Compare · 3 funds side by side · dividends reinvested

BALT, HELO and VOO

BALTInnovator×HELOJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

BALT, HELO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.0%+6.2%+11.6%[…]−5.8%7.8%$4.8B2.1

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: BALT 2021 · HELO 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Defined Wealth Shield ETF · $3.3B$13,532

BALT

HELO

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

$10,000 five years ago, dividends reinvested

BALTMeasureHELO

+4.4%Year to dateJan 1 → Nov 9+4.0%

+6.2%1 yearTotal return+6.2%

+7.7%3 years · per year$10,000 became $12,502 · $13,913+11.6%

+6.2%5 years · per year$10,000 became $13,532 · […][…]

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%

2.7%VolatilityLower is calmer7.8%

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

3–3Level

End-of-day Nov 9, 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 528.4%

BALTStockHELO

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

BALT vs HELO Returns, Every Period

InnovatorBALT

+6.2%

past year

HELOJ.P. Morgan

+6.2%

past year

BALTHELOFaded: behind in that period

1–1Level

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

Defined Outcome vs Core: BALT vs VOO

YTD

InnovatorBALT

+4.4%

VOOVanguard

+11.3%

+4.4%Year to date+11.3%

−1.2%Worst drop · 1Y−8.9%

2.7%Volatility · 1Y13.7%

0.0%Yield1.1%

$3.3BAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: BALT, HELO, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HELO0.50%$50

BALT0.69%$69

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

Yields: BALT, HELO, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

HELO0.57%$57

BALT0.00%$0

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

HELO$57 − $50 = $7

BALT$0 − $69 = −$69

KeptFee

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

Overlap: BALT, HELO, VOO

Today

63.5%most shared, HELO and VOO

BALTHELOVOO

BALT—[…][…]

HELO[…]—63.5%

VOO[…]63.5%—

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

Return vs Bumpiness: 3 ETFs

+13.6%VOO, at 13.7% volatility

BALTWorst drop−1.2%2.7% vol

HELOWorst drop−5.8%7.8% vol

VOOWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

VOOBALT

+11.3%Year to date+4.4%

1.1%Yield0.0%

+13.6%Past year+6.2%

0.03%Fee0.69%

4–0VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

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