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SPXNvsHELOETF Comparison
ProShares S&P 500 Ex-Financials ETF (SPXN) belongs to the US Large Cap segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: Information Technology, Consumer Discretionary and Communication Services. SPXN is less expensive with a Total Expense Ratio (TER) of 0.13%, versus 0.5% for HELO. SPXN is down -1.81% year-to-date (YTD) with -$730K in YTD flows. HELO performs worse with -2.01% YTD performance, and +$278M in YTD flows. Run a side-by-side ETF comparison of SPXN 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.
SPXN vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPXN HELO | -2.49%-2.29% | -1.26%-1.49% | -1.81%-2.01% | +24.75%+9.36% | +82.73%n/a | +83.80%n/a |
| Flows | SPXN HELO | -$730K+$101M | +$740K+$323M | -$730K+$278M | -$1M+$788M | +$30M- | +$34M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPXN HELO | +12.23%+7.82% | +18.74%+8.57% | +15.36%n/a | +17.25%n/a |
| Max drawdown | SPXN HELO | -4.53%-3.35% | -13.92%-6.97% | -19.44%n/a | -24.54%n/a |
| Max drawdown duration | SPXN HELO | 44d32d | 45d46d | 126dn/a | 708dn/a |
SPXN | HELO | |
Last sale 3/13/2026 at 1:30 PM | $72.52 | $65.01 |
| Previous close 03/12/2026 | $72.52 | $65.24 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
SPXN | HELO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SPXN | HELO | |
|---|---|---|
| Last price | $72.52 | $65.01 |
| 1D performance | +0.00% | -0.35% |
| AuM | $68.18 M | $3.81 B |
| E/R | 0.13% | 0.5% |
SPXN | HELO | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | ProShares | J.P. Morgan Asset Management |
| Benchmark | S&P 500 Ex-Financials Index | - |
| N° of holdings | 374 | 143 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 22, 2015 | September 28, 2023 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SPXN and HELO ETFs performed in 2026?
As of March 13, 2026, SPXN is down -1.81% year-to-date (YTD), while HELO has lost -2.01%. That puts SPXN better performer ahead so far this year.
Which ETF is attracting more investor money: SPXN or HELO?
Year-to-date, the SPXN ETF saw -$730K in flows, compared to +$278M for HELO.
Which ETF is more volatile: SPXN or HELO?
Over the past year, SPXN had a volatility of 18.74%, while HELO experienced 8.57%.
Which ETF is bigger: SPXN or HELO?
As of March 13, 2026, SPXN holds $68.18 M in assets under management (AUM), while HELO manages $3.81 B.
What sectors do the SPXN and HELO ETFs invest in?
SPXN leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.
What are the top holdings of the SPXN ETF and HELO ETF?
SPXN top holdings include NVIDIA, APPLE and MICROSOFT-T. HELO holds in its top three: NVIDIA, MICROSOFT-T and APPLE.
Which ETF is more diversified: SPXN or HELO?
SPXN holds 395 securities with 49.65% of its assets in the top 15. HELO has 150 securities and a top 15 weight of 47.22%.
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?
Simeon Hyman on the ProShares S&P 500 Ex-Financials ETF (SPXN)
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