BALT vs HELO
YTDYear to date
BALT wins+0.1 pts
Past year
BALT wins+0.1 pts
Fee
HELO winslower fee
Yield
HELO wins+0.6 pts
AUM
HELO1.5× more
2–2level
BALT and HELO · year-to-date · as of Nov 4, 2026 · AUM not scored
HELO vs S&P 500
YTD$68.96 · +0.3% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.3%−1.0%−0.8%+4.2%+5.7%+44.1%—+41.0%
Peer average+0.2%−2.0%−1.7%+5.8%+6.0%+56.0%+52.4%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
J.P. Morgan HELO and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
HELO’s Holdings
TodayNVDANvidia7.9%AAPL7.2%MSFT6.5%AMZN4.0%AVGO2.5%GOOGL2.5%META2.1%GOOG1.8%MU1.6%XOM1.5%JNJ1.5%LLY1.5%MA1.4%TSLA1.4%ABBV1.3%AMD1.3%BRK-B1.2%V1.1%RTX1.0%ACN1.0%LRCX0.9%125 more
TechnologyFinancial ServicesConsumer CyclicalHealthcareCommunication ServicesIndustrialsOther
J.P. Morgan HELO · 147 holdings · tile size = share of the fund · as of Nov 3, 2026
All 31 Hedged Equity ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered OverlayReadDesk | 0.50% | 0.6% | +4.2% | +4.2% | $4.8B | |
| 2 | BALT | Innovator Defined Wealth ShieldReadDesk | 0.69% | — | +4.3% | +4.3% | $3.2B | |
| 3 | SFLR | Innovator Equity Managed FloorReadDesk | 0.89% | 0.2% | +5.4% | +5.4% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged EquityReadDesk | 0.52% | 0.6% | +7.7% | +7.7% | $986M | |
| 5 | SIXH | ETC 6 Meridian Hedged Equity OptionReadDesk | 0.31% | 1.7% | +17.5% | +17.5% | $744M | |
| 6 | HEGD | Swan Hedged Equity US Large CapReadDesk | 0.88% | 0.3% | +5.4% | +5.4% | $730M | |
| 7 | QFLR | Innovator Nasdaq-100 Managed FloorReadDesk | 0.89% | — | +0.3% | +0.3% | $492M | |
| 8 | HEQT | Simplify Hedged EquityReadDesk | 0.48% | 1.2% | +7.3% | +7.3% | $306M | |
| 9 | SHDG | Soundwatch Hedged EquityReadDesk | 1.01% | 0.5% | +2.8% | +2.8% | $155M | |
| 10 | PHEQ | Parametric Hedged EquityReadDesk | 0.29% | 0.8% | +8.8% | +8.8% | $149M | |
| 11 | KSPY | KraneShares Hedgeye Hedged EquityReadDesk | 0.88% | 5.9% | +8.9% | +8.9% | $133M | |
| 12 | SEPZ | TrueShares Structured Outcome (September)ReadDesk | 0.79% | 2.0% | +8.2% | +8.2% | $104M | |
| 13 | HAWG | HCM Hedged EquityReadDesk | 1.35% | — | new | new | $99.4M | |
| 14 | RFLR | Innovator U.S. Small Cap Managed FloorReadDesk | 0.89% | 0.7% | +12.5% | +12.5% | $95.5M | |
| 15 | CBLS | Clough Hedged EquityReadDesk | 1.89% | 0.8% | +5.7% | +5.7% | $50.0M | |
| 16 | AUGZ | TrueShares Structured Outcome (August)ReadDesk | 0.79% | 3.4% | +7.7% | +7.7% | $43.8M |
1–16 of 31Page 1 of 2
Hedged Equity · current AUM · as of Nov 4, 2026
HELO Payouts by Year
4YLatest payout, Sep 2026
$0.09
a share · every quarter
0.6% yield
0.6% yield
4 years added up
$1.18 a share
$1.18 a share
J.P. Morgan HELO · per-share distributions by ex-date · 2023–2026
HELO’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered Overlay ETFThis fund | 0.50% | 0.6% | +0.3% | +4.2% | +5.7% | $4.8B | |
| 2 | BALT | Innovator Defined Wealth Shield ETFReadVersus | 0.69% | — | +0.1% | +4.3% | +5.9% | $3.2B | |
| 3 | SFLR | Innovator Equity Managed Floor ETFReadVersus | 0.89% | 0.2% | +0.4% | +5.4% | +5.5% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged Equity ETFReadVersus | 0.52% | 0.6% | +0.2% | +7.7% | +7.1% | $986M | |
| 5 | SIXH | ETC 6 Meridian Hedged Equity Index Option ETFReadVersus | 0.31% | 1.7% | −0.8% | +17.5% | +22.6% | $744M | |
| 6 | HEGD | Swan Hedged Equity US Large Cap ETFReadVersus | 0.88% | 0.3% | 0.0% | +5.4% | +4.9% | $730M |
#24 of 29 this year · #4 cheapest of 31 · sorted by assetsOpen the Defined Outcome table →
HELO and its peer group · total return · as of Nov 4, 2026
Cards for This View
HELO’s Top 10 Holdings
Today37.9%of HELO sits in these 10
J.P. Morgan HELO · weight in the fund · as of Nov 3, 2026
HELO’s Holdings
TodayNVDANvidia7.9%AAPL7.2%MSFT6.5%AMZN4.0%AVGO2.5%GOOGL2.5%META2.1%GOOG1.8%MU1.6%XOM1.5%JNJ1.5%LLY1.5%MA1.4%TSLA1.4%ABBV1.3%AMD1.3%BRK-B1.2%V1.1%RTX1.0%ACN1.0%LRCX0.9%125 more
TechnologyFinancial ServicesConsumer CyclicalHealthcareCommunication ServicesIndustrialsOther
J.P. Morgan HELO · 147 holdings · tile size = share of the fund · as of Nov 3, 2026
HELO vs Peer Average
YTDHELOAvsBPeer average
1D+0.3%+0.2%
1M−1.0%−2.0%
3M−0.8%−1.7%
YTD+4.2%+5.8%
1Y+5.7%+6.0%
3Y+44.1%+56.0%
5Y[…]+52.4%
3–3level
30 Hedged equity peers · each row scaled to its leader