Correlation
The correlation between DAPR and HELO is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
DAPR vs. HELO
Compare and contrast key facts about FT Cboe Vest U.S. Equity Deep Buffer ETF – April (DAPR) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO).
DAPR and HELO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DAPR is an actively managed fund by First Trust. It was launched on Apr 16, 2021. HELO is an actively managed fund by JPMorgan Chase. It was launched on Sep 28, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DAPR or HELO.
Performance
DAPR vs. HELO - Performance Comparison
Loading data...
Key characteristics
DAPR:
0.58
HELO:
0.89
DAPR:
0.83
HELO:
1.13
DAPR:
1.17
HELO:
1.16
DAPR:
0.63
HELO:
0.71
DAPR:
3.01
HELO:
2.39
DAPR:
2.20%
HELO:
3.22%
DAPR:
12.74%
HELO:
10.02%
DAPR:
-10.51%
HELO:
-10.89%
DAPR:
-2.30%
HELO:
-3.72%
Returns By Period
In the year-to-date period, DAPR achieves a -0.47% return, which is significantly higher than HELO's -1.15% return.
DAPR
-0.47%
2.53%
-0.61%
7.34%
6.78%
N/A
N/A
HELO
-1.15%
3.38%
-2.48%
8.82%
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DAPR vs. HELO - Expense Ratio Comparison
DAPR has a 0.85% expense ratio, which is higher than HELO's 0.50% expense ratio.
Risk-Adjusted Performance
DAPR vs. HELO — Risk-Adjusted Performance Rank
DAPR
HELO
DAPR vs. HELO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest U.S. Equity Deep Buffer ETF – April (DAPR) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Loading data...
Dividends
DAPR vs. HELO - Dividend Comparison
DAPR has not paid dividends to shareholders, while HELO's dividend yield for the trailing twelve months is around 0.66%.
| TTM | 2024 | 2023 | |
|---|---|---|---|
DAPR FT Cboe Vest U.S. Equity Deep Buffer ETF – April | 0.00% | 0.00% | 0.00% |
HELO JPMorgan Hedged Equity Laddered Overlay ETF | 0.66% | 0.60% | 0.19% |
Drawdowns
DAPR vs. HELO - Drawdown Comparison
The maximum DAPR drawdown since its inception was -10.51%, roughly equal to the maximum HELO drawdown of -10.89%. Use the drawdown chart below to compare losses from any high point for DAPR and HELO.
Loading data...
Volatility
DAPR vs. HELO - Volatility Comparison
The current volatility for FT Cboe Vest U.S. Equity Deep Buffer ETF – April (DAPR) is 1.87%, while JPMorgan Hedged Equity Laddered Overlay ETF (HELO) has a volatility of 2.70%. This indicates that DAPR experiences smaller price fluctuations and is considered to be less risky than HELO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...