HELO vs HRSK
JPMorgan Hedged Equity Laddered Overlay ETF vs Toews Agility Shares Hedged Risk ETF
Which is better, HELO or HRSK?
HELO costs less.
HELO has a lower expense ratio.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HELO | HRSK |
|---|---|---|
| Expense Ratio | 0.50%Best | 0.95% |
| AUM | $4.8B | $33M |
| Dividend Yield | 0.57% | 0.00% |
| Holdings | 305 | 244 |
| YTD Return | +4.25%Best | -2.25% |
| 1Y Return | +5.37% | - |
| 3Y Return (annualized) | +11.15% | - |
| Fund Family | J.P. Morgan Asset Management | TOEWS Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 28, 2023 | Jun 15, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
HELO vs HRSK growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
HELO vs HRSK Performance
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an ETF from J.P. Morgan Asset Management and Toews Agility Shares Hedged Risk ETF (HRSK) is an ETF from TOEWS Funds. Year to date, HELO is up 4.25% versus a loss of 2.25% for HRSK.
Past performance does not guarantee future results.
Fees and Cost Over Time
HELO charges 0.50% per year while HRSK charges 0.95%. On a $10,000 position that is $50 vs $95 annually, a gap of $45 per year that compounds over a long holding period. On income, HELO currently yields 0.57% against 0.00% for HRSK.
You are not choosing between two funds in isolation.
Whichever of HELO and HRSK you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HELO or HRSK?
HELO has an expense ratio of 0.50% while HRSK charges 0.95%. HELO is the cheaper option, by $45 a year on a $10,000 investment.
Which pays a higher dividend, HELO or HRSK?
HELO yields 0.57% while HRSK yields 0.00%, so HELO currently pays the higher dividend yield.
Is HRSK better than HELO?
HELO has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.