SILJ vs HELO
Comparison between Amplify Junior Silver Miners ETF (SILJ, ETF) and JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF).
SILJ vs HELO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SILJ
$3.90B
Winner
HELO
$4B
Expense Ratio
SILJ
0.69%
Winner
HELO
0.50%
Max Drawdown
SILJ
79.54%
Winner
HELO
11.02%
Sharpe Ratio
Winner
SILJ
2.08
HELO
1.44
5Y Beta
SILJ
1.12
Winner
HELO
0.47
P/E Ratio
SILJ
166.18
Winner
HELO
28.33
Forward P/E
SILJ
N/A
HELO
21.00
PEG Ratio
SILJ
N/A
HELO
0.57
5Y Dividends CAGR
SILJ
28.07%
HELO
N/A
5Y EPS CAGR
SILJ
N/A
HELO
25.71%
Debt to Equity
SILJ
19.24%
Winner
HELO
-3.93%
P/S Ratio
SILJ
N/A
HELO
4.08
P/B Ratio
Winner
SILJ
3.99
HELO
5.57
SILJ vs HELO - Holdings Comparison
SILJ and HELO have 1 common holdings. Overlap is -3.08%
SILJ's top 25 holdings weight is 90.44%. HELO's top 25 holdings weight is 57.76%.
| Rank | SILJ | HELO |
|---|---|---|
| #1 | FIRST MAJESTIC SILVER CORP (n/a) - 10.12% | NVIDIA CORP (NVDA) - 8.52% |
| #2 | COEUR MINING INC (CDE) - 9.48% | APPLE INC (AAPL) - 6.82% |
| #3 | HECLA MINING CO (HL) - 8.41% | MICROSOFT CORP (MSFT) - 5.62% |
| #4 | WHEATON PRECIOUS METALS CORP (n/a) - 6.20% | AMAZON.COM INC (AMZN) - 5.08% |
| #5 | n/a (HYMC) - 4.57% | ALPHABET INC CLASS A (GOOGL) - 3.86% |
| #6 | ENDEAVOUR SILVER CORP (EXK) - 4.03% | BROADCOM INC (AVGO) - 3.62% |
| #7 | PERPETUA RESOURCES CORP (n/a) - 4.03% | ALPHABET INC CLASS C (GOOG) - 2.51% |
| #8 | PAN AMERICAN SILVER CORP (n/a) - 3.74% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | KGHM POLSKA MIEDZ SA (n/a) - 3.62% | TESLA INC (TSLA) - 1.68% |
| #10 | SSR MINING INC (n/a) - 3.44% | EXXON MOBIL CORP (XOM) - 1.48% |
| #11 | COMPANIA DE MINAS BUENAVENTURA SAA ADR (BVN) - 3.43% | MICRON TECHNOLOGY INC (MU) - 1.40% |
| #12 | BOLIDEN AB (n/a) - 3.03% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.27% |
| #13 | SEABRIDGE GOLD INC (SA) - 2.96% | MASTERCARD INC CLASS A (MA) - 1.27% |
| #14 | SILVERCORP METALS INC (SVM) - 2.91% | JOHNSON & JOHNSON (JNJ) - 1.17% |
| #15 | OR ROYALTIES INC (OR) - 2.59% | LAM RESEARCH CORP (LRCX) - 1.15% |
| #16 | FRANCO-NEVADA CORP (FNV) - 2.40% | ELI LILLY AND CO (LLY) - 1.10% |
| #17 | AYA GOLD & SILVER INC (n/a) - 2.33% | VISA INC CLASS A (V) - 1.04% |
| #18 | ARTEMIS GOLD INC ORDINARY SHARES (n/a) - 2.07% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.02% |
| #19 | TRIPLE FLAG PRECIOUS METALS CORP (TFPM) - 2.07% | ABBVIE INC (ABBV) - 1.02% |
| #20 | SKEENA RESOURCES LTD (SKE) - 1.86% | BANK OF AMERICA CORP (BAC) - 1.00% |
| #21 | ROYAL GOLD INC (RGLD) - 1.60% | PEPSICO INC (PEP) - 1.00% |
| #22 | n/a (VZLA) - 1.59% | NEXTERA ENERGY INC (NEE) - 0.97% |
| #23 | FORTUNA MINING CORP (n/a) - 1.54% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.96% |
| #24 | AMERICAS GOLD AND SILVER CORP (n/a) - 1.27% | WELLS FARGO & CO (WFC) - 0.93% |
| #25 | FRESNILLO PLC (n/a) - 1.15% | ORACLE CORP (ORCL) - 0.87% |
