HELO vs IYR
Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and ISHARES U.S. REAL ESTATE ETF (IYR, ETF).
HELO vs IYR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HELO
$4.60B
IYR
$4.60B
Expense Ratio
HELO
0.50%
Winner
IYR
0.37%
Max Drawdown
Winner
HELO
11.02%
IYR
76.51%
Sharpe Ratio
Winner
HELO
0.79
IYR
0.56
5Y Beta
Winner
HELO
0.47
IYR
0.47
P/E Ratio
Winner
HELO
25.09
IYR
32.00
Forward P/E
Winner
HELO
19.92
IYR
30.69
PEG Ratio
HELO
0.27
Winner
IYR
0.22
5Y Dividends CAGR
HELO
N/A
IYR
1.32%
5Y EPS CAGR
Winner
HELO
27.86%
IYR
6.97%
Debt to Equity
Winner
HELO
10.06%
IYR
41.76%
P/S Ratio
Winner
HELO
4.00
IYR
5.93
P/B Ratio
HELO
5.53
Winner
IYR
2.70
HELO vs IYR - Holdings Comparison
HELO and IYR have 6 common holdings. Overlap is 1.57%
HELO's top 25 holdings weight is 56.23%. IYR's top 25 holdings weight is 76.08%.
| Rank | HELO | IYR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.17% | WELLTOWER INC (WELL) - 11.37% |
| #2 | APPLE INC (AAPL) - 7.03% | PROLOGIS INC (PLD) - 9.34% |
| #3 | MICROSOFT CORP (MSFT) - 5.01% | SIMON PROPERTY GROUP INC (SPG) - 4.68% |
| #4 | AMAZON.COM INC (AMZN) - 4.22% | DIGITAL REALTY TRUST INC (DLR) - 4.46% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.18% | EQUINIX INC (EQIX) - 4.34% |
| #6 | BROADCOM INC (AVGO) - 3.00% | REALTY INCOME CORP (O) - 4.33% |
| #7 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.36% | AMERICAN TOWER CORP (AMT) - 3.73% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.31% | PUBLIC STORAGE (PSA) - 3.71% |
| #9 | META PLATFORMS INC CLASS A (META) - 2.30% | VENTAS INC (VTR) - 3.39% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.87% | CBRE GROUP INC CLASS A (CBRE) - 2.90% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.41% | IRON MOUNTAIN INC (IRM) - 2.67% |
| #12 | TESLA INC (TSLA) - 1.37% | CROWN CASTLE INC (CCI) - 2.38% |
| #13 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.30% | EXTRA SPACE STORAGE INC (EXR) - 2.20% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.21% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.08% |
| #15 | ELI LILLY AND CO (LLY) - 1.20% | AVALONBAY COMMUNITIES INC (AVB) - 1.89% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.18% | EQUITY RESIDENTIAL (EQR) - 1.66% |
| #17 | MASTERCARD INC CLASS A (MA) - 1.18% | ESSEX PROPERTY TRUST INC (ESS) - 1.35% |
| #18 | ABBVIE INC (ABBV) - 1.16% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.34% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.15% | KIMCO REALTY CORP (KIM) - 1.26% |
| #20 | BANK OF AMERICA CORP (BAC) - 1.10% | WEYERHAEUSER CO (WY) - 1.22% |
| #21 | RTX CORP (RTX) - 0.98% | W.P. CAREY INC (WPC) - 1.20% |
| #22 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.93% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.19% |
| #23 | VISA INC CLASS A (V) - 0.92% | INVITATION HOMES INC (INVH) - 1.17% |
| #24 | HOWMET AEROSPACE INC (HWM) - 0.86% | HOST HOTELS & RESORTS INC (HST) - 1.11% |
| #25 | 3M CO (MMM) - 0.83% | HEALTHPEAK PROPERTIES INC (DOC) - 1.11% |
| Total Holdings | 163 | 64 |
HELO vs IYR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HELO
+1.85%
IYR
-0.75%
3M
Winner
HELO
+2.63%
IYR
+2.62%
6M
HELO
+3.83%
Winner
IYR
+4.98%
1Y
HELO
+9.61%
Winner
IYR
+11.67%
5Y(CAGR)
HELO
N/A
IYR
+2.16%
10Y(CAGR)
HELO
N/A
IYR
+5.47%
Max(CAGR)
Winner
HELO
+12.81%
IYR
+8.46%
HELO vs IYR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | HELO | IYR |
|---|---|---|
| 2026 | +4.75% | +12.29% |
| 2025 | +8.10% | +4.26% |
| 2024 | +18.31% | +3.50% |
| 2023 | +6.30% | +11.73% |
| 2022 | N/A | -24.93% |
| 2021 | N/A | +43.60% |
| 2020 | N/A | -4.21% |
| 2019 | N/A | +31.02% |
| 2018 | N/A | -3.81% |
| 2017 | N/A | +8.90% |
| 2016 | N/A | +8.08% |
| 2015 | N/A | +0.39% |
| 2014 | N/A | +26.89% |
| 2013 | N/A | -0.46% |
| 2012 | N/A | +17.48% |
| 2011 | N/A | +3.90% |
| 2010 | N/A | +26.88% |
| 2009 | N/A | +34.13% |
| 2008 | N/A | -39.37% |
| 2007 | N/A | -18.62% |
| 2006 | N/A | +31.33% |
| 2005 | N/A | +10.31% |
| 2004 | N/A | +30.53% |
| 2003 | N/A | +35.37% |
| 2002 | N/A | +2.87% |
| 2001 | N/A | +11.51% |
| 2000 | N/A | +12.29% |
HELO vs IYR Drawdown Comparison
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The current HELO drawdown is -1.05%. The current IYR drawdown is -2.36%.
