XCLRvsHELOETF Comparison
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Global X S&P 500 Collar 95-110 ETF (XCLR) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. XCLR is less expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.5% for HELO. XCLR is up 5.31% year-to-date (YTD) with +$1M in YTD flows. HELO performs worse with 4.72% YTD performance, and +$1.09B in YTD flows. Run a side-by-side ETF comparison of XCLR 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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XCLR vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/22/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XCLR HELO | +0.58%-0.06% | +2.79%+2.51% | +5.31%+4.72% | +6.68%+5.87% | +54.64%+44.40% | +45.41%n/a |
| Flows | XCLR HELO | +$283K+$49M | +$1M+$227M | +$1M+$1.09B | +$1M+$1.15B | +$2M+$4.27B | +$1M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XCLR HELO | +8.50%+7.25% | +8.55%+7.09% | +9.89%+7.81% | +10.57%n/a |
| Max drawdown | XCLR HELO | -3.13%-2.37% | -8.12%-5.83% | -12.48%-10.86% | -14.82%n/a |
| Max drawdown duration | XCLR HELO | 70d71d | 105d73d | 153d169d | 721dn/a |
Trading data
XCLR | HELO | |
Last sale 10/27/2026 at 1:30 PM | $69.52 | |
| Previous close 10/16/2026 | $69.25 | |
| Consolidated volume 10/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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HELO
is actively managed and doesn’t replicate an indexXCLR | HELO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
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Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
XCLR | HELO | |
|---|---|---|
| Last price | – | $69.52 |
| 1D performance | – | +0.39% |
| AuM | $4.53 M | $4.88 B |
| E/R | 0.25% | 0.5% |
Characteristics
XCLR | HELO | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Global X | J.P. Morgan Asset Management |
| Benchmark | Cboe S&P 500 3-Month Collar 95-110 Index | - |
| N° of holdings | - | - |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 25, 2021 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
XCLR
Data will be available soon
HELO
Data will be available soon
Sectors
XCLR
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HELO
Data will be available soon
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Diversification
XCLR
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
XCLR
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about XCLR and HELO
How have the XCLR and HELO ETFs performed in 2026?
As of October 22, 2026, XCLR is up 5.31% year-to-date (YTD), while HELO has returned 4.72%. That puts XCLR better performer ahead so far this year.
Which ETF is attracting more investor money: XCLR or HELO?
Year-to-date, the XCLR ETF saw +$1M in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: XCLR or HELO?
Over the past year, XCLR had a volatility of 8.55%, while HELO experienced 7.09%.
Which ETF is bigger: XCLR or HELO?
As of October 22, 2026, XCLR holds $4.53 M in assets under management (AUM), while HELO manages $4.88 B.
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Latest news about XCLR & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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