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Sunday, October 4, 2026The Morning Brief →Sign in

HELOvsIUSG

J.P. Morgan Exchange-Traded Fun against iShares Core S&P U.S. Growth ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
HELO 107IUSG 119Oct 25Oct 26GROWTH OF $100
Head to head
HELOIUSG
Expense ratio0.50%0.040%
Assets$4.8B$34B
Net flow, 1 month+$92M+$239M
Net flow, 1 year+$1.2B+$3.8B
Return, YTD+4.5%+16.8%
Return, 1 year+6.6%+18.8%
Avg daily volume330K404K
Holdings183480
ListedSep 27, 2023Jul 24, 2000
Options marketNoYes

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

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