JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
The fund aims for capital appreciation by investing primarily in equity securities, while employing an enhanced index strategy that hedges market exposure relative to traditional long-only equity strategies, focusing on large capitalization U.S. companies.
ETF Info
Sep 28, 2023
1x
No Index (Active)
Large-Cap
Growth
Expense Ratio
HELO has an expense ratio of 0.50%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) returned -1.08% year-to-date (YTD) and 8.28% over the past 12 months.
HELO
-1.08%
3.74%
-2.29%
8.28%
N/A
N/A
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of HELO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.23% | -0.56% | -4.30% | -0.74% | 3.44% | -1.08% | |||||||
| 2024 | 1.46% | 2.57% | 1.81% | -1.72% | 3.73% | 2.78% | 0.34% | 2.47% | 1.68% | -0.05% | 3.16% | -1.35% | 18.05% |
| 2023 | -1.13% | 5.72% | 1.70% | 6.30% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HELO is 67, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Hedged Equity Laddered Overlay ETF (HELO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
JPMorgan Hedged Equity Laddered Overlay ETF provided a 0.66% dividend yield over the last twelve months, with an annual payout of $0.41 per share.
| Period | TTM | 2024 | 2023 |
|---|---|---|---|
| Dividend | $0.41 | $0.37 | $0.10 |
Dividend yield | 0.66% | 0.60% | 0.19% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Hedged Equity Laddered Overlay ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | |||||||
| 2024 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.15 | $0.37 |
| 2023 | $0.10 | $0.10 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Hedged Equity Laddered Overlay ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan Hedged Equity Laddered Overlay ETF was 10.89%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current JPMorgan Hedged Equity Laddered Overlay ETF drawdown is 3.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.89% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -4.16% | Jul 17, 2024 | 14 | Aug 5, 2024 | 9 | Aug 16, 2024 | 23 |
| -3.6% | Oct 18, 2023 | 8 | Oct 27, 2023 | 5 | Nov 3, 2023 | 13 |
| -2.93% | Apr 1, 2024 | 15 | Apr 19, 2024 | 11 | May 6, 2024 | 26 |
| -2.71% | Sep 3, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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