Compare · 3 funds side by side · dividends reinvested

BAPR, DFEB and HELO

BAPRInnovator×DFEBFirst Trust×HELOJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,405BAPR · best of the three

02 / 04

BAPR, DFEB and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+12.3%+14.1%+15.8%+10.4%−2.5%6.4%$407M1.4

FT Vest U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+6.9%+8.8%+13.8%+7.9%−4.1%5.7%$459M2.0

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.7%+4.3%+11.7%[…]−5.8%7.7%$4.9B2.4

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: BAPR 2019 · DFEB 2020 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Buffer ETF · $407M$16,405

BAPR

DFEB

FT Vest U.S. Equity Deep Buffer ETF - February · $459M$14,594

$10,000 five years ago, dividends reinvested

BAPRMeasureDFEB

+12.3%Year to dateJan 1 → Nov 6+6.9%

+14.1%1 yearTotal return+8.8%

+15.8%3 years · per year$10,000 became $15,535 · $14,754+13.8%

+10.4%5 years · per year$10,000 became $16,405 · $14,594+7.9%

0.79%Expense ratio$79 · $85 a year on $10k · lower is better0.85%

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

−2.5%Worst dropSmaller is better−4.1%

6.4%VolatilityLower is calmer5.7%

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

6–1BAPR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BAPR vs DFEB: Top 5 Holdings

Today

BAPR

[…]in top 5

DFEB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BAPR vs DFEB Returns, Every Period

InnovatorBAPR

+10.4%

5 years, per year

DFEBFirst Trust

+7.9%

5 years, per year

BAPRDFEBFaded: behind in that period

4–0BAPR wins

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

BAPR vs HELO

YTD

InnovatorBAPR

+12.3%

HELOJ.P. Morgan

+2.7%

+12.3%Year to date+2.7%

−2.5%Worst drop · 1Y−5.8%

6.4%Volatility · 1Y7.7%

0.0%Yield0.6%

$407MAssets$4.9B

3–1BAPR wins

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

Cost, Income and Risk

Fees: BAPR, DFEB, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

BAPR0.79%$79

DFEB0.85%$85

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

Yields: BAPR, DFEB, HELO

0.58%highest, HELO

FundTrailing yieldYield$10k

HELO0.58%$58

BAPR0.00%$0

DFEB0.00%$0

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

Income After Fees on $10,000

$8most kept, HELO

HELO$58 − $50 = $8

BAPR$0 − $79 = −$79

DFEB$0 − $85 = −$85

KeptFee

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

Overlap: BAPR, DFEB, HELO

Today

[…]holdings […]

BAPRDFEBHELO

BAPR—[…][…]

DFEB[…]—[…]

HELO[…][…]—

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

Return vs Bumpiness: 3 ETFs

+14.1%BAPR, at 6.4% volatility

DFEBWorst drop−4.1%5.7% vol

BAPRWorst drop−2.5%6.4% vol

HELOWorst drop−5.8%7.7% vol

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

Paid More vs Made More

YTD

HELOBAPR

+2.7%Year to date+12.3%

0.6%Yield0.0%

+4.3%Past year+14.1%

0.50%Fee0.79%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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