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

HELOvsSPTM

J.P. Morgan Exchange-Traded Fun against SPDR Portfolio S&P 1500 Composite Stock Market ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
HELO 107SPTM 115Oct 25Oct 26GROWTH OF $100
Head to head
HELOSPTM
Expense ratio0.50%0.030%
Assets$4.8B$14B
Net flow, 1 month+$92M−$37M
Net flow, 1 year+$1.2B+$799M
Return, YTD+4.5%+12.8%
Return, 1 year+6.6%+14.8%
Avg daily volume330K480K
Holdings1831510
ListedSep 27, 2023Oct 4, 2000
Options marketNoYes

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

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