HELO ETF (JPMorgan Hedged Equity Laddered Overlay ETF) is managed by J.P. Morgan Asset Management with $3.86B in net assets. HELO expense ratio is 0.50%, holding 162 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2023-09-28.

HELO performance shows a YTD return of 0.81%. The 1-year return is 7.31%. HELO dividend yield stands at 0.66%, paid quarterly.

HELO top holdings include Nvidia Corp. (8.4%), Apple Inc (6.5%), Microsoft Corp (5.9%), Amazon.Com Inc (4.3%), Alphabet Inc,class A (3.4%). View all HELO holdings, sector breakdown, or dividend history.

HELO can be compared against other funds using the overlap calculator or side-by-side comparison tool. HELO alternatives are available via the screener, along with tax-loss harvesting opportunities.