HELO: JPMorgan Hedged Equity Laddered Overlay ETF
Performance
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Summary
HELO at a glance
HELO returned +6.03% over the past year. Its worst drop in that year was -5.76%, smaller than 80% of ETFs on Redstone, and its Sharpe ratio of 0.32 beats 46% of ETFs on Redstone. It yields 0.57%.
Current Drawdown
-1.80%
Rolling Volatility
13.11%
Dividends
HELO dividends
Yield
0.57%
Paid, past year
$0.39
Pays
Quarterly
Growth a year
—
Per share, by year
Return over the past year
HELO paid $0.39 a share over the past year, every quarter. With dividends reinvested it returned +6.03% over the past year, against +5.41% on price alone.
›All 12 payments since Dec 19, 2023
- Sep 22, 2026$0.0907
- Jun 23, 2026$0.1071
- Mar 24, 2026$0.0695
- Dec 16, 2025$0.1263
- Sep 23, 2025$0.127
- Jun 24, 2025$0.1008
- Mar 25, 2025$0.088
- Dec 24, 2024$0.151
- Sep 24, 2024$0.0816
- Jun 25, 2024$0.0842
- Mar 19, 2024$0.0525
- Dec 19, 2023$0.1029
Metrics
Risk Indicators
Profile
About HELO
The Fund seeks to provide capital appreciation. The Fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies.
From its prospectus, filed Feb 25, 2026- Category
- Alternatives
- Expense ratio
- 0.50%
- Fund size
- $4.9B
- Inception
- Sep 2023
Comparisons