MSLC vs HELO
Comparison between MORGAN STANLEY PATHWAY LARGE CAP EQUITY ETF (MSLC, ETF) and JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF).
MSLC vs HELO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MSLC
$4B
Winner
HELO
$4.10B
Expense Ratio
Winner
MSLC
0.39%
HELO
0.50%
Max Drawdown
MSLC
17.86%
Winner
HELO
11.02%
Sharpe Ratio
Winner
MSLC
1.25
HELO
0.87
5Y Beta
MSLC
0.93
Winner
HELO
0.47
P/E Ratio
Winner
MSLC
26.26
HELO
26.75
Forward P/E
Winner
MSLC
20.81
HELO
20.92
PEG Ratio
MSLC
N/A
HELO
0.52
5Y EPS CAGR
MSLC
24.91%
Winner
HELO
27.02%
Debt to Equity
MSLC
N/A
HELO
7.94%
P/S Ratio
Winner
MSLC
3.03
HELO
3.91
P/B Ratio
Winner
MSLC
5.06
HELO
5.58
MSLC vs HELO - Holdings Comparison
MSLC and HELO have 143 common holdings. Overlap is 56.02%
MSLC's top 25 holdings weight is 47.52%. HELO's top 25 holdings weight is 58.82%.
| Rank | MSLC | HELO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.63% | NVIDIA CORP (NVDA) - 9.42% |
| #2 | MICROSOFT CORP (MSFT) - 5.02% | APPLE INC (AAPL) - 7.16% |
| #3 | AMAZON.COM INC (AMZN) - 4.57% | MICROSOFT CORP (MSFT) - 5.69% |
| #4 | APPLE INC (AAPL) - 4.41% | AMAZON.COM INC (AMZN) - 4.79% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.18% | ALPHABET INC CLASS A (GOOGL) - 3.85% |
| #6 | BROADCOM INC (AVGO) - 2.76% | BROADCOM INC (AVGO) - 3.46% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.63% | ALPHABET INC CLASS C (GOOG) - 2.51% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.03% | META PLATFORMS INC CLASS A (META) - 2.37% |
| #9 | US DOLLARS (n/a) - 1.66% | TESLA INC (TSLA) - 1.63% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.50% | EXXON MOBIL CORP (XOM) - 1.55% |
| #11 | TESLA INC (TSLA) - 1.25% | MICRON TECHNOLOGY INC (MU) - 1.52% |
| #12 | VISA INC CLASS A (V) - 1.21% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.17% | MASTERCARD INC CLASS A (MA) - 1.27% |
| #14 | NETFLIX INC (NFLX) - 1.11% | JOHNSON & JOHNSON (JNJ) - 1.17% |
| #15 | EXXON MOBIL CORP (XOM) - 1.04% | LAM RESEARCH CORP (LRCX) - 1.13% |
| #16 | MICRON TECHNOLOGY INC (MU) - 0.92% | ELI LILLY AND CO (LLY) - 1.13% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.87% | ADVANCED MICRO DEVICES INC (AMD) - 1.11% |
| #18 | RTX CORP (RTX) - 0.77% | ABBVIE INC (ABBV) - 1.08% |
| #19 | LINDE PLC (LIN) - 0.75% | VISA INC CLASS A (V) - 1.04% |
| #20 | ELI LILLY AND CO (LLY) - 0.75% | BANK OF AMERICA CORP (BAC) - 0.97% |
| #21 | n/a (BN) - 0.72% | PEPSICO INC (PEP) - 0.97% |
| #22 | BANK OF AMERICA CORP (BAC) - 0.71% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.96% |
| #23 | CISCO SYSTEMS INC (CSCO) - 0.68% | RTX CORP (RTX) - 0.91% |
| #24 | MERCK & CO INC (MRK) - 0.59% | NEXTERA ENERGY INC (NEE) - 0.91% |
| #25 | JOHNSON & JOHNSON (JNJ) - 0.59% | AT&T INC (T) - 0.91% |
| Total Holdings | 987 | 157 |
MSLC vs HELO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MSLC
+0.51%
HELO
-0.49%
3M
Winner
MSLC
+10.40%
HELO
+3.35%
6M
Winner
MSLC
+7.59%
HELO
+1.93%
1Y
Winner
MSLC
+19.49%
HELO
+9.19%
Max(CAGR)
Winner
MSLC
+12.76%
HELO
+12.45%
MSLC vs HELO - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MSLC | HELO |
|---|---|---|
| 2026 | +6.90% | +1.48% |
| 2025 | +15.85% | +8.10% |
| 2024 | -3.29% | +18.31% |
| 2023 | N/A | +6.30% |
MSLC vs HELO Drawdown Comparison
The maximum drawdown for MSLC was -17.86%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The current MSLC drawdown is -2.13%. The current HELO drawdown is -1.07%.
| Rank | MSLC | HELO |
|---|---|---|
| #1 | -17.86% Feb 19, 2025 - Jun 26, 2025 | -10.89% Feb 19, 2025 - Aug 12, 2025 |
| #2 | -9.31% Jan 12, 2026 - Apr 15, 2026 | -5.76% Feb 9, 2026 - Apr 22, 2026 |
| #3 | -5.29% Oct 28, 2025 - Dec 11, 2025 | -4.16% Jul 16, 2024 - Aug 16, 2024 |
| #4 | -4.51% Dec 11, 2024 - Jan 22, 2025 | -3.60% Oct 17, 2023 - Nov 3, 2023 |
| #5 | -4.08% Jun 1, 2026 - Jun 10, 2026 | -2.93% Mar 28, 2024 - May 6, 2024 |
| #6 | -2.85% Oct 8, 2025 - Oct 24, 2025 | -2.71% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -2.51% Jul 25, 2025 - Aug 12, 2025 | -2.56% Dec 26, 2024 - Jan 23, 2025 |
| #8 | -2.43% Dec 11, 2025 - Dec 23, 2025 | -2.38% Nov 12, 2025 - Nov 25, 2025 |
| #9 | -1.83% May 14, 2026 - May 26, 2026 | -2.21% Dec 5, 2024 - Dec 26, 2024 |
| #10 | -1.57% Sep 22, 2025 - Oct 3, 2025 | -2.09% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -1.49% Jan 23, 2025 - Feb 18, 2025 | -1.81% Dec 11, 2025 - Dec 22, 2025 |
| #12 | -1.43% Aug 14, 2025 - Aug 22, 2025 | -1.72% Jun 1, 2026 - Jun 10, 2026 |
| #13 | -1.22% Aug 28, 2025 - Sep 8, 2025 | -1.50% Oct 29, 2024 - Nov 6, 2024 |
| #14 | -1.12% Dec 26, 2025 - Jan 6, 2026 | -1.45% Jan 23, 2025 - Feb 19, 2025 |
| #15 | -0.83% Jul 3, 2025 - Jul 17, 2025 | -1.34% Oct 6, 2025 - Oct 20, 2025 |
Correlation
Correlation between MSLC and HELO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2023 - 2026)
MSLC vs HELO dividend yield comparison.
| Year | MSLC | HELO |
|---|---|---|
| 2026 | 0.00% | 0.10% |
| 2025 | 2.15% | 0.67% |
| 2024 | 0.00% | 0.60% |
| 2023 | 0.00% | 0.19% |
Select Stocks to Compare
Popular: MSLC vs SPYHELO vs SPY
More Comparisons
Compare with similar stocks