XT vs HELO
Comparison between ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF (XT, ETF) and JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF).
XT vs HELO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XT
$4.10B
HELO
$4.10B
Expense Ratio
Winner
XT
0.46%
HELO
0.50%
Max Drawdown
XT
34.97%
Winner
HELO
11.02%
Sharpe Ratio
Winner
XT
1.72
HELO
0.87
5Y Beta
XT
1.07
Winner
HELO
0.47
P/E Ratio
XT
38.30
Winner
HELO
26.75
Forward P/E
XT
26.20
Winner
HELO
20.92
PEG Ratio
XT
N/A
HELO
0.52
5Y Dividends CAGR
XT
51.14%
HELO
N/A
5Y EPS CAGR
XT
22.79%
Winner
HELO
27.02%
Debt to Equity
XT
48.75%
Winner
HELO
7.94%
P/S Ratio
XT
7.29
Winner
HELO
3.91
P/B Ratio
XT
7.30
Winner
HELO
5.58
XT vs HELO - Holdings Comparison
XT and HELO have 35 common holdings. Overlap is 27.82%
XT's top 25 holdings weight is 57.89%. HELO's top 25 holdings weight is 58.82%.
| Rank | XT | HELO |
|---|---|---|
| #1 | TEXAS INSTRUMENTS INC (TXN) - 4.81% | NVIDIA CORP (NVDA) - 9.42% |
| #2 | NVIDIA CORP (NVDA) - 4.12% | APPLE INC (AAPL) - 7.16% |
| #3 | MICROSOFT CORP (MSFT) - 3.72% | MICROSOFT CORP (MSFT) - 5.69% |
| #4 | ANALOG DEVICES INC (ADI) - 3.64% | AMAZON.COM INC (AMZN) - 4.79% |
| #5 | ELI LILLY AND CO (LLY) - 3.60% | ALPHABET INC CLASS A (GOOGL) - 3.85% |
| #6 | TESLA INC (TSLA) - 3.50% | BROADCOM INC (AVGO) - 3.46% |
| #7 | AMAZON.COM INC (AMZN) - 2.86% | ALPHABET INC CLASS C (GOOG) - 2.51% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 2.53% | META PLATFORMS INC CLASS A (META) - 2.37% |
| #9 | MURATA MANUFACTURING CO LTD (n/a) - 2.38% | TESLA INC (TSLA) - 1.63% |
| #10 | INFINEON TECHNOLOGIES AG (n/a) - 2.36% | EXXON MOBIL CORP (XOM) - 1.55% |
| #11 | JOHNSON & JOHNSON (JNJ) - 2.36% | MICRON TECHNOLOGY INC (MU) - 1.52% |
| #12 | n/a (n/a) - 2.35% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% |
| #13 | BROADCOM INC (AVGO) - 2.24% | MASTERCARD INC CLASS A (MA) - 1.27% |
| #14 | PALO ALTO NETWORKS INC (PANW) - 1.98% | JOHNSON & JOHNSON (JNJ) - 1.17% |
| #15 | ABBVIE INC (ABBV) - 1.65% | LAM RESEARCH CORP (LRCX) - 1.13% |
| #16 | META PLATFORMS INC CLASS A (META) - 1.49% | ELI LILLY AND CO (LLY) - 1.13% |
| #17 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.48% | ADVANCED MICRO DEVICES INC (AMD) - 1.11% |
| #18 | CISCO SYSTEMS INC (CSCO) - 1.40% | ABBVIE INC (ABBV) - 1.08% |
| #19 | MICRON TECHNOLOGY INC (MU) - 1.40% | VISA INC CLASS A (V) - 1.04% |
| #20 | NXP SEMICONDUCTORS NV (NXPI) - 1.39% | BANK OF AMERICA CORP (BAC) - 0.97% |
| #21 | INTUITIVE SURGICAL INC (ISRG) - 1.35% | PEPSICO INC (PEP) - 0.97% |
| #22 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.34% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.96% |
| #23 | IBERDROLA SA (n/a) - 1.34% | RTX CORP (RTX) - 0.91% |
| #24 | ASTRAZENECA PLC (AZN) - 1.30% | NEXTERA ENERGY INC (NEE) - 0.91% |
