XCHGvsHELOETF Comparison
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AB US Equity ETF (XCHG) belongs to the US Large Cap segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. XCHG's top 3 sector exposures are Technology, Finance and Industrials. In contrast, HELO's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. Both XCHG and HELO have the same Total Expense Ratio (TER) of 0.5%. XCHG is up 8.67% year-to-date (YTD) with -$3M in YTD flows. HELO performs worse with 2.28% YTD performance, and +$810M in YTD flows. Run a side-by-side ETF comparison of XCHG 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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XCHG vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XCHG HELO | +1.97%+0.34% | +5.97%+1.01% | +8.67%+2.28% | n/a+7.82% | n/an/a | n/an/a |
| Flows | XCHG HELO | +$396K+$545M | -$2M+$495M | -$3M+$810M | -+$958M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XCHG HELO | +11.54%+5.12% | n/a+6.51% | n/an/a | n/an/a |
| Max drawdown | XCHG HELO | -3.80%-1.78% | n/a-5.83% | n/an/a | n/an/a |
| Max drawdown duration | XCHG HELO | 38d37d | n/a73d | n/an/a | n/an/a |
Trading data
XCHG | HELO | |
Last sale 7/17/2026 at 1:30 PM | $26.84 | $67.70 |
| Previous close 07/16/2026 | $27.07 | $68.14 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
XCHG | HELO | |
|---|---|---|
| Last price | $26.84 | $67.70 |
| 1D performance | -0.85% | -0.65% |
| AuM | $707.51 M | $4.50 B |
| E/R | 0.5% | 0.5% |
Characteristics
XCHG | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | AllianceBernstein | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 3424 | 148 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 15, 2025 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
XCHG
USA
91.79%
Other
8.21%
HELO
USA
100.99%
Other
-0.99%
Sectors
XCHG
Technology
44.76%
Finance
13.5%
Industrials
9.94%
Consumer Non-Cycl.
9.66%
Healthcare
9.03%
Other
13.13%
HELO
Technology
48.65%
Finance
14.02%
Consumer Non-Cycl.
9.73%
Healthcare
8.76%
Industrials
7.46%
Other
11.38%
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Diversification
XCHG
Total weight of top 15 holdings out of 15
50.93%
HELO
Total weight of top 15 holdings out of 15
50.02%
Top 15 holdings
Data as of May 31, 2026
XCHG
NVIDIA Corp.
8.45%
Microsoft Corp.
5.85%
Apple, Inc.
5.59%
Amazon.com, Inc.
5.31%
Alphabet, Inc.
4.46%
Broadcom Inc.
3.80%
Meta Platforms, Inc.
3.29%
Alphabet, Inc.
2.69%
Visa, Inc.
2.62%
Taiwan Semiconductor Manufacturing Co., Ltd.
1.68%
GE Vernova, Inc.
1.65%
UnitedHealth Group, Inc.
1.54%
Eaton Corp. Plc
1.36%
The Walt Disney Co.
1.34%
The Charles Schwab Corp.
1.30%
HELO
NVIDIA Corp.
9.07%
Apple, Inc.
7.44%
Microsoft Corp.
5.63%
Amazon.com, Inc.
5.01%
Alphabet, Inc.
3.85%
Broadcom Inc.
3.55%
Alphabet, Inc.
2.50%
Meta Platforms, Inc.
2.49%
Micron Technology, Inc.
2.02%
Tesla, Inc.
1.77%
Exxon Mobil Corp.
1.41%
Lam Research Corp.
1.38%
Advanced Micro Devices, Inc.
1.32%
Berkshire Hathaway, Inc.
1.31%
Mastercard, Inc.
1.26%
Frequently asked questions about XCHG and HELO
How have the XCHG and HELO ETFs performed in 2026?
As of July 16, 2026, XCHG is up 8.67% year-to-date (YTD), while HELO has returned 2.28%. That puts XCHG better performer ahead so far this year.
Which ETF is attracting more investor money: XCHG or HELO?
Year-to-date, the XCHG ETF saw -$3M in flows, compared to +$810M for HELO.
Which ETF is bigger: XCHG or HELO?
As of July 16, 2026, XCHG holds $707.51 M in assets under management (AUM), while HELO manages $4.50 B.
What sectors do the XCHG and HELO ETFs invest in?
XCHG leans toward sectors like Technology, Finance and Industrials. Meanwhile, HELO focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the XCHG ETF and HELO ETF?
XCHG top holdings include NVIDIA Corp., Microsoft Corp. and Apple, Inc.. HELO holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: XCHG or HELO?
XCHG holds 3574 securities with 50.93% of its assets in the top 15. HELO has 149 securities and a top 15 weight of 50.02%.
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Latest news about XCHG & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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