Compare · 3 funds side by side · dividends reinvested

CBLS, SIXH and HELO

CBLSChangebridge×SIXHMeridian×HELOJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,653SIXH · best of the three

Story of the three · IncomeMost incomeSIXH · 1.73% · $173 a year on $10k

Story of the three · RiskSmallest drop

CBLS, SIXH and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ETC 6 Meridian Hedged Equity Index Option ETFDefined Outcome · Hedged equity0.31%1.73%+18.4%+20.5%+13.9%+10.7%−3.5%8.8%$643M1.3

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+3.9%+5.0%+11.2%[…]−5.8%7.8%$4.9B2.1

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.87%+3.8%+4.4%+15.1%+1.6%−21.2%20.2%$32M2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: CBLS 2020 · SIXH 2020 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ETC 6 Meridian Hedged Equity Index Option ETF · $643M$16,653

SIXH

CBLS

Clough Hedged Equity ETF · $32M$10,831

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

SIXH

More Ways to See the Pairs

SIXH vs CBLS: Top 5 Holdings

Today

SIXH

20.8%in top 5

CBLS

in top 514.7%

SIXHStockCBLS

5.0%MOnot top 5

4.0%PEPnot top 5

4.0%VZnot top 5

4.0%Tnot top 5

3.8%BMYnot top 5

Cost, Income and Risk

Fees: CBLS, SIXH, HELO

Today

0.31%lowest, SIXH

FundExpense ratioFee$10k

SIXH0.31%$31

HELO0.50%$50

CBLS1.89%$189

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

CBLS

+18.4%Year to dateJan 1 → Nov 13+3.8%

+20.5%1 yearTotal return+4.4%

+13.9%3 years · per year$10,000 became $14,763 · $15,229+15.1%

+10.7%5 years · per year$10,000 became $16,653 · $10,831+1.6%

0.31%Expense ratio$31 · $189 a year on $10k · lower is better1.89%

1.73%Trailing 12-mo yield$173 · $87 a year on $10k0.87%

−3.5%Worst dropSmaller is better−21.2%

8.8%VolatilityLower is calmer20.2%

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

7–1SIXH wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AVGO3.1%

not top 5STX2.9%

not top 5CEG2.9%

not top 5SCI2.9%

not top 5CMG2.9%

Held in common8.6%

End-of-day Nov 13, 2026 · share of each fund

SIXH vs CBLS Returns, Every Period

5Y

MeridianSIXH

+10.7%

5 years, per year

CBLSChangebridge

+1.6%

5 years, per year

SIXHCBLSFaded: behind in that period

3–1SIXH wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SIXH vs CBLS

YTD

MeridianSIXH

+18.4%

CBLSChangebridge

+3.8%

+18.4%Year to date+3.8%

−3.5%Worst drop · 1Y−21.2%

8.8%Volatility · 1Y20.2%

1.7%Yield0.9%

$643MAssets$32.4M

4–0SIXH wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: CBLS, SIXH, HELO

1Y

1.73%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.73%$173

CBLS0.87%$87

HELO0.57%$57

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$142most kept, SIXH

SIXH$173 − $31 = $142

HELO$57 − $50 = $7

CBLS$87 − $189 = −$102

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CBLS, SIXH, HELO

Today

24.1%most shared, SIXH and HELO

CBLSSIXHHELO

CBLS—8.6%18.0%

SIXH8.6%—24.1%

HELO18.0%24.1%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.5%SIXH, at 8.8% volatility

HELOWorst drop−5.8%7.8% vol

SIXHWorst drop−3.5%8.8% vol

CBLSWorst drop−21.2%20.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SIXHHELO

+18.4%Year to date+3.9%

1.7%Yield0.6%

+20.5%Past year+5.0%

0.31%Fee0.50%

4–0SIXH wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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CBLS, SIXH and HELO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CBLS, SIXH, HELO