iShares MSCI USA Quality Factor ETF (QUAL) 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: Information Technology, Consumer Discretionary and Communication Services. QUAL is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.5% for HELO. QUAL is up 0.48% year-to-date (YTD) with +$862M in YTD flows. HELO performs worse with -0.67% YTD performance, and +$268M in YTD flows. Run a side-by-side ETF comparison of QUAL 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.
QUAL vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | QUAL HELO | -2.07%-1.87% | -0.38%-0.96% | +0.48%-0.67% | +18.01%+10.25% | +77.61%n/a | +75.94%n/a |
| Flows | QUAL HELO | +$83M+$96M | +$1.00B+$330M | +$862M+$268M | -$7.52B+$798M | +$10.36B- | +$9.63B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | QUAL HELO | +12.29%+7.63% | +17.63%+8.54% | +14.67%n/a | +17.37%n/a |
| Max drawdown | QUAL HELO | -3.23%-2.09% | -12.84%-6.97% | -18.03%n/a | -28.24%n/a |
| Max drawdown duration | QUAL HELO | 14d30d | 45d46d | 230dn/a | 709dn/a |
QUAL | HELO | |
Last sale 3/12/2026 at 7:35 PM | $196.90 | $65.36 |
| Previous close 03/11/2026 | $199.52 | $65.95 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
QUAL | HELO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
QUAL | HELO | |
|---|---|---|
| Last price | $196.90 | $65.36 |
| 1D performance | -1.31% | -0.89% |
| AuM | $49.09 B | $3.86 B |
| E/R | 0.15% | 0.5% |
QUAL | HELO | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | MSCI USA Sector Neutral Quality Index | - |
| N° of holdings | 121 | 143 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 16, 2013 | September 28, 2023 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the QUAL and HELO ETFs performed in 2026?
As of March 11, 2026, QUAL is up 0.48% year-to-date (YTD), while HELO has lost -0.67%. That puts QUAL better performer ahead so far this year.
Which ETF is attracting more investor money: QUAL or HELO?
Year-to-date, the QUAL ETF saw +$862M in flows, compared to +$268M for HELO.
Which ETF is more volatile: QUAL or HELO?
Over the past year, QUAL had a volatility of 17.63%, while HELO experienced 8.54%.
Which ETF is bigger: QUAL or HELO?
As of March 11, 2026, QUAL holds $49.09 B in assets under management (AUM), while HELO manages $3.86 B.
What sectors do the QUAL and HELO ETFs invest in?
QUAL leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.
What are the top holdings of the QUAL ETF and HELO ETF?
QUAL top holdings include NVIDIA, APPLE and MICROSOFT-T. HELO holds in its top three: NVIDIA, MICROSOFT-T and APPLE.
Which ETF is more diversified: QUAL or HELO?
QUAL holds 126 securities with 50.14% of its assets in the top 15. HELO has 150 securities and a top 15 weight of 47.22%.
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