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Friday, October 2, 2026The Morning Brief →Sign in

HELOvsSPYI

J.P. Morgan Exchange-Traded Fun against NEOS S&P 500(R) HIGH INCOME ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
HELO 106SPYI 102Oct 25Oct 26GROWTH OF $100
Head to head
HELOSPYI
Expense ratio0.50%—
Assets$4.8B$1.8B
Net flow, 1 month+$76M—
Net flow, 1 year+$1.2B—
Return, YTD+4.2%+1.4%
Return, 1 year+6.3%+1.7%
Avg daily volume325K2.8M
Holdings1830
ListedSep 27, 2023Dec 30, 2023
Options marketNoYes

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

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