HELO vs BILS
Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and SPDR BLOOMBERG 3-12 MONTH T-BILL ETF (BILS, ETF).
HELO vs BILS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HELO
$4B
BILS
$4B
Expense Ratio
HELO
0.50%
Winner
BILS
0.14%
Max Drawdown
HELO
11.02%
Winner
BILS
1.20%
Sharpe Ratio
Winner
HELO
1.44
BILS
1.05
5Y Beta
HELO
0.47
Winner
BILS
-0.00
P/E Ratio
HELO
28.33
BILS
N/A
Forward P/E
HELO
21.00
BILS
N/A
PEG Ratio
HELO
0.57
BILS
N/A
5Y EPS CAGR
HELO
25.71%
BILS
N/A
Debt to Equity
HELO
-3.93%
BILS
N/A
P/S Ratio
HELO
4.08
BILS
N/A
P/B Ratio
HELO
5.57
BILS
N/A
HELO vs BILS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HELO
+2.64%
BILS
+0.27%
3M
Winner
HELO
+1.55%
BILS
+0.81%
6M
Winner
HELO
+3.07%
BILS
+1.75%
1Y
Winner
HELO
+11.77%
BILS
+3.94%
5Y(CAGR)
HELO
N/A
BILS
+3.25%
Max(CAGR)
Winner
HELO
+13.09%
BILS
+2.88%
HELO vs BILS - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | HELO | BILS |
|---|---|---|
| 2026 | +1.98% | +1.16% |
| 2025 | +8.10% | +4.19% |
| 2024 | +18.31% | +5.15% |
| 2023 | +6.30% | +4.92% |
| 2022 | N/A | +0.91% |
| 2021 | N/A | -0.08% |
| 2020 | N/A | +0.00% |
HELO vs BILS Drawdown Comparison
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for BILS was -0.41%, occurring on Jun 14, 2022. Recovery took 415 trading sessions.
The current HELO drawdown is -0.12%.
| Rank | HELO | BILS |
|---|---|---|
| #1 | -10.89% Feb 19, 2025 - Aug 12, 2025 | -0.41% Feb 5, 2021 - Sep 29, 2022 |
| #2 | -5.76% Feb 9, 2026 - Apr 22, 2026 | -0.08% Oct 6, 2022 - Oct 27, 2022 |
| #3 | -4.16% Jul 16, 2024 - Aug 16, 2024 | -0.07% Mar 17, 2023 - Mar 23, 2023 |
| #4 | -3.60% Oct 17, 2023 - Nov 3, 2023 | -0.04% Feb 1, 2024 - Feb 7, 2024 |
| #5 | -2.93% Mar 28, 2024 - May 6, 2024 | -0.04% Apr 5, 2023 - Apr 13, 2023 |
| #6 | -2.71% Aug 30, 2024 - Sep 19, 2024 | -0.04% Mar 13, 2023 - Mar 15, 2023 |
| #7 | -2.56% Dec 26, 2024 - Jan 23, 2025 | -0.03% Mar 2, 2023 - Mar 9, 2023 |
| #8 | -2.38% Nov 12, 2025 - Nov 25, 2025 | -0.03% Apr 8, 2025 - Apr 11, 2025 |
| #9 | -2.21% Dec 5, 2024 - Dec 26, 2024 | -0.03% Apr 13, 2023 - Apr 19, 2023 |
| #10 | -2.09% Jan 12, 2026 - Jan 27, 2026 | -0.03% Nov 10, 2022 - Nov 17, 2022 |
| #11 | -1.81% Dec 11, 2025 - Dec 22, 2025 | -0.03% Oct 28, 2025 - Oct 31, 2025 |
| #12 | -1.50% Oct 29, 2024 - Nov 6, 2024 | -0.03% Mar 24, 2023 - Mar 30, 2023 |
| #13 | -1.45% Jan 23, 2025 - Feb 19, 2025 | -0.02% Oct 9, 2020 - Feb 5, 2021 |
| #14 | -1.34% Oct 6, 2025 - Oct 20, 2025 | -0.02% Dec 17, 2024 - Dec 19, 2024 |
| #15 | -1.32% Jan 28, 2026 - Feb 9, 2026 | -0.02% Mar 15, 2023 - Mar 17, 2023 |
Correlation
Correlation between HELO and BILS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2026)
HELO vs BILS dividend yield comparison.
| Year | HELO | BILS |
|---|---|---|
| 2026 | 0.10% | 1.16% |
| 2025 | 0.67% | 4.08% |
| 2024 | 0.60% | 5.01% |
| 2023 | 0.19% | 4.98% |
| 2022 | 0.00% | 1.61% |
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