SAUGvsHELOETF Comparison
ETF 1
SAUG
FT Vest U.S. Small Cap Moderate Buffer ETF - August
This fund is part of
Options Strategies
-0.98%
VS
FT Vest U.S. Small Cap Moderate Buffer ETF - August (SAUG) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. SAUG is more expensive with a Total Expense Ratio (TER) of 0.9%, versus 0.5% for HELO. SAUG is up 4.64% year-to-date (YTD) with +$24M in YTD flows. HELO performs worse with 4.62% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of SAUG 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
SAUG vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SAUG HELO | -2.23%+1.14% | -3.75%+1.63% | +4.64%+4.62% | +6.49%+7.59% | +38.30%+39.50% | n/an/a |
| Flows | SAUG HELO | +$7M+$78M | +$22M+$618M | +$24M+$1.07B | +$17M+$1.14B | +$79M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SAUG HELO | +6.10%+7.26% | +7.25%+7.02% | +11.29%+7.84% | n/an/a |
| Max drawdown | SAUG HELO | -4.79%-2.37% | -4.79%-5.83% | -14.36%-10.86% | n/an/a |
| Max drawdown duration | SAUG HELO | 50d61d | 50d73d | 253d169d | n/an/a |
Trading data
SAUG | HELO | |
Last sale 10/19/2026 at 3:55 PM | $26.87 | $69.48 |
| Previous close 10/16/2026 | $26.76 | $69.21 |
| Consolidated volume 10/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 10/19/2026 at 3:55 PM
Live
Closed
SAUG | HELO | |
|---|---|---|
| Last price | $26.87 | $69.48 |
| 1D performance | +0.41% | +0.39% |
| AuM | $126.10 M | $4.86 B |
| E/R | 0.9% | 0.5% |
Characteristics
SAUG | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | First Trust | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 18, 2023 | September 28, 2023 |
| ESG | No | No |
Advertisement
Exposure
Countries
SAUG
Data will be available soon
HELO
Data will be available soon
Sectors
SAUG
Data will be available soon
HELO
Data will be available soon
Advertisement
Diversification
SAUG
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
SAUG
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about SAUG and HELO
How have the SAUG and HELO ETFs performed in 2026?
As of October 16, 2026, SAUG is up 4.64% year-to-date (YTD), while HELO has returned 4.62%. That puts SAUG better performer ahead so far this year.
Which ETF is attracting more investor money: SAUG or HELO?
Year-to-date, the SAUG ETF saw +$24M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: SAUG or HELO?
Over the past year, SAUG had a volatility of 7.25%, while HELO experienced 7.02%.
Which ETF is bigger: SAUG or HELO?
As of October 16, 2026, SAUG holds $126.10 M in assets under management (AUM), while HELO manages $4.86 B.
Advertisement
Latest news about SAUG & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
Advertisement
Advertisement
