HELO vs AIA
Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and iShares Asia 50 ETF (AIA, ETF).
HELO vs AIA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HELO
$4B
Winner
AIA
$4.10B
Expense Ratio
HELO
0.50%
AIA
0.50%
Max Drawdown
Winner
HELO
11.02%
AIA
61.14%
Sharpe Ratio
HELO
1.44
Winner
AIA
2.49
5Y Beta
Winner
HELO
0.47
AIA
1.01
P/E Ratio
HELO
28.33
AIA
N/A
Forward P/E
HELO
21.00
AIA
N/A
PEG Ratio
HELO
0.57
AIA
N/A
5Y Dividends CAGR
HELO
N/A
AIA
14.29%
5Y EPS CAGR
HELO
25.71%
AIA
N/A
Debt to Equity
HELO
-3.93%
AIA
N/A
P/S Ratio
HELO
4.08
AIA
N/A
P/B Ratio
HELO
5.57
AIA
N/A
HELO vs AIA - Historical Returns
Returns include dividend reinvestment.
1M
HELO
+2.64%
Winner
AIA
+15.23%
3M
HELO
+1.55%
Winner
AIA
+18.45%
6M
HELO
+3.07%
Winner
AIA
+36.41%
1Y
HELO
+11.77%
Winner
AIA
+79.67%
5Y(CAGR)
HELO
N/A
AIA
+11.33%
10Y(CAGR)
HELO
N/A
AIA
+14.89%
Max(CAGR)
Winner
HELO
+13.09%
AIA
+7.91%
HELO vs AIA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | HELO | AIA |
|---|---|---|
| 2026 | +1.98% | +30.74% |
| 2025 | +8.10% | +48.71% |
| 2024 | +18.31% | +22.69% |
| 2023 | +6.30% | +2.40% |
| 2022 | N/A | -24.46% |
| 2021 | N/A | -12.19% |
| 2020 | N/A | +30.85% |
| 2019 | N/A | +23.26% |
| 2018 | N/A | -16.07% |
| 2017 | N/A | +43.29% |
| 2016 | N/A | +15.24% |
| 2015 | N/A | -7.12% |
| 2014 | N/A | +3.38% |
| 2013 | N/A | -0.78% |
| 2012 | N/A | +21.80% |
| 2011 | N/A | -15.32% |
| 2010 | N/A | +16.76% |
| 2009 | N/A | +51.33% |
| 2008 | N/A | -44.96% |
| 2007 | N/A | -0.01% |
HELO vs AIA Drawdown Comparison
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for AIA was -60.89%, occurring on Nov 20, 2008. Recovery took 837 trading sessions.
The current HELO drawdown is -0.12%. The current AIA drawdown is -3.95%.
| Rank | HELO | AIA |
|---|---|---|
| #1 | -10.89% Feb 19, 2025 - Aug 12, 2025 | -60.89% Dec 6, 2007 - Apr 4, 2011 |
| #2 | -5.76% Feb 9, 2026 - Apr 22, 2026 | -54.62% Feb 17, 2021 - Sep 16, 2025 |
| #3 | -4.16% Jul 16, 2024 - Aug 16, 2024 | -30.87% Apr 27, 2015 - Mar 16, 2017 |
| #4 | -3.60% Oct 17, 2023 - Nov 3, 2023 | -28.35% Jan 26, 2018 - Jul 6, 2020 |
| #5 | -2.93% Mar 28, 2024 - May 6, 2024 | -27.84% May 2, 2011 - Dec 14, 2012 |
| #6 | -2.71% Aug 30, 2024 - Sep 19, 2024 | -17.59% Jan 2, 2013 - Nov 18, 2013 |
| #7 | -2.56% Dec 26, 2024 - Jan 23, 2025 | -14.15% Feb 25, 2026 - Apr 17, 2026 |
| #8 | -2.38% Nov 12, 2025 - Nov 25, 2025 | -12.05% Nov 29, 2013 - Jun 10, 2014 |
| #9 | -2.21% Dec 5, 2024 - Dec 26, 2024 | -10.96% Sep 5, 2014 - Apr 2, 2015 |
| #10 | -2.09% Jan 12, 2026 - Jan 27, 2026 | -8.07% Oct 29, 2025 - Jan 2, 2026 |
| #11 | -1.81% Dec 11, 2025 - Dec 22, 2025 | -7.00% Oct 8, 2025 - Oct 20, 2025 |
| #12 | -1.50% Oct 29, 2024 - Nov 6, 2024 | -6.87% Nov 22, 2017 - Jan 3, 2018 |
| #13 | -1.45% Jan 23, 2025 - Feb 19, 2025 | -6.78% Jan 25, 2021 - Feb 11, 2021 |
| #14 | -1.34% Oct 6, 2025 - Oct 20, 2025 | -5.85% Jan 28, 2026 - Feb 11, 2026 |
| #15 | -1.32% Jan 28, 2026 - Feb 9, 2026 | -5.11% Sep 15, 2020 - Oct 8, 2020 |
Correlation
Correlation between HELO and AIA is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2007 - 2026)
HELO vs AIA dividend yield comparison.
| Year | HELO | AIA |
|---|---|---|
| 2026 | 0.10% | 0.00% |
| 2025 | 0.67% | 2.50% |
| 2024 | 0.60% | 2.78% |
| 2023 | 0.19% | 2.07% |
| 2022 | 0.00% | 2.59% |
| 2021 | 0.00% | 1.54% |
| 2020 | 0.00% | 1.11% |
| 2019 | 0.00% | 2.24% |
| 2018 | 0.00% | 2.49% |
| 2017 | 0.00% | 1.45% |
| 2016 | 0.00% | 2.29% |
| 2015 | 0.00% | 2.88% |
| 2014 | 0.00% | 2.24% |
| 2013 | 0.00% | 2.06% |
| 2012 | 0.00% | 1.88% |
| 2011 | 0.00% | 2.97% |
| 2010 | 0.00% | 1.56% |
| 2009 | 0.00% | 1.26% |
| 2008 | 0.00% | 2.79% |
| 2007 | 0.00% | 0.04% |
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