Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
XVVvsHELOETF Comparison
iShares ESG Select Screened S&P 500 ETF (XVV) belongs to the US Large Cap segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. XVV's top 3 sector exposures are Information Technology, Communication Services and Financials. In contrast, HELO's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. XVV is less expensive with a Total Expense Ratio (TER) of 0.08%, versus 0.5% for HELO. XVV is down -2.14% year-to-date (YTD) with +$61M in YTD flows. HELO performs better with -0.67% YTD performance, and +$268M in YTD flows. Run a side-by-side ETF comparison of XVV 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.
XVV vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XVV HELO | -2.43%-1.87% | -2.89%-0.96% | -2.14%-0.67% | +22.05%+10.25% | +84.53%n/a | +82.07%n/a |
| Flows | XVV HELO | -$45M+$96M | +$172M+$330M | +$61M+$268M | +$270M+$798M | +$354M- | +$498M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XVV HELO | +12.53%+7.63% | +18.96%+8.54% | +15.53%n/a | +17.62%n/a |
| Max drawdown | XVV HELO | -4.40%-2.09% | -14.04%-6.97% | -19.53%n/a | -27.18%n/a |
| Max drawdown duration | XVV HELO | 58d30d | 45d46d | 126dn/a | 709dn/a |
XVV | HELO | |
Last sale 3/12/2026 at 1:30 PM | $50.65 | $65.26 |
| Previous close 03/11/2026 | $51.50 | $65.95 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
XVV | HELO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
XVV | HELO | |
|---|---|---|
| Last price | $50.65 | $65.26 |
| 1D performance | -1.65% | -1.05% |
| AuM | $644.06 M | $3.86 B |
| E/R | 0.08% | 0.5% |
XVV | HELO | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | S&P 500 Sustainability Screened Index | - |
| N° of holdings | 421 | 143 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 22, 2020 | September 28, 2023 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the XVV and HELO ETFs performed in 2026?
As of March 11, 2026, XVV is down -2.14% year-to-date (YTD), while HELO has lost -0.67%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: XVV or HELO?
Year-to-date, the XVV ETF saw +$61M in flows, compared to +$268M for HELO.
Which ETF is more volatile: XVV or HELO?
Over the past year, XVV had a volatility of 18.96%, while HELO experienced 8.54%.
Which ETF is bigger: XVV or HELO?
As of March 11, 2026, XVV holds $644.06 M in assets under management (AUM), while HELO manages $3.86 B.
What sectors do the XVV and HELO ETFs invest in?
XVV leans toward sectors like Information Technology, Communication Services and Financials. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.
What are the top holdings of the XVV ETF and HELO ETF?
XVV top holdings include NVIDIA, APPLE and MICROSOFT-T. HELO holds in its top three: NVIDIA, MICROSOFT-T and APPLE.
Which ETF is more diversified: XVV or HELO?
XVV holds 441 securities with 48.36% of its assets in the top 15. HELO has 150 securities and a top 15 weight of 47.22%.
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
Active Trader Report: Use of Leveraged & Inverse ETFs Way Up
Direxion partnered with Compound Insights and Vanda to explore what’s driving the evolution of active trading — and how active traders are using leveraged and inverse funds across equities, single stocks, commodities, and volatility.
