Compare · 2 funds side by side · dividends reinvested

CHDG and HELO

CHDGCalamos×HELOJ.P. Morgan×

Versus in desk

Story of the two · CostLowest cost

01 / 02

IWD+0.0%

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CHDG and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+3.6%+5.6%+11.3%[…]−5.8%7.8%$4.8B1.0

Calamos ETF Trust - Calamos Active Hedged Equity ETFDefined Outcome · Hedged equity0.64%0.00%[…][…][…][…][…][…]$3M2.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: CHDG 2026 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calamos ETF Trust - Calamos Active Hedged Equity ETF · $3M[…]

CHDG

HELO

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

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

CHDGMeasureHELO

[…]Year to dateJan 1 → Nov 10+3.6%

[…]1 yearTotal return+5.6%

[…]3 years · per year$10,000 became […] · $13,776+11.3%

[…]5 years · per year[…]

0.64%Expense ratio$64 · $50 a year on $10k · lower is better0.50%

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

[…]Worst dropSmaller is better−5.8%

[…]VolatilityLower is calmer7.8%

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

0–2HELO wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CHDG vs HELO: Top 5 Holdings

Today

CHDG

98.0%in top 5

HELO

in top 528.2%

CHDGStockHELO

98.0%SPYMnot top 5

not top 5AAPL7.4%

not top 5MSFT6.9%

not top 5NVDA6.9%

not top 5AMZN4.5%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

CHDG vs HELO Returns, Every Period

1Y

CalamosCHDG

[…]

past year

HELOJ.P. Morgan

+5.6%

past year

Returns […]

CHDGHELOFaded: behind in that period

0–0Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CHDG vs HELO

YTD

CalamosCHDG

[…]

HELOJ.P. Morgan

+3.6%

[…]Year to date+3.6%

[…]Worst drop · 1Y−5.8%

[…]Volatility · 1Y7.8%

0.0%Yield0.6%

$2.5MAssets$4.8B

1–0HELO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CHDG, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

CHDG0.64%$64

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

Yields: CHDG, HELO

1Y

0.57%highest, HELO

FundTrailing yieldYield$10k

HELO0.57%$57

CHDG0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$7most kept, HELO

HELO$57 − $50 = $7

CHDG$0 − $64 = −$64

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CHDG, HELO

Today

0.0%most shared, CHDG and HELO

CHDGHELO

CHDG—0.0%

HELO0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+5.6%HELO, at 7.8% volatility

HELOWorst drop−5.8%7.8% vol

CHDGWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

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SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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CHDG and HELO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two