SPUCvsHELOETF Comparison
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Simplify US Equity Income ETF (SPUC) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. SPUC is more expensive with a Total Expense Ratio (TER) of 0.53%, versus 0.5% for HELO. SPUC is up 10.4% year-to-date (YTD) with +$155M in YTD flows. HELO performs worse with 4.17% YTD performance, and +$1.09B in YTD flows. Run a side-by-side ETF comparison of SPUC 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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SPUC vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPUC HELO | -0.96%-0.32% | +1.52%+1.46% | +10.40%+4.17% | +8.17%+5.60% | +98.92%+43.02% | +70.86%n/a |
| Flows | SPUC HELO | +$22M+$49M | +$111M+$203M | +$155M+$1.09B | +$163M+$1.09B | +$240M+$4.26B | +$233M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPUC HELO | +10.56%+6.85% | +14.79%+7.20% | +21.17%+7.83% | +21.70%n/a |
| Max drawdown | SPUC HELO | -3.18%-2.37% | -10.15%-5.83% | -27.97%-10.86% | -29.26%n/a |
| Max drawdown duration | SPUC HELO | 24d75d | 94d73d | 210d169d | 766dn/a |
Trading data
SPUC | HELO | |
Last sale 10/30/2026 at 1:30 PM | $47.51 | $68.86 |
| Previous close 10/29/2026 | $48.39 | $69.72 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
SPUC | HELO | |
|---|---|---|
| Last price | $47.51 | $68.86 |
| 1D performance | -1.82% | -1.23% |
| AuM | $256.30 M | $4.85 B |
| E/R | 0.53% | 0.5% |
Characteristics
SPUC | 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
SPUC
Data will be available soon
HELO
Data will be available soon
Sectors
SPUC
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HELO
Data will be available soon
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Diversification
SPUC
Data will be available soon
HELO
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Top 15 holdings
Data as of January 1, 1970
SPUC
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about SPUC and HELO
How have the SPUC and HELO ETFs performed in 2026?
As of October 30, 2026, SPUC is up 10.4% year-to-date (YTD), while HELO has returned 4.17%. That puts SPUC better performer ahead so far this year.
Which ETF is attracting more investor money: SPUC or HELO?
Year-to-date, the SPUC ETF saw +$155M in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: SPUC or HELO?
Over the past year, SPUC had a volatility of 14.79%, while HELO experienced 7.2%.
Which ETF is bigger: SPUC or HELO?
As of October 30, 2026, SPUC holds $256.30 M in assets under management (AUM), while HELO manages $4.85 B.
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Latest news about SPUC & 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
Options Strategies in ETFs, Part 4: Put-Selling and Leverage
November 22, 2023
SPUC
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