HELO vs HEQQ
Jpmorgan Hedged Equity Laddered Overlay ETF compared with JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF on yield, payout growth, payment schedule, cost and risk.
HELO
Jpmorgan Hedged Equity Laddered Overlay ETF
TTM yield · Quarterly
HEQQ
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
TTM yield · Quarterly
Quick take
- HELO yields more today: 0.61% vs 0.20% (forward).
- Both pay every quarter.
- Over the last year HEQQ delivered the higher total return: +11.7% vs +9.3% (price change plus payouts).
- HELO has the steadier distribution: consistency 73/100 vs 39/100.
Generated from the latest data on both pages. Not a recommendation.
Side by side
| Metric | HELO | HEQQ |
|---|---|---|
| Share price | $69.72 | $61.38 |
| TTM yield | 0.62% | 0.21% |
| Forward yield | 0.61% | 0.20% |
| Annual payout per share | $0.428 | $0.124 |
| Payment frequency | Quarterly | Quarterly |
| Next ex-date | Sep 22, 2026 (est.) | Sep 22, 2026 (est.) |
| Expense ratio | 0.50% | 0.50% |
| 1-year payout growth | +1.9% | — |
| 5-year payout CAGR | — | — |
| Consecutive years of increases | 0 years | 0 years |
| Payout consistency (last 12) | 73/100 | 39/100 |
| 1-year total return | +9.3% | +11.7% |
| 1-year price return | +8.6% | +11.5% |
| Size (market cap / AUM) | 4.8B | 30.5M |
| Years paying | 2.7 | 1.2 |
| 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
| HELO | HEQQ | |
|---|---|---|
| Shares | 143.4 | 162.9 |
| Income per year | $61 | $20 |
| Income per month (avg) | $5 | $2 |
At forward yields, before taxes. Model HELO · Model HEQQ
Next payments
| Ex-date | Pay date | Per share | Status |
|---|---|---|---|
| HELO Sep 22, 2026 | Oct 6, 2026 | $0.107 | Est. |
| HELO Dec 22, 2026 | Jan 5, 2027 | $0.107 | Est. |
| HELO Mar 23, 2027 | Apr 6, 2027 | $0.107 | Est. |
| HEQQ Sep 22, 2026 | Sep 24, 2026 | $0.031 | Est. |
| HEQQ Dec 22, 2026 | Dec 24, 2026 | $0.031 | Est. |
| HEQQ Mar 23, 2027 | Mar 25, 2027 | $0.031 | Est. |
Annual payouts per share
HELOHEQQ
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, HELO or HEQQ?
HELO currently has the higher trailing yield: HELO yields 0.62% and HEQQ yields 0.21%. Yield changes daily with price, so check the live figures above.
How often do HELO and HEQQ pay?
HELO pays every quarter and HEQQ pays every quarter. HELO's next ex-date is Sep 22, 2026 and HEQQ's is Sep 22, 2026.
Is HELO or HEQQ better for income?
It depends on what you are optimising for. HELO and HEQQ 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.