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SCEPvsHELOETF Comparison

ETF 1

SCEP

Sterling Capital Hedged Equity Premium Income ETF

This fund is part of

Options Strategies

-0.03%

Full SCEP fund page

VS

ETF 2

HELO

JPMorgan Hedged Equity Laddered Overlay ETF

This fund is part of

Options Strategies

-0.03%

Full HELO fund page

Sterling Capital Hedged Equity Premium Income ETF (SCEP) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. SCEP's top 3 sector exposures are Information Technology, Industrials and Consumer Discretionary. In contrast, HELO's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. SCEP is more expensive with a Total Expense Ratio (TER) of 0.65%, versus 0.5% for HELO. SCEP is up 1.68% year-to-date (YTD) with +$222M in YTD flows. HELO performs worse with 1.44% YTD performance, and +$336M in YTD flows. Run a side-by-side ETF comparison of SCEP 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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SCEP vs HELO performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SCEP HELO	+7.62%+6.24%	+0.50%+0.23%	+1.68%+1.44%	n/a+14.65%	n/an/a	n/an/a
Flows	SCEP HELO	+$5M+$53M	+$18M+$207M	+$222M+$336M	-+$596M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SCEP HELO	+10.68%+8.21%	n/a+6.77%	n/an/a	n/an/a
Max drawdown	SCEP HELO	-6.71%-5.83%	n/a-5.83%	n/an/a	n/an/a
Max drawdown duration	SCEP HELO	73d73d	n/a73d	n/an/a	n/an/a

Trading data

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	SCEP	HELO
Last sale 4/30/2026 at 6:08 PM	$24.85	$67.37
Previous close 04/29/2026	$24.78	$67.28
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/30/2026 at 6:08 PM

Live

Closed

	SCEP	HELO
Last price	$24.85	$67.37
1D performance	+0.26%	+0.13%
AuM	$230.70 M	$4.00 B
E/R	0.65%	0.5%

Characteristics

	SCEP	HELO
Management strategy	Active	Active
Provider	Sterling Capital Active ETF	J.P. Morgan Asset Management
Benchmark	-	-
N° of holdings	50	149
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	December 11, 2025	September 28, 2023
ESG	No	No

More SCEP data on Trackinsight

More HELO data on Trackinsight

Exposure

Countries

SCEP

USA

94.51%

Other

5.49%

HELO

USA

91.94%

Other

8.06%

Sectors

SCEP

Information Techn.

33.1%

Industrials

10.83%

Consumer Discreti.

10.61%

Financials

9.49%

Communication Ser.

9.26%

Other

26.71%

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%

Diversification

SCEP

Total weight of top 15 holdings out of 15

52.87%

HELO

Total weight of top 15 holdings out of 15

43.38%

Top 15 holdings

Data as of March 31, 2026

SCEP

APPLE

5.86%

NVIDIA

5.70%

BROADCOM LIMITED

5.31%

ALPHABET INC-CL

5.27%

AMAZON.COM INC

4.48%

MICROSOFT-T

3.80%

JPMORGAN CHASE

3.50%

COSTCO WHOLESALE

2.81%

PARKER HANNIFIN

2.64%

META PLATFORMS

2.49%

US5128073062

2.38%

WILLIAMS

2.31%

ILLINOIS TOOL

2.18%

EQUINIX INC COMMON STOCK REIT

2.11%

AIR PRODUCTS AND CHEMICALS

2.03%

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 SCEP and HELO

How have the SCEP and HELO ETFs performed in 2026?

As of April 28, 2026, SCEP is up 1.68% year-to-date (YTD), while HELO has returned 1.44%. That puts SCEP better performer ahead so far this year.

Which ETF is attracting more investor money: SCEP or HELO?

Year-to-date, the SCEP ETF saw +$222M in flows, compared to +$336M for HELO.

Which ETF is bigger: SCEP or HELO?

As of April 28, 2026, SCEP holds $230.70 M in assets under management (AUM), while HELO manages $4.00 B.

What sectors do the SCEP and HELO ETFs invest in?

SCEP leans toward sectors like Information Technology, Industrials and Consumer Discretionary. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.

What are the top holdings of the SCEP ETF and HELO ETF?

SCEP top holdings include APPLE, NVIDIA and BROADCOM LIMITED. HELO holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: SCEP or HELO?

SCEP holds 50 securities with 52.87% of its assets in the top 15. HELO has 156 securities and a top 15 weight of 43.38%.

Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio

March 25, 2025

HELO

HELO: Could this JPMorgan Laddered Options ETF Be a Good Alternative to the 60/40 Portfolio?

September 19, 2024

HELO

SCEPvsHELOETF Comparison

Sterling Capital Hedged Equity Premium Income ETF

JPMorgan Hedged Equity Laddered Overlay ETF

SCEP vs HELO performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the SCEP and HELO ETFs performed in 2026?

As of April 28, 2026, SCEP is up 1.68% year-to-date (YTD), while HELO has returned 1.44%. That puts SCEP better performer ahead so far this year.

Which ETF is attracting more investor money: SCEP or HELO?

Year-to-date, the SCEP ETF saw +$222M in flows, compared to +$336M for HELO.

Which ETF is bigger: SCEP or HELO?

As of April 28, 2026, SCEP holds $230.70 M in assets under management (AUM), while HELO manages $4.00 B.

What sectors do the SCEP and HELO ETFs invest in?

SCEP leans toward sectors like Information Technology, Industrials and Consumer Discretionary. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.

What are the top holdings of the SCEP ETF and HELO ETF?

SCEP top holdings include APPLE, NVIDIA and BROADCOM LIMITED. HELO holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: SCEP or HELO?

SCEP holds 50 securities with 52.87% of its assets in the top 15. HELO has 156 securities and a top 15 weight of 43.38%.

Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio

HELO: Could this JPMorgan Laddered Options ETF Be a Good Alternative to the 60/40 Portfolio?

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