A Daily Network publication
Explore the network
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 7, 2026The Morning Brief →Sign in

HELOvsSPTM

J.P. Morgan Exchange-Traded Fun against SPDR Portfolio S&P 1500 Composite Stock Market ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
HELO 107SPTM 116Oct 25Oct 26GROWTH OF $100
Head to head
HELOSPTM
Expense ratio0.50%0.030%
Assets$4.9B$14.2B
Net flow, 1 month+$72M−$23M
Net flow, 1 year+$1.2B+$804M
Return, YTD+5.3%+14.1%
Return, 1 year+7.4%+15.8%
Avg daily volume333K481K
Holdings1831510
ListedSep 27, 2023Oct 4, 2000
Options marketNoYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.