Data as of Nov 4, 2026.
BND vs HELO: Differences, Returns & Fees
Over the year to Nov 4, 2026, BND returned +0.2% to HELO's +7.2%, and BND charges 0.03% to HELO's 0.50%.
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Net assets: $167.4bn on Oct 31, 2026 for Vanguard Total Bond Market ETF, and $4.9bn on Nov 3, 2026 for JPMorgan Hedged Equity Laddered Overlay ETF.
Pair scorecard
BND costs 0.47 points a year less; their one-year returns differ by 7.0 points.
| Measure | BND | HELO |
|---|---|---|
| Return | ||
| Total return, 1 year | +0.2% | +7.2% |
| Total return, 52 weeks | +7.0% | |
| Against its benchmark | ||
| What it tracks | Bloomberg U.S. Aggregate Float Adjusted Index | not published |
| Treasury bills, 52 weeks | +3.7% | |
| Against cash | 3.4 points ahead | |
| Cost and size | ||
| Expense ratio | 0.03% | 0.50% |
| Net assets, BND as of Oct 31, 2026 and HELO as of Nov 3, 2026 | $167.4bn | $4.9bn |
| Holdings | ||
| Holdings in common | not published | |
| Risk | ||
| Correlation with the S&P 500’s weekly returns | +0.95 | |
| Beta to the S&P 500 | +0.59: about 0.59% for each 1% | |
| Its average week when the S&P 500 fell | fell 0.65% | |
| Down-week capture | 60.7% | |
| Weeks the S&P 500 fell | 26 of 52, by 1.07% on average | |
Side by side
BND and HELO on the fields both publish, as of Nov 4, 2026. Source: ETFIQ.
BND
BND tracks an index of US aggregate bonds. Over the year to Nov 4, 2026 it returned +0.2% with distributions reinvested, against +0.2% for its benchmark, the Bloomberg U.S. Aggregate Float Adjusted Index, measured by the closely related Bloomberg U.S. Aggregate Bond Index. The prospectus expense ratio is 0.03% a year.
HELO
HELO is a hedged equity fund. ETFIQ measures what every alternatives fund is sold on: whether it moves differently from the stock market. Over the year to Nov 4, 2026, its weekly returns had a correlation of +0.95 with the S&P 500’s and a beta of +0.59, so for each 1% the index moved it moved about 0.59% the same way. The S&P 500 fell in 26 of those 52 weeks, by 1.07% on average. In the same weeks HELO fell 0.65% on average, a down-week capture of 60.7%. Over the same 52 weeks HELO returned +7.0% and a Treasury bill fund +3.7%, so it finished 3.4 percentage points ahead of cash.
Questions people ask
- Are BND and HELO in the same category?
- BND is a bond ETF and HELO is an alternatives ETF, so they do different jobs. The table compares what both publish: return, cost and holdings.
- Which returned more over the last year, BND or HELO?
- In the year to Nov 4, 2026, with distributions reinvested, BND returned +0.2% and HELO +7.2%.
- Which is cheaper, BND or HELO?
- BND is cheaper, by 0.47 percentage points a year. That is about $47 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
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ETFIQ, BND against HELO, data as of Nov 4, 2026. https://etfiq.com/compare/any/bnd-vs-helo
ETFIQ. (Nov 4, 2026). BND against HELO. Retrieved from https://etfiq.com/compare/any/bnd-vs-helo
[BND against HELO (ETFIQ, Nov 4, 2026)](https://etfiq.com/compare/any/bnd-vs-helo)
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