| Rank | HELO | IYR |
|---|---|---|
| #1 | -10.89% Feb 19, 2025 - Aug 12, 2025 | -74.11% Feb 7, 2007 - Apr 10, 2013 |
| #2 | -5.76% Feb 9, 2026 - Apr 22, 2026 | -42.32% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -4.16% Jul 16, 2024 - Aug 16, 2024 | -33.72% Dec 31, 2021 - Jun 12, 2026 |
| #4 | -3.60% Oct 17, 2023 - Nov 3, 2023 | -18.84% Apr 1, 2004 - Aug 31, 2004 |
| #5 | -2.93% Mar 28, 2024 - May 6, 2024 | -18.54% May 21, 2013 - Jun 5, 2014 |
| #6 | -2.71% Aug 30, 2024 - Sep 19, 2024 | -18.38% Apr 12, 2002 - May 20, 2003 |
| #7 | -2.56% Dec 26, 2024 - Jan 23, 2025 | -17.09% Jan 26, 2015 - May 6, 2016 |
| #8 | -2.38% Nov 12, 2025 - Nov 25, 2025 | -14.25% Aug 1, 2016 - Sep 11, 2017 |
| #9 | -2.21% Dec 5, 2024 - Dec 26, 2024 | -13.93% Aug 21, 2001 - Mar 4, 2002 |
| #10 | -2.09% Jan 12, 2026 - Jan 27, 2026 | -12.64% Dec 6, 2018 - Jan 30, 2019 |
| #11 | -1.89% Jul 15, 2026 - Jul 31, 2026 | -12.50% Aug 2, 2005 - Jan 6, 2006 |
| #12 | -1.81% Dec 11, 2025 - Dec 22, 2025 | -12.49% Dec 18, 2017 - Jun 29, 2018 |
| #13 | -1.72% Jun 1, 2026 - Jul 6, 2026 | -9.61% Mar 17, 2006 - Jul 19, 2006 |
| #14 | -1.50% Oct 29, 2024 - Nov 6, 2024 | -9.01% Dec 30, 2004 - May 18, 2005 |
| #15 | -1.45% Jan 23, 2025 - Feb 19, 2025 | -8.39% Aug 20, 2018 - Dec 6, 2018 |
Correlation
Correlation between HELO and IYR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2000 - 2026)
HELO vs IYR dividend yield comparison.
| Year | HELO | IYR |
|---|---|---|
| 2026 | 0.25% | 0.75% |
| 2025 | 0.67% | 2.48% |
| 2024 | 0.60% | 2.57% |
| 2023 | 0.19% | 2.75% |
| 2022 | 0.00% | 2.92% |
| 2021 | 0.00% | 2.06% |
| 2020 | 0.00% | 2.58% |
| 2019 | 0.00% | 3.05% |
| 2018 | 0.00% | 3.53% |
| 2017 | 0.00% | 3.73% |
| 2016 | 0.00% | 4.41% |
| 2015 | 0.00% | 3.92% |
| 2014 | 0.00% | 3.66% |
| 2013 | 0.00% | 3.78% |
| 2012 | 0.00% | 3.71% |
| 2011 | 0.00% | 3.83% |
| 2010 | 0.00% | 3.52% |
| 2009 | 0.00% | 4.21% |
| 2008 | 0.00% | 8.26% |
| 2007 | 0.00% | 4.40% |
| 2006 | 0.00% | 3.46% |
| 2005 | 0.00% | 4.38% |
| 2004 | 0.00% | 4.23% |
| 2003 | 0.00% | 4.70% |
| 2002 | 0.00% | 6.95% |
| 2001 | 0.00% | 5.01% |
| 2000 | 0.00% | 3.37% |
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