XJULvsHELOETF Comparison
ETF 1
XJUL
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July
This fund is part of
Options Strategies
+0.36%
VS
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July (XJUL) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. XJUL is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.5% for HELO. XJUL is up 6.91% year-to-date (YTD) with -$11M 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 XJUL 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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XJUL vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XJUL HELO | +1.02%-0.36% | +2.46%+2.74% | +6.91%+4.99% | +9.45%+7.01% | +36.75%+41.51% | n/an/a |
| Flows | XJUL HELO | -+$56M | -$1M+$262M | -$11M+$1.07B | -$11M+$1.13B | -$25M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XJUL HELO | +4.18%+7.21% | +4.09%+7.02% | +6.76%+7.83% | n/an/a |
| Max drawdown | XJUL HELO | -1.01%-2.37% | -2.84%-5.83% | -9.04%-10.86% | n/an/a |
| Max drawdown duration | XJUL HELO | 15d64d | 41d73d | 79d169d | n/an/a |
Trading data
XJUL | HELO | |
Last sale 10/20/2026 at 1:30 PM | $41.91 | $69.61 |
| Previous close 10/19/2026 | $41.82 | $69.44 |
| Consolidated volume 10/19/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/20/2026 at 1:30 PM
Live
Closed
XJUL | HELO | |
|---|---|---|
| Last price | $41.91 | $69.61 |
| 1D performance | +0.20% | +0.24% |
| AuM | $41.80 M | $4.88 B |
| E/R | 0.85% | 0.5% |
Characteristics
XJUL | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | First Trust | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 21, 2023 | September 28, 2023 |
| ESG | No | No |
Exposure
Countries
XJUL
Data will be available soon
HELO
Data will be available soon
Sectors
XJUL
Data will be available soon
HELO
Data will be available soon
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Diversification
XJUL
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
XJUL
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about XJUL and HELO
How have the XJUL and HELO ETFs performed in 2026?
As of October 16, 2026, XJUL is up 6.91% year-to-date (YTD), while HELO has returned 4.99%. That puts XJUL better performer ahead so far this year.
Which ETF is attracting more investor money: XJUL or HELO?
Year-to-date, the XJUL ETF saw -$11M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: XJUL or HELO?
Over the past year, XJUL had a volatility of 4.09%, while HELO experienced 7.02%.
Which ETF is bigger: XJUL or HELO?
As of October 16, 2026, XJUL holds $41.80 M in assets under management (AUM), while HELO manages $4.88 B.
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Latest news about XJUL & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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