HELO vs ARTY

Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).

HELO vs ARTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HELO(ETF)	ARTY(ETF)
Net Assets	$3.90B	$3.90B
Expense Ratio	0.50%	0.47%
Max Drawdown	11.02%	55.76%
Sharpe Ratio	0.53	1.32
5Y Beta	0.47	1.66
P/E Ratio	26.71	51.59
Forward P/E	20.34	22.07
PEG Ratio	0.35	0.22
5Y Dividends CAGR	N/A	-31.91%
5Y EPS CAGR	27.34%	N/A
Debt to Equity	8.85%	70.72%
P/S Ratio	3.89	5.68
P/B Ratio	5.58	9.10

Net Assets

HELO

$3.90B

ARTY

$3.90B

Expense Ratio

HELO

0.50%

Winner

ARTY

0.47%

Max Drawdown

Winner

HELO

11.02%

ARTY

55.76%

Sharpe Ratio

HELO

0.53

Winner

ARTY

1.32

5Y Beta

Winner

HELO

0.47

ARTY

1.66

P/E Ratio

Winner

HELO

26.71

ARTY

51.59

Forward P/E

Winner

HELO

20.34

ARTY

22.07

PEG Ratio

HELO

0.35

Winner

ARTY

0.22

5Y Dividends CAGR

HELO

N/A

ARTY

-31.91%

5Y EPS CAGR

HELO

27.34%

ARTY

N/A

Debt to Equity

Winner

HELO

8.85%

ARTY

70.72%

P/S Ratio

Winner

HELO

3.89

ARTY

5.68

P/B Ratio

Winner

HELO

5.58

ARTY

9.10

HELO vs ARTY - Holdings Comparison

HELO and ARTY have 12 common holdings. Overlap is 12.54%

HELO's top 25 holdings weight is 58.82%. ARTY's top 25 holdings weight is 77.57%.

Rank	HELO	ARTY
#1	NVIDIA CORP (NVDA) - 9.42%	ADVANCED MICRO DEVICES INC (AMD) - 5.03%
#2	APPLE INC (AAPL) - 7.16%	n/a (n/a) - 4.97%
#3	MICROSOFT CORP (MSFT) - 5.69%	MICRON TECHNOLOGY INC (MU) - 4.97%
#4	AMAZON.COM INC (AMZN) - 4.79%	NVIDIA CORP (NVDA) - 4.45%
#5	ALPHABET INC CLASS A (GOOGL) - 3.85%	BROADCOM INC (AVGO) - 4.29%
#6	BROADCOM INC (AVGO) - 3.46%	MARVELL TECHNOLOGY INC (MRVL) - 4.28%
#7	ALPHABET INC CLASS C (GOOG) - 2.51%	COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 3.80%
#8	META PLATFORMS INC CLASS A (META) - 2.37%	SK HYNIX INC (n/a) - 3.50%
#9	TESLA INC (TSLA) - 1.63%	GLOBAL UNICHIP CORP (n/a) - 3.31%
#10	EXXON MOBIL CORP (XOM) - 1.55%	SUPER MICRO COMPUTER INC (SMCI) - 3.10%
#11	MICRON TECHNOLOGY INC (MU) - 1.52%	ORACLE CORP (ORCL) - 3.06%
#12	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31%	NAVER CORP (n/a) - 3.02%
#13	MASTERCARD INC CLASS A (MA) - 1.27%	WESTERN DIGITAL CORP (WDC) - 2.83%
#14	JOHNSON & JOHNSON (JNJ) - 1.17%	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.74%
#15	LAM RESEARCH CORP (LRCX) - 1.13%	ALCHIP TECHNOLOGIES LTD (n/a) - 2.72%
#16	ELI LILLY AND CO (LLY) - 1.13%	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.68%
#17	ADVANCED MICRO DEVICES INC (AMD) - 1.11%	MICROSOFT CORP (MSFT) - 2.53%
#18	ABBVIE INC (ABBV) - 1.08%	ARISTA NETWORKS INC (ANET) - 2.46%
#19	VISA INC CLASS A (V) - 1.04%	n/a (PLTR) - 2.42%
#20	BANK OF AMERICA CORP (BAC) - 0.97%	SCHNEIDER ELECTRIC SE (n/a) - 2.40%
#21	PEPSICO INC (PEP) - 0.97%	ADVANTEST CORP (n/a) - 2.34%
#22	TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.96%	ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.75%
#23	RTX CORP (RTX) - 0.91%	SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.69%
#24	NEXTERA ENERGY INC (NEE) - 0.91%	BLOOM ENERGY CORP CLASS A (BE) - 1.66%
#25	AT&T INC (T) - 0.91%	CONSTELLATION ENERGY CORP (CEG) - 1.57%
Total Holdings	157	72