| Total Holdings | 66 | 164 |
SILJ vs HELO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SILJ
+8.03%
HELO
+2.64%
3M
Winner
SILJ
+6.75%
HELO
+1.55%
6M
Winner
SILJ
+46.04%
HELO
+3.07%
1Y
Winner
SILJ
+187.38%
HELO
+11.77%
5Y(CAGR)
SILJ
+18.33%
HELO
N/A
10Y(CAGR)
SILJ
+11.94%
HELO
N/A
Max(CAGR)
SILJ
+5.25%
Winner
HELO
+13.09%
SILJ vs HELO - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SILJ | HELO |
|---|---|---|
| 2026 | +24.52% | +1.98% |
| 2025 | +168.25% | +8.10% |
| 2024 | +8.66% | +18.31% |
| 2023 | -6.53% | +6.30% |
| 2022 | -13.55% | N/A |
| 2021 | -27.48% | N/A |
| 2020 | +34.01% | N/A |
| 2019 | +53.18% | N/A |
| 2018 | -31.18% | N/A |
| 2017 | -11.26% | N/A |
| 2016 | +133.48% | N/A |
| 2015 | -38.73% | N/A |
| 2014 | -16.44% | N/A |
| 2013 | -55.18% | N/A |
| 2012 | -1.28% | N/A |
SILJ vs HELO Drawdown Comparison
The maximum drawdown for SILJ was -79.04%, occurring on Jan 20, 2016. Recovery took 3171 trading sessions.
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The current SILJ drawdown is -15.19%. The current HELO drawdown is -0.12%.
| Rank | SILJ | HELO |
|---|---|---|
| #1 | -79.04% Jan 22, 2013 - Aug 29, 2025 | -10.89% Feb 19, 2025 - Aug 12, 2025 |
| #2 | -34.71% Feb 27, 2026 - Mar 20, 2026 | -5.76% Feb 9, 2026 - Apr 22, 2026 |
| #3 | -22.85% Oct 16, 2025 - Dec 11, 2025 | -4.16% Jul 16, 2024 - Aug 16, 2024 |
| #4 | -21.68% Jan 28, 2026 - Feb 26, 2026 | -3.60% Oct 17, 2023 - Nov 3, 2023 |
| #5 | -6.68% Dec 26, 2025 - Jan 6, 2026 | -2.93% Mar 28, 2024 - May 6, 2024 |
| #6 | -6.09% Nov 29, 2012 - Dec 27, 2012 | -2.71% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -5.56% Oct 8, 2025 - Oct 13, 2025 | -2.56% Dec 26, 2024 - Jan 23, 2025 |
| #8 | -5.10% Sep 15, 2025 - Sep 22, 2025 | -2.38% Nov 12, 2025 - Nov 25, 2025 |
| #9 | -3.67% Dec 27, 2012 - Jan 2, 2013 | -2.21% Dec 5, 2024 - Dec 26, 2024 |
| #10 | -3.03% Sep 22, 2025 - Sep 26, 2025 | -2.09% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -2.74% Jan 6, 2026 - Jan 9, 2026 | -1.81% Dec 11, 2025 - Dec 22, 2025 |
| #12 | -2.52% Dec 11, 2025 - Dec 19, 2025 | -1.50% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -1.78% Jan 2, 2013 - Jan 10, 2013 | -1.45% Jan 23, 2025 - Feb 19, 2025 |
| #14 | -1.48% Sep 3, 2025 - Sep 5, 2025 | -1.34% Oct 6, 2025 - Oct 20, 2025 |
| #15 | -1.44% Sep 8, 2025 - Sep 10, 2025 | -1.32% Jan 28, 2026 - Feb 9, 2026 |
Correlation
Correlation between SILJ and HELO is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2013 - 2026)
SILJ vs HELO dividend yield comparison.
| Year | SILJ | HELO |
|---|---|---|
| 2026 | 0.00% | 0.10% |
| 2025 | 2.00% | 0.67% |
| 2024 | 7.26% | 0.60% |
| 2023 | 0.01% | 0.19% |
| 2022 | 0.05% | 0.00% |
| 2021 | 0.36% | 0.00% |
| 2020 | 1.23% | 0.00% |
| 2019 | 1.45% | 0.00% |
| 2018 | 1.66% | 0.00% |
| 2016 | 0.52% | 0.00% |
| 2015 | 2.46% | 0.00% |
| 2013 | 0.10% | 0.00% |
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