XOMOvsHELOETF Comparison
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YieldMax XOM Option Income Strategy ETF (XOMO) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. XOMO is more expensive with a Total Expense Ratio (TER) of 1.17%, versus 0.5% for HELO. XOMO is up 29.96% year-to-date (YTD) with -$2M in YTD flows. HELO performs worse with 5% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of XOMO 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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XOMO vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/14/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XOMO HELO | +5.56%+0.72% | +13.89%+1.99% | +29.96%+5.00% | +37.94%+7.74% | +41.26%+40.00% | n/an/a |
| Flows | XOMO HELO | -$5M+$76M | +$8M+$787M | -$2M+$1.07B | -$14M+$1.14B | +$51M+$4.24B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XOMO HELO | +17.09%+7.15% | +20.41%+6.99% | +18.71%+7.84% | n/an/a |
| Max drawdown | XOMO HELO | -5.65%-2.37% | -17.12%-5.83% | -18.42%-10.86% | n/an/a |
| Max drawdown duration | XOMO HELO | 48d59d | 197d73d | 463d169d | n/an/a |
Trading data
XOMO | HELO | |
Last sale 10/14/2026 at 7:59 PM | $11.42 | $69.57 |
| Previous close 10/14/2026 | $11.26 | $69.43 |
| Consolidated volume 10/14/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/14/2026 at 7:59 PM
Live
Closed
XOMO | HELO | |
|---|---|---|
| Last price | $11.42 | $69.57 |
| 1D performance | +1.42% | +0.20% |
| AuM | $39.69 M | $4.87 B |
| E/R | 1.17% | 0.5% |
Characteristics
XOMO | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | YieldMax ETFs | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 30, 2023 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
XOMO
Data will be available soon
HELO
Data will be available soon
Sectors
XOMO
Data will be available soon
HELO
Data will be available soon
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Diversification
XOMO
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
XOMO
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about XOMO and HELO
How have the XOMO and HELO ETFs performed in 2026?
As of October 14, 2026, XOMO is up 29.96% year-to-date (YTD), while HELO has returned 5%. That puts XOMO better performer ahead so far this year.
Which ETF is attracting more investor money: XOMO or HELO?
Year-to-date, the XOMO ETF saw -$2M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: XOMO or HELO?
Over the past year, XOMO had a volatility of 20.41%, while HELO experienced 6.99%.
Which ETF is bigger: XOMO or HELO?
As of October 14, 2026, XOMO holds $39.69 M in assets under management (AUM), while HELO manages $4.87 B.
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Latest news about XOMO & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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