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HELO DRIP Calculator & Dividend Yield 2026
0.62% YieldFinancial ServicesJPMorgan Hedged Equity Laddered Overlay ETF · AMEX
Price: $68.83 · Annual div: $0.4300/share · Frequency: quarterly · Payout ratio: N/A · Ex-div: 2026-09-22
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Portfolio growth: DRIP vs No DRIP
Annual dividend income growth
HELO Dividend Yield
HELO (JPMorgan Hedged Equity Laddered Overlay ETF) has a dividend yield of 0.62%, based on an annual dividend of $0.4300 per share and a price of $68.83. Over the last 12 months it paid $0.3936 per share — a trailing yield of 0.57%. Dividends are paid quarterly.
Yield history: over the last 8 payments, HELO's 12-month yield ranged from 0.58% to 0.90%. Full HELO dividend history ↓
HELO DRIP Rate: How Many Shares Your Dividends Buy
With dividends reinvested, a HELO position grows its share count by about 0.62% in the first year at today's price and yield.
| Year | Shares bought by dividends | Total shares |
|---|
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🎯 When HELO pays your bills
Year your monthly dividend income covers each expense (based on current settings)
HELO Dividend History — Last 12 Payments
| Ex-Dividend Date | Payment Date | Amount / Share | TTM Yield | Stock Price |
|---|---|---|---|---|
| 2026-09-22Latest | 2026-09-24 | $0.0907 | 0.75% | $69.22 |
| 2026-06-23 | 2026-06-25 | $0.1071 | 0.78% | $68.08 |
| 2026-03-24 | 2026-03-26 | $0.0695 | 0.77% | $66.67 |
| 2025-12-16 | 2025-12-18 | $0.1263 | 0.90% | $66.00 |
| 2025-09-23 | 2025-09-25 | $0.1270 | 0.86% | $64.03 |
| 2025-06-24 | 2025-06-26 | $0.1008 | 0.82% | $61.33 |
| 2025-03-25 | 2025-03-27 | $0.0880 | 0.66% | $61.74 |
| 2024-12-24 | 2024-12-27 | $0.1510 | 0.58% | $63.15 |
| 2024-09-24 | 2024-09-26 | $0.0816 | 0.54% | $59.36 |
| 2024-06-25 | 2024-06-27 | $0.0842 | 0.42% | $57.09 |
| 2024-03-19 | 2024-03-22 | $0.0525 | 0.28% | $55.27 |
| 2023-12-19 | 2023-12-22 | $0.1029 | 0.20% | $52.17 |
About JPMorgan Hedged Equity Laddered Overlay ETF (HELO) — Dividend Analysis 2026
The Fund seeks to provide capital appreciation. It invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index which primarily consist of common stocks of large capitalization US companies.
HELO Dividend & DRIP — Frequently Asked Questions
What is HELO's dividend yield?
HELO (JPMorgan Hedged Equity Laddered Overlay ETF) has a dividend yield of 0.62%, based on an annual dividend of $0.4300 per share and a price of $68.83. Over the last 12 months it paid $0.3936 per share — a trailing yield of 0.57%. Dividends are paid quarterly.
How much does $10,000 in HELO pay in dividends?
$10,000 in HELO at a 0.62% yield pays about $62 a year ($5 a month) before taxes. With DRIP, reinvested dividends buy more shares and that income compounds.
What is the DRIP rate for HELO?
With dividends reinvested, a HELO position grows its share count by about 0.62% in the first year at today's price and yield.
How do I calculate HELO dividend reinvestment (DRIP) returns?
Enter your starting amount, monthly contribution and time horizon in the HELO DRIP calculator at the top of this page. It reinvests each payout into new shares at the projected price, grows the dividend at the rate you choose and shows yearly income, share count, portfolio value and yield on cost. You can switch DRIP off to compare.
When is HELO's next ex-dividend date?
HELO's next ex-dividend date has not been announced yet; the most recent one was 2026-09-22. HELO pays dividends quarterly. Buy before the ex-dividend date to receive the next payment.
What is HELO's dividend growth rate?
HELO's dividend changed -15.7% over the last year. It has less than five years of dividend history in our data, so there is no five-year growth rate yet.
Similar dividend stocks to HELO
Forward dividend yield from the latest data · open any DRIP calculator
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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🌍 HELO Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold HELO.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 0.62% | -2.18% | $62 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 0.53% | -2.27% | $53 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 0.50% | -2.30% | $50 / yr |
| 🇬🇧 UK ISA | 0% | 0.62% | -2.18% | $62 / yr |
| 🇬🇧 UK Taxable | 8.75% | 0.57% | -2.23% | $57 / yr |
| 🇨🇦 TFSA | 0% | 0.62% | -2.18% | $62 / yr |
| 🇨🇦 CA Taxable | 25% | 0.46% | -2.33% | $46 / yr |
| 🇦🇺 Super (pension) | 15% | 0.53% | -2.27% | $53 / yr |
| 🇦🇺 AU Taxable | 30% | 0.43% | -2.37% | $43 / yr |
| 🇩🇪 DE Taxable | 26.375% | 0.46% | -2.34% | $46 / yr |
| 🇫🇷 FR Taxable | 30% | 0.43% | -2.37% | $43 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 HELO Income Goal & Break-Even
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $0.43/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 HELO Dividend Payment Schedule
HELO pays quarterly — 4 times per year. Ex-div: 2026-09-22.
📊 HELO vs Financial Services Benchmarks
How HELO compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for HELO sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ HELO Insider Activity
No recent SEC filings reported in the last 90 days.Peer Group
Similar companies in the same sectorCompare HELO with peers: HELO vs CGDG · HELO vs EAGL · HELO vs EWC
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the HELO dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is currently trading at $68.83, trading near its 52-week high. The current dividend yield is 0.62% based on an annual payout of $0.4300 per share.
HELO (JPMorgan Hedged Equity Laddered Overlay ETF) — 0.62% Dividend Yield Analysis
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is a financial services stock currently trading at $68.83 with a dividend yield of 0.62%. It pays an annual dividend of $0.4300 per share.
- Dividend payments are not guaranteed and can be reduced or suspended at any time.
Auto-generated from live market data. For educational purposes only — not financial advice.
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LiveHow investors use the HELO dividend calculator
Illustrative examples of common use cases, written by the DividendFlow team — not customer reviews.