HELO ETF
JPMorgan Hedged Equity Laddered Overlay ETF
HELO ETF Overview
HELO ETF (JPMorgan Hedged Equity Laddered Overlay ETF) is managed by J.P. Morgan Asset Management with $4.75B in net assets. HELO expense ratio is 0.50%, holding 163 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2023-09-28.
HELO performance shows a YTD return of 3.13%. The 1-year return is 8.67%. HELO dividend yield stands at 0.62%, paid quarterly.
HELO top holdings include Nvidia Corp (8.5%), Apple, Inc (6.6%), Microsoft Corp (6.3%), Amazon.Com Inc (4.3%), Alphabet Inc,class A (3.0%). Go to all HELO holdings, HELO sectors, or HELO dividends.
HELO can be compared against other funds. Use HELO overlap to find shared positions, or HELO vs another fund for a side-by-side view. HELO alternatives are available via the screener, along with tax-loss harvesting opportunities.