Compare · 2 funds side by side · dividends reinvested

DDFS and HELO

DDFSInnovator×HELOJ.P. Morgan×

Versus in desk

Story of the two · CostLowest cost

01 / 03

IWD+0.4%

Search ETFs and stocks

Portfolio

Story of the two · RiskSmallest drop

DDFS and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - SeptemberDefined Outcome · Buffer0.79%0.00%+5.6%+6.8%[…][…]−2.3%4.4%$121M1.3

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.5%+5.7%+11.5%[…]−5.8%7.8%$4.8B1.6

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: DDFS 2025 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - September · $121M[…]

DDFS

HELO

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

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

DDFSMeasureHELO

+5.6%

More Ways to See the Pairs

DDFS vs HELO: Top 5 Holdings

Today

DDFS

96.6%in top 5

HELO

in top 527.7%

DDFSStockHELO

96.6%VOOnot top 5

not top 5AAPL7.3%

not top 5MSFT6.7%

not top 5NVDA6.4%

not top 5AMZN4.6%

Cost, Income and Risk

Fees: DDFS, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

DDFS0.79%$79

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

Yields: DDFS, 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%

+6.8%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%

−2.3%Worst dropSmaller is better−5.8%

4.4%VolatilityLower is calmer7.8%

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

4–2DDFS wins

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

not top 5AVGO2.6%

Held in common0.0%

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

DDFS vs HELO Returns, Every Period

1Y

InnovatorDDFS

+6.8%

past year

HELOJ.P. Morgan

+5.7%

past year

DDFSHELOFaded: behind in that period

2–0DDFS wins

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

DDFS vs HELO

YTD

InnovatorDDFS

+5.6%

HELOJ.P. Morgan

+4.5%

+5.6%Year to date+4.5%

−2.3%Worst drop · 1Y−5.8%

4.4%Volatility · 1Y7.8%

0.0%Yield0.6%

$121MAssets$4.8B

3–1DDFS wins

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

Yield

$10k

HELO0.57%$57

DDFS0.00%$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

DDFS$0 − $79 = −$79

KeptFee

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

Overlap: DDFS, HELO

Today

0.0%most shared, DDFS and HELO

DDFSHELO

DDFS—0.0%

HELO0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+6.8%DDFS, at 4.4% volatility

DDFSWorst drop−2.3%4.4% 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

HELODDFS

+4.5%Year to date+5.6%

0.6%Yield0.0%

+5.7%Past year+6.8%

0.50%Fee0.79%

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

Loading…

DDFS and HELO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two