HELO vs SUSA
Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF).
HELO vs SUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HELO
$4.10B
Winner
SUSA
$4.30B
Expense Ratio
HELO
0.50%
Winner
SUSA
0.25%
Max Drawdown
Winner
HELO
11.02%
SUSA
54.94%
Sharpe Ratio
HELO
0.87
Winner
SUSA
1.49
5Y Beta
Winner
HELO
0.46
SUSA
0.96
P/E Ratio
Winner
HELO
26.85
SUSA
29.56
Forward P/E
Winner
HELO
20.76
SUSA
22.39
PEG Ratio
Winner
HELO
0.55
SUSA
0.59
5Y Dividends CAGR
HELO
N/A
SUSA
5.99%
5Y EPS CAGR
Winner
HELO
27.03%
SUSA
26.31%
Debt to Equity
Winner
HELO
7.87%
SUSA
28.79%
P/S Ratio
HELO
3.84
Winner
SUSA
3.64
P/B Ratio
Winner
HELO
5.53
SUSA
6.40
HELO vs SUSA - Holdings Comparison
HELO and SUSA have 69 common holdings. Overlap is 46.91%
HELO's top 25 holdings weight is 58.82%. SUSA's top 25 holdings weight is 48.60%.
| Rank | HELO | SUSA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.42% | NVIDIA CORP (NVDA) - 7.56% |
| #2 | APPLE INC (AAPL) - 7.16% | APPLE INC (AAPL) - 6.45% |
| #3 | MICROSOFT CORP (MSFT) - 5.69% | MICROSOFT CORP (MSFT) - 3.99% |
| #4 | AMAZON.COM INC (AMZN) - 4.79% | ALPHABET INC CLASS C (GOOG) - 3.50% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.85% | BROADCOM INC (AVGO) - 2.78% |
| #6 | BROADCOM INC (AVGO) - 3.46% | ALPHABET INC CLASS A (GOOGL) - 2.67% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.51% | MICRON TECHNOLOGY INC (MU) - 1.77% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.37% | TESLA INC (TSLA) - 1.74% |
| #9 | TESLA INC (TSLA) - 1.63% | ADVANCED MICRO DEVICES INC (AMD) - 1.45% |
| #10 | EXXON MOBIL CORP (XOM) - 1.55% | MORGAN STANLEY (MS) - 1.39% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.52% | ELI LILLY AND CO (LLY) - 1.38% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% | APPLIED MATERIALS INC (AMAT) - 1.36% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.27% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.30% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.17% | LAM RESEARCH CORP (LRCX) - 1.24% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.13% | THE HOME DEPOT INC (HD) - 1.09% |
| #16 | ELI LILLY AND CO (LLY) - 1.13% | BANK OF NEW YORK MELLON CORP (BNY) - 1.04% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 1.11% | VISA INC CLASS A (V) - 1.00% |
| #18 | ABBVIE INC (ABBV) - 1.08% | ECOLAB INC (ECL) - 0.96% |
| #19 | VISA INC CLASS A (V) - 1.04% | CUMMINS INC (CMI) - 0.94% |
| #20 | BANK OF AMERICA CORP (BAC) - 0.97% | INTEL CORP (INTC) - 0.92% |
| #21 | PEPSICO INC (PEP) - 0.97% | MASTERCARD INC CLASS A (MA) - 0.87% |
| #22 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.96% | PALO ALTO NETWORKS INC (PANW) - 0.82% |
| #23 | RTX CORP (RTX) - 0.91% | CISCO SYSTEMS INC (CSCO) - 0.82% |
| #24 | NEXTERA ENERGY INC (NEE) - 0.91% | AMERICAN EXPRESS CO (AXP) - 0.79% |
| #25 | AT&T INC (T) - 0.91% | EQUINIX INC (EQIX) - 0.77% |
| Total Holdings | 157 | 196 |
HELO vs SUSA - Historical Returns
Returns include dividend reinvestment.
