HELO vs RSPT
Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF (RSPT, ETF).
HELO vs RSPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HELO
$3.80B
RSPT
$3.80B
Expense Ratio
HELO
0.50%
Winner
RSPT
0.40%
Max Drawdown
Winner
HELO
11.02%
RSPT
58.97%
Sharpe Ratio
HELO
1.47
Winner
RSPT
2.28
5Y Beta
Winner
HELO
0.47
RSPT
1.34
P/E Ratio
Winner
HELO
27.36
RSPT
31.79
Forward P/E
HELO
21.18
Winner
RSPT
19.72
PEG Ratio
Winner
HELO
0.60
RSPT
0.68
5Y Dividends CAGR
HELO
N/A
RSPT
-10.47%
5Y EPS CAGR
Winner
HELO
26.61%
RSPT
17.98%
Debt to Equity
Winner
HELO
-7.04%
RSPT
111.44%
P/S Ratio
HELO
3.99
Winner
RSPT
3.29
P/B Ratio
HELO
5.43
Winner
RSPT
4.93
HELO vs RSPT - Holdings Comparison
HELO and RSPT have 30 common holdings. Overlap is 14.02%
HELO's top 25 holdings weight is 57.02%. RSPT's top 25 holdings weight is 39.97%.
| Rank | HELO | RSPT |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.28% | CIENA CORP (CIEN) - 1.82% |
| #2 | APPLE INC (AAPL) - 6.52% | ON SEMICONDUCTOR CORP (ON) - 1.80% |
| #3 | MICROSOFT CORP (MSFT) - 5.89% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.78% |
| #4 | AMAZON.COM INC (AMZN) - 4.84% | n/a (DELL) - 1.77% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.49% | WESTERN DIGITAL CORP (WDC) - 1.75% |
| #6 | BROADCOM INC (AVGO) - 3.40% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.75% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.68% | ADVANCED MICRO DEVICES INC (AMD) - 1.70% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.28% | INTEL CORP (INTC) - 1.69% |
| #9 | TESLA INC (TSLA) - 1.63% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.69% |
| #10 | EXXON MOBIL CORP (XOM) - 1.44% | COHERENT CORP (COHR) - 1.68% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.65% |
| #12 | MASTERCARD INC CLASS A (MA) - 1.30% | JABIL INC (JBL) - 1.60% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.19% | CORNING INC (GLW) - 1.54% |
| #14 | MICRON TECHNOLOGY INC (MU) - 1.11% | TERADYNE INC (TER) - 1.54% |
| #15 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.04% | ARISTA NETWORKS INC (ANET) - 1.53% |
| #16 | PEPSICO INC (PEP) - 1.02% | LUMENTUM HOLDINGS INC (LITE) - 1.53% |
| #17 | VISA INC CLASS A (V) - 1.00% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.51% |
| #18 | BANK OF AMERICA CORP (BAC) - 1.00% | KLA CORP (KLAC) - 1.50% |
| #19 | ABBVIE INC (ABBV) - 0.98% | CDW CORP (CDW) - 1.46% |
| #20 | NEXTERA ENERGY INC (NEE) - 0.98% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.46% |
| #21 | LAM RESEARCH CORP (LRCX) - 0.98% | LAM RESEARCH CORP (LRCX) - 1.45% |
| #22 | ELI LILLY AND CO (LLY) - 0.97% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.45% |
| #23 | WELLS FARGO & CO (WFC) - 0.96% | BROADCOM INC (AVGO) - 1.44% |
| #24 | RTX CORP (RTX) - 0.87% | ANALOG DEVICES INC (ADI) - 1.44% |
| #25 | LOWE'S COMPANIES INC (LOW) - 0.86% | TEXAS INSTRUMENTS INC (TXN) - 1.44% |
| Total Holdings | 163 | 76 |
HELO vs RSPT - Historical Returns
Returns include dividend reinvestment.
