DUBS vs HELO
Aptus Large Cap Enhanced Yield ETF vs JPMorgan Hedged Equity Laddered Overlay ETF
Which is better, DUBS or HELO?
DUBS has been ahead.
DUBS has a lower expense ratio. DUBS led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.94.
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 | DUBS | HELO |
|---|---|---|
| Expense Ratio | 0.40%Best | 0.50% |
| AUM | $431M | $4.9B |
| Dividend Yield | 2.04% | 0.57% |
| Holdings | 14 | 156 |
| YTD Return | +14.57%Best | +4.91% |
| 1Y Return | +18.99%Best | +7.68% |
| 3Y Return (annualized) | +21.82%Best | +11.88% |
| Volatility (annualized) | 11.7% | 7.3%Best |
| Max Drawdown | -18.5% | -10.9%Best |
| $10,000 over 3 years | $18,266Best | $14,128 |
| Fund Family | Aptus ETFs | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 14, 2023 | Sep 28, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 29, 2023 to Oct 14, 2026 (3 years).
DUBS 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 3 years both funds cover.
DUBS vs HELO Performance
Aptus Large Cap Enhanced Yield ETF (DUBS) is an ETF from Aptus ETFs and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an ETF from J.P. Morgan Asset Management. Over the past year DUBS returned +18.99% while HELO returned +7.68%. Year to date, DUBS is up 14.57% versus a gain of 4.91% for HELO.
Over three years, DUBS compounded at +21.82% per year against +11.88% for HELO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DUBS has been the more volatile fund, with annualized monthly volatility of 11.7% compared with 7.3% 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 -18.5% for DUBS and -10.9% 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DUBS charges 0.40% per year while HELO charges 0.50%. On a $10,000 position that is $40 vs $50 annually, a gap of $10 per year that compounds over a long holding period. On income, DUBS currently yields 2.04% against 0.57% for HELO.
Holdings Overlap
We hold position weights for 2 holdings in DUBS and 146 in HELO, totalling 97.4% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in DUBS and 146 in HELO, against full books of 14 and 156.
You are not choosing between two funds in isolation.
Whichever of DUBS and HELO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DUBS or HELO?
DUBS has an expense ratio of 0.40% while HELO charges 0.50%. DUBS is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, DUBS or HELO?
Over the past year DUBS returned +18.99% vs +7.68% for HELO, so DUBS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DUBS or HELO?
DUBS has been the more volatile fund at 11.7% annualized versus 7.3% for HELO. Worst drawdown: DUBS -18.5% vs HELO -10.9%.
Should I hold both DUBS and HELO?
DUBS and HELO have a monthly-return correlation of 0.94, 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.
Which pays a higher dividend, DUBS or HELO?
DUBS yields 2.04% while HELO yields 0.57%, so DUBS currently pays the higher dividend yield.
Is HELO better than DUBS?
DUBS has a lower expense ratio. DUBS led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.