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TSPAvsHELOETF Comparison
T. Rowe Price U.S. Equity Research ETF (TSPA) belongs to the US Large Cap segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. TSPA's top 3 sector exposures are Information Technology, Financials and Communication Services. In contrast, HELO's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. TSPA is less expensive with a Total Expense Ratio (TER) of 0.34%, versus 0.5% for HELO. TSPA is down -0.54% year-to-date (YTD) with +$57M in YTD flows. HELO performs worse with -0.67% YTD performance, and +$268M in YTD flows. Run a side-by-side ETF comparison of TSPA 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.
TSPA vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | TSPA HELO | -2.14%-1.87% | -1.03%-0.96% | -0.54%-0.67% | +22.04%+10.25% | +87.83%n/a | n/an/a |
| Flows | TSPA HELO | +$16M+$96M | +$66M+$330M | +$57M+$268M | +$476M+$798M | +$1.76B- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | TSPA HELO | +11.97%+7.63% | +18.35%+8.54% | +15.13%n/a | n/an/a |
| Max drawdown | TSPA HELO | -3.61%-2.09% | -13.81%-6.97% | -19.15%n/a | n/an/a |
| Max drawdown duration | TSPA HELO | 41d30d | 45d46d | 127dn/a | n/an/a |
TSPA | HELO | |
Last sale 3/12/2026 at 1:30 PM | $41.76 | $65.26 |
| Previous close 03/11/2026 | $42.47 | $65.95 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
TSPA | HELO | |
|---|---|---|
| Last price | $41.76 | $65.26 |
| 1D performance | -1.67% | -1.05% |
| AuM | $2.16 B | $3.86 B |
| E/R | 0.34% | 0.5% |
TSPA | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | T. Rowe Price | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 253 | 143 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 8, 2021 | 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 TSPA and HELO ETFs performed in 2026?
As of March 10, 2026, TSPA is down -0.54% year-to-date (YTD), while HELO has lost -0.67%. That puts TSPA better performer ahead so far this year.
Which ETF is attracting more investor money: TSPA or HELO?
Year-to-date, the TSPA ETF saw +$57M in flows, compared to +$268M for HELO.
Which ETF is more volatile: TSPA or HELO?
Over the past year, TSPA had a volatility of 18.35%, while HELO experienced 8.54%.
Which ETF is bigger: TSPA or HELO?
As of March 10, 2026, TSPA holds $2.16 B in assets under management (AUM), while HELO manages $3.86 B.
What sectors do the TSPA and HELO ETFs invest in?
TSPA leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.
What are the top holdings of the TSPA ETF and HELO ETF?
TSPA top holdings include NVIDIA, APPLE and MICROSOFT-T. HELO holds in its top three: NVIDIA, MICROSOFT-T and APPLE.
Which ETF is more diversified: TSPA or HELO?
TSPA holds 261 securities with 44.76% of its assets in the top 15. HELO has 150 securities and a top 15 weight of 47.22%.
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