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SUSLvsHELOETF Comparison
iShares ESG MSCI USA Leaders ETF (SUSL) belongs to the US Large Cap segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. SUSL's top 3 sector exposures are Information Technology, Communication Services and Health Care. In contrast, HELO's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. SUSL is less expensive with a Total Expense Ratio (TER) of 0.1%, versus 0.5% for HELO. SUSL is down -1.79% year-to-date (YTD) with +$6M in YTD flows. HELO performs better with -0.67% YTD performance, and +$268M in YTD flows. Run a side-by-side ETF comparison of SUSL 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.
SUSL vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SUSL HELO | -2.62%-1.87% | -1.80%-0.96% | -1.79%-0.67% | +25.85%+10.25% | +85.42%n/a | +85.11%n/a |
| Flows | SUSL HELO | +$6M+$96M | +$12M+$330M | +$6M+$268M | -$93M+$798M | -$2.80B- | -$2.86B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SUSL HELO | +12.74%+7.63% | +18.39%+8.54% | +15.58%n/a | +17.41%n/a |
| Max drawdown | SUSL HELO | -5.26%-2.09% | -13.43%-6.97% | -20.09%n/a | -26.89%n/a |
| Max drawdown duration | SUSL HELO | 42d30d | 45d46d | 154dn/a | 713dn/a |
SUSL | HELO | |
Last sale 3/12/2026 at 1:30 PM | $117.06 | $65.26 |
| Previous close 03/11/2026 | $119.01 | $65.95 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SUSL | HELO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SUSL | HELO | |
|---|---|---|
| Last price | $117.06 | $65.26 |
| 1D performance | -1.64% | -1.05% |
| AuM | $1.02 B | $3.86 B |
| E/R | 0.1% | 0.5% |
SUSL | HELO | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | MSCI USA Extended ESG Leaders Index | - |
| N° of holdings | 249 | 143 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 7, 2019 | September 28, 2023 |
| ESG | Yes | 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 SUSL and HELO ETFs performed in 2026?
As of March 11, 2026, SUSL is down -1.79% year-to-date (YTD), while HELO has lost -0.67%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: SUSL or HELO?
Year-to-date, the SUSL ETF saw +$6M in flows, compared to +$268M for HELO.
Which ETF is more volatile: SUSL or HELO?
Over the past year, SUSL had a volatility of 18.39%, while HELO experienced 8.54%.
Which ETF is bigger: SUSL or HELO?
As of March 11, 2026, SUSL holds $1.02 B in assets under management (AUM), while HELO manages $3.86 B.
What sectors do the SUSL and HELO ETFs invest in?
SUSL leans toward sectors like Information Technology, Communication Services and Health Care. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.
What are the top holdings of the SUSL ETF and HELO ETF?
SUSL top holdings include NVIDIA, MICROSOFT-T and ALPHABET INC-CL. HELO holds in its top three: NVIDIA, MICROSOFT-T and APPLE.
Which ETF is more diversified: SUSL or HELO?
SUSL holds 265 securities with 53.31% of its assets in the top 15. HELO has 150 securities and a top 15 weight of 47.22%.
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