HELO vs EAGL
Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and EAGLE CAPITAL SELECT EQUITY ETF (EAGL, ETF).
HELO vs EAGL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HELO
$4.10B
Winner
EAGL
$4.30B
Expense Ratio
Winner
HELO
0.50%
EAGL
0.80%
Max Drawdown
Winner
HELO
11.02%
EAGL
15.09%
Sharpe Ratio
Winner
HELO
0.87
EAGL
0.53
5Y Beta
Winner
HELO
0.47
EAGL
0.83
P/E Ratio
HELO
26.75
Winner
EAGL
21.84
Forward P/E
HELO
20.92
Winner
EAGL
18.15
PEG Ratio
HELO
0.52
EAGL
N/A
5Y EPS CAGR
Winner
HELO
27.02%
EAGL
14.21%
Debt to Equity
HELO
7.94%
EAGL
N/A
P/S Ratio
HELO
3.91
Winner
EAGL
1.64
P/B Ratio
HELO
5.58
Winner
EAGL
3.24
HELO vs EAGL - Holdings Comparison
HELO and EAGL have 15 common holdings. Overlap is 16.17%
HELO's top 25 holdings weight is 58.82%. EAGL's top 25 holdings weight is 96.44%.
| Rank | HELO | EAGL |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.42% | AMAZON.COM INC (AMZN) - 7.99% |
| #2 | APPLE INC (AAPL) - 7.16% | LONDON STOCK EXCHANGE GROUP PLC ADR (LSEGY) - 7.01% |
| #3 | MICROSOFT CORP (MSFT) - 5.69% | UNITEDHEALTH GROUP INC (UNH) - 6.10% |
| #4 | AMAZON.COM INC (AMZN) - 4.79% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 6.05% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.85% | MERCADOLIBRE INC (MELI) - 6.00% |
| #6 | BROADCOM INC (AVGO) - 3.46% | CONOCOPHILLIPS (COP) - 5.75% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.51% | SAP SE ADR (SAP) - 4.81% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.37% | ALPHABET INC CLASS A (GOOGL) - 4.67% |
| #9 | TESLA INC (TSLA) - 1.63% | MICROSOFT CORP (MSFT) - 4.51% |
| #10 | EXXON MOBIL CORP (XOM) - 1.55% | WORKDAY INC CLASS A (WDAY) - 4.26% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.52% | DANAHER CORP (DHR) - 4.25% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% | S&P GLOBAL INC (SPGI) - 4.06% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.27% | CAPITAL ONE FINANCIAL CORP (COF) - 3.23% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.17% | ALCOA CORP (AA) - 3.22% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.13% | HUMANA INC (HUM) - 3.08% |
| #16 | ELI LILLY AND CO (LLY) - 1.13% | MASTERCARD INC CLASS A (MA) - 2.93% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 1.11% | LENNAR CORP CLASS A (LEN) - 2.70% |
| #18 | ABBVIE INC (ABBV) - 1.08% | ARTHUR J. GALLAGHER & CO (AJG) - 2.58% |
| #19 | VISA INC CLASS A (V) - 1.04% | INTUIT INC (INTU) - 2.41% |
| #20 | BANK OF AMERICA CORP (BAC) - 0.97% | EQT CORP (EQT) - 2.28% |
| #21 | PEPSICO INC (PEP) - 0.97% | META PLATFORMS INC CLASS A (META) - 2.09% |
| #22 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.96% | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.08% |
| #23 | RTX CORP (RTX) - 0.91% | ELEVANCE HEALTH INC (ELV) - 1.54% |
| #24 | NEXTERA ENERGY INC (NEE) - 0.91% | ASML HOLDING NV ADR (ASML) - 1.54% |
| #25 | AT&T INC (T) - 0.91% | AERCAP HOLDINGS NV (AER) - 1.30% |
| Total Holdings | 157 | 31 |
HELO vs EAGL - Historical Returns
Returns include dividend reinvestment.
1M
HELO
-0.49%
Winner
EAGL
-0.18%
3M
HELO
+3.35%
Winner
EAGL
+5.81%
6M
Winner
HELO
+1.93%
EAGL
+0.58%
1Y
HELO
+9.19%
Winner
EAGL
+10.01%
Max(CAGR)
HELO
+12.45%
Winner
EAGL
+12.67%
HELO vs EAGL - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | HELO | EAGL |
|---|---|---|
| 2026 | +1.48% | -0.80% |
| 2025 | +8.10% | +17.06% |
| 2024 | +18.31% | +11.27% |
| 2023 | +6.30% | N/A |
HELO vs EAGL Drawdown Comparison
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for EAGL was -15.09%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current HELO drawdown is -1.07%. The current EAGL drawdown is -4.17%.
| Rank | HELO | EAGL |
|---|---|---|
| #1 | -10.89% Feb 19, 2025 - Aug 12, 2025 | -15.09% Feb 6, 2025 - Jun 12, 2025 |
| #2 | -5.76% Feb 9, 2026 - Apr 22, 2026 | -13.54% Jan 9, 2026 - Mar 27, 2026 |
| #3 | -4.16% Jul 16, 2024 - Aug 16, 2024 | -7.71% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -3.60% Oct 17, 2023 - Nov 3, 2023 | -7.12% Oct 27, 2025 - Dec 10, 2025 |
| #5 | -2.93% Mar 28, 2024 - May 6, 2024 | -4.68% Nov 7, 2024 - Jan 21, 2025 |
| #6 | -2.71% Aug 30, 2024 - Sep 19, 2024 | -4.06% Jul 9, 2025 - Aug 15, 2025 |
| #7 | -2.56% Dec 26, 2024 - Jan 23, 2025 | -3.56% Oct 6, 2025 - Oct 23, 2025 |
| #8 | -2.38% Nov 12, 2025 - Nov 25, 2025 | -3.16% Apr 8, 2024 - May 6, 2024 |
| #9 | -2.21% Dec 5, 2024 - Dec 26, 2024 | -2.13% May 15, 2024 - Jun 21, 2024 |
| #10 | -2.09% Jan 12, 2026 - Jan 27, 2026 | -1.87% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -1.81% Dec 11, 2025 - Dec 22, 2025 | -1.80% Oct 18, 2024 - Nov 5, 2024 |
| #12 | -1.72% Jun 1, 2026 - Jun 10, 2026 | -1.41% Oct 14, 2024 - Oct 18, 2024 |
| #13 | -1.50% Oct 29, 2024 - Nov 6, 2024 | -1.32% Jun 12, 2025 - Jun 26, 2025 |
| #14 | -1.45% Jan 23, 2025 - Feb 19, 2025 | -1.09% Sep 8, 2025 - Sep 18, 2025 |
| #15 | -1.34% Oct 6, 2025 - Oct 20, 2025 | -1.04% Jan 24, 2025 - Feb 6, 2025 |
Correlation
Correlation between HELO and EAGL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2023 - 2026)
HELO vs EAGL dividend yield comparison.
| Year | HELO | EAGL |
|---|---|---|
| 2026 | 0.10% | 0.00% |
| 2025 | 0.67% | 0.55% |
| 2024 | 0.60% | 0.29% |
| 2023 | 0.19% | 0.00% |
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