BALT vs HELO
YTDYear to date
BALT wins+1.1 pts
Past year
BALT wins+1.2 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 7, 2026 · AUM not scored
HELO vs S&P 500
YTD$67.94 · +0.2% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.2%−2.6%−2.6%+2.7%+4.3%+39.2%—+38.9%
Peer average+0.2%−3.6%−3.7%+3.9%+4.6%+50.1%+48.8%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
J.P. Morgan HELO and Vanguard VOO · total return, dividends in · as of Nov 7, 2026
HELO’s Holdings
TodayAAPLApple7.3%NVDA7.1%MSFT6.8%AMZN4.5%GOOGL2.6%AVGO2.3%META2.2%GOOG1.9%JNJ1.5%MA1.5%LLY1.4%XOM1.4%BRK-B1.3%ABBV1.3%MU1.2%TSLA1.2%V1.1%RTX1.0%AMDNEEACNLOW126 more
TechnologyFinancial ServicesConsumer CyclicalHealthcareCommunication ServicesIndustrialsOther
J.P. Morgan HELO · 148 holdings · tile size = share of the fund · as of Nov 6, 2026
All 31 Hedged Equity ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered OverlayReadDesk | 0.50% | 0.6% | +2.7% | +2.7% | $4.9B | |
| 2 | BALT | Innovator Defined Wealth ShieldReadDesk | 0.69% | — | +3.8% | +3.8% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed FloorReadDesk | 0.89% | 0.3% | +3.1% | +3.1% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged EquityReadDesk | 0.52% | 0.6% | +6.0% | +6.0% | $1000M | |
| 5 | HEGD | Swan Hedged Equity US Large CapReadDesk | 0.88% | 0.3% | +4.0% | +4.0% | $719M | |
| 6 | SIXH | ETC 6 Meridian Hedged Equity OptionReadDesk | 0.31% | 1.8% | +14.7% | +14.7% | $621M | |
| 7 | QFLR | Innovator Nasdaq-100 Managed FloorReadDesk | 0.89% | — | −2.6% | −2.6% | $475M | |
| 8 | HEQT | Simplify Hedged EquityReadDesk | 0.48% | 1.2% | +5.6% | +5.6% | $303M | |
| 9 | SHDG | Soundwatch Hedged EquityReadDesk | 1.01% | 0.5% | +0.9% | +0.9% | $152M | |
| 10 | PHEQ | Parametric Hedged EquityReadDesk | 0.29% | 0.8% | +7.0% | +7.0% | $149M | |
| 11 | KSPY | KraneShares Hedgeye Hedged EquityReadDesk | 0.88% | 6.1% | +6.6% | +6.6% | $130M | |
| 12 | HAWG | HCM Hedged EquityReadDesk | 1.35% | — | new | new | $102M | |
| 13 | SEPZ | TrueShares Structured Outcome (September)ReadDesk | 0.79% | 2.1% | +6.1% | +6.1% | $102M | |
| 14 | RFLR | Innovator U.S. Small Cap Managed FloorReadDesk | 0.89% | 0.7% | +11.3% | +11.3% | $94.5M | |
| 15 | AUGZ | TrueShares Structured Outcome (August)ReadDesk | 0.79% | 3.4% | +5.7% | +5.7% | $43.0M | |
| 16 | OCTZ | TrueShares Structured Outcome (October)ReadDesk | 0.79% | 3.8% | +5.7% | +5.7% | $41.7M |
1–16 of 31Page 1 of 2
Hedged Equity · current AUM · as of Nov 7, 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% | +0.2% | +2.7% | +4.3% | $4.9B | |
| 2 | BALT | Innovator Defined Wealth Shield ETFReadVersus | 0.69% | — | +0.2% | +3.8% | +5.5% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed Floor ETFReadVersus | 0.89% | 0.3% | +0.3% | +3.1% | +3.7% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged Equity ETFReadVersus | 0.52% | 0.6% | +0.1% | +6.0% | +6.1% | $1000M | |
| 5 | HEGD | Swan Hedged Equity US Large Cap ETFReadVersus | 0.88% | 0.3% | +0.3% | +4.0% | +4.2% | $719M | |
| 6 | SIXH | ETC 6 Meridian Hedged Equity Index Option ETFReadVersus | 0.31% | 1.8% | 0.0% | +14.7% | +19.6% | $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 7, 2026
Cards for This View
HELO’s Top 10 Holdings
Today37.6%of HELO sits in these 10
J.P. Morgan HELO · weight in the fund · as of Nov 6, 2026
HELO’s Holdings
TodayAAPLApple7.3%NVDA7.1%MSFT6.8%AMZN4.5%GOOGL2.6%AVGO2.3%META2.2%GOOG1.9%JNJ1.5%MA1.5%LLY1.4%XOM1.4%BRK-B1.3%ABBV1.3%MU1.2%TSLA1.2%V1.1%RTX1.0%AMDNEEACNLOW126 more
TechnologyFinancial ServicesConsumer CyclicalHealthcareCommunication ServicesIndustrialsOther
J.P. Morgan HELO · 148 holdings · tile size = share of the fund · as of Nov 6, 2026
HELO vs Peer Average
YTDHELOAvsBPeer average
1D+0.2%+0.2%
1M−2.6%−3.6%
3M−2.6%−3.7%
YTD+2.7%+3.9%
1Y+4.3%+4.6%
3Y+39.2%+50.1%
5Y[…]+48.8%
2–4Peer average wins
30 Hedged equity peers · each row scaled to its leader