Compare · 2 funds side by side · dividends reinvested

DDFG and HELO

DDFGInnovator×HELOJ.P. Morgan×

Versus in desk

Story of the two · CostLowest cost

01 / 02

IWD+0.4%

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Portfolio

DDFG and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.5%+5.7%+11.5%[…]−5.8%7.8%$4.8B1.0

Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - AugustDefined Outcome · Buffer0.79%0.00%[…][…][…][…][…][…]$91M2.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: DDFG 2026 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - August · $91M[…]

DDFG

HELO

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

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

DDFGMeasureHELO

[…]Year to dateJan 1 → Nov 12+4.5%

[…]1 yearTotal return+5.7%

[…]3 years · per year$10,000 became […] · $13,869+11.5%

[…]5 years · per year[…]

0.79%Expense ratio$79 · $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%

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

0–2HELO wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DDFG vs HELO: Top 5 Holdings

Today

DDFG

97.3%in top 5

HELO

in top 527.7%

DDFGStockHELO

97.3%VOOnot top 5

not top 5AAPL7.3%

not top 5MSFT6.7%

not top 5NVDA6.4%

not top 5AMZN4.6%

not top 5AVGO2.6%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

DDFG vs HELO Returns, Every Period

1Y

InnovatorDDFG

[…]

past year

HELOJ.P. Morgan

+5.7%

past year

Returns […]

DDFGHELOFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DDFG vs HELO

YTD

InnovatorDDFG

[…]

HELOJ.P. Morgan

+4.5%

[…]Year to date+4.5%

[…]Worst drop · 1Y−5.8%

[…]Volatility · 1Y7.8%

0.0%Yield0.6%

$91.1MAssets$4.8B

1–0HELO wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DDFG, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

DDFG0.79%$79

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DDFG, HELO

1Y

0.57%highest, HELO

FundTrailing yieldYield$10k

HELO0.57%$57

DDFG0.00%$0

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

Income After Fees on $10,000

1Y

$7most kept, HELO

HELO$57 − $50 = $7

DDFG$0 − $79 = −$79

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DDFG, HELO

Today

0.0%most shared, DDFG and HELO

DDFGHELO

DDFG—0.0%

HELO0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+5.7%HELO, at 7.8% volatility

HELOWorst drop−5.8%7.8% vol

DDFGWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

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VIGVanguard

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End-of-day Nov 12, 2026

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End-of-day Nov 12, 2026

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End-of-day Nov 12, 2026

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DDFG and HELO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two