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SPINvsHELOETF Comparison

ETF 1

SPIN

State Street SPDR US Equity Premium Income ETF

This fund is part of

Options Strategies

+0.4%

Full SPIN fund page

VS

ETF 2

HELO

JPMorgan Hedged Equity Laddered Overlay ETF

This fund is part of

Options Strategies

+0.4%

Full HELO fund page

State Street SPDR US Equity Premium Income ETF (SPIN) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. SPIN's top 3 sector exposures are Information Technology, Communication Services and Industrials. In contrast, HELO's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. SPIN is less expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.5% for HELO. SPIN is up 0.99% year-to-date (YTD) with -$9M in YTD flows. HELO performs better with 1.57% YTD performance, and +$285M in YTD flows. Run a side-by-side ETF comparison of SPIN 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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SPIN vs HELO performance and flow charts

Performance

Cumulative Flows

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

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 06/12/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SPIN HELO	-0.32%-0.41%	+4.33%+3.30%	+0.99%+1.57%	+15.54%+9.22%	n/an/a	n/an/a
Flows	SPIN HELO	+$0K-$93M	-$12M+$17M	-$9M+$285M	+$33M+$495M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SPIN HELO	+12.82%+6.77%	+10.91%+6.34%	n/an/a	n/an/a
Max drawdown	SPIN HELO	-5.16%-3.23%	-9.72%-5.83%	n/an/a	n/an/a
Max drawdown duration	SPIN HELO	21d22d	120d73d	n/an/a	n/an/a

Trading data

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	SPIN	HELO
Last sale 6/15/2026 at 6:32 PM	$32.29	$67.92
Previous close 06/12/2026	$31.74	$67.35
Consolidated volume 06/12/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 6/15/2026 at 6:32 PM

Live

Closed

	SPIN	HELO
Last price	$32.29	$67.92
1D performance	+1.72%	+0.85%
AuM	$45.42 M	$3.96 B
E/R	0.25%	0.5%

Characteristics

	SPIN	HELO
Management strategy	Active	Active
Provider	State Street Investment Management	J.P. Morgan Asset Management
Benchmark	-	-
N° of holdings	92	149
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	September 4, 2024	September 28, 2023
ESG	No	No

More SPIN data on Trackinsight

More HELO data on Trackinsight

Exposure

Countries

SPIN

USA

97.24%

Other

2.76%

HELO

USA

97.31%

Other

2.69%

Sectors

SPIN

Information Techn.

37.87%

Communication Ser.

12.47%

Industrials

9.8%

Financials

9.68%

Consumer Discreti.

8.98%

Health Care

7.67%

Other

13.52%

HELO

Information Techn.

37.93%

Consumer Discreti.

11.99%

Communication Ser.

10.82%

Financials

9.02%

Health Care

8.67%

Industrials

8.18%

Other

13.38%

Diversification

SPIN

Total weight of top 15 holdings out of 15

54.84%

HELO

Total weight of top 15 holdings out of 15

47.48%

Top 15 holdings

Data as of April 30, 2026

SPIN

NVIDIA

9.64%

ALPHABET INC-CL

6.67%

MICROSOFT-T

6.31%

APPLE

5.62%

AMAZON.COM INC

5.43%

BROADCOM LIMITED

4.16%

META PLATFORMS

3.08%

ADVANCED MICRO DEVICES

2.35%

JPMORGAN CHASE

2.14%

LILLY

1.70%

EXXON

1.66%

VISA INCORPORATION

1.65%

APPLIED MATERIAL

1.49%

S&P GLOBAL INC

1.48%

BK OF AMERICA CO

1.46%

HELO

NVIDIA

9.11%

APPLE

6.56%

MICROSOFT-T

5.85%

AMAZON.COM INC

4.94%

BROADCOM LIMITED

3.61%

ALPHABET INC-CL

3.45%

META PLATFORMS

2.70%

ALPHABET INC-CL

2.25%

TESLA

1.64%

EXXON

1.43%

MASTERCARD

1.30%

BERKSHIRE HATHWAY

1.29%

JOHNSON&JOHNSON

1.19%

MICRON TECHNOLOGY

1.10%

TRANE TECHNOLOGIES PLC

1.05%

Frequently asked questions about SPIN and HELO

How have the SPIN and HELO ETFs performed in 2026?

As of June 12, 2026, SPIN is up 0.99% year-to-date (YTD), while HELO has returned 1.57%. That puts HELO better performer ahead so far this year.

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

Year-to-date, the SPIN ETF saw -$9M in flows, compared to +$285M for HELO.

Which ETF is more volatile: SPIN or HELO?

Over the past year, SPIN had a volatility of 10.91%, while HELO experienced 6.34%.

Which ETF is bigger: SPIN or HELO?

As of June 12, 2026, SPIN holds $45.42 M in assets under management (AUM), while HELO manages $3.96 B.

What sectors do the SPIN and HELO ETFs invest in?

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

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

SPIN top holdings include NVIDIA, ALPHABET INC-CL and MICROSOFT-T. HELO holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: SPIN or HELO?

SPIN holds 95 securities with 54.84% of its assets in the top 15. HELO has 156 securities and a top 15 weight of 47.48%.

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

SPINvsHELOETF Comparison

State Street SPDR US Equity Premium Income ETF

JPMorgan Hedged Equity Laddered Overlay ETF

SPIN 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 SPIN and HELO ETFs performed in 2026?

As of June 12, 2026, SPIN is up 0.99% year-to-date (YTD), while HELO has returned 1.57%. That puts HELO better performer ahead so far this year.

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

Year-to-date, the SPIN ETF saw -$9M in flows, compared to +$285M for HELO.

Which ETF is more volatile: SPIN or HELO?

Over the past year, SPIN had a volatility of 10.91%, while HELO experienced 6.34%.

Which ETF is bigger: SPIN or HELO?

As of June 12, 2026, SPIN holds $45.42 M in assets under management (AUM), while HELO manages $3.96 B.

What sectors do the SPIN and HELO ETFs invest in?

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

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

SPIN top holdings include NVIDIA, ALPHABET INC-CL and MICROSOFT-T. HELO holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: SPIN or HELO?

SPIN holds 95 securities with 54.84% of its assets in the top 15. HELO has 156 securities and a top 15 weight of 47.48%.

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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