SHUSvsHELOETF Comparison
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Stratified LargeCap Hedged ETF (SHUS) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. SHUS is more expensive with a Total Expense Ratio (TER) of 0.95%, versus 0.5% for HELO. SHUS is up 12.3% year-to-date (YTD) with -$1M 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 SHUS 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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SHUS vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHUS HELO | +1.20%+1.14% | +2.26%+1.63% | +12.30%+4.62% | +13.52%+7.59% | +40.29%+39.50% | +33.13%n/a |
| Flows | SHUS HELO | -$255K+$78M | -$255K+$618M | -$1M+$1.07B | -$1M+$1.14B | -$20M+$4.25B | -$25M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHUS HELO | +10.18%+7.26% | +10.10%+7.02% | +11.22%+7.84% | +11.23%n/a |
| Max drawdown | SHUS HELO | -5.45%-2.37% | -6.94%-5.83% | -14.23%-10.86% | -14.23%n/a |
| Max drawdown duration | SHUS HELO | 60d61d | 81d73d | 233d169d | 233dn/a |
Trading data
SHUS | HELO | |
Last sale 10/16/2026 at 1:30 PM | $51.50 | $69.21 |
| Previous close 10/15/2026 | $51.58 | $69.67 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
SHUS | HELO | |
|---|---|---|
| Last price | $51.50 | $69.21 |
| 1D performance | -0.17% | -0.66% |
| AuM | $24.77 M | $4.86 B |
| E/R | 0.95% | 0.5% |
Characteristics
SHUS | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Exchange Traded Concepts | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 16, 2021 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
SHUS
Data will be available soon
HELO
Data will be available soon
Sectors
SHUS
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HELO
Data will be available soon
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Diversification
SHUS
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
SHUS
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about SHUS and HELO
How have the SHUS and HELO ETFs performed in 2026?
As of October 15, 2026, SHUS is up 12.3% year-to-date (YTD), while HELO has returned 4.62%. That puts SHUS better performer ahead so far this year.
Which ETF is attracting more investor money: SHUS or HELO?
Year-to-date, the SHUS ETF saw -$1M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: SHUS or HELO?
Over the past year, SHUS had a volatility of 10.1%, while HELO experienced 7.02%.
Which ETF is bigger: SHUS or HELO?
As of October 15, 2026, SHUS holds $24.77 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about SHUS & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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