BKCG vs HELO
BNY Mellon Concentrated Growth ETF vs JPMorgan Hedged Equity Laddered Overlay ETF
Which is better, BKCG or HELO?
BKCG has been ahead.
BKCG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92. HELO is less concentrated, with 40.1% of the fund in its ten largest positions against 57.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BKCG | HELO |
|---|---|---|
| Expense Ratio | 0.50%Tie | 0.50%Tie |
| AUM | $123M | $4.9B |
| Dividend Yield | 0.59% | 0.57% |
| Holdings | 30 | 156 |
| YTD Return | +9.20%Best | +4.91% |
| 1Y Return | +12.91%Best | +7.68% |
| 3Y Return (annualized) | - | +11.88% |
| Volatility (annualized) | 12.6% | 6.6%Best |
| Max Drawdown | -12.1% | -5.8%Best |
| $10,000 over 1.5 years | $12,865Best | $11,696 |
| Top 10 Weight | 57.9% | 40.1%Best |
| Fund Family | BNY Mellon Investment Management | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 31, 2025 | Sep 28, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 31, 2025 to Oct 14, 2026 (1.5 years).
BKCG vs HELO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.5 years both funds cover.
BKCG vs HELO Performance
BNY Mellon Concentrated Growth ETF (BKCG) is an ETF from BNY Mellon Investment Management and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an ETF from J.P. Morgan Asset Management. Over the past year BKCG returned +12.91% while HELO returned +7.68%. Year to date, BKCG is up 9.20% versus a gain of 4.91% for HELO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BKCG has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 6.6% for HELO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -12.1% for BKCG and -5.8% for HELO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BKCG charges 0.50% per year while HELO charges 0.50%. On a $10,000 position that is $50 vs $50 annually. On income, BKCG currently yields 0.59% against 0.57% for HELO.
Holdings Overlap
74.3% of BKCG's money is in holdings HELO also owns. 41.6% of HELO's money is in holdings BKCG also owns.
Most of BKCG is already inside HELO. Owning both mostly buys the same companies twice.
18 positions in common, counted across the 28 positions we hold weights for in BKCG and 146 in HELO, against full books of 30 and 156.
What only one of them owns
Our book lists 125 positions for HELO that do not appear in our book for BKCG (56.8% of the fund), and 8 for BKCG that do not appear in HELO (16.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BKCG | Weight in HELO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 10.84% | 8.17% | 2.67% |
| MSFTMicrosoft Corp | 6.81% | 6.29% | 0.52% |
| AAPLApple, Inc | 5.38% | 7.01% | 1.63% |
| AMZNAmazon.Com Inc | 7.19% | 4.26% | 2.93% |
| GOOGAlphabet Inc. C | 7.06% | 2.26% | 4.80% |
| METAMeta Platforms Inc | 4.37% | 2.31% | 2.06% |
| AVGOBroadcom Inc | 2.49% | 2.64% | 0.15% |
| MAMastercard Inc | 3.77% | 1.24% | 2.53% |
| LLYEli Lilly & Co. | 3.36% | 1.14% | 2.22% |
| AMDAdvanced Micro Devices Inc | 3.06% | 1.28% | 1.78% |
74.3% of BKCG is already inside HELO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BKCG or HELO?
BKCG has an expense ratio of 0.50% while HELO charges 0.50%. At the precision these are quoted to, they cost the same.
Which performed better, BKCG or HELO?
Over the past year BKCG returned +12.91% vs +7.68% for HELO, so BKCG leads on 1-year performance. Over the longest common window we track (2 years), BKCG annualized +18.29% vs +11.01% for HELO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BKCG or HELO?
BKCG has been the more volatile fund at 12.6% annualized versus 6.6% for HELO. Worst drawdown: BKCG -12.1% vs HELO -5.8%.
Should I hold both BKCG and HELO?
BKCG and HELO have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between BKCG and HELO?
74.3% of BKCG's money is in holdings HELO also owns. 41.6% of HELO's is in holdings BKCG also owns. They hold 18 positions in common, counted across the 28 positions we hold weights for in BKCG and 146 in HELO.
Which pays a higher dividend, BKCG or HELO?
BKCG yields 0.59% while HELO yields 0.57%, so BKCG currently pays the higher dividend yield.
Is HELO better than BKCG?
BKCG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92. HELO is less concentrated, with 40.1% of the fund in its ten largest positions against 57.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.