1M
HELO
+3.93%
Winner
RSPT
+20.22%
3M
HELO
+0.72%
Winner
RSPT
+22.86%
6M
HELO
+4.00%
Winner
RSPT
+28.58%
1Y
HELO
+13.81%
Winner
RSPT
+62.52%
5Y(CAGR)
HELO
N/A
RSPT
+16.65%
10Y(CAGR)
HELO
N/A
RSPT
+21.57%
Max(CAGR)
HELO
+13.15%
Winner
RSPT
+14.40%
HELO vs RSPT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | HELO | RSPT |
|---|---|---|
| 2026 | +1.98% | +27.18% |
| 2025 | +8.10% | +22.30% |
| 2024 | +18.31% | +17.94% |
| 2023 | +6.30% | +35.50% |
| 2022 | N/A | -24.88% |
| 2021 | N/A | +30.18% |
| 2020 | N/A | +28.40% |
| 2019 | N/A | +41.75% |
| 2018 | N/A | -1.79% |
| 2017 | N/A | +31.76% |
| 2016 | N/A | +20.94% |
| 2015 | N/A | +2.89% |
| 2014 | N/A | +20.37% |
| 2013 | N/A | +35.76% |
| 2012 | N/A | +10.47% |
| 2011 | N/A | -7.81% |
| 2010 | N/A | +16.56% |
| 2009 | N/A | +69.08% |
| 2008 | N/A | -44.46% |
| 2007 | N/A | +1.69% |
| 2006 | N/A | +1.64% |
HELO vs RSPT Drawdown Comparison
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for RSPT was -58.91%, occurring on Nov 21, 2008. Recovery took 879 trading sessions.
The current HELO drawdown is -0.12%.
| Rank | HELO | RSPT |
|---|---|---|
| #1 | -10.89% Feb 19, 2025 - Aug 12, 2025 | -58.91% Jul 19, 2007 - Jan 12, 2011 |
| #2 | -5.76% Feb 9, 2026 - Apr 22, 2026 | -33.67% Feb 19, 2020 - Aug 3, 2020 |
| #3 | -4.16% Jul 16, 2024 - Aug 16, 2024 | -32.49% Dec 27, 2021 - Dec 19, 2023 |
| #4 | -3.60% Oct 17, 2023 - Nov 3, 2023 | -26.73% Feb 17, 2011 - Jan 25, 2013 |
| #5 | -2.93% Mar 28, 2024 - May 6, 2024 | -26.62% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -2.71% Aug 30, 2024 - Sep 19, 2024 | -22.41% Aug 29, 2018 - Mar 19, 2019 |
| #7 | -2.56% Dec 26, 2024 - Jan 23, 2025 | -16.92% Dec 1, 2015 - May 27, 2016 |
| #8 | -2.38% Nov 12, 2025 - Nov 25, 2025 | -14.71% May 27, 2015 - Dec 1, 2015 |
| #9 | -2.21% Dec 5, 2024 - Dec 26, 2024 | -12.86% Jul 16, 2024 - Oct 14, 2024 |
| #10 | -2.09% Jan 12, 2026 - Jan 27, 2026 | -11.71% Apr 24, 2019 - Jul 3, 2019 |
| #11 | -1.81% Dec 11, 2025 - Dec 22, 2025 | -11.01% Sep 18, 2014 - Nov 3, 2014 |
| #12 | -1.50% Oct 29, 2024 - Nov 6, 2024 | -10.67% Jan 28, 2026 - Apr 13, 2026 |
| #13 | -1.45% Jan 23, 2025 - Feb 19, 2025 | -10.36% Nov 3, 2025 - Dec 9, 2025 |
| #14 | -1.34% Oct 6, 2025 - Oct 20, 2025 | -10.12% Mar 7, 2024 - May 22, 2024 |
| #15 | -1.32% Jan 28, 2026 - Feb 9, 2026 | -9.90% Jul 24, 2019 - Nov 7, 2019 |
Correlation
Correlation between HELO and RSPT is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2007 - 2026)
HELO vs RSPT dividend yield comparison.
| Year | HELO | RSPT |
|---|---|---|
| 2026 | 0.10% | 0.07% |
| 2025 | 0.67% | 0.39% |
| 2024 | 0.60% | 0.44% |
| 2023 | 0.19% | 0.56% |
| 2022 | 0.00% | 0.71% |
| 2021 | 0.00% | 0.50% |
| 2020 | 0.00% | 1.29% |
| 2019 | 0.00% | 0.92% |
| 2018 | 0.00% | 0.98% |
| 2017 | 0.00% | 0.84% |
| 2016 | 0.00% | 1.16% |
| 2015 | 0.00% | 1.18% |
| 2014 | 0.00% | 1.16% |
| 2013 | 0.00% | 0.80% |
| 2012 | 0.00% | 1.03% |
| 2011 | 0.00% | 0.74% |
| 2010 | 0.00% | 0.27% |
| 2009 | 0.00% | 0.25% |
| 2008 | 0.00% | 0.35% |
| 2007 | 0.00% | 0.03% |
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