Compare · 2 funds side by side · dividends reinvested

DDEC and HELO

DDECFirst Trust×HELOJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,082DDEC · best of the two

Story of the two · IncomeMost incomeHELO · 0.57% · $57 a year on $10k

Story of the two · RiskSmallest drop

DDEC and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Deep Buffer ETF - DecemberDefined Outcome · Buffer0.85%0.00%+8.6%+10.6%+12.7%+8.6%−4.2%6.4%$430M1.3

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.5%+5.7%+11.5%[…]−5.8%7.8%$4.8B1.7

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

End-of-day Nov 11, 2026 · returns include dividends · since: DDEC 2020 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest U.S. Equity Deep Buffer ETF - December · $430M$15,082

DDEC

HELO

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

$10,000 five years ago, dividends reinvested

DDECMeasureHELO

+8.6%

More Ways to See the Pairs

DDEC vs HELO: Top 5 Holdings

Today

DDEC

[…]in top 5

HELO

in top 527.7%

DDECStockHELO

not top 5AAPL7.3%

not top 5MSFT6.7%

not top 5NVDA6.4%

not top 5AMZN4.6%

not top 5AVGO2.6%

Cost, Income and Risk

Fees: DDEC, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

DDEC0.85%$85

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DDEC, HELO

1Y

0.57%highest, HELO

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+4.5%

+10.6%1 yearTotal return+5.7%

+12.7%3 years · per year$10,000 became $14,323 · $13,869+11.5%

+8.6%5 years · per year$10,000 became $15,082 · […][…]

0.85%Expense ratio$85 · $50 a year on $10k · lower is better0.50%

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

−4.2%Worst dropSmaller is better−5.8%

6.4%VolatilityLower is calmer7.8%

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

5–2DDEC wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

DDEC vs HELO Returns, Every Period

1Y

First TrustDDEC

+10.6%

past year

HELOJ.P. Morgan

+5.7%

past year

DDECHELOFaded: behind in that period

3–0DDEC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DDEC vs HELO

YTD

First TrustDDEC

+8.6%

HELOJ.P. Morgan

+4.5%

+8.6%Year to date+4.5%

−4.2%Worst drop · 1Y−5.8%

6.4%Volatility · 1Y7.8%

0.0%Yield0.6%

$430MAssets$4.8B

3–1DDEC wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

HELO0.57%$57

DDEC0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$7most kept, HELO

HELO$57 − $50 = $7

DDEC$0 − $85 = −$85

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DDEC, HELO

Today

[…]holdings […]

DDECHELO

DDEC—[…]

HELO[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.6%DDEC, at 6.4% volatility

DDECWorst drop−4.2%6.4% vol

HELOWorst drop−5.8%7.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

HELODDEC

+4.5%Year to date+8.6%

0.6%Yield0.0%

+5.7%Past year+10.6%

0.50%Fee0.85%

2–2level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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DDEC and HELO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two