HELO vs NXUS

Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and NUVEEN INTERNATIONAL AGGREGATE BOND ETF (NXUS, ETF).

HELO vs NXUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HELO(ETF)	NXUS(ETF)
Net Assets	$3.90B	$3.90B
Expense Ratio	0.50%	0.08%
Max Drawdown	11.02%	3.24%
Sharpe Ratio	0.53	-0.76
5Y Beta	0.47	0.11
P/E Ratio	26.71	N/A
Forward P/E	20.34	N/A
PEG Ratio	0.35	N/A
5Y EPS CAGR	27.34%	N/A
Debt to Equity	8.85%	N/A
P/S Ratio	3.89	N/A
P/B Ratio	5.58	N/A

Net Assets

HELO

$3.90B

NXUS

$3.90B

Expense Ratio

HELO

0.50%

Winner

NXUS

0.08%

Max Drawdown

HELO

11.02%

Winner

NXUS

3.24%

Sharpe Ratio

Winner

HELO

0.53

NXUS

-0.76

5Y Beta

HELO

0.47

Winner

NXUS

0.11

P/E Ratio

HELO

26.71

NXUS

N/A

Forward P/E

HELO

20.34

NXUS

N/A

PEG Ratio

HELO

0.35

NXUS

N/A

5Y EPS CAGR

HELO

27.34%

NXUS

N/A

Debt to Equity

HELO

8.85%

NXUS

N/A

P/S Ratio

HELO

3.89

NXUS

N/A

P/B Ratio

HELO

5.58

NXUS

N/A

HELO vs NXUS - Holdings Comparison

HELO and NXUS have 1 common holdings. Overlap is -3.55%

HELO's top 25 holdings weight is 58.82%. NXUS's top 25 holdings weight is 23.89%.

Rank	HELO	NXUS
#1	NVIDIA CORP (NVDA) - 9.42%	n/a (n/a) - 4.98%
#2	APPLE INC (AAPL) - 7.16%	JAPAN (GOVERNMENT OF) 0.1% (n/a) - 3.34%
#3	MICROSOFT CORP (MSFT) - 5.69%	STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 2.38%
#4	AMAZON.COM INC (AMZN) - 4.79%	JAPAN (GOVERNMENT OF) 1% (n/a) - 1.10%
#5	ALPHABET INC CLASS A (GOOGL) - 3.85%	JAPAN (GOVERNMENT OF) 0.4% (n/a) - 0.84%
#6	BROADCOM INC (AVGO) - 3.46%	JAPAN (GOVERNMENT OF) 0.2% (n/a) - 0.72%
#7	ALPHABET INC CLASS C (GOOG) - 2.51%	JAPAN (GOVERNMENT OF) 2.1% (n/a) - 0.64%
#8	META PLATFORMS INC CLASS A (META) - 2.37%	JAPAN (GOVERNMENT OF) 2.3% (n/a) - 0.64%
#9	TESLA INC (TSLA) - 1.63%	JAPAN (GOVERNMENT OF) 2% (n/a) - 0.63%
#10	EXXON MOBIL CORP (XOM) - 1.55%	CANADA (GOVERNMENT OF) 2.75% (n/a) - 0.61%
#11	MICRON TECHNOLOGY INC (MU) - 1.52%	CANADA (GOVERNMENT OF) 3.25% (n/a) - 0.61%
#12	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31%	JAPAN (GOVERNMENT OF) 2.4% (n/a) - 0.60%
#13	MASTERCARD INC CLASS A (MA) - 1.27%	JAPAN (GOVERNMENT OF) 1.7% (n/a) - 0.59%
#14	JOHNSON & JOHNSON (JNJ) - 1.17%	JAPAN (GOVERNMENT OF) 1.5% (n/a) - 0.58%
#15	LAM RESEARCH CORP (LRCX) - 1.13%	EUROPEAN UNION 2.5% (n/a) - 0.58%
#16	ELI LILLY AND CO (LLY) - 1.13%	JAPAN (GOVERNMENT OF) 0.5% (n/a) - 0.55%
#17	ADVANCED MICRO DEVICES INC (AMD) - 1.11%	JAPAN (GOVERNMENT OF) 1.1% (n/a) - 0.54%
#18	ABBVIE INC (ABBV) - 1.08%	EUROPEAN UNION 3.625% (n/a) - 0.53%
#19	VISA INC CLASS A (V) - 1.04%	n/a (n/a) - 0.51%
#20	BANK OF AMERICA CORP (BAC) - 0.97%	EUROPEAN UNION 4% (n/a) - 0.50%
#21	PEPSICO INC (PEP) - 0.97%	FRANCE (REPUBLIC OF) 3.5% (n/a) - 0.50%
#22	TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.96%	CANADA (GOVERNMENT OF) 3.5% (n/a) - 0.49%
#23	RTX CORP (RTX) - 0.91%	JAPAN (GOVERNMENT OF) 1.2% (n/a) - 0.49%
#24	NEXTERA ENERGY INC (NEE) - 0.91%	AUSTRALIA (COMMONWEALTH OF) 2.75% (n/a) - 0.48%
#25	AT&T INC (T) - 0.91%	GERMANY (FEDERAL REPUBLIC OF) 0% (n/a) - 0.46%
Total Holdings	157	1673

