SIXOvsHELOETF Comparison
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF (SIXO) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. SIXO is more expensive with a Total Expense Ratio (TER) of 0.74%, versus 0.5% for HELO. SIXO is up 6.24% year-to-date (YTD) with -$302M 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 SIXO 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.
SIXO vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SIXO HELO | +0.98%+1.14% | +2.28%+1.63% | +6.24%+4.62% | +8.81%+7.59% | +33.78%+39.50% | +44.84%n/a |
| Flows | SIXO HELO | -$0K+$78M | -$6M+$618M | -$302M+$1.07B | -$30M+$1.14B | +$32M+$4.25B | +$29M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SIXO HELO | +2.24%+7.26% | +4.82%+7.02% | +7.63%+7.84% | +8.93%n/a |
| Max drawdown | SIXO HELO | -0.41%-2.37% | -4.01%-5.83% | -12.02%-10.86% | -12.10%n/a |
| Max drawdown duration | SIXO HELO | 14d61d | 63d73d | 149d169d | 381dn/a |
SIXO | HELO | |
Last sale 10/16/2026 at 1:30 PM | $69.21 | |
| Previous close 10/15/2026 | $69.67 | |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
SIXO | HELO | |
|---|---|---|
| Last price | – | $69.21 |
| 1D performance | – | -0.66% |
| AuM | $119.78 M | $4.86 B |
| E/R | 0.74% | 0.5% |
SIXO | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Allianz Investment Management LLC | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 1, 2021 | September 28, 2023 |
| ESG | No | No |
