XYLGvsHELOETF Comparison
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Global X S&P 500 Covered Call & Growth ETF (XYLG) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. XYLG is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.5% for HELO. XYLG is up 12.68% year-to-date (YTD) with +$6M in YTD flows. HELO performs worse with 5.19% YTD performance, and +$1.09B in YTD flows. Run a side-by-side ETF comparison of XYLG 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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XYLG vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XYLG HELO | +0.62%+0.39% | +4.28%+2.97% | +12.68%+5.19% | +14.64%+6.35% | +72.87%+45.37% | +61.68%n/a |
| Flows | XYLG HELO | +$4M+$49M | +$7M+$227M | +$6M+$1.09B | +$18M+$1.15B | +$5M+$4.26B | +$39M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XYLG HELO | +8.12%+7.24% | +9.65%+7.09% | +12.20%+7.81% | +13.97%n/a |
| Max drawdown | XYLG HELO | -1.75%-2.37% | -6.95%-5.83% | -17.16%-10.86% | -21.24%n/a |
| Max drawdown duration | XYLG HELO | 15d72d | 48d73d | 154d169d | 736dn/a |
Trading data
XYLG | HELO | |
Last sale 10/28/2026 at 1:30 PM | $29.77 | $69.77 |
| Previous close 10/27/2026 | $29.67 | $69.52 |
| Consolidated volume 10/27/2026 | ||
| 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 indexXYLG | HELO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
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| Daily return difference | ||
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Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
XYLG | HELO | |
|---|---|---|
| Last price | $29.77 | $69.77 |
| 1D performance | +0.34% | +0.36% |
| AuM | $73.75 M | $4.90 B |
| E/R | 0.35% | 0.5% |
Characteristics
XYLG | HELO | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Global X | J.P. Morgan Asset Management |
| Benchmark | CBOE S&P 500 Half BuyWrite Index | - |
| N° of holdings | - | - |
| Asset class | Alternative | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 21, 2013 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
XYLG
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HELO
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Sectors
XYLG
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HELO
Data will be available soon
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Diversification
XYLG
Data will be available soon
HELO
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Top 15 holdings
Data as of January 1, 1970
XYLG
Data will be available soon
HELO
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Frequently asked questions about XYLG and HELO
How have the XYLG and HELO ETFs performed in 2026?
As of October 27, 2026, XYLG is up 12.68% year-to-date (YTD), while HELO has returned 5.19%. That puts XYLG better performer ahead so far this year.
Which ETF is attracting more investor money: XYLG or HELO?
Year-to-date, the XYLG ETF saw +$6M in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: XYLG or HELO?
Over the past year, XYLG had a volatility of 9.65%, while HELO experienced 7.09%.
Which ETF is bigger: XYLG or HELO?
As of October 27, 2026, XYLG holds $73.75 M in assets under management (AUM), while HELO manages $4.90 B.
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Latest news about XYLG & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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