HELO vs JPLD
Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and JPMorgan Ltd Duration Bond ETF (JPLD, ETF).
HELO vs JPLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HELO
$3.80B
JPLD
$3.80B
Expense Ratio
HELO
0.50%
Winner
JPLD
0.24%
Max Drawdown
HELO
11.02%
Winner
JPLD
1.59%
Sharpe Ratio
Winner
HELO
1.47
JPLD
1.04
5Y Beta
HELO
0.47
Winner
JPLD
-0.00
P/E Ratio
HELO
27.36
JPLD
N/A
Forward P/E
HELO
21.18
JPLD
N/A
PEG Ratio
HELO
0.60
JPLD
N/A
5Y EPS CAGR
HELO
26.61%
JPLD
N/A
Debt to Equity
HELO
-7.04%
JPLD
N/A
P/S Ratio
HELO
3.99
JPLD
N/A
P/B Ratio
HELO
5.43
JPLD
N/A
HELO vs JPLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HELO
+3.93%
JPLD
+0.48%
3M
Winner
HELO
+0.72%
JPLD
+0.33%
6M
Winner
HELO
+4.00%
JPLD
+1.75%
1Y
Winner
HELO
+13.81%
JPLD
+5.35%
Max(CAGR)
Winner
HELO
+13.15%
JPLD
+6.09%
HELO vs JPLD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | HELO | JPLD |
|---|---|---|
| 2026 | +1.98% | +1.12% |
| 2025 | +8.10% | +6.01% |
| 2024 | +18.31% | +6.58% |
| 2023 | +6.30% | +3.23% |
HELO vs JPLD Drawdown Comparison
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The current HELO drawdown is -0.12%. The current JPLD drawdown is -0.05%.
| Rank | HELO | JPLD |
|---|---|---|
| #1 | -10.89% Feb 19, 2025 - Aug 12, 2025 | -1.17% Apr 4, 2025 - Apr 30, 2025 |
| #2 | -5.76% Feb 9, 2026 - Apr 22, 2026 | -1.00% Feb 27, 2026 - Mar 26, 2026 |
| #3 | -4.16% Jul 16, 2024 - Aug 16, 2024 | -0.71% Sep 27, 2024 - Nov 29, 2024 |
| #4 | -3.60% Oct 17, 2023 - Nov 3, 2023 | -0.58% Sep 22, 2023 - Oct 26, 2023 |
| #5 | -2.93% Mar 28, 2024 - May 6, 2024 | -0.55% Aug 9, 2023 - Aug 29, 2023 |
| #6 | -2.71% Aug 30, 2024 - Sep 19, 2024 | -0.53% Mar 27, 2024 - May 2, 2024 |
| #7 | -2.56% Dec 26, 2024 - Jan 23, 2025 | -0.43% Dec 6, 2024 - Jan 15, 2025 |
| #8 | -2.38% Nov 12, 2025 - Nov 25, 2025 | -0.41% May 7, 2024 - May 9, 2024 |
| #9 | -2.21% Dec 5, 2024 - Dec 26, 2024 | -0.41% Feb 1, 2024 - Mar 1, 2024 |
| #10 | -2.09% Jan 12, 2026 - Jan 27, 2026 | -0.40% Nov 8, 2023 - Nov 14, 2023 |
| #11 | -1.81% Dec 11, 2025 - Dec 22, 2025 | -0.38% Apr 30, 2025 - May 29, 2025 |
| #12 | -1.50% Oct 29, 2024 - Nov 6, 2024 | -0.31% Aug 13, 2025 - Aug 20, 2025 |
| #13 | -1.45% Jan 23, 2025 - Feb 19, 2025 | -0.29% Mar 11, 2024 - Mar 21, 2024 |
| #14 | -1.34% Oct 6, 2025 - Oct 20, 2025 | -0.29% Aug 31, 2023 - Sep 13, 2023 |
| #15 | -1.32% Jan 28, 2026 - Feb 9, 2026 | -0.28% Jan 12, 2024 - Jan 29, 2024 |
Correlation
Correlation between HELO and JPLD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2026)
HELO vs JPLD dividend yield comparison.
| Year | HELO | JPLD |
|---|---|---|
| 2026 | 0.10% | 1.37% |
| 2025 | 0.67% | 4.25% |
| 2024 | 0.60% | 4.47% |
| 2023 | 0.19% | 1.83% |
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