Compare · 3 funds side by side · dividends reinvested

APRZ, HELO and VOO

APRZTrueShares×HELOJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

APRZ, HELO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.6

TrueShares Structured Outcome (April) ETFDefined Outcome · Hedged equity0.79%3.20%+4.7%+5.1%+15.3%+9.2%−8.8%11.7%$33M2.0

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.7%+4.3%+11.7%[…]−5.8%7.7%$4.9B2.3

Rank among the three1st → 3rdFee, 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: APRZ 2021 · HELO 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (April) ETF · $33M$15,552

APRZ

HELO

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

$10,000 five years ago, dividends reinvested

APRZMeasureHELO

+4.7%Year to dateJan 1 → Nov 6+2.7%

+5.1%1 yearTotal return+4.3%

+15.3%3 years · per year$10,000 became $15,309 · $13,919+11.7%

+9.2%5 years · per year$10,000 became $15,552 · […][…]

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

3.20%Trailing 12-mo yield$320 · $58 a year on $10k0.58%

−8.8%Worst dropSmaller is better−5.8%

11.7%VolatilityLower is calmer7.7%

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

4–3APRZ wins

End-of-day Nov 6, 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 528.3%

APRZStockHELO

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

APRZ vs HELO Returns, Every Period

TrueSharesAPRZ

+5.1%

past year

HELOJ.P. Morgan

+4.3%

past year

APRZHELOFaded: behind in that period

3–0APRZ wins

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

Defined Outcome vs Core: APRZ vs VOO

YTD

TrueSharesAPRZ

+4.7%

VOOVanguard

+8.7%

+4.7%Year to date+8.7%

−8.8%Worst drop · 1Y−8.9%

11.7%Volatility · 1Y13.5%

3.2%Yield1.1%

$33.2MAssets$1.00T

3–1APRZ wins

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

Cost, Income and Risk

Fees: APRZ, HELO, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HELO0.50%$50

APRZ0.79%$79

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

Yields: APRZ, HELO, VOO

3.20%highest, APRZ

FundTrailing yieldYield$10k

APRZ3.20%$320

VOO1.10%$110

HELO0.58%$58

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

Income After Fees on $10,000

$241most kept, APRZ

APRZ$320 − $79 = $241

VOO$110 − $3 = $107

HELO$58 − $50 = $8

KeptFee

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

Overlap: APRZ, HELO, VOO

Today

63.0%most shared, HELO and VOO

APRZHELOVOO

APRZ—[…][…]

HELO[…]—63.0%

VOO[…]63.0%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

HELOWorst drop−5.8%7.7% vol

APRZWorst drop−8.8%11.7% vol

VOOWorst drop−8.9%13.5% vol

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

Paid More vs Made More

YTD

APRZVOO

+4.7%Year to date+8.7%

3.2%Yield1.1%

+5.1%Past year+9.8%

0.79%Fee0.03%

3–1VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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