1M
HELO
-0.62%
Winner
SUSA
-0.17%
3M
HELO
+4.25%
Winner
SUSA
+13.17%
6M
HELO
+0.78%
Winner
SUSA
+7.69%
1Y
HELO
+9.11%
Winner
SUSA
+23.70%
5Y(CAGR)
HELO
N/A
SUSA
+11.29%
10Y(CAGR)
HELO
N/A
SUSA
+15.53%
Max(CAGR)
Winner
HELO
+12.29%
SUSA
+11.62%
HELO vs SUSA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | HELO | SUSA |
|---|---|---|
| 2026 | +1.44% | +8.53% |
| 2025 | +8.10% | +15.98% |
| 2024 | +18.31% | +23.30% |
| 2023 | +6.30% | +24.42% |
| 2022 | N/A | -21.45% |
| 2021 | N/A | +32.05% |
| 2020 | N/A | +25.25% |
| 2019 | N/A | +34.69% |
| 2018 | N/A | -4.52% |
| 2017 | N/A | +23.33% |
| 2016 | N/A | +16.07% |
| 2015 | N/A | -0.38% |
| 2014 | N/A | +16.22% |
| 2013 | N/A | +29.43% |
| 2012 | N/A | +10.66% |
| 2011 | N/A | +2.05% |
| 2010 | N/A | +14.29% |
| 2009 | N/A | +29.40% |
| 2008 | N/A | -33.36% |
| 2007 | N/A | +5.98% |
| 2006 | N/A | +12.94% |
| 2005 | N/A | +9.22% |
HELO vs SUSA Drawdown Comparison
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for SUSA was -52.90%, occurring on Mar 9, 2009. Recovery took 847 trading sessions.
The current HELO drawdown is -1.11%. The current SUSA drawdown is -2.96%.
| Rank | HELO | SUSA |
|---|---|---|
| #1 | -10.89% Feb 19, 2025 - Aug 12, 2025 | -52.90% Oct 9, 2007 - Feb 18, 2011 |
| #2 | -5.76% Feb 9, 2026 - Apr 22, 2026 | -32.93% Feb 19, 2020 - Jul 17, 2020 |
| #3 | -4.16% Jul 16, 2024 - Aug 16, 2024 | -28.22% Dec 29, 2021 - Feb 7, 2024 |
| #4 | -3.60% Oct 17, 2023 - Nov 3, 2023 | -19.30% Dec 4, 2024 - Jun 30, 2025 |
| #5 | -2.93% Mar 28, 2024 - May 6, 2024 | -18.60% Oct 1, 2018 - Mar 21, 2019 |
| #6 | -2.71% Aug 30, 2024 - Sep 19, 2024 | -18.21% Jul 7, 2011 - Feb 1, 2012 |
| #7 | -2.56% Dec 26, 2024 - Jan 23, 2025 | -12.76% May 20, 2015 - Apr 1, 2016 |
| #8 | -2.38% Nov 12, 2025 - Nov 25, 2025 | -11.53% Apr 2, 2012 - Jan 2, 2013 |
| #9 | -2.21% Dec 5, 2024 - Dec 26, 2024 | -9.71% Jan 28, 2026 - Apr 17, 2026 |
| #10 | -2.09% Jan 12, 2026 - Jan 27, 2026 | -9.62% Jan 26, 2018 - Aug 3, 2018 |
| #11 | -1.81% Dec 11, 2025 - Dec 22, 2025 | -9.26% Sep 2, 2020 - Nov 11, 2020 |
| #12 | -1.72% Jun 1, 2026 - Jun 10, 2026 | -8.32% Jul 19, 2007 - Oct 1, 2007 |
| #13 | -1.50% Oct 29, 2024 - Nov 6, 2024 | -7.53% Jul 16, 2024 - Aug 23, 2024 |
| #14 | -1.45% Jan 23, 2025 - Feb 19, 2025 | -7.23% Apr 23, 2019 - Jun 20, 2019 |
| #15 | -1.34% Oct 6, 2025 - Oct 20, 2025 | -6.86% May 2, 2011 - Jul 7, 2011 |
Correlation
Correlation between HELO and SUSA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2005 - 2026)
HELO vs SUSA dividend yield comparison.
| Year | HELO | SUSA |
|---|---|---|
| 2026 | 0.26% | 0.40% |
| 2025 | 0.67% | 0.89% |
| 2024 | 0.60% | 1.15% |
| 2023 | 0.19% | 1.32% |
| 2022 | 0.00% | 1.52% |
| 2021 | 0.00% | 0.98% |
| 2020 | 0.00% | 2.01% |
| 2019 | 0.00% | 3.04% |
| 2018 | 0.00% | 3.45% |
| 2017 | 0.00% | 2.80% |
| 2016 | 0.00% | 3.11% |
| 2015 | 0.00% | 2.85% |
| 2014 | 0.00% | 2.43% |
| 2013 | 0.00% | 2.59% |
| 2012 | 0.00% | 3.53% |
| 2011 | 0.00% | 2.90% |
| 2010 | 0.00% | 2.95% |
| 2009 | 0.00% | 3.28% |
| 2008 | 0.00% | 4.59% |
| 2007 | 0.00% | 2.57% |
| 2006 | 0.00% | 3.01% |
| 2005 | 0.00% | 2.30% |
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