HELO vs ARTY - Historical Returns

Returns include dividend reinvestment.

Period	HELO	ARTY
1 month	+0.78%	-8.22%
3 months	+0.62%	+7.76%
6 months	+0.94%	+23.95%
1 year	+7.24%	+52.70%
5 years(CAGR)	N/A	+10.26%
10 years(CAGR)	N/A	+14.51%
Max(CAGR)	+12.09%	+14.51%

Winner

HELO

+0.78%

ARTY

-8.22%

HELO

+0.62%

Winner

ARTY

+7.76%

HELO

+0.94%

Winner

ARTY

+23.95%

HELO

+7.24%

Winner

ARTY

+52.70%

5Y(CAGR)

HELO

N/A

ARTY

+10.26%

10Y(CAGR)

HELO

N/A

ARTY

+14.51%

Max(CAGR)

HELO

+12.09%

Winner

ARTY

+14.51%

HELO vs ARTY - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	HELO	ARTY
2026	+2.02%	+33.77%
2025	+8.10%	+29.45%
2024	+18.31%	+10.75%
2023	+6.30%	+35.02%
2022	N/A	-38.41%
2021	N/A	+6.59%
2020	N/A	+45.71%
2019	N/A	+33.74%
2018	N/A	-14.31%

HELO vs ARTY Drawdown Comparison

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

The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.

The current HELO drawdown is -1.12%. The current ARTY drawdown is -17.80%.

Rank	HELO	ARTY
#1	-10.89% Feb 19, 2025 - Aug 12, 2025	-54.49% Feb 16, 2021 - Oct 8, 2025
#2	-5.76% Feb 9, 2026 - Apr 22, 2026	-32.23% Feb 12, 2020 - Jun 5, 2020
#3	-4.16% Jul 16, 2024 - Aug 16, 2024	-24.26% Sep 26, 2018 - Apr 3, 2019
#4	-3.60% Oct 17, 2023 - Nov 3, 2023	-18.93% Jun 2, 2026 - Jul 17, 2026
#5	-2.93% Mar 28, 2024 - May 6, 2024	-18.81% Jan 28, 2026 - Apr 14, 2026
#6	-2.71% Aug 30, 2024 - Sep 19, 2024	-14.10% Oct 29, 2025 - Jan 16, 2026
#7	-2.56% Dec 26, 2024 - Jan 23, 2025	-13.00% Apr 23, 2019 - Nov 5, 2019
#8	-2.38% Nov 12, 2025 - Nov 25, 2025	-8.95% Sep 2, 2020 - Nov 4, 2020
#9	-2.21% Dec 5, 2024 - Dec 26, 2024	-7.96% May 11, 2026 - May 26, 2026
#10	-2.09% Jan 12, 2026 - Jan 27, 2026	-6.09% Jan 17, 2020 - Feb 12, 2020
#11	-1.81% Dec 11, 2025 - Dec 22, 2025	-5.05% Jun 8, 2020 - Jun 17, 2020
#12	-1.72% Jun 1, 2026 - Jul 6, 2026	-4.78% Oct 9, 2025 - Oct 27, 2025
#13	-1.50% Oct 29, 2024 - Nov 6, 2024	-4.58% Jul 25, 2018 - Aug 24, 2018
#14	-1.45% Jan 23, 2025 - Feb 19, 2025	-3.62% Apr 24, 2026 - May 1, 2026
#15	-1.34% Oct 6, 2025 - Oct 20, 2025	-3.51% Jan 26, 2021 - Feb 2, 2021