HELO vs FSEC

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

HELO vs FSEC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

HELO

$4.60B

FSEC

$4.60B

Expense Ratio

HELO

0.50%

Winner

FSEC

0.36%

Max Drawdown

Winner

HELO

11.02%

FSEC

22.11%

Sharpe Ratio

Winner

HELO

0.79

FSEC

-0.02

5Y Beta

HELO

0.47

Winner

FSEC

0.03

P/E Ratio

HELO

25.09

FSEC

N/A

Forward P/E

HELO

19.92

FSEC

N/A

PEG Ratio

HELO

0.27

FSEC

N/A

5Y Dividends CAGR

HELO

N/A

FSEC

59.28%

5Y EPS CAGR

HELO

27.86%

FSEC

N/A

Debt to Equity

HELO

10.06%

FSEC

N/A

P/S Ratio

HELO

4.00

FSEC

N/A

P/B Ratio

HELO

5.53

FSEC

N/A

HELO vs FSEC - Historical Returns

Returns include dividend reinvestment.

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

Winner

HELO

+1.85%

FSEC

-0.05%

Winner

HELO

+2.63%

FSEC

-0.06%

Winner

HELO

+3.83%

FSEC

-1.06%

Winner

HELO

+9.61%

FSEC

+4.20%

5Y(CAGR)

HELO

N/A

FSEC

+0.31%

Max(CAGR)

Winner

HELO

+12.81%

FSEC

+0.33%

HELO vs FSEC - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

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

HELO vs FSEC Drawdown Comparison

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

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

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

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