Compare · 3 funds side by side · dividends reinvested

CBLS, HELO and VOO

CBLSChangebridge×HELOJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

CBLS, HELO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.3

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.5%+4.3%+11.9%[…]−5.8%7.7%$4.9B2.0

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.90%+0.2%−0.8%+14.4%+1.5%−19.6%19.5%$48M2.6

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: CBLS 2020 · HELO 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Clough Hedged Equity ETF · $48M$10,753

CBLS

HELO

JPMorgan Hedged Equity Laddered Overlay ETF · $4.9B[…]

$10,000 five years ago, dividends reinvested · they hold 12.2% in common

CBLSMeasureHELO

+0.2%Year to dateJan 1 → Nov 5+2.5%

−0.8%1 yearTotal return+4.3%

+14.4%3 years · per year$10,000 became $14,970 · $14,026+11.9%

+1.5%5 years · per year$10,000 became $10,753 · […][…]

1.89%Expense ratio$189 · $50 a year on $10k · lower is better0.50%

0.90%Trailing 12-mo yield$90 · $58 a year on $10k0.58%

−19.6%Worst dropSmaller is better−5.8%

19.5%VolatilityLower is calmer7.7%

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

2–5HELO wins

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

More Ways to See the Pairs

CBLS vs HELO: Top 5 Holdings

Today

CBLS

12.6%in top 5

HELO

in top 528.8%

CBLSStockHELO

not top 5NVDA7.6%

not top 5AAPL7.3%

not top 5MSFT6.9%

not top 5AMZN4.4%

2.8%SNnot top 5

2.7%ROLnot top 5

not top 5GOOGL2.6%

2.4%UNHnot top 5

2.4%CMGnot top 5

2.3%SCInot top 5

Held in common12.2%

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

CBLS vs HELO Returns, Every Period

ChangebridgeCBLS

−0.8%

past year

HELOJ.P. Morgan

+4.3%

past year

CBLSHELOFaded: behind in that period

1–2HELO wins

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

Defined Outcome vs Core: CBLS vs VOO

YTD

ChangebridgeCBLS

+0.2%

VOOVanguard

+8.4%

+0.2%Year to date+8.4%

−19.6%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y13.5%

0.9%Yield1.1%

$48.4MAssets$1.00T

4–0VOO wins

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

Cost, Income and Risk

Fees: CBLS, HELO, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HELO0.50%$50

CBLS1.89%$189

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

Yields: CBLS, HELO, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

CBLS0.90%$90

HELO0.58%$58

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

HELO$58 − $50 = $8

CBLS$90 − $189 = −$99

KeptFee

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

Overlap: CBLS, HELO, VOO

Today

64.4%most shared, HELO and VOO

CBLSHELOVOO

CBLS—12.2%11.0%

HELO12.2%—64.4%

VOO11.0%64.4%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

HELOWorst drop−5.8%7.7% vol

VOOWorst drop−8.9%13.5% vol

CBLSWorst drop−19.6%19.5% vol

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

Paid More vs Made More

YTD

VOOHELO

+8.4%Year to date+2.5%

1.1%Yield0.6%

+9.8%Past year+4.3%

0.03%Fee0.50%

4–0VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

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