ETF PROAI

HELOvsSPYI

J.P. Morgan Exchange-Traded Fun against NEOS S&P 500(R) HIGH INCOME ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
HELO 107SPYI 102Oct 25Oct 26GROWTH OF $100
Head to head
HELOSPYI
Expense ratio0.50%—
Assets$4.8B$1.8B
Net flow, 1 month+$88M—
Net flow, 1 year+$1.2B—
Return, YTD+4.5%+2.0%
Return, 1 year+6.7%+2.3%
Avg daily volume331K2.9M
Holdings1830
ListedSep 27, 2023Dec 30, 2023
Options marketNoYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.