HELO ETF (JPMorgan Hedged Equity Laddered Overlay ETF) is managed by J.P. Morgan Asset Management with $4.56B in net assets. HELO expense ratio is 0.50%, holding 161 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2023-09-28.

HELO performance shows a YTD return of 1.97%. The 1-year return is 8.70%. HELO dividend yield stands at 0.71%, paid quarterly.

HELO top holdings include Nvidia Corp. (7.8%), Apple, Inc (7.3%), Microsoft Corp 4.100 Feb 06 37 (4.9%), Amazon.Com Inc (4.0%), Alphabet Inc Common Stock USD 0.001 (3.0%). 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.