SPDvsHELOETF Comparison
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Simplify US Equity PLUS Downside Convexity ETF (SPD) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. SPD is more expensive with a Total Expense Ratio (TER) of 0.53%, versus 0.5% for HELO. SPD is up 7.2% year-to-date (YTD) with -$21M in YTD flows. HELO performs worse with 5.19% YTD performance, and +$1.09B in YTD flows. Run a side-by-side ETF comparison of SPD 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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SPD vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPD HELO | -0.09%+0.39% | +2.44%+2.97% | +7.20%+5.19% | +3.71%+6.35% | +70.10%+45.37% | +40.50%n/a |
| Flows | SPD HELO | +$1M+$49M | -$4M+$227M | -$21M+$1.09B | -$1M+$1.15B | -$24M+$4.26B | -$176M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPD HELO | +14.15%+7.24% | +13.41%+7.09% | +17.22%+7.81% | +16.34%n/a |
| Max drawdown | SPD HELO | -4.79%-2.37% | -11.92%-5.83% | -14.87%-10.86% | -26.93%n/a |
| Max drawdown duration | SPD HELO | 75d72d | 185d73d | 98d169d | 897dn/a |
Trading data
SPD | HELO | |
Last sale 10/27/2026 at 6:38 PM | $41.69 | $69.77 |
| Previous close 10/27/2026 | $41.36 | $69.52 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/27/2026 at 6:38 PM
Live
Closed
SPD | HELO | |
|---|---|---|
| Last price | $41.69 | $69.77 |
| 1D performance | +0.80% | +0.36% |
| AuM | $102.01 M | $4.90 B |
| E/R | 0.53% | 0.5% |
Characteristics
SPD | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Simplify | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 3, 2020 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
SPD
Data will be available soon
HELO
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Sectors
SPD
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HELO
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Diversification
SPD
Data will be available soon
HELO
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Top 15 holdings
Data as of January 1, 1970
SPD
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about SPD and HELO
How have the SPD and HELO ETFs performed in 2026?
As of October 27, 2026, SPD is up 7.2% year-to-date (YTD), while HELO has returned 5.19%. That puts SPD better performer ahead so far this year.
Which ETF is attracting more investor money: SPD or HELO?
Year-to-date, the SPD ETF saw -$21M in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: SPD or HELO?
Over the past year, SPD had a volatility of 13.41%, while HELO experienced 7.09%.
Which ETF is bigger: SPD or HELO?
As of October 27, 2026, SPD holds $102.01 M in assets under management (AUM), while HELO manages $4.90 B.
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Latest news about SPD & HELO
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
Hedging tail risk: ETFs with crash protection
September 8, 2022
SPD
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