SMAYvsHELOETF Comparison
ETF 1
SMAY
FT Vest U.S. Small Cap Moderate Buffer ETF - May
This fund is part of
Options Strategies
-0.88%
VS
FT Vest U.S. Small Cap Moderate Buffer ETF - May (SMAY) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. SMAY is more expensive with a Total Expense Ratio (TER) of 0.9%, versus 0.5% for HELO. SMAY is up 5.78% year-to-date (YTD) with +$13M 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 SMAY 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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SMAY 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. | SMAY HELO | -1.91%+1.14% | -2.81%+1.63% | +5.78%+4.62% | +7.35%+7.59% | +36.70%+39.50% | n/an/a |
| Flows | SMAY HELO | +$1M+$78M | +$6M+$618M | +$13M+$1.07B | +$3M+$1.14B | +$63M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMAY HELO | +7.19%+7.26% | +7.04%+7.02% | +10.19%+7.84% | n/an/a |
| Max drawdown | SMAY HELO | -5.38%-2.37% | -5.38%-5.83% | -14.07%-10.86% | n/an/a |
| Max drawdown duration | SMAY HELO | 60d61d | 60d73d | 327d169d | n/an/a |
Trading data
SMAY | HELO | |
Last sale 10/16/2026 at 1:30 PM | $27.23 | $69.21 |
| Previous close 10/15/2026 | $27.50 | $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
SMAY | HELO | |
|---|---|---|
| Last price | $27.23 | $69.21 |
| 1D performance | -0.98% | -0.66% |
| AuM | $110.18 M | $4.86 B |
| E/R | 0.9% | 0.5% |
Characteristics
SMAY | 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 | May 19, 2023 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
SMAY
Data will be available soon
HELO
Data will be available soon
Sectors
SMAY
Data will be available soon
HELO
Data will be available soon
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Diversification
SMAY
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
SMAY
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about SMAY and HELO
How have the SMAY and HELO ETFs performed in 2026?
As of October 15, 2026, SMAY is up 5.78% year-to-date (YTD), while HELO has returned 4.62%. That puts SMAY better performer ahead so far this year.
Which ETF is attracting more investor money: SMAY or HELO?
Year-to-date, the SMAY ETF saw +$13M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: SMAY or HELO?
Over the past year, SMAY had a volatility of 7.04%, while HELO experienced 7.02%.
Which ETF is bigger: SMAY or HELO?
As of October 15, 2026, SMAY holds $110.18 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about SMAY & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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