HEDG vs HELO
Equable Shares Hedged Equity ETF compared with Jpmorgan Hedged Equity Laddered Overlay ETF on yield, payout growth, payment schedule, cost and risk.
HEDG
Equable Shares Hedged Equity ETF
TTM yield · Quarterly
HELO
Jpmorgan Hedged Equity Laddered Overlay ETF
TTM yield · Quarterly
Quick take
- HEDG yields more today: 1.99% vs 0.52% (forward).
- Both pay every quarter.
- HELO is cheaper to own: 0.50% vs 0.96% expense ratio.
- HELO has the steadier distribution: consistency 74/100 vs 48/100.
Generated from the latest data on both pages. Not a recommendation.
Side by side
| Metric | HEDG | HELO |
|---|---|---|
| Share price | $30.97 | $69.78 |
| TTM yield | 2.76% | 0.56% |
| Forward yield | 1.99% | 0.52% |
| Annual payout per share | $0.616 | $0.364 |
| Payment frequency | Quarterly | Quarterly |
| Next ex-date | Dec 24, 2026 (est.) | Dec 22, 2026 (est.) |
| Expense ratio | 0.96% | 0.50% |
| 1-year payout growth | — | -15.6% |
| 5-year payout CAGR | — | — |
| Consecutive years of increases | 0 years | 0 years |
| Payout consistency (last 12) | 48/100 | 74/100 |
| 1-year total return | — | +8.0% |
| 1-year price return | — | +7.4% |
| Size (market cap / AUM) | 457.4M | 4.8B |
| Years paying | 0.8 | 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
| HEDG | HELO | |
|---|---|---|
| Shares | 322.9 | 143.3 |
| Income per year | $199 | $52 |
| Income per month (avg) | $17 | $4 |
At forward yields, before taxes. Model HEDG · Model HELO
Next payments
| Ex-date | Pay date | Per share | Status |
|---|---|---|---|
| HEDG Dec 24, 2026 | Jan 7, 2027 | $0.154 | Est. |
| HEDG Mar 25, 2027 | Apr 8, 2027 | $0.154 | Est. |
| HEDG Jun 24, 2027 | Jul 8, 2027 | $0.154 | 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
HEDGHELO
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, HEDG or HELO?
HEDG currently has the higher trailing yield: HEDG yields 2.76% and HELO yields 0.56%. Yield changes daily with price, so check the live figures above.
How often do HEDG and HELO pay?
HEDG pays every quarter and HELO pays every quarter. HEDG's next ex-date is Dec 24, 2026 and HELO's is Dec 22, 2026.
Is HEDG or HELO better for income?
It depends on what you are optimising for. HEDG 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.