HELO vs SHUS
Jpmorgan Hedged Equity Laddered Overlay ETF compared with Stratified LargeCap Hedged ETF on yield, payout growth, payment schedule, cost and risk.
HELO
Jpmorgan Hedged Equity Laddered Overlay ETF
TTM yield · Quarterly
SHUS
Stratified LargeCap Hedged ETF
TTM yield · Annual
Quick take
- SHUS yields more today: 1.21% vs 0.61% (forward).
- SHUS has grown its payout faster: 485.2%/yr vs 1.9%/yr over the last 1 year.
- HELO pays every quarter; SHUS pays once a year.
- Over the last year SHUS delivered the higher total return: +15.6% vs +9.3% (price change plus payouts).
- HELO is cheaper to own: 0.50% vs 0.79% expense ratio.
- HELO has the steadier distribution: consistency 73/100 vs 34/100.
Generated from the latest data on both pages. Not a recommendation.
Side by side
| Metric | HELO | SHUS |
|---|---|---|
| Share price | $69.72 | $52.02 |
| TTM yield | 0.62% | 1.21% |
| Forward yield | 0.61% | 1.21% |
| Annual payout per share | $0.428 | $0.632 |
| Payment frequency | Quarterly | Annual |
| Next ex-date | Sep 22, 2026 (est.) | Dec 29, 2026 (est.) |
| Expense ratio | 0.50% | 0.79% |
| 1-year payout growth | +1.9% | +485.2% |
| 5-year payout CAGR | — | — |
| Consecutive years of increases | 0 years | 1 year |
| Payout consistency (last 12) | 73/100 | 34/100 |
| 1-year total return | +9.3% | +15.6% |
| 1-year price return | +8.6% | +14.2% |
| Size (market cap / AUM) | 4.8B | 25.2M |
| Years paying | 2.7 | 4.7 |
| 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 | SHUS | |
|---|---|---|
| Shares | 143.4 | 192.2 |
| Income per year | $61 | $121 |
| Income per month (avg) | $5 | $10 |
At forward yields, before taxes. Model HELO · Model SHUS
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. |
| SHUS Dec 29, 2026 | Jan 12, 2027 | $0.632 | Est. |
Annual payouts per share
HELOSHUS
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 SHUS?
SHUS currently has the higher trailing yield: HELO yields 0.62% and SHUS yields 1.21%. Yield changes daily with price, so check the live figures above.
How often do HELO and SHUS pay?
HELO pays every quarter and SHUS pays once a year. HELO's next ex-date is Sep 22, 2026 and SHUS's is Dec 29, 2026.
Which has grown its dividend faster, HELO or SHUS?
SHUS has grown its payout faster: 485.2%/yr vs 1.9%/yr over the last 1 year.
Is HELO or SHUS better for income?
It depends on what you are optimising for. HELO and SHUS 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.