HELO vs NXUS - Historical Returns

Returns include dividend reinvestment.

Period	HELO	NXUS
1 month	+0.78%	-1.00%
3 months	+0.62%	+0.45%
6 months	+0.94%	+0.22%
1 year	+7.24%	+1.12%
Max(CAGR)	+12.09%	+1.33%

Winner

HELO

+0.78%

NXUS

-1.00%

Winner

HELO

+0.62%

NXUS

+0.45%

Winner

HELO

+0.94%

NXUS

+0.22%

Winner

HELO

+7.24%

NXUS

+1.12%

Max(CAGR)

Winner

HELO

+12.09%

NXUS

+1.33%

HELO vs NXUS - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	HELO	NXUS
2026	+2.02%	+0.55%
2025	+8.10%	+0.61%
2024	+18.31%	N/A
2023	+6.30%	N/A

HELO vs NXUS Drawdown Comparison

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

The maximum drawdown for NXUS was -2.81%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current HELO drawdown is -1.12%. The current NXUS drawdown is -1.31%.

Rank	HELO	NXUS
#1	-10.89% Feb 19, 2025 - Aug 12, 2025	-2.81% Feb 27, 2026 - Mar 27, 2026
#2	-5.76% Feb 9, 2026 - Apr 22, 2026	-1.05% Oct 22, 2025 - Feb 3, 2026
#3	-4.16% Jul 16, 2024 - Aug 16, 2024	-0.62% Sep 24, 2025 - Sep 26, 2025
#4	-3.60% Oct 17, 2023 - Nov 3, 2023	-0.54% Feb 3, 2026 - Feb 12, 2026
#5	-2.93% Mar 28, 2024 - May 6, 2024	-0.26% Oct 1, 2025 - Oct 10, 2025
#6	-2.71% Aug 30, 2024 - Sep 19, 2024	-0.20% Oct 16, 2025 - Oct 22, 2025
#7	-2.56% Dec 26, 2024 - Jan 23, 2025	-0.08% Feb 24, 2026 - Feb 26, 2026
#8	-2.38% Nov 12, 2025 - Nov 25, 2025	-0.06% Sep 29, 2025 - Oct 1, 2025
#9	-2.21% Dec 5, 2024 - Dec 26, 2024	N/A
#10	-2.09% Jan 12, 2026 - Jan 27, 2026	N/A
#11	-1.81% Dec 11, 2025 - Dec 22, 2025	N/A
#12	-1.72% Jun 1, 2026 - Jul 6, 2026	N/A
#13	-1.50% Oct 29, 2024 - Nov 6, 2024	N/A
#14	-1.45% Jan 23, 2025 - Feb 19, 2025	N/A
#15	-1.34% Oct 6, 2025 - Oct 20, 2025	N/A