HELO vs NUDG
JPMorgan Hedged Equity Laddered Overlay ETF vs Nuveen Dividend Growth Fund ETF
Which is better, HELO or NUDG?
NUDG has been ahead.
HELO has a lower expense ratio. NUDG led over 1Y. HELO is less concentrated, with 40.1% of the fund in its ten largest positions against 42.3%.
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 | NUDG |
|---|---|---|
| Expense Ratio | 0.50%Best | 0.61% |
| AUM | $4.9B | $6.2B |
| Dividend Yield | 0.57% | 0.50% |
| Holdings | 156 | 43 |
| YTD Return | +4.91%Best | +2.67% |
| 1Y Return | +7.68% | - |
| 3Y Return (annualized) | +11.88% | - |
| Top 10 Weight | 40.1%Best | 42.3% |
| Fund Family | J.P. Morgan Asset Management | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 28, 2023 | Jun 2, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
HELO vs NUDG 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 NUDG Performance
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an ETF from J.P. Morgan Asset Management and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, HELO is up 4.91% versus a gain of 2.67% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
HELO charges 0.50% per year while NUDG charges 0.61%. On a $10,000 position that is $50 vs $61 annually, a gap of $11 per year that compounds over a long holding period. On income, HELO currently yields 0.57% against 0.50% for NUDG.
Holdings Overlap
29.8% of HELO's money is in holdings NUDG also owns. 54.0% of NUDG's money is in holdings HELO also owns.
The two portfolios partly overlap.
20 positions in common, counted across the 146 positions we hold weights for in HELO and 42 in NUDG, against full books of 156 and 43.
What only one of them owns
Our book lists 20 positions for NUDG that do not appear in our book for HELO (38.0% of the fund), and 122 for HELO that do not appear in NUDG (68.7%).
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 HELO | Weight in NUDG | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 6.29% | 7.67% | 1.38% |
| AAPLApple, Inc | 7.01% | 6.37% | 0.64% |
| AVGOBroadcom Inc | 2.64% | 5.11% | 2.47% |
| GOOGAlphabet Inc. C | 2.26% | 3.68% | 1.42% |
| APHAmphenol Corp. Class A | 0.63% | 3.83% | 3.20% |
| MAMastercard Inc | 1.24% | 2.54% | 1.30% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 1.38% | 2.01% | 0.63% |
| NEENextera Energy Inc | 0.79% | 2.43% | 1.64% |
| ABBVAbbvie Inc. | 1.12% | 1.89% | 0.77% |
| PMPhilip Morris International Inc. | 0.74% | 2.04% | 1.30% |
54.0% of NUDG 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, HELO or NUDG?
HELO has an expense ratio of 0.50% while NUDG charges 0.61%. HELO is the cheaper option, by $11 a year on a $10,000 investment.
What is the holdings overlap between HELO and NUDG?
54.0% of NUDG's money is in holdings HELO also owns. 54.0% of NUDG's is in holdings HELO also owns. They hold 20 positions in common, counted across the 146 positions we hold weights for in HELO and 42 in NUDG.
Which pays a higher dividend, HELO or NUDG?
HELO yields 0.57% while NUDG yields 0.50%, so HELO currently pays the higher dividend yield.
Is NUDG better than HELO?
HELO has a lower expense ratio. NUDG led over 1Y. HELO is less concentrated, with 40.1% of the fund in its ten largest positions against 42.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.