HELO vs. RSP

In the year-to-date period, HELO achieves a -3.41% return, which is significantly lower than RSP's -1.04% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

HELO has a 0.50% expense ratio, which is higher than RSP's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Hedged Equity Laddered Overlay ETF (HELO) and Invesco S&P 500® Equal Weight ETF (RSP). 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.

The current HELO Sharpe Ratio is 0.69, which is higher than the RSP Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of HELO and RSP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HELO's dividend yield for the trailing twelve months is around 0.68%, less than RSP's 1.63% yield.

The maximum HELO drawdown since its inception was -10.89%, smaller than the maximum RSP drawdown of -59.92%. Use the drawdown chart below to compare losses from any high point for HELO and RSP. For additional features, visit the drawdowns tool.