HELO vs IGLD
JPMorgan Hedged Equity Laddered Overlay ETF vs FT Vest Gold Strategy Target Income ETF
Which is better, HELO or IGLD?
Each has led over a different period.
HELO has a lower expense ratio. HELO led over 1Y, IGLD over 3Y and the full window.
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 | HELO | IGLD |
|---|---|---|
| Expense Ratio | 0.50%Best | 0.85% |
| AUM | $4.9B | $596M |
| Dividend Yield | 0.57% | 24.76% |
| Holdings | 156 | 10 |
| YTD Return | +4.91%Best | -15.99% |
| 1Y Return | +7.68%Best | -11.90% |
| 3Y Return (annualized) | +11.88% | +16.23%Best |
| 5Y Return (annualized) | - | +10.02% |
| Volatility (annualized) | 7.3%Best | 15.8% |
| Max Drawdown | -10.9%Best | -29.8% |
| $10,000 over 3 years | $14,128 | $15,975Best |
| Fund Family | J.P. Morgan Asset Management | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 28, 2023 | Mar 2, 2021 |
Not shown on this pair: 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).
HELO vs IGLD 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.
HELO vs IGLD Performance
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an ETF from J.P. Morgan Asset Management and FT Vest Gold Strategy Target Income ETF (IGLD) is an ETF from First Trust Portfolios (US). Over the past year HELO returned +7.68% while IGLD returned -11.90%. Year to date, HELO is up 4.91% versus a loss of 15.99% for IGLD.
Over three years, HELO compounded at +11.88% per year against +16.23% for IGLD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGLD has been the more volatile fund, with annualized monthly volatility of 15.8% 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 -10.9% for HELO and -29.8% for IGLD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.11. They move largely independently of each other.
Fees and Cost Over Time
HELO charges 0.50% per year while IGLD charges 0.85%. On a $10,000 position that is $50 vs $85 annually, a gap of $35 per year that compounds over a long holding period. On income, HELO currently yields 0.57% against 24.76% for IGLD.
You are not choosing between two funds in isolation.
Whichever of HELO and IGLD 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, HELO or IGLD?
HELO has an expense ratio of 0.50% while IGLD charges 0.85%. HELO is the cheaper option, by $35 a year on a $10,000 investment.
Which performed better, HELO or IGLD?
Over the past year HELO returned +7.68% vs -11.90% for IGLD, so HELO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HELO or IGLD?
IGLD has been the more volatile fund at 15.8% annualized versus 7.3% for HELO. Worst drawdown: HELO -10.9% vs IGLD -29.8%.
Should I hold both HELO and IGLD?
HELO and IGLD have a monthly-return correlation of 0.11, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HELO or IGLD?
HELO yields 0.57% while IGLD yields 24.76%, so IGLD currently pays the higher dividend yield.
Is IGLD better than HELO?
HELO has a lower expense ratio. HELO led over 1Y, IGLD over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.