HELO vs IDMO
Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF (IDMO, ETF).
HELO vs IDMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HELO
$3.90B
IDMO
$3.90B
Expense Ratio
HELO
0.50%
Winner
IDMO
0.25%
Max Drawdown
Winner
HELO
11.02%
IDMO
40.58%
Sharpe Ratio
HELO
0.53
Winner
IDMO
0.87
5Y Beta
Winner
HELO
0.47
IDMO
0.88
P/E Ratio
HELO
26.92
IDMO
N/A
Forward P/E
HELO
20.00
IDMO
N/A
PEG Ratio
HELO
0.31
IDMO
N/A
5Y Dividends CAGR
HELO
N/A
IDMO
32.87%
5Y EPS CAGR
HELO
26.69%
IDMO
N/A
Debt to Equity
HELO
16.69%
IDMO
N/A
P/S Ratio
HELO
3.95
IDMO
N/A
P/B Ratio
HELO
5.50
IDMO
N/A
HELO vs IDMO - Holdings Comparison
HELO and IDMO have 1 common holdings. Overlap is -0.20%
HELO's top 25 holdings weight is 56.23%. IDMO's top 25 holdings weight is 49.70%.
| Rank | HELO | IDMO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.17% | HSBC HOLDINGS PLC (n/a) - 4.86% |
| #2 | APPLE INC (AAPL) - 7.03% | THE TORONTO-DOMINION BANK (n/a) - 4.19% |
| #3 | MICROSOFT CORP (MSFT) - 5.01% | BANCO SANTANDER SA (n/a) - 4.14% |
| #4 | AMAZON.COM INC (AMZN) - 4.22% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 2.76% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.18% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 2.50% |
| #6 | BROADCOM INC (AVGO) - 3.00% | ADVANTEST CORP (n/a) - 2.17% |
| #7 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.36% | IBERDROLA SA (n/a) - 2.17% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.31% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.03% |
| #9 | META PLATFORMS INC CLASS A (META) - 2.30% | UNICREDIT SPA (n/a) - 1.94% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.87% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.94% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.41% | BANK OF NOVA SCOTIA (BNS) - 1.73% |
| #12 | TESLA INC (TSLA) - 1.37% | MITSUBISHI CORP (n/a) - 1.66% |
| #13 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.30% | LLOYDS BANKING GROUP PLC (n/a) - 1.60% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.21% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.59% |
| #15 | ELI LILLY AND CO (LLY) - 1.20% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.46% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.18% | BARRICK MINING CORP (n/a) - 1.39% |
| #17 | MASTERCARD INC CLASS A (MA) - 1.18% | BANK OF MONTREAL (BMO) - 1.38% |
| #18 | ABBVIE INC (ABBV) - 1.16% | DBS GROUP HOLDINGS LTD (n/a) - 1.34% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.15% | ING GROEP NV (n/a) - 1.31% |
| #20 | BANK OF AMERICA CORP (BAC) - 1.10% | SOCIETE GENERALE SA (n/a) - 1.31% |
| #21 | RTX CORP (RTX) - 0.98% | AIA GROUP LTD (n/a) - 1.30% |
| #22 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.93% | INTESA SANPAOLO (n/a) - 1.29% |
| #23 | VISA INC CLASS A (V) - 0.92% | ENEL SPA (n/a) - 1.23% |
| #24 | HOWMET AEROSPACE INC (HWM) - 0.86% | MITSUI & CO LTD (n/a) - 1.21% |
| #25 | 3M CO (MMM) - 0.83% | BARCLAYS PLC (n/a) - 1.20% |
| Total Holdings | 163 | 206 |
HELO vs IDMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HELO
+0.55%
IDMO
-1.32%
3M
HELO
+0.87%
Winner
IDMO
+2.05%
6M
HELO
+1.09%
Winner
IDMO
+2.72%
1Y
HELO
+7.46%
Winner
IDMO
+20.45%
5Y(CAGR)
HELO
N/A
IDMO
+14.89%
10Y(CAGR)
HELO
N/A
IDMO
+12.21%
Max(CAGR)
Winner
HELO
+12.16%
IDMO
+8.85%
HELO vs IDMO - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | HELO | IDMO |
|---|---|---|
| 2026 | +2.23% | +6.45% |
| 2025 | +8.10% | +42.29% |
| 2024 | +18.31% | +14.02% |
| 2023 | +6.30% | +20.76% |
| 2022 | N/A | -12.23% |
| 2021 | N/A | +13.15% |
| 2020 | N/A | +21.38% |
| 2019 | N/A | +26.22% |
| 2018 | N/A | -16.01% |
| 2017 | N/A | +29.17% |
| 2016 | N/A | +2.38% |
| 2015 | N/A | -11.66% |
| 2014 | N/A | -4.53% |
| 2013 | N/A | +18.63% |
| 2012 | N/A | +1.88% |
HELO vs IDMO Drawdown Comparison
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for IDMO was -39.35%, occurring on Feb 9, 2016. Recovery took 1191 trading sessions.
