HELO vs NUDG
JPMorgan Hedged Equity Laddered Overlay ETF vs Nuveen Dividend Growth Fund ETF
Which is better, HELO or NUDG?
NUDG has been ahead.
HELO has a lower expense ratio. NUDG led over 1Y.
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 | NUDG |
|---|---|---|
| Expense Ratio | 0.50%Best | 0.61% |
| AUM | $4.8B | $5.7B |
| Dividend Yield | 0.57% | 0.48% |
| Holdings | 305 | 43 |
| YTD Return | +4.49% | +5.01%Best |
| 1Y Return | +5.69% | - |
| 3Y Return (annualized) | +11.24% | - |
| Fund Family | J.P. Morgan Asset Management | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 28, 2023 | Jun 2, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
HELO vs NUDG 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 NUDG Performance
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an ETF from J.P. Morgan Asset Management and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, HELO is up 4.49% versus a gain of 5.01% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
HELO charges 0.50% per year while NUDG charges 0.61%. On a $10,000 position that is $50 vs $61 annually, a gap of $11 per year that compounds over a long holding period. On income, HELO currently yields 0.57% against 0.48% for NUDG.
Holdings Overlap
At least 30.8% of HELO's money is in holdings NUDG also owns.
Stated as a floor: for NUDG, our book for it covers 94.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
20 positions in common, counted across the 145 positions we hold weights for in HELO and 41 in NUDG, against full books of 305 and 43.
Top Shared Holdings
| Stock | Weight in HELO | Weight in NUDG | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 6.60% | 7.58% | 0.98% |
| AAPLApple Inc | 7.15% | 6.53% | 0.62% |
| AVGOBroadcom Inc | 2.68% | 4.72% | 2.04% |
| GOOGAlphabet Inc. C | 2.23% | 3.63% | 1.40% |
| APHAmphenol Corp. Class A | 0.66% | 3.98% | 3.32% |
| MAMastercard Inc | 1.29% | 2.34% | 1.05% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 1.47% | 2.00% | 0.53% |
| ABBVAbbvie Inc. | 1.20% | 1.90% | 0.70% |
| NEENextera Energy Inc | 0.84% | 2.20% | 1.36% |
| TTTrane Technologies Plc - Common | 0.92% | 1.93% | 1.01% |
30.8% of HELO is already inside NUDG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HELO or NUDG?
HELO has an expense ratio of 0.50% while NUDG charges 0.61%. HELO is the cheaper option, by $11 a year on a $10,000 investment.
What is the holdings overlap between HELO and NUDG?
At least 30.8% of HELO's money is in holdings NUDG also owns. Our book for NUDG is partial, so the real figure is this or higher. They hold 20 positions in common, counted across the 145 positions we hold weights for in HELO and 41 in NUDG.
Which pays a higher dividend, HELO or NUDG?
HELO yields 0.57% while NUDG yields 0.48%, so HELO currently pays the higher dividend yield.
Is NUDG better than HELO?
HELO has a lower expense ratio. NUDG led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.