HELO vs PJUS
JPMorgan Hedged Equity Laddered Overlay ETF vs PGIM Jennison U.S. Core Equity ETF
Which is better, HELO or PJUS?
PJUS costs less.
PJUS has a lower expense ratio. HELO is less concentrated, with 40.1% of the fund in its ten largest positions against 41.2%.
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 | PJUS |
|---|---|---|
| Expense Ratio | 0.50% | 0.19%Best |
| AUM | $4.9B | $7M |
| Dividend Yield | 0.57% | 0.00% |
| Holdings | 156 | 198 |
| YTD Return | +5.28% | +5.58%Best |
| 1Y Return | +8.07% | - |
| 3Y Return (annualized) | +12.00% | - |
| Top 10 Weight | 40.1%Best | 41.2% |
| Fund Family | J.P. Morgan Asset Management | PGIM Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 28, 2023 | May 20, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
HELO vs PJUS 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 PJUS Performance
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an ETF from J.P. Morgan Asset Management and PGIM Jennison U.S. Core Equity ETF (PJUS) is an ETF from PGIM Investments. Year to date, HELO is up 5.28% versus a gain of 5.58% for PJUS.
Past performance does not guarantee future results.
Fees and Cost Over Time
HELO charges 0.50% per year while PJUS charges 0.19%. On a $10,000 position that is $50 vs $19 annually, a gap of $31 per year that compounds over a long holding period. On income, HELO currently yields 0.57% against 0.00% for PJUS.
Holdings Overlap
58.6% of HELO's money is in holdings PJUS also owns. 65.5% of PJUS's money is in holdings HELO also owns.
The two portfolios partly overlap.
42 positions in common, counted across the 146 positions we hold weights for in HELO and 97 in PJUS, against full books of 156 and 198.
What only one of them owns
Our book lists 54 positions for PJUS that do not appear in our book for HELO (33.6% of the fund), and 101 for HELO that do not appear in PJUS (40.0%).
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 PJUS | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.17% | 7.60% | 0.57% |
| AAPLApple, Inc | 7.01% | 6.74% | 0.27% |
| MSFTMicrosoft Corp | 6.29% | 5.36% | 0.93% |
| GOOGLAlphabet Inc | 3.16% | 6.87% | 3.71% |
| AMZNAmazon.Com Inc | 4.26% | 3.90% | 0.36% |
| AVGOBroadcom Inc | 2.64% | 2.31% | 0.33% |
| MUMicron Technology, Inc. | 1.70% | 2.48% | 0.78% |
| METAMeta Platforms Inc | 2.31% | 1.75% | 0.56% |
| AMDAdvanced Micro Devices Inc | 1.28% | 2.22% | 0.94% |
| LLYEli Lilly & Co. | 1.14% | 1.76% | 0.62% |
65.5% of PJUS 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 PJUS?
HELO has an expense ratio of 0.50% while PJUS charges 0.19%. PJUS is the cheaper option, by $31 a year on a $10,000 investment.
What is the holdings overlap between HELO and PJUS?
65.5% of PJUS's money is in holdings HELO also owns. 65.5% of PJUS's is in holdings HELO also owns. They hold 42 positions in common, counted across the 146 positions we hold weights for in HELO and 97 in PJUS.
Which pays a higher dividend, HELO or PJUS?
HELO yields 0.57% while PJUS yields 0.00%, so HELO currently pays the higher dividend yield.
Is PJUS better than HELO?
PJUS has a lower expense ratio. HELO is less concentrated, with 40.1% of the fund in its ten largest positions against 41.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.