Compare · 2 funds side by side · dividends reinvested

BALT and HELO

BALTInnovator×HELOJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,514BALT · best of the two

02 / 04

BALT and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.3%+5.9%+8.1%+6.2%−1.2%2.3%$3.2B1.4

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: BALT 2021 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Defined Wealth Shield ETF · $3.2B$13,514

BALT

HELO

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

$10,000 five years ago, dividends reinvested

BALTMeasureHELO

+4.3%Year to dateJan 1 → Nov 3+4.2%

+5.9%1 yearTotal return+5.7%

+8.1%3 years · per year$10,000 became $12,621 · $14,415+13.0%

+6.2%5 years · per year$10,000 became $13,514 · […][…]

0.69%Expense ratio$69 · $50 a year on $10k · lower is better0.50%

0.00%Trailing 12-mo yield$0 · $57 a year on $10k0.57%

−1.2%Worst dropSmaller is better−5.8%

2.3%VolatilityLower is calmer7.2%

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

4–3BALT wins

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

More Ways to See the Pairs

BALT vs HELO: Top 5 Holdings

Today

BALT

[…]in top 5

HELO

in top 528.2%

BALTStockHELO

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

BALT vs HELO Returns, Every Period

InnovatorBALT

+5.9%

past year

HELOJ.P. Morgan

+5.7%

past year

BALTHELOFaded: behind in that period

2–1BALT wins

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

BALT vs HELO

YTD

InnovatorBALT

+4.3%

HELOJ.P. Morgan

+4.2%

+4.3%Year to date+4.2%

−1.2%Worst drop · 1Y−5.8%

2.3%Volatility · 1Y7.2%

0.0%Yield0.6%

$3.2BAssets$4.8B

3–1BALT wins

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

Cost, Income and Risk

Fees: BALT, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

BALT0.69%$69

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

Yields: BALT, HELO

0.57%highest, HELO

FundTrailing yieldYield$10k

HELO0.57%$57

BALT0.00%$0

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

Income After Fees on $10,000

$7most kept, HELO

HELO$57 − $50 = $7

BALT$0 − $69 = −$69

KeptFee

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

Overlap: BALT, HELO

Today

[…]holdings […]

BALTHELO

BALT—[…]

HELO[…]—

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

Return vs Bumpiness: 2 ETFs

+5.9%BALT, at 2.3% volatility

BALTWorst drop−1.2%2.3% vol

HELOWorst drop−5.8%7.2% vol

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

Paid More vs Made More

YTD

HELOBALT

+4.2%Year to date+4.3%

0.6%Yield0.0%

+5.7%Past year+5.9%

0.50%Fee0.69%

2–2level

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