| #25 | MERCK & CO INC (MRK) - 1.30% | AT&T INC (T) - 0.91% |
| Total Holdings | 231 | 157 |
XT vs HELO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XT
+2.63%
HELO
-0.49%
3M
Winner
XT
+16.58%
HELO
+3.35%
6M
Winner
XT
+16.38%
HELO
+1.93%
1Y
Winner
XT
+36.84%
HELO
+9.19%
5Y(CAGR)
XT
+7.35%
HELO
N/A
10Y(CAGR)
XT
+14.62%
HELO
N/A
Max(CAGR)
Winner
XT
+12.56%
HELO
+12.45%
XT vs HELO - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | XT | HELO |
|---|---|---|
| 2026 | +15.40% | +1.48% |
| 2025 | +26.40% | +8.10% |
| 2024 | +2.22% | +18.31% |
| 2023 | +26.79% | +6.30% |
| 2022 | -28.20% | N/A |
| 2021 | +16.59% | N/A |
| 2020 | +33.53% | N/A |
| 2019 | +30.61% | N/A |
| 2018 | -6.17% | N/A |
| 2017 | +32.97% | N/A |
| 2016 | +11.61% | N/A |
| 2015 | -2.29% | N/A |
XT vs HELO Drawdown Comparison
The maximum drawdown for XT was -34.40%, occurring on Oct 14, 2022. Recovery took 908 trading sessions.
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The current XT drawdown is -3.81%. The current HELO drawdown is -1.07%.
| Rank | XT | HELO |
|---|---|---|
| #1 | -34.40% Nov 16, 2021 - Jul 2, 2025 | -10.89% Feb 19, 2025 - Aug 12, 2025 |
| #2 | -32.21% Feb 19, 2020 - Jul 2, 2020 | -5.76% Feb 9, 2026 - Apr 22, 2026 |
| #3 | -19.47% Jun 22, 2015 - Aug 5, 2016 | -4.16% Jul 16, 2024 - Aug 16, 2024 |
| #4 | -18.90% Aug 29, 2018 - Apr 3, 2019 | -3.60% Oct 17, 2023 - Nov 3, 2023 |
| #5 | -10.45% Jan 28, 2026 - Apr 16, 2026 | -2.93% Mar 28, 2024 - May 6, 2024 |
| #6 | -9.55% Jan 26, 2018 - Aug 7, 2018 | -2.71% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -9.31% Feb 12, 2021 - Apr 26, 2021 | -2.56% Dec 26, 2024 - Jan 23, 2025 |
| #8 | -8.11% Apr 8, 2019 - Jul 1, 2019 | -2.38% Nov 12, 2025 - Nov 25, 2025 |
| #9 | -7.30% Sep 3, 2021 - Nov 4, 2021 | -2.21% Dec 5, 2024 - Dec 26, 2024 |
| #10 | -7.29% Oct 12, 2020 - Nov 5, 2020 | -2.09% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -7.16% Sep 2, 2020 - Oct 9, 2020 | -1.81% Dec 11, 2025 - Dec 22, 2025 |
| #12 | -7.03% Jul 24, 2019 - Oct 25, 2019 | -1.72% Jun 1, 2026 - Jun 10, 2026 |
| #13 | -6.92% Jun 2, 2026 - Jun 10, 2026 | -1.50% Oct 29, 2024 - Nov 6, 2024 |
| #14 | -6.52% Sep 22, 2016 - Dec 7, 2016 | -1.45% Jan 23, 2025 - Feb 19, 2025 |
| #15 | -6.46% Nov 3, 2025 - Dec 10, 2025 | -1.34% Oct 6, 2025 - Oct 20, 2025 |
Correlation
Correlation between XT and HELO is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2015 - 2026)
XT vs HELO dividend yield comparison.
| Year | XT | HELO |
|---|---|---|
| 2026 | 0.00% | 0.10% |
| 2025 | 7.95% | 0.67% |
| 2024 | 0.66% | 0.60% |
| 2023 | 0.41% | 0.19% |
| 2022 | 0.78% | 0.00% |
| 2021 | 0.84% | 0.00% |
| 2020 | 0.77% | 0.00% |
| 2019 | 1.55% | 0.00% |
| 2018 | 1.40% | 0.00% |
| 2017 | 0.97% | 0.00% |
| 2016 | 1.37% | 0.00% |
| 2015 | 1.34% | 0.00% |
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