FSEC vs HELO

Comparison between FIDELITY INVESTMENT GRADE SECURITIZED ETF (FSEC, ETF) and JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF).

FSEC vs HELO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FSEC(ETF)	HELO(ETF)
Net Assets	$4.60B	$4.60B
Expense Ratio	0.36%	0.50%
Max Drawdown	22.11%	11.02%
Sharpe Ratio	-0.02	0.79
5Y Beta	0.03	0.47
P/E Ratio	N/A	25.09
Forward P/E	N/A	19.92
PEG Ratio	N/A	0.27
5Y Dividends CAGR	59.28%	N/A
5Y EPS CAGR	N/A	27.86%
Debt to Equity	N/A	10.06%
P/S Ratio	N/A	4.00
P/B Ratio	N/A	5.53

Net Assets

FSEC

$4.60B

HELO

$4.60B

Expense Ratio

Winner

FSEC

0.36%

HELO

0.50%

Max Drawdown

FSEC

22.11%

Winner

HELO

11.02%

Sharpe Ratio

FSEC

-0.02

Winner

HELO

0.79

5Y Beta

Winner

FSEC

0.03

HELO

0.47

P/E Ratio

FSEC

N/A

HELO

25.09

Forward P/E

FSEC

N/A

HELO

19.92

PEG Ratio

FSEC

N/A

HELO

0.27

5Y Dividends CAGR

FSEC

59.28%

HELO

N/A

5Y EPS CAGR

FSEC

N/A

HELO

27.86%

Debt to Equity

FSEC

N/A

HELO

10.06%

P/S Ratio

FSEC

N/A

HELO

4.00

P/B Ratio

FSEC

N/A

HELO

5.53

FSEC vs HELO - Historical Returns

Returns include dividend reinvestment.

Period	FSEC	HELO
1 month	-0.05%	+1.85%
3 months	-0.06%	+2.63%
6 months	-1.06%	+3.83%
1 year	+4.20%	+9.61%
5 years(CAGR)	+0.31%	N/A
Max(CAGR)	+0.33%	+12.81%

FSEC

-0.05%

Winner

HELO

+1.85%

FSEC

-0.06%

Winner

HELO

+2.63%

FSEC

-1.06%

Winner

HELO

+3.83%

FSEC

+4.20%

Winner

HELO

+9.61%

5Y(CAGR)

FSEC

+0.31%

HELO

N/A

Max(CAGR)

FSEC

+0.33%

Winner

HELO

+12.81%

FSEC vs HELO - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	FSEC	HELO
2026	+0.43%	+4.75%
2025	+8.06%	+8.10%
2024	+2.68%	+18.31%
2023	+4.77%	+6.30%
2022	-12.33%	N/A
2021	-0.50%	N/A

FSEC vs HELO Drawdown Comparison

The maximum drawdown for FSEC was -17.97%, occurring on Oct 24, 2022. Recovery took 1054 trading sessions.

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

The current FSEC drawdown is -1.71%. The current HELO drawdown is -1.05%.

Rank	FSEC	HELO
#1	-17.97% Aug 3, 2021 - Oct 14, 2025	-10.89% Feb 19, 2025 - Aug 12, 2025
#2	-2.53% Feb 27, 2026 - May 19, 2026	-5.76% Feb 9, 2026 - Apr 22, 2026
#3	-1.23% Oct 14, 2025 - Jan 9, 2026	-4.16% Jul 16, 2024 - Aug 16, 2024
#4	-0.74% Apr 30, 2021 - Jul 19, 2021	-3.60% Oct 17, 2023 - Nov 3, 2023
#5	-0.63% Mar 4, 2021 - Apr 15, 2021	-2.93% Mar 28, 2024 - May 6, 2024
#6	-0.56% Jan 9, 2026 - Jan 27, 2026	-2.71% Aug 30, 2024 - Sep 19, 2024
#7	-0.38% Feb 13, 2026 - Feb 27, 2026	-2.56% Dec 26, 2024 - Jan 23, 2025
#8	-0.36% Jan 27, 2026 - Feb 5, 2026	-2.38% Nov 12, 2025 - Nov 25, 2025
#9	-0.29% Apr 22, 2021 - Apr 30, 2021	-2.21% Dec 5, 2024 - Dec 26, 2024
#10	-0.16% Feb 5, 2026 - Feb 10, 2026	-2.09% Jan 12, 2026 - Jan 27, 2026
#11	-0.13% Jul 20, 2021 - Jul 27, 2021	-1.89% Jul 15, 2026 - Jul 31, 2026
#12	-0.11% Feb 10, 2026 - Feb 12, 2026	-1.81% Dec 11, 2025 - Dec 22, 2025
#13	-0.04% Apr 15, 2021 - Apr 19, 2021	-1.72% Jun 1, 2026 - Jul 6, 2026
#14	-0.04% Jul 27, 2021 - Jul 29, 2021	-1.50% Oct 29, 2024 - Nov 6, 2024
#15	N/A	-1.45% Jan 23, 2025 - Feb 19, 2025