Compare · 3 funds side by side · dividends reinvested

BAPR, DECT and HELO

BAPRInnovator×DECTAllianzIM×HELOJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,366BAPR · best of the three

02 / 04

BAPR, DECT and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+12.0%+14.0%+16.0%+10.4%−2.5%6.4%$417M1.4

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.5%+4.3%+11.9%[…]−5.8%7.7%$4.9B2.1

AllianzIM U.S. Equity Buffer10 Dec ETFDefined Outcome · Buffer0.74%0.00%+6.4%+8.8%+15.2%[…]−6.1%9.8%$38M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: BAPR 2019 · DECT 2022 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Buffer ETF · $417M$16,366

BAPR

DECT

AllianzIM U.S. Equity Buffer10 Dec ETF · $38M[…]

$10,000 five years ago, dividends reinvested

BAPRMeasureDECT

+12.0%Year to dateJan 1 → Nov 5+6.4%

+14.0%1 yearTotal return+8.8%

+16.0%3 years · per year$10,000 became $15,615 · $15,270+15.2%

+10.4%5 years · per year$10,000 became $16,366 · […][…]

0.79%Expense ratio$79 · $74 a year on $10k · lower is better0.74%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

−2.5%Worst dropSmaller is better−6.1%

6.4%VolatilityLower is calmer9.8%

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

5–1BAPR wins

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

More Ways to See the Pairs

BAPR vs DECT: Top 5 Holdings

Today

BAPR

[…]in top 5

DECT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

BAPR vs DECT Returns, Every Period

InnovatorBAPR

+14.0%

past year

DECTAllianzIM

+8.8%

past year

BAPRDECTFaded: behind in that period

3–0BAPR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BAPR vs HELO

YTD

InnovatorBAPR

+12.0%

HELOJ.P. Morgan

+2.5%

+12.0%Year to date+2.5%

−2.5%Worst drop · 1Y−5.8%

6.4%Volatility · 1Y7.7%

0.0%Yield0.6%

$417MAssets$4.9B

3–1BAPR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAPR, DECT, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

DECT0.74%$74

BAPR0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BAPR, DECT, HELO

0.58%highest, HELO

FundTrailing yieldYield$10k

HELO0.58%$58

BAPR0.00%$0

DECT0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8most kept, HELO

HELO$58 − $50 = $8

DECT$0 − $74 = −$74

BAPR$0 − $79 = −$79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BAPR, DECT, HELO

Today

[…]holdings […]

BAPRDECTHELO

BAPR—[…][…]

DECT[…]—[…]

HELO[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.0%BAPR, at 6.4% volatility

BAPRWorst drop−2.5%6.4% vol

HELOWorst drop−5.8%7.7% vol

DECTWorst drop−6.1%9.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

HELOBAPR

+2.5%Year to date+12.0%

0.6%Yield0.0%

+4.3%Past year+14.0%

0.50%Fee0.79%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026