BALT vs HELO
YTDYear to date
BALT wins+0.4 pts
Past year
Level
Fee
HELO winslower fee
Yield
HELO wins+0.6 pts
AUM
HELO1.5× more
2–1HELO wins
BALT and HELO · year-to-date · as of Nov 10, 2026 · AUM not scored
HELO vs S&P 500
3M$68.80 · +1.3% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3M ▼YTD1Y3Y5YMAX
Total return+1.3%−1.7%−1.2%+4.0%+6.2%+39.1%—+40.7%
Peer average+1.6%−2.6%−2.0%+5.5%+6.9%+51.0%+51.3%—
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
J.P. Morgan HELO and Vanguard VOO · total return, dividends in · as of Nov 10, 2026
HELO’s Holdings
TodayNVDANvidia7.3%AAPL7.3%MSFT6.7%AMZN4.4%GOOGL2.6%AVGO2.3%META2.2%GOOG1.9%JNJ1.5%MA1.4%LLY1.4%XOM1.4%BRK-B1.3%MU1.3%ABBV1.3%TSLA1.2%V1.1%AMD1.1%RTXNEEACNLOW126 more
TechnologyFinancial ServicesConsumer CyclicalHealthcareCommunication ServicesIndustrialsOther
J.P. Morgan HELO · 148 holdings · tile size = share of the fund · as of Nov 9, 2026
All 31 Hedged Equity ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered OverlayReadDesk | 0.50% | 0.6% | +4.0% | +4.0% | $4.8B | |
| 2 | BALT | Innovator Defined Wealth ShieldReadDesk | 0.69% | — | +4.4% | +4.4% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed FloorReadDesk | 0.89% | 0.2% | +5.3% | +5.3% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged EquityReadDesk | 0.52% | 0.6% | +7.0% | +7.0% | $1000M | |
| 5 | HEGD | Swan Hedged Equity US Large CapReadDesk | 0.88% | 0.3% | +5.4% | +5.4% | $719M | |
| 6 | SIXH | ETC 6 Meridian Hedged Equity OptionReadDesk | 0.31% | 1.8% | +16.7% | +16.7% | $621M | |
| 7 | QFLR | Innovator Nasdaq-100 Managed FloorReadDesk | 0.89% | — | −0.7% | −0.7% | $475M | |
| 8 | HEQT | Simplify Hedged EquityReadDesk | 0.48% | 1.2% | +7.2% | +7.2% | $304M | |
| 9 | SHDG | Soundwatch Hedged EquityReadDesk | 1.01% | 0.5% | +2.7% | +2.7% | $152M | |
| 10 | PHEQ | Parametric Hedged EquityReadDesk | 0.29% | 0.8% | +8.3% | +8.3% | $149M | |
| 11 | KSPY | KraneShares Hedgeye Hedged EquityReadDesk | 0.88% | 6.0% | +8.2% | +8.2% | $130M | |
| 12 | SEPZ | TrueShares Structured Outcome (September)ReadDesk | 0.79% | 2.0% | +8.0% | +8.0% | $101M | |
| 13 | HAWG | HCM Hedged EquityReadDesk | 1.35% | — | new | new | $98.6M | |
| 14 | RFLR | Innovator U.S. Small Cap Managed FloorReadDesk | 0.89% | 0.6% | +13.5% | +13.5% | $94.5M | |
| 15 | AUGZ | TrueShares Structured Outcome (August)ReadDesk | 0.79% | 3.4% | +7.6% | +7.6% | $43.1M | |
| 16 | OCTZ | TrueShares Structured Outcome (October)ReadDesk | 0.79% | 3.7% | +7.5% | +7.5% | $41.8M |
1–16 of 31Page 1 of 2
Hedged Equity · current AUM · as of Nov 10, 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% | +1.3% | +4.0% | +6.2% | $4.8B | |
| 2 | BALT | Innovator Defined Wealth Shield ETFReadVersus | 0.69% | — | +0.6% | +4.4% | +6.2% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed Floor ETFReadVersus | 0.89% | 0.2% | +2.1% | +5.3% | +7.0% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged Equity ETFReadVersus | 0.52% | 0.6% | +0.9% | +7.0% | +8.1% | $1000M | |
| 5 | HEGD | Swan Hedged Equity US Large Cap ETFReadVersus | 0.88% | 0.3% | +1.3% | +5.4% | +6.0% | $719M | |
| 6 | SIXH | ETC 6 Meridian Hedged Equity Index Option ETFReadVersus | 0.31% | 1.8% | +1.7% | +16.7% | +21.2% | $621M |
#23 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 10, 2026
Cards for This View
HELO’s Top 10 Holdings
Today37.7%of HELO sits in these 10
J.P. Morgan HELO · weight in the fund · as of Nov 9, 2026
HELO’s Holdings
TodayNVDANvidia7.3%AAPL7.3%MSFT6.7%AMZN4.4%GOOGL2.6%AVGO2.3%META2.2%GOOG1.9%JNJ1.5%MA1.4%LLY1.4%XOM1.4%BRK-B1.3%MU1.3%ABBV1.3%TSLA1.2%V1.1%AMD1.1%RTXNEEACNLOW126 more
TechnologyFinancial ServicesConsumer CyclicalHealthcareCommunication ServicesIndustrialsOther
J.P. Morgan HELO · 148 holdings · tile size = share of the fund · as of Nov 9, 2026
HELO vs Peer Average
YTDHELOAvsBPeer average
1D+1.3%+1.6%
1M−1.7%−2.6%
3M−1.2%−2.0%
YTD+4.0%+5.5%
1Y+6.2%+6.9%
3Y+39.1%+51.0%
5Y[…]+51.3%
2–4Peer average wins
30 Hedged equity peers · each row scaled to its leader