BALT vs HELO
YTDYear to date
HELO wins+0.6 pts
Past year
HELO wins+0.5 pts
Fee
HELO winslower fee
Yield
HELO wins+0.6 pts
AUM
HELO1.5× more
4–0HELO wins
BALT and HELO · year-to-date · as of Nov 5, 2026 · AUM not scored
HELO vs S&P 500
1D$69.69 · +1.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D ▼1M3MYTD1Y3Y5YMAX
Total return+1.1%−0.4%+0.1%+5.3%+6.7%+44.8%—+42.5%
Peer average+0.9%−1.5%−0.7%+6.7%+6.9%+56.2%+54.5%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
J.P. Morgan HELO and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
HELO’s Holdings
TodayNVDANvidia8.0%AAPL7.0%MSFT6.5%AMZN4.2%AVGO2.6%GOOGL2.5%META2.2%GOOG1.8%MU1.6%LLY1.5%XOM1.5%JNJ1.5%MA1.4%TSLA1.4%BRK-B1.3%ABBV1.2%AMD1.2%V1.1%RTX1.1%LRCXNEEACN126 more
TechnologyFinancial ServicesConsumer CyclicalHealthcareCommunication ServicesIndustrialsOther
J.P. Morgan HELO · 148 holdings · tile size = share of the fund · as of Nov 4, 2026
All 31 Hedged Equity ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered OverlayReadDesk | 0.50% | 0.6% | +5.3% | +5.3% | $4.9B | |
| 2 | BALT | Innovator Defined Wealth ShieldReadDesk | 0.69% | — | +4.7% | +4.7% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed FloorReadDesk | 0.89% | 0.2% | +6.7% | +6.7% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged EquityReadDesk | 0.52% | 0.6% | +8.4% | +8.4% | $986M | |
| 5 | HEGD | Swan Hedged Equity US Large CapReadDesk | 0.88% | 0.3% | +6.7% | +6.7% | $731M | |
| 6 | SIXH | ETC 6 Meridian Hedged Equity OptionReadDesk | 0.31% | 1.7% | +18.4% | +18.4% | $635M | |
| 7 | QFLR | Innovator Nasdaq-100 Managed FloorReadDesk | 0.89% | — | +0.8% | +0.8% | $493M | |
| 8 | HEQT | Simplify Hedged EquityReadDesk | 0.48% | 1.2% | +8.7% | +8.7% | $310M | |
| 9 | HAWG | HCM Hedged EquityReadDesk | 1.35% | — | new | new | $200M | |
| 10 | SHDG | Soundwatch Hedged EquityReadDesk | 1.01% | 0.5% | +4.0% | +4.0% | $157M | |
| 11 | PHEQ | Parametric Hedged EquityReadDesk | 0.29% | 0.8% | +9.7% | +9.7% | $150M | |
| 12 | KSPY | KraneShares Hedgeye Hedged EquityReadDesk | 0.88% | 5.9% | +10.3% | +10.3% | $135M | |
| 13 | SEPZ | TrueShares Structured Outcome (September)ReadDesk | 0.79% | 2.0% | +9.5% | +9.5% | $104M | |
| 14 | RFLR | Innovator U.S. Small Cap Managed FloorReadDesk | 0.89% | 0.6% | +13.7% | +13.7% | $96.7M | |
| 15 | CBLS | Clough Hedged EquityReadDesk | 1.89% | 0.9% | +2.3% | +2.3% | $48.4M | |
| 16 | AUGZ | TrueShares Structured Outcome (August)ReadDesk | 0.79% | 3.3% | +9.0% | +9.0% | $43.9M |
1–16 of 31Page 1 of 2
Hedged Equity · current AUM · as of Nov 5, 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% | +1.1% | +5.3% | +6.7% | $4.9B | |
| 2 | BALT | Innovator Defined Wealth Shield ETFReadVersus | 0.69% | — | +0.4% | +4.7% | +6.3% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed Floor ETFReadVersus | 0.89% | 0.2% | +1.2% | +6.7% | +6.6% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged Equity ETFReadVersus | 0.52% | 0.6% | +0.6% | +8.4% | +7.5% | $986M | |
| 5 | HEGD | Swan Hedged Equity US Large Cap ETFReadVersus | 0.88% | 0.3% | +1.2% | +6.7% | +6.2% | $731M | |
| 6 | SIXH | ETC 6 Meridian Hedged Equity Index Option ETFReadVersus | 0.31% | 1.7% | +0.7% | +18.4% | +23.9% | $635M |
#22 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 5, 2026
Cards for This View
HELO’s Top 10 Holdings
Today37.8%of HELO sits in these 10
J.P. Morgan HELO · weight in the fund · as of Nov 4, 2026
HELO’s Holdings
TodayNVDANvidia8.0%AAPL7.0%MSFT6.5%AMZN4.2%AVGO2.6%GOOGL2.5%META2.2%GOOG1.8%MU1.6%LLY1.5%XOM1.5%JNJ1.5%MA1.4%TSLA1.4%BRK-B1.3%ABBV1.2%AMD1.2%V1.1%RTX1.1%LRCXNEEACN126 more
TechnologyFinancial ServicesConsumer CyclicalHealthcareCommunication ServicesIndustrialsOther
J.P. Morgan HELO · 148 holdings · tile size = share of the fund · as of Nov 4, 2026
HELO vs Peer Average
YTDHELOAvsBPeer average
1D+1.1%+0.9%
1M−0.4%−1.5%
3M+0.1%−0.7%
YTD+5.3%+6.7%
1Y+6.7%+6.9%
3Y+44.8%+56.2%
5Y[…]+54.5%
3–3level
30 Hedged equity peers · each row scaled to its leader