Compare · 2 funds side by side · dividends reinvested

APRT and HELO

APRTAllianzIM×HELOJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,096APRT · best of the two

02 / 04

APRT and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM U.S. Equity Buffer10 Apr ETFDefined Outcome · Buffer0.74%0.00%+11.7%+13.6%+15.0%+10.0%−2.1%5.6%$46M1.3

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.7%+4.3%+11.7%[…]−5.8%7.7%$4.8B1.7

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: APRT 2020 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer10 Apr ETF · $46M$16,096

APRT

HELO

JPMorgan Hedged Equity Laddered Overlay ETF · $4.8B[…]

$10,000 five years ago, dividends reinvested

APRTMeasureHELO

+11.7%Year to dateJan 1 → Nov 6+2.7%

+13.6%1 yearTotal return+4.3%

+15.0%3 years · per year$10,000 became $15,211 · $13,919+11.7%

+10.0%5 years · per year$10,000 became $16,096 · […][…]

0.74%Expense ratio$74 · $50 a year on $10k · lower is better0.50%

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

−2.1%Worst dropSmaller is better−5.8%

5.6%VolatilityLower is calmer7.7%

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

5–2APRT wins

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

More Ways to See the Pairs

APRT vs HELO: Top 5 Holdings

Today

APRT

[…]in top 5

HELO

in top 528.3%

APRTStockHELO

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

APRT vs HELO Returns, Every Period

AllianzIMAPRT

+13.6%

past year

HELOJ.P. Morgan

+4.3%

past year

APRTHELOFaded: behind in that period

3–0APRT wins

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

APRT vs HELO

YTD

AllianzIMAPRT

+11.7%

HELOJ.P. Morgan

+2.7%

+11.7%Year to date+2.7%

−2.1%Worst drop · 1Y−5.8%

5.6%Volatility · 1Y7.7%

0.0%Yield0.6%

$46.4MAssets$4.8B

3–1APRT wins

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

Cost, Income and Risk

Fees: APRT, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

APRT0.74%$74

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

Yields: APRT, HELO

0.58%highest, HELO

FundTrailing yieldYield$10k

HELO0.58%$58

APRT0.00%$0

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

Income After Fees on $10,000

$8most kept, HELO

HELO$58 − $50 = $8

APRT$0 − $74 = −$74

KeptFee

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

Overlap: APRT, HELO

Today

[…]holdings […]

APRTHELO

APRT—[…]

HELO[…]—

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

Return vs Bumpiness: 2 ETFs

+13.6%APRT, at 5.6% volatility

APRTWorst drop−2.1%5.6% 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

HELOAPRT

+2.7%Year to date+11.7%

0.6%Yield0.0%

+4.3%Past year+13.6%

0.50%Fee0.74%

2–2level

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026