Compare AIOO and HELO

AIOO and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.7%+4.3%+11.7%[…]−5.8%7.7%$4.9B1.4

AllianzIM U.S. Equity Buffer100 Protection ETFDefined Outcome · Buffer0.64%0.00%+2.7%+2.8%[…][…]−0.7%2.1%$69M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AIOO 2025 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

AllianzIM U.S. Equity Buffer100 Protection ETF · $69M[…]

AIOO

HELO

JPMorgan Hedged Equity Laddered Overlay ETF · $4.9B[…]

$10,000 five years ago, dividends reinvested

AIOOMeasureHELO

+2.7%Year to dateJan 1 → Nov 6+2.7%

+2.8%1 yearTotal return+4.3%

[…]3 years · per year$10,000 became […] · $13,919+11.7%

[…]5 years · per year[…]

0.64%Expense ratio$64 · $50 a year on $10k · lower is better0.50%

0.00%Trailing 12-mo yield$0 · $58 a year on $10k0.58%

−0.7%Worst dropSmaller is better−5.8%

2.1%VolatilityLower is calmer7.7%

AIOOHELO Winner of the row, in its colourEach row: the bigger of the two fills its side

2–3HELO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIOO vs HELO: Top 5 Holdings

Today

AIOO

[…]in top 5

HELO

in top 528.3%

AIOOStockHELO

not top 5AAPL7.3%

not top 5NVDA7.1%

not top 5MSFT6.8%

not top 5AMZN4.5%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

AIOO vs HELO Returns, Every Period

1Y

AllianzIMAIOO

+2.8%

past year

HELOJ.P. Morgan

+4.3%

past year

AIOOHELOFaded: behind in that period

0–1HELO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AIOO vs HELO

YTD

AllianzIMAIOO

+2.7%

HELOJ.P. Morgan

+2.7%

+2.7%Year to date+2.7%

−0.7%Worst drop · 1Y−5.8%

2.1%Volatility · 1Y7.7%

0.0%Yield0.6%

$68.5MAssets$4.9B

2–1AIOO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIOO, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

AIOO0.64%$64

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AIOO, HELO

1Y

0.58%highest, HELO

FundTrailing yieldYield$10k

HELO0.58%$58

AIOO0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$8most kept, HELO

HELO$58 − $50 = $8

AIOO$0 − $64 = −$64

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AIOO, HELO

Today

[…]holdings […]

AIOOHELO

AIOO—[…]

HELO[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+4.3%HELO, at 7.7% volatility

AIOOWorst drop−0.7%2.1% vol

HELOWorst drop−5.8%7.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

HELOAIOO

+2.7%Year to date+2.7%

0.6%Yield0.0%

+4.3%Past year+2.8%

0.50%Fee0.64%

3–0HELO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026