HELO vs TOTL

Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF (TOTL, ETF).

HELO vs TOTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HELO(ETF)	TOTL(ETF)
Net Assets	$4.10B	$4.20B
Expense Ratio	0.50%	0.55%
Max Drawdown	11.02%	25.48%
Sharpe Ratio	0.87	0.23
5Y Beta	0.47	0.02
P/E Ratio	26.75	N/A
Forward P/E	20.92	N/A
PEG Ratio	0.52	N/A
5Y Dividends CAGR	N/A	9.19%
5Y EPS CAGR	27.02%	N/A
Debt to Equity	7.94%	N/A
P/S Ratio	3.91	N/A
P/B Ratio	5.58	N/A

Net Assets

HELO

$4.10B

Winner

TOTL

$4.20B

Expense Ratio

Winner

HELO

0.50%

TOTL

0.55%

Max Drawdown

Winner

HELO

11.02%

TOTL

25.48%

Sharpe Ratio

Winner

HELO

0.87

TOTL

0.23

5Y Beta

HELO

0.47

Winner

TOTL

0.02

P/E Ratio

HELO

26.75

TOTL

N/A

Forward P/E

HELO

20.92

TOTL

N/A

PEG Ratio

HELO

0.52

TOTL

N/A

5Y Dividends CAGR

HELO

N/A

TOTL

9.19%

5Y EPS CAGR

HELO

27.02%

TOTL

N/A

Debt to Equity

HELO

7.94%

TOTL

N/A

P/S Ratio

HELO

3.91

TOTL

N/A

P/B Ratio

HELO

5.58

TOTL

N/A

HELO vs TOTL - Historical Returns

Returns include dividend reinvestment.

Period	HELO	TOTL
1 month	-0.49%	+0.41%
3 months	+3.35%	-0.04%
6 months	+1.93%	+0.40%
1 year	+9.19%	+4.20%
5 years(CAGR)	N/A	+0.63%
10 years(CAGR)	N/A	+1.64%
Max(CAGR)	+12.45%	+1.73%

HELO

-0.49%

Winner

TOTL

+0.41%

Winner

HELO

+3.35%

TOTL

-0.04%

Winner

HELO

+1.93%

TOTL

+0.40%

Winner

HELO

+9.19%

TOTL

+4.20%

5Y(CAGR)

HELO

N/A

TOTL

+0.63%

10Y(CAGR)

HELO

N/A

TOTL

+1.64%

Max(CAGR)

Winner

HELO

+12.45%

TOTL

+1.73%

HELO vs TOTL - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	HELO	TOTL
2026	+1.48%	-0.11%
2025	+8.10%	+7.65%
2024	+18.31%	+3.51%
2023	+6.30%	+5.14%
2022	N/A	-11.37%
2021	N/A	-0.98%
2020	N/A	+3.42%
2019	N/A	+7.11%
2018	N/A	+0.95%
2017	N/A	+3.49%
2016	N/A	+2.64%
2015	N/A	-0.28%

HELO vs TOTL Drawdown Comparison

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

The maximum drawdown for TOTL was -16.48%, occurring on Nov 7, 2022. Recovery took 1001 trading sessions.

The current HELO drawdown is -1.07%. The current TOTL drawdown is -1.74%.

Rank	HELO	TOTL
#1	-10.89% Feb 19, 2025 - Aug 12, 2025	-16.48% Sep 2, 2021 - Aug 29, 2025
#2	-5.76% Feb 9, 2026 - Apr 22, 2026	-7.29% Mar 6, 2020 - Jul 30, 2020
#3	-4.16% Jul 16, 2024 - Aug 16, 2024	-3.29% Sep 29, 2016 - Apr 18, 2017
#4	-3.60% Oct 17, 2023 - Nov 3, 2023	-3.04% Sep 5, 2017 - Jan 3, 2019
#5	-2.93% Mar 28, 2024 - May 6, 2024	-3.04% Feb 27, 2026 - May 19, 2026
#6	-2.71% Aug 30, 2024 - Sep 19, 2024	-1.99% Jan 27, 2021 - Sep 2, 2021
#7	-2.56% Dec 26, 2024 - Jan 23, 2025	-1.41% Oct 4, 2019 - Jan 3, 2020
#8	-2.38% Nov 12, 2025 - Nov 25, 2025	-1.35% Oct 14, 2015 - Feb 8, 2016
#9	-2.21% Dec 5, 2024 - Dec 26, 2024	-1.31% Sep 4, 2019 - Oct 3, 2019
#10	-2.09% Jan 12, 2026 - Jan 27, 2026	-1.22% Apr 20, 2015 - Oct 2, 2015
#11	-1.81% Dec 11, 2025 - Dec 22, 2025	-1.13% Aug 6, 2020 - Dec 11, 2020
#12	-1.72% Jun 1, 2026 - Jun 10, 2026	-1.00% Oct 22, 2025 - Nov 25, 2025
#13	-1.50% Oct 29, 2024 - Nov 6, 2024	-0.94% Jun 26, 2017 - Aug 1, 2017
#14	-1.45% Jan 23, 2025 - Feb 19, 2025	-0.80% Feb 24, 2015 - Mar 23, 2015
#15	-1.34% Oct 6, 2025 - Oct 20, 2025	-0.77% Nov 26, 2025 - Dec 29, 2025

Correlation

Correlation between HELO and TOTL is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2015 - 2026)

HELO vs TOTL dividend yield comparison.

Year	HELO	TOTL
2026	0.10%	2.08%
2025	0.67%	5.23%
2024	0.60%	5.35%
2023	0.19%	4.85%
2022	0.00%	4.68%
2021	0.00%	3.07%
2020	0.00%	2.91%
2019	0.00%	3.31%
2018	0.00%	3.41%
2017	0.00%	3.00%
2016	0.00%	3.25%
2015	0.00%	2.67%