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DNP vs HELO

Comparison between DNP Select Income Fund Inc (DNP, ETF) and JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF).

DNP vs HELO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DNP
$3.90B
Winner
HELO
$4B
Expense Ratio
DNP
N/A
HELO
0.50%
Max Drawdown
DNP
54.78%
Winner
HELO
11.02%
Sharpe Ratio
Winner
DNP
1.54
HELO
1.44
5Y Beta
Winner
DNP
0.39
HELO
0.47
P/E Ratio
DNP
N/A
HELO
28.33
Forward P/E
DNP
N/A
HELO
21.00
PEG Ratio
DNP
N/A
HELO
0.57
5Y Dividends CAGR
DNP
1.61%
HELO
N/A
5Y EPS CAGR
DNP
N/A
HELO
25.71%
Debt to Equity
DNP
N/A
HELO
-3.93%
P/S Ratio
DNP
N/A
HELO
4.08
P/B Ratio
DNP
N/A
HELO
5.57

DNP vs HELO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DNP
+2.91%
HELO
+2.64%
3M
Winner
DNP
+6.12%
HELO
+1.55%
6M
Winner
DNP
+9.68%
HELO
+3.07%
1Y
Winner
DNP
+19.74%
HELO
+11.77%
5Y(CAGR)
DNP
+9.26%
HELO
N/A
10Y(CAGR)
DNP
+8.03%
HELO
N/A
Max(CAGR)
DNP
+8.07%
Winner
HELO
+13.09%

DNP vs HELO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDNPHELO
2026+10.35%+1.98%
2025+21.06%+8.10%
2024+11.10%+18.31%
2023-19.12%+6.30%
2022+10.44%N/A
2021+15.85%N/A
2020-12.89%N/A
2019+30.75%N/A
2018+2.78%N/A
2017+12.29%N/A
2016+22.45%N/A
2015-6.64%N/A
2014+21.21%N/A
2013+6.54%N/A
2012-6.53%N/A
2011+30.42%N/A
2010+10.24%N/A
2009+47.10%N/A
2008-36.38%N/A
2007+5.95%N/A
2006+12.53%N/A
2005-4.94%N/A
2004+16.87%N/A
2003+18.70%N/A
2002-2.63%N/A
2001+11.91%N/A
2000+30.60%N/A
1999-13.63%N/A

DNP vs HELO Drawdown Comparison

The maximum drawdown for DNP was -48.54%, occurring on Mar 9, 2009. Recovery took 519 trading sessions.

The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.

The current DNP drawdown is -1.29%. The current HELO drawdown is -0.12%.

RankDNPHELO
#1-48.54%
Jun 4, 2008 - Jun 25, 2010		-10.89%
Feb 19, 2025 - Aug 12, 2025
#2-39.54%
Feb 11, 2020 - Mar 2, 2022		-5.76%
Feb 9, 2026 - Apr 22, 2026
#3-25.97%
Apr 24, 2002 - May 23, 2003		-4.16%
Jul 16, 2024 - Aug 16, 2024
#4-24.30%
Jan 13, 2023 - Mar 28, 2025		-3.60%
Oct 17, 2023 - Nov 3, 2023
#5-21.51%
Jul 23, 2012 - May 13, 2014		-2.93%
Mar 28, 2024 - May 6, 2024
#6-16.01%
May 28, 2015 - Apr 11, 2016		-2.71%
Aug 30, 2024 - Sep 19, 2024
#7-15.29%
Nov 5, 1999 - Aug 7, 2000		-2.56%
Dec 26, 2024 - Jan 23, 2025
#8-14.39%
Apr 28, 2022 - Jan 10, 2023		-2.38%
Nov 12, 2025 - Nov 25, 2025
#9-13.40%
Mar 31, 2004 - Aug 27, 2004		-2.21%
Dec 5, 2024 - Dec 26, 2024
#10-12.04%
Oct 3, 2005 - Oct 9, 2006		-2.09%
Jan 12, 2026 - Jan 27, 2026
#11-11.86%
Mar 2, 2005 - Jun 24, 2005		-1.81%
Dec 11, 2025 - Dec 22, 2025
#12-11.71%
Oct 11, 2017 - May 25, 2018		-1.50%
Oct 29, 2024 - Nov 6, 2024
#13-11.20%
Jul 11, 2011 - Sep 15, 2011		-1.45%
Jan 23, 2025 - Feb 19, 2025
#14-10.42%
Feb 24, 2012 - Jun 18, 2012		-1.34%
Oct 6, 2025 - Oct 20, 2025
#15-10.33%
Nov 10, 2010 - May 10, 2011		-1.32%
Jan 28, 2026 - Feb 9, 2026

Correlation

Correlation between DNP and HELO is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2000 - 2026)

DNP vs HELO dividend yield comparison.

YearDNPHELO
20262.43%0.10%
20257.81%0.67%
20248.84%0.60%
20239.20%0.19%
20226.93%0.00%
20217.18%0.00%
20207.60%0.00%
20196.11%0.00%
20187.50%0.00%
20177.22%0.00%
20167.62%0.00%
20158.71%0.00%
20147.39%0.00%
20138.28%0.00%
20127.55%0.00%
20117.14%0.00%
20108.53%0.00%
20098.72%0.00%
200812.68%0.00%
20077.37%0.00%
20067.21%0.00%
20057.56%0.00%
20046.67%0.00%
20037.25%0.00%
20028.08%0.00%
20017.14%0.00%
20003.19%0.00%

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