HELO ETF: JPMorgan Hedged Equity Laddered Overlay ETF - Price, Holdings & Analysis
JPMorgan Hedged Equity Laddered Overlay ETF Price Chart
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Financial Metrics & Key Statistics
Fund characteristics, expense ratio, dividend yield, and performance metrics
Frequently Asked Questions About JPMorgan Hedged Equity Laddered Overlay ETF
What is the current price of HELO?
The latest HELO price is $68.15. The 52-week range is $62.64–$68.40. HELO has returned 7.7% over the past 52 weeks.
What is the expense ratio for HELO?
HELO's annual expense ratio is 0.50%. This represents the yearly cost of holding the fund, deducted from total returns. Compare with similar Equity ETFs in the ETF Screener.
Does HELO pay dividends?
Yes, HELO pays a 0.63% dividend yield. The last ex-dividend date was 2027-06-25. View full dividend history in the Dividends section.
What are the top holdings of HELO?
HELO's largest holdings are NVIDIA Corporation (8.7%), Apple Inc. (7.0%), Microsoft Corporation (5.3%) (combined weight: 21.0%). The fund holds 163 total positions. View the complete portfolio breakdown in the Holdings section.
How does HELO compare to similar ETFs?
Compare HELO (0.50% expense ratio, $4.02B AUM) against similar Equity ETFs using the ETF Screener. Filter by expense ratio, dividend yield, and performance to find alternatives.