HELO vs ISWN
Jpmorgan Hedged Equity Laddered Overlay ETF compared with Amplify BlackSwan ISWN ETF on yield, payout growth, payment schedule, cost and risk.
HELO
Jpmorgan Hedged Equity Laddered Overlay ETF
TTM yield · Quarterly
ISWN
Amplify BlackSwan ISWN ETF
TTM yield · Quarterly
Quick take
- ISWN yields more today: 3.26% vs 0.52% (forward).
- ISWN has grown its payout faster: 6.2%/yr vs -15.6%/yr over the last 1 year.
- Both pay every quarter.
- Over the last year HELO delivered the higher total return: +8.0% vs +3.0% (price change plus payouts).
- ISWN is cheaper to own: 0.49% vs 0.50% expense ratio.
- ISWN has the steadier distribution: consistency 95/100 vs 74/100.
Generated from the latest data on both pages. Not a recommendation.
Side by side
| Metric | HELO | ISWN |
|---|---|---|
| Share price | $69.78 | $21.09 |
| TTM yield | 0.56% | 3.10% |
| Forward yield | 0.52% | 3.26% |
| Annual payout per share | $0.364 | $0.688 |
| Payment frequency | Quarterly | Quarterly |
| Next ex-date | Dec 22, 2026 (est.) | Dec 29, 2026 (est.) |
| Expense ratio | 0.50% | 0.49% |
| 1-year payout growth | -15.6% | +6.2% |
| 5-year payout CAGR | — | — |
| Consecutive years of increases | 0 years | 3 years |
| Payout consistency (last 12) | 74/100 | 95/100 |
| 1-year total return | +8.0% | +3.0% |
| 1-year price return | +7.4% | -0.1% |
| Size (market cap / AUM) | 4.8B | 34.5M |
| Years paying | 2.8 | 5.6 |
| 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 | ISWN | |
|---|---|---|
| Shares | 143.3 | 474.1 |
| Income per year | $52 | $326 |
| Income per month (avg) | $4 | $27 |
At forward yields, before taxes. Model HELO · Model ISWN
Next payments
| Ex-date | Pay date | Per share | Status |
|---|---|---|---|
| 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. |
| ISWN Dec 29, 2026 | Jan 12, 2027 | $0.172 | Est. |
| ISWN Mar 30, 2027 | Apr 13, 2027 | $0.172 | Est. |
| ISWN Jun 29, 2027 | Jul 13, 2027 | $0.172 | Est. |
Annual payouts per share
HELOISWN
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 ISWN?
ISWN currently has the higher trailing yield: HELO yields 0.56% and ISWN yields 3.10%. Yield changes daily with price, so check the live figures above.
How often do HELO and ISWN pay?
HELO pays every quarter and ISWN pays every quarter. HELO's next ex-date is Dec 22, 2026 and ISWN's is Dec 29, 2026.
Which has grown its dividend faster, HELO or ISWN?
ISWN has grown its payout faster: 6.2%/yr vs -15.6%/yr over the last 1 year.
Is HELO or ISWN better for income?
It depends on what you are optimising for. HELO and ISWN 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.