Compare · 2 funds side by side · dividends reinvested

DