# Jpmorgan Hedged Equity Laddered Overlay ETF (HELO)

> Source: Nexqual · https://nexqual.com/HELO · data as of 2026-10-23 20:00 UTC · cite as "Nexqual, Jpmorgan Hedged Equity Laddered Overlay ETF (HELO), nexqual.com/HELO" · informational, not investment advice.

**Price:** USD 68.83 (-0.45% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 69.14 · day 68.81–69.12 · 52w 63.24–70.23 · market cap null · PCX

## Key facts
- Total return with dividends: 1Y +6.1% vs S&P 500 +14.0%; 5Y +40.7% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2023-09-25) |
|---|---|---|
| Total return | +6.1% | +40.7% |
| S&P 500 (SPY) | +14.0% | +76.9% |
| Per year | +6.1% | +11.7% |
| Volatility (annualized) | 7.0% | 7.7% |
| Max drawdown | -5.8% (Feb 2026→Mar 2026) | -9.6% (Feb 2025→Mar 2025) |

## Peers
BALI (iShares U.S. Large Cap Premium ) USD 34.29 -0.52% · HIGH (Simplify Enhanced Income ETF) USD 20.96 -0.04% · ISPY (ProShares S&P 500 High Income E) USD 47.51 -0.40% · CGDV (Capital Group Dividend Value ET) USD 48.45 -0.64% · SVOL (Simplify Volatility Premium ETF) USD 16.62 +0.54%

## More
Full page: https://nexqual.com/HELO · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt