Compare · 2 funds side by side · dividends reinvested

BUFD and HELO

BUFDFirst Trust×HELOJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,509BUFD · best of the two

02 / 04

BUFD and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+8.4%+9.8%+13.6%+7.7%−3.4%5.3%$2.2B1.1

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.56%+5.3%+6.7%+13.1%[…]−5.8%7.2%$4.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BUFD 2021 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Deep Buffer ETF · $2.2B$14,509

BUFD

HELO

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BUFDMeasureHELO

+8.4%Year to dateJan 1 → Nov 4+5.3%

+9.8%1 yearTotal return+6.7%

+13.6%3 years · per year$10,000 became $14,662 · $14,477+13.1%

+7.7%5 years · per year$10,000 became $14,509 · […][…]

0.10%Expense ratio$10 · $50 a year on $10k · lower is better0.50%

0.00%Trailing 12-mo yield$0 · $56 a year on $10k0.56%

−3.4%Worst dropSmaller is better−5.8%

5.3%VolatilityLower is calmer7.2%

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

6–1BUFD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BUFD vs HELO: Top 5 Holdings

Today

BUFD

41.8%in top 5

HELO

in top 528.2%

BUFDStockHELO

8.4%DNOVnot top 5

8.4%DOCTnot top 5

8.4%DMARnot top 5

8.4%DJANnot top 5

8.3%DFEBnot top 5

not top 5NVDA8.0%

not top 5AAPL7.0%

not top 5MSFT6.5%

not top 5AMZN4.2%

not top 5AVGO2.6%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

BUFD vs HELO Returns, Every Period

First TrustBUFD

+9.8%

past year

HELOJ.P. Morgan

+6.7%

past year

BUFDHELOFaded: behind in that period

3–0BUFD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BUFD vs HELO

YTD

First TrustBUFD

+8.4%

HELOJ.P. Morgan

+5.3%

+8.4%Year to date+5.3%

−3.4%Worst drop · 1Y−5.8%

5.3%Volatility · 1Y7.2%

0.0%Yield0.6%

$2.2BAssets$4.8B

3–1BUFD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUFD, HELO

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

HELO0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BUFD, HELO

0.56%highest, HELO

FundTrailing yieldYield$10k

HELO0.56%$56

BUFD0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$6most kept, HELO

HELO$56 − $50 = $6

BUFD$0 − $10 = −$10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BUFD, HELO

Today

0.0%most shared, BUFD and HELO

BUFDHELO

BUFD—0.0%

HELO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%BUFD, at 5.3% volatility

BUFDWorst drop−3.4%5.3% vol

HELOWorst drop−5.8%7.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

HELOBUFD

+5.3%Year to date+8.4%

0.6%Yield0.0%

+6.7%Past year+9.8%

0.50%Fee0.10%

3–1BUFD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026