CBLS vs HELO
Clough Hedged Equity ETF compared with Jpmorgan Hedged Equity Laddered Overlay ETF on yield, payout growth, payment schedule, cost and risk.
CBLS
Clough Hedged Equity ETF
TTM yield · Annual
HELO
Jpmorgan Hedged Equity Laddered Overlay ETF
TTM yield · Quarterly
Quick take
- CBLS yields more today: 0.81% vs 0.52% (forward).
- CBLS has grown its payout faster: 28.6%/yr vs -15.6%/yr over the last 1 year.
- CBLS pays once a year; HELO pays every quarter.
- Over the last year HELO delivered the higher total return: +8.0% vs +6.6% (price change plus payouts).
- HELO is cheaper to own: 0.50% vs 1.89% expense ratio.
- HELO has the steadier distribution: consistency 74/100 vs 63/100.
Generated from the latest data on both pages. Not a recommendation.
Side by side
| Metric | CBLS | HELO |
|---|---|---|
| Share price | $30.40 | $69.78 |
| TTM yield | 0.81% | 0.56% |
| Forward yield | 0.81% | 0.52% |
| Annual payout per share | $0.247 | $0.364 |
| Payment frequency | Annual | Quarterly |
| Next ex-date | Jan 4, 2027 (est.) | Dec 22, 2026 (est.) |
| Expense ratio | 1.89% | 0.50% |
| 1-year payout growth | +28.6% | -15.6% |
| 5-year payout CAGR | — | — |
| Consecutive years of increases | 2 years | 0 years |
| Payout consistency (last 12) | 63/100 | 74/100 |
| 1-year total return | +6.6% | +8.0% |
| 1-year price return | +5.7% | +7.4% |
| Size (market cap / AUM) | 56.7M | 4.8B |
| Years paying | 2.8 | 2.8 |
| Sector / category | Equity Hedged | Equity Hedged |
✓ marks the more favourable figure where one exists (higher yield, growth, streak, consistency, return and size; lower cost, payout ratio and risk).
$10,000 invested today
| CBLS | HELO | |
|---|---|---|
| Shares | 328.9 | 143.3 |
| Income per year | $81 | $52 |
| Income per month (avg) | $7 | $4 |
At forward yields, before taxes. Model CBLS · Model HELO
Next payments
| Ex-date | Pay date | Per share | Status |
|---|---|---|---|
| CBLS Jan 4, 2027 | Jan 18, 2027 | $0.247 | Est. |
| HELO Dec 22, 2026 | Jan 5, 2027 | $0.091 | Est. |
| HELO Mar 23, 2027 | Apr 6, 2027 | $0.091 | Est. |
| HELO Jun 22, 2027 | Jul 6, 2027 | $0.091 | Est. |
Annual payouts per share
CBLSHELO
Regular payments only; the current year is year to date. Per-share amounts are not directly comparable when share prices differ, so read this chart for growth trends.
FAQ
Which has the higher dividend yield, CBLS or HELO?
CBLS currently has the higher trailing yield: CBLS yields 0.81% and HELO yields 0.56%. Yield changes daily with price, so check the live figures above.
How often do CBLS and HELO pay?
CBLS pays once a year and HELO pays every quarter. CBLS's next ex-date is Jan 4, 2027 and HELO's is Dec 22, 2026.
Which has grown its dividend faster, CBLS or HELO?
CBLS has grown its payout faster: 28.6%/yr vs -15.6%/yr over the last 1 year.
Is CBLS or HELO better for income?
It depends on what you are optimising for. CBLS and HELO differ in yield, growth, payment schedule and risk profile; the table above puts every metric side by side so you can weigh them for your own goals. This page is data, not advice.