WTPIvsHELOETF Comparison
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WisdomTree Equity Premium Income Fund (WTPI) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. WTPI is less expensive with a Total Expense Ratio (TER) of 0.44%, versus 0.5% for HELO. WTPI is up 7.64% year-to-date (YTD) with +$206M in YTD flows. HELO performs worse with 4.99% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of WTPI 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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WTPI vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/19/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | WTPI HELO | +0.07%-0.36% | +3.70%+2.74% | +7.64%+4.99% | +8.96%+7.01% | +47.62%+41.51% | +49.31%n/a |
| Flows | WTPI HELO | +$16M+$56M | +$63M+$262M | +$206M+$1.07B | +$232M+$1.13B | +$469M+$4.25B | +$496M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | WTPI HELO | +7.48%+7.21% | +9.21%+7.02% | +11.57%+7.83% | +12.10%n/a |
| Max drawdown | WTPI HELO | -1.97%-2.37% | -6.33%-5.83% | -15.68%-10.86% | -16.28%n/a |
| Max drawdown duration | WTPI HELO | 15d64d | 85d73d | 147d169d | 463dn/a |
Trading data
WTPI | HELO | |
Last sale 10/20/2026 at 4:56 PM | $33.05 | $69.60 |
| Previous close 10/19/2026 | $33.07 | $69.44 |
| Consolidated volume 10/19/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 20, 2026
1-year trailing difference
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HELO
is actively managed and doesn’t replicate an indexWTPI | HELO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
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| Daily return difference | ||
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Main metrics
Last update 10/20/2026 at 4:56 PM
Live
Closed
WTPI | HELO | |
|---|---|---|
| Last price | $33.05 | $69.60 |
| 1D performance | -0.06% | +0.23% |
| AuM | $559.24 M | $4.88 B |
| E/R | 0.44% | 0.5% |
Characteristics
WTPI | HELO | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | WisdomTree | J.P. Morgan Asset Management |
| Benchmark | Volos US Large Cap Target 2.5% PutWrite Index | - |
| N° of holdings | - | - |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 24, 2016 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
WTPI
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HELO
Data will be available soon
Sectors
WTPI
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HELO
Data will be available soon
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Diversification
WTPI
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
WTPI
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about WTPI and HELO
How have the WTPI and HELO ETFs performed in 2026?
As of October 19, 2026, WTPI is up 7.64% year-to-date (YTD), while HELO has returned 4.99%. That puts WTPI better performer ahead so far this year.
Which ETF is attracting more investor money: WTPI or HELO?
Year-to-date, the WTPI ETF saw +$206M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: WTPI or HELO?
Over the past year, WTPI had a volatility of 9.21%, while HELO experienced 7.02%.
Which ETF is bigger: WTPI or HELO?
As of October 19, 2026, WTPI holds $559.24 M in assets under management (AUM), while HELO manages $4.88 B.
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Latest news about WTPI & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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