The current HELO drawdown is -0.91%. The current IDMO drawdown is -4.37%.
| Rank | HELO | IDMO |
|---|---|---|
| #1 | -10.89% Feb 19, 2025 - Aug 12, 2025 | -39.35% May 14, 2015 - Feb 6, 2020 |
| #2 | -5.76% Feb 9, 2026 - Apr 22, 2026 | -31.32% Feb 19, 2020 - Jul 14, 2020 |
| #3 | -4.16% Jul 16, 2024 - Aug 16, 2024 | -27.09% Nov 12, 2021 - Dec 1, 2023 |
| #4 | -3.60% Oct 17, 2023 - Nov 3, 2023 | -25.56% Feb 24, 2012 - Dec 19, 2012 |
| #5 | -2.93% Mar 28, 2024 - May 6, 2024 | -21.02% Jul 3, 2014 - Apr 24, 2015 |
| #6 | -2.71% Aug 30, 2024 - Sep 19, 2024 | -13.64% Jan 30, 2013 - Aug 14, 2013 |
| #7 | -2.56% Dec 26, 2024 - Jan 23, 2025 | -12.65% Mar 25, 2025 - Apr 23, 2025 |
| #8 | -2.38% Nov 12, 2025 - Nov 25, 2025 | -12.52% Feb 16, 2021 - Aug 5, 2021 |
| #9 | -2.21% Dec 5, 2024 - Dec 26, 2024 | -12.31% Feb 26, 2026 - Apr 14, 2026 |
| #10 | -2.09% Jan 12, 2026 - Jan 27, 2026 | -11.40% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -1.81% Dec 11, 2025 - Dec 22, 2025 | -7.30% Jan 17, 2014 - Feb 18, 2014 |
| #12 | -1.72% Jun 1, 2026 - Jul 6, 2026 | -7.22% May 13, 2026 - Jun 16, 2026 |
| #13 | -1.50% Oct 29, 2024 - Nov 6, 2024 | -6.98% Dec 5, 2024 - Feb 6, 2025 |
| #14 | -1.45% Jan 23, 2025 - Feb 19, 2025 | -6.92% Sep 15, 2021 - Nov 1, 2021 |
| #15 | -1.34% Oct 6, 2025 - Oct 20, 2025 | -6.73% Oct 12, 2020 - Nov 5, 2020 |
Correlation
Correlation between HELO and IDMO is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2012 - 2026)
HELO vs IDMO dividend yield comparison.
| Year | HELO | IDMO |
|---|---|---|
| 2026 | 0.26% | 1.32% |
| 2025 | 0.67% | 3.71% |
| 2024 | 0.60% | 2.24% |
| 2023 | 0.19% | 2.89% |
| 2022 | 0.00% | 3.66% |
| 2021 | 0.00% | 1.81% |
| 2020 | 0.00% | 1.63% |
| 2019 | 0.00% | 2.78% |
| 2018 | 0.00% | 3.27% |
| 2017 | 0.00% | 3.08% |
| 2016 | 0.00% | 2.18% |
| 2015 | 0.00% | 2.52% |
| 2014 | 0.00% | 2.19% |
| 2013 | 0.00% | 1.70% |
| 2012 | 0.00% | 2.07% |
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