Compare · 2 funds side by side · dividends reinvested

BUFR and HELO

BUFRFirst Trust×HELOJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,756BUFR · best of the two

02 / 04

BUFR and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+8.9%+11.2%+14.8%+9.5%−4.6%7.5%$10.8B1.1

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.0%+6.2%+11.6%[…]−5.8%7.8%$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 9, 2026 · returns include dividends · since: BUFR 2020 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Buffer ETF · $10.8B$15,756

BUFR

HELO

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

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

BUFRMeasureHELO

+8.9%Year to dateJan 1 → Nov 9+4.0%

+11.2%1 yearTotal return+6.2%

+14.8%3 years · per year$10,000 became $15,142 · $13,913+11.6%

+9.5%5 years · per year$10,000 became $15,756 · […][…]

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

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

−4.6%Worst dropSmaller is better−5.8%

7.5%VolatilityLower is calmer7.8%

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

6–1BUFR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BUFR vs HELO: Top 5 Holdings

Today

BUFR

41.9%in top 5

HELO

in top 528.4%

BUFRStockHELO

8.4%FOCTnot top 5

8.4%FMARnot top 5

8.4%FNOVnot top 5

8.4%FSEPnot top 5

8.3%FFEBnot top 5

not top 5NVDA7.3%

not top 5AAPL7.3%

not top 5MSFT6.7%

not top 5AMZN4.4%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

BUFR vs HELO Returns, Every Period

First TrustBUFR

+11.2%

past year

HELOJ.P. Morgan

+6.2%

past year

BUFRHELOFaded: behind in that period

3–0BUFR wins

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

BUFR vs HELO

YTD

First TrustBUFR

+8.9%

HELOJ.P. Morgan

+4.0%

+8.9%Year to date+4.0%

−4.6%Worst drop · 1Y−5.8%

7.5%Volatility · 1Y7.8%

0.0%Yield0.6%

$10.8BAssets$4.8B

3–1BUFR wins

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

Cost, Income and Risk

Fees: BUFR, HELO

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

HELO0.50%$50

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

Yields: BUFR, HELO

0.57%highest, HELO

FundTrailing yieldYield$10k

HELO0.57%$57

BUFR0.00%$0

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

Income After Fees on $10,000

$7most kept, HELO

HELO$57 − $50 = $7

BUFR$0 − $10 = −$10

KeptFee

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

Overlap: BUFR, HELO

Today

0.0%most shared, BUFR and HELO

BUFRHELO

BUFR—0.0%

HELO0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.2%BUFR, at 7.5% volatility

BUFRWorst drop−4.6%7.5% vol

HELOWorst drop−5.8%7.8% vol

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

Paid More vs Made More

YTD

HELOBUFR

+4.0%Year to date+8.9%

0.6%Yield0.0%

+6.2%Past year+11.2%

0.50%Fee0.10%

3–1BUFR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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