HELO vs LCTO
JPMorgan Hedged Equity Laddered Overlay ETF vs Kurv US Large Cap TaxOptimized ETF
Which is better, HELO or LCTO?
HELO costs less.
HELO has a lower expense ratio.
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 | LCTO |
|---|---|---|
| Expense Ratio | 0.50%Best | 0.70% |
| AUM | $4.9B | $501,400.12 |
| Dividend Yield | 0.57% | 0.38% |
| Holdings | 156 | 29 |
| YTD Return | +4.91%Best | -0.55% |
| 1Y Return | +7.68% | - |
| 3Y Return (annualized) | +11.88% | - |
| Fund Family | J.P. Morgan Asset Management | Kurv |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 28, 2023 | Jul 6, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
HELO vs LCTO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
HELO vs LCTO Performance
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an ETF from J.P. Morgan Asset Management and Kurv US Large Cap TaxOptimized ETF (LCTO) is an ETF from Kurv. Year to date, HELO is up 4.91% versus a loss of 0.55% for LCTO.
Past performance does not guarantee future results.
Fees and Cost Over Time
HELO charges 0.50% per year while LCTO charges 0.70%. On a $10,000 position that is $50 vs $70 annually, a gap of $20 per year that compounds over a long holding period. On income, HELO currently yields 0.57% against 0.38% for LCTO.
Holdings Overlap
We hold position weights for 146 holdings in HELO and 10 in LCTO, totalling 99.8% and 94.7% 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 10 in LCTO, against full books of 156 and 29.
You are not choosing between two funds in isolation.
Whichever of HELO and LCTO 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 LCTO?
HELO has an expense ratio of 0.50% while LCTO charges 0.70%. HELO is the cheaper option, by $20 a year on a $10,000 investment.
Which pays a higher dividend, HELO or LCTO?
HELO yields 0.57% while LCTO yields 0.38%, so HELO currently pays the higher dividend yield.
Is LCTO better than HELO?
HELO has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.