HELO Among Hedged Equity ETFs
End-of-day Nov 13, 2026 · 29 Hedged equity ETFs by YTD
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J.P. MorganDefined OutcomeHedged Equity#296 of 318 by YTD
J.P. MorganDefined OutcomeHedged Equity#296 of 318 by YTD
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −0.4% | +1.2% | −1.3% | −1.6% | +3.9% | +5.0% | +37.4% | — | +40.5% |
| Peer average | −0.4% | +1.4% | −2.0% | −2.4% | +5.4% | +5.6% | +49.4% | +49.4% | — |
| S&P 500 · VOO | −0.4% | +2.6% | −2.3% | −2.1% | +11.5% | +11.6% | +79.3% | +72.7% | — |
$74 of every $1,000 in HELO is Apple
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | AAPLApple | Technology | 7.44% | $743.58 | 1.0M | $363.2M |
| 2 | NVDANvidia | Technology | 6.57% | $657.47 | 1.8M | $321.1M |
| 3 | MSFTMicrosoft | Technology | 6.52% | $651.98 | 611K | $318.5M |
| 4 | AMZNAmazon | Consumer Cyclical | 4.46% | $445.52 | 818K | $217.6M |
| 5 | AVGOBroadcom | Technology | 2.71% | $271.04 | 383K | $132.4M |
| 6 | GOOGLAlphabet | Communication Services | 2.65% | $264.99 | 441K | $129.4M |
| 7 | —Jpmorgan Prime Money | — | 2.36% | $236.25 | 115.4M | $115.4M |
| 8 | METAMETA Platforms | Communication Services | 2.20% | $219.84 | 171K | $107.4M |
| 9 | GOOGAlphabet | Communication Services | 1.90% | $189.53 | 319K | $92.6M |
| 10 | LLYELI Lilly AND Company | Healthcare | 1.50% | $149.56 | 51K | $73.1M |
| 11 | MUMicron Technology | Technology | 1.49% | $148.61 | 89K | $72.6M |
| 12 | JNJJohnson & Johnson | Healthcare | 1.48% | $147.95 | 258K | $72.3M |
| 13 | MAMastercard | Financial Services | 1.42% | $141.52 | 105K | $69.1M |
| 14 | XOMExxonmobil | Energy | 1.37% | $137.07 | 402K | $67.0M |
| 15 | BRK-BBerkshire Hathaway | Financial Services | 1.34% | $134.40 | 112K | $65.6M |
of the $14.8B in 31 Hedged equity ETFs
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | AAPL | Apple | 7.44% |
| 2 | NVDA | Nvidia | 6.57% |
| 3 | MSFT | Microsoft | 6.52% |
| 4 | AMZN | Amazon | 4.46% |
| 5 | AVGO | Broadcom | 2.71% |
| 6 | GOOGL | Alphabet - - | 2.65% |
| 7 | META | META Platforms | 2.20% |
| 8 | GOOG | Alphabet - - | 1.90% |
| 9 | LLY | ELI Lilly AND Company | 1.50% |
| 10 | MU | Micron Technology | 1.49% |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Sep 22, 2026 | Sep 24, 2026 | $0.0907 |
| Jun 23, 2026 | Jun 25, 2026 | $0.11 |
| Mar 24, 2026 | Mar 26, 2026 | $0.0695 |
| Dec 16, 2025 | Dec 18, 2025 | $0.13 |
| Sep 23, 2025 | Sep 25, 2025 | $0.13 |
| Jun 24, 2025 | Jun 26, 2025 | $0.10 |
| Mar 25, 2025 | Mar 27, 2025 | $0.0880 |
| Dec 24, 2024 | Dec 27, 2024 | $0.15 |
| Sep 24, 2024 | Sep 26, 2024 | $0.0816 |
| Jun 25, 2024 | Jun 27, 2024 | $0.0842 |
| Mar 19, 2024 | Mar 22, 2024 | $0.0525 |
| Dec 19, 2023 | Dec 22, 2023 | $0.10 |