HELO vs VOXP
JPMorgan Hedged Equity Laddered Overlay ETF vs Vox Populi ETF
Which is better, HELO or VOXP?
VOXP has been ahead.
VOXP has a lower expense ratio. VOXP led over 1Y. VOXP is less concentrated, with 38.2% of the fund in its ten largest positions against 40.1%.
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 | VOXP |
|---|---|---|
| Expense Ratio | 0.50% | 0.30%Best |
| AUM | $4.9B | $8M |
| Dividend Yield | 0.57% | 0.73% |
| Holdings | 156 | 1,016 |
| YTD Return | +5.28% | +19.19%Best |
| 1Y Return | +8.07% | - |
| 3Y Return (annualized) | +12.00% | - |
| Top 10 Weight | 40.1% | 38.2%Best |
| Fund Family | J.P. Morgan Asset Management | Reverb ETF |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 28, 2023 | Nov 3, 2022 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
HELO vs VOXP 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 VOXP Performance
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an ETF from J.P. Morgan Asset Management and Vox Populi ETF (VOXP) is an ETF from Reverb ETF. Year to date, HELO is up 5.28% versus a gain of 19.19% for VOXP.
Past performance does not guarantee future results.
Fees and Cost Over Time
HELO charges 0.50% per year while VOXP charges 0.30%. On a $10,000 position that is $50 vs $30 annually, a gap of $20 per year that compounds over a long holding period. On income, HELO currently yields 0.57% against 0.73% for VOXP.
Holdings Overlap
92.4% of HELO's money is in holdings VOXP also owns. 62.9% of VOXP's money is in holdings HELO also owns.
Most of HELO is already inside VOXP. Owning both mostly buys the same companies twice.
128 positions in common, counted across the 146 positions we hold weights for in HELO and 507 in VOXP, against full books of 156 and 1,016.
What only one of them owns
Our book lists 326 positions for VOXP that do not appear in our book for HELO (32.3% of the fund), and 15 for HELO that do not appear in VOXP (6.3%).
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 VOXP | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.17% | 6.98% | 1.19% |
| AAPLApple, Inc | 7.01% | 6.96% | 0.05% |
| MSFTMicrosoft Corp | 6.29% | 4.73% | 1.56% |
| GOOGLAlphabet Inc | 3.16% | 5.61% | 2.45% |
| AMZNAmazon.Com Inc | 4.26% | 3.83% | 0.43% |
| METAMeta Platforms Inc | 2.31% | 2.38% | 0.07% |
| AVGOBroadcom Inc | 2.64% | 2.01% | 0.63% |
| MUMicron Technology, Inc. | 1.70% | 1.16% | 0.54% |
| TSLATesla Inc | 1.22% | 1.64% | 0.42% |
| LLYEli Lilly & Co. | 1.14% | 1.49% | 0.35% |
92.4% of HELO is already inside VOXP.
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 VOXP?
HELO has an expense ratio of 0.50% while VOXP charges 0.30%. VOXP is the cheaper option, by $20 a year on a $10,000 investment.
What is the holdings overlap between HELO and VOXP?
92.4% of HELO's money is in holdings VOXP also owns. 62.9% of VOXP's is in holdings HELO also owns. They hold 128 positions in common, counted across the 146 positions we hold weights for in HELO and 507 in VOXP.
Which pays a higher dividend, HELO or VOXP?
HELO yields 0.57% while VOXP yields 0.73%, so VOXP currently pays the higher dividend yield.
Is VOXP better than HELO?
VOXP has a lower expense ratio. VOXP led over 1Y. VOXP is less concentrated, with 38.2% of the fund in its ten largest positions against 40.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.