HELO vs IVVM
JPMorgan Hedged Equity Laddered Overlay ETF vs iShares Large Cap Moderate Quarterly Laddered ETF
Which is better, HELO or IVVM?
IVVM has been ahead.
IVVM 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 | HELO | IVVM |
|---|---|---|
| Expense Ratio | 0.50%Tie | 0.50%Tie |
| AUM | $4.9B | $190M |
| Dividend Yield | 0.57% | 0.57% |
| Holdings | 156 | 13 |
| YTD Return | +4.91% | +9.19%Best |
| 1Y Return | +7.68% | +11.61%Best |
| 3Y Return (annualized) | +11.88% | +14.42%Best |
| Volatility (annualized) | 7.3% | 6.5%Best |
| Max Drawdown | -10.9%Best | -11.6% |
| $10,000 over 3 years | $14,128 | $15,094Best |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 28, 2023 | Jun 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).
HELO vs IVVM 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 IVVM Performance
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an ETF from J.P. Morgan Asset Management and iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) is an ETF from iShares by BlackRock (US). Over the past year HELO returned +7.68% while IVVM returned +11.61%. Year to date, HELO is up 4.91% versus a gain of 9.19% for IVVM.
Over three years, HELO compounded at +11.88% per year against +14.42% for IVVM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HELO has been the more volatile fund, with annualized monthly volatility of 7.3% compared with 6.5% for IVVM. 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 -11.6% for IVVM. 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
HELO charges 0.50% per year while IVVM charges 0.50%. On a $10,000 position that is $50 vs $50 annually. On income, HELO currently yields 0.57% against 0.57% for IVVM.
Holdings Overlap
We hold position weights for 146 holdings in HELO and 2 in IVVM, totalling 99.8% and 99.1% 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 146 positions we hold weights for in HELO and 2 in IVVM, against full books of 156 and 13.
You are not choosing between two funds in isolation.
Whichever of HELO and IVVM 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 IVVM?
HELO has an expense ratio of 0.50% while IVVM charges 0.50%. At the precision these are quoted to, they cost the same.
Which performed better, HELO or IVVM?
Over the past year HELO returned +7.68% vs +11.61% for IVVM, so IVVM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HELO or IVVM?
HELO has been the more volatile fund at 7.3% annualized versus 6.5% for IVVM. Worst drawdown: HELO -10.9% vs IVVM -11.6%.
Should I hold both HELO and IVVM?
HELO and IVVM 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, HELO or IVVM?
HELO yields 0.57% while IVVM yields 0.57%, so IVVM currently pays the higher dividend yield.
Is IVVM better than HELO?
IVVM 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.