Compare AIOO, HELO and SFLR

AIOO, HELO and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.0%+6.2%+11.6%[…]−5.8%7.8%$4.8B1.7

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.3%+7.0%+15.4%[…]−6.8%10.8%$2.2B2.0

AllianzIM U.S. Equity Buffer100 Protection ETFDefined Outcome · Buffer0.64%0.00%+2.8%+3.2%[…][…]−0.7%2.1%$69M2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AIOO 2025 · HELO 2023 · SFLR 2022

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 · $4.8B[…]

$10,000 five years ago, dividends reinvested

AIOOMeasureHELO

+2.8%Year to dateJan 1 → Nov 9+4.0%

+3.2%1 yearTotal return+6.2%

[…]3 years · per year$10,000 became […] · $13,913+11.6%

[…]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 · $57 a year on $10k0.57%

−0.7%Worst dropSmaller is better−5.8%

2.1%VolatilityLower is calmer7.8%

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

2–4HELO wins

End-of-day Nov 9, 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 528.4%

AIOOStockHELO

not top 5NVDA7.3%

not top 5AAPL7.3%

not top 5MSFT6.7%

not top 5AMZN4.4%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

AIOO vs HELO Returns, Every Period

1Y

AllianzIMAIOO

+3.2%

past year

HELOJ.P. Morgan

+6.2%

past year

AIOOHELOFaded: behind in that period

0–2HELO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AIOO vs HELO

YTD

AllianzIMAIOO

+2.8%

HELOJ.P. Morgan

+4.0%

+2.8%Year to date+4.0%

−0.7%Worst drop · 1Y−5.8%

2.1%Volatility · 1Y7.8%

0.0%Yield0.6%

$68.6MAssets$4.8B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIOO, HELO, SFLR

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

AIOO0.64%$64

SFLR0.89%$89

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AIOO, HELO, SFLR

1Y

0.57%highest, HELO

FundTrailing yieldYield$10k

HELO0.57%$57

SFLR0.25%$25

AIOO0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$7most kept, HELO

HELO$57 − $50 = $7

AIOO$0 − $64 = −$64

SFLR$25 − $89 = −$64

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AIOO, HELO, SFLR

Today

56.5%most shared, HELO and SFLR

AIOOHELOSFLR

AIOO—[…][…]

HELO[…]—56.5%

SFLR[…]56.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+7.0%SFLR, at 10.8% volatility

AIOOWorst drop−0.7%2.1% vol

HELOWorst drop−5.8%7.8% vol

SFLRWorst drop−6.8%10.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

HELOSFLR

+4.0%Year to date+5.3%

0.6%Yield0.2%

+6.2%Past year+7.0%

0.50%Fee0.89%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026