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HELO vs SPY

Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

HELO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HELO
$4.10B
Winner
SPY
$784B
Expense Ratio
HELO
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
HELO
11.02%
SPY
56.47%
Sharpe Ratio
HELO
0.87
Winner
SPY
1.54
5Y Beta
Winner
HELO
0.46
SPY
1.00
P/E Ratio
Winner
HELO
26.85
SPY
27.62
Forward P/E
Winner
HELO
20.76
SPY
21.11
PEG Ratio
HELO
0.55
SPY
N/A
5Y Dividends CAGR
HELO
N/A
SPY
6.00%
5Y EPS CAGR
Winner
HELO
27.03%
SPY
25.30%
Debt to Equity
Winner
HELO
7.87%
SPY
31.11%
P/S Ratio
HELO
3.84
Winner
SPY
3.49
P/B Ratio
HELO
5.53
Winner
SPY
5.30

HELO vs SPY - Holdings Comparison

HELO and SPY have 143 common holdings. Overlap is 62.23%

HELO's top 25 holdings weight is 58.82%. SPY's top 25 holdings weight is 51.24%.

RankHELOSPY
#1
NVIDIA CORP (NVDA) - 9.42%
NVIDIA CORP (NVDA) - 7.81%
#2
APPLE INC (AAPL) - 7.16%
APPLE INC (AAPL) - 6.81%
#3
MICROSOFT CORP (MSFT) - 5.69%
MICROSOFT CORP (MSFT) - 4.53%
#4
AMAZON.COM INC (AMZN) - 4.79%
AMAZON.COM INC (AMZN) - 3.72%
#5
ALPHABET INC CLASS A (GOOGL) - 3.85%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
BROADCOM INC (AVGO) - 3.46%
BROADCOM INC (AVGO) - 2.77%
#7
ALPHABET INC CLASS C (GOOG) - 2.51%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
META PLATFORMS INC CLASS A (META) - 2.37%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
TESLA INC (TSLA) - 1.63%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
EXXON MOBIL CORP (XOM) - 1.55%
TESLA INC (TSLA) - 1.76%
#11
MICRON TECHNOLOGY INC (MU) - 1.52%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
MASTERCARD INC CLASS A (MA) - 1.27%
ELI LILLY AND CO (LLY) - 1.38%
#14
JOHNSON & JOHNSON (JNJ) - 1.17%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
LAM RESEARCH CORP (LRCX) - 1.13%
EXXON MOBIL CORP (XOM) - 0.92%
#16
ELI LILLY AND CO (LLY) - 1.13%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
ADVANCED MICRO DEVICES INC (AMD) - 1.11%
VISA INC CLASS A (V) - 0.87%
#18
ABBVIE INC (ABBV) - 1.08%
INTEL CORP (INTC) - 0.85%
#19
VISA INC CLASS A (V) - 1.04%
WALMART INC (WMT) - 0.82%
#20
BANK OF AMERICA CORP (BAC) - 0.97%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
PEPSICO INC (PEP) - 0.97%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.96%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
RTX CORP (RTX) - 0.91%
CATERPILLAR INC (CAT) - 0.68%
#24
NEXTERA ENERGY INC (NEE) - 0.91%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
AT&T INC (T) - 0.91%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings157505

HELO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HELO
-0.62%
SPY
-1.37%
3M
HELO
+4.25%
Winner
SPY
+12.22%
6M
HELO
+0.78%
Winner
SPY
+7.20%
1Y
HELO
+9.11%
Winner
SPY
+23.58%
5Y(CAGR)
HELO
N/A
SPY
+13.19%
10Y(CAGR)
HELO
N/A
SPY
+15.12%
Max(CAGR)
Winner
HELO
+12.29%
SPY
+8.44%

HELO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHELOSPY
2026+1.44%+7.95%
2025+8.10%+18.00%
2024+18.31%+25.59%
2023+6.30%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

HELO vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current HELO drawdown is -1.11%. The current SPY drawdown is -3.18%.

RankHELOSPY
#1-10.89%
Feb 19, 2025 - Aug 12, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-5.76%
Feb 9, 2026 - Apr 22, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-4.16%
Jul 16, 2024 - Aug 16, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-3.60%
Oct 17, 2023 - Nov 3, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.93%
Mar 28, 2024 - May 6, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.71%
Aug 30, 2024 - Sep 19, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.56%
Dec 26, 2024 - Jan 23, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.38%
Nov 12, 2025 - Nov 25, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.21%
Dec 5, 2024 - Dec 26, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.09%
Jan 12, 2026 - Jan 27, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.81%
Dec 11, 2025 - Dec 22, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.72%
Jun 1, 2026 - Jun 10, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.50%
Oct 29, 2024 - Nov 6, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.45%
Jan 23, 2025 - Feb 19, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.34%
Oct 6, 2025 - Oct 20, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HELO and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

HELO vs SPY dividend yield comparison.

YearHELOSPY
20260.26%0.50%
20250.67%1.07%
20240.60%1.21%
20230.19%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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