Compare · 2 funds side by side · dividends reinvested

APRZ and HELO

APRZTrueShares×HELOJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,944APRZ · best of the two

02 / 04

APRZ and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

TrueShares Structured Outcome (April) ETFDefined Outcome · Hedged equity0.79%3.14%+6.8%+6.4%+16.8%+9.8%−8.8%11.2%$33M1.4

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.2%+5.7%+13.0%[…]−5.8%7.2%$4.8B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: APRZ 2021 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (April) ETF · $33M$15,944

APRZ

HELO

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

$10,000 five years ago, dividends reinvested

APRZMeasureHELO

+6.8%Year to dateJan 1 → Nov 3+4.2%

+6.4%1 yearTotal return+5.7%

+16.8%3 years · per year$10,000 became $15,931 · $14,415+13.0%

+9.8%5 years · per year$10,000 became $15,944 · […][…]

0.79%Expense ratio$79 · $50 a year on $10k · lower is better0.50%

3.14%Trailing 12-mo yield$314 · $57 a year on $10k0.57%

−8.8%Worst dropSmaller is better−5.8%

11.2%VolatilityLower is calmer7.2%

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

4–3APRZ wins

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

More Ways to See the Pairs

APRZ vs HELO: Top 5 Holdings

Today

APRZ

[…]in top 5

HELO

in top 528.2%

APRZStockHELO

not top 5NVDA7.9%

not top 5AAPL7.2%

not top 5MSFT6.5%

not top 5AMZN4.0%

not top 5AVGO2.5%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

APRZ vs HELO Returns, Every Period

TrueSharesAPRZ

+6.4%

past year

HELOJ.P. Morgan

+5.7%

past year

APRZHELOFaded: behind in that period

3–0APRZ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

APRZ vs HELO

YTD

TrueSharesAPRZ

+6.8%

HELOJ.P. Morgan

+4.2%

+6.8%Year to date+4.2%

−8.8%Worst drop · 1Y−5.8%

11.2%Volatility · 1Y7.2%

3.1%Yield0.6%

$32.7MAssets$4.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APRZ, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

APRZ0.79%$79

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: APRZ, HELO

3.14%highest, APRZ

FundTrailing yieldYield$10k

APRZ3.14%$314

HELO0.57%$57

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$235most kept, APRZ

APRZ$314 − $79 = $235

HELO$57 − $50 = $7

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: APRZ, HELO

Today

[…]holdings […]

APRZHELO

APRZ—[…]

HELO[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+6.4%APRZ, at 11.2% volatility

HELOWorst drop−5.8%7.2% vol

APRZWorst drop−8.8%11.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

APRZHELO

+6.8%Year to date+4.2%

3.1%Yield0.6%

+6.4%Past year+5.7%

0.79%Fee0.50%

3–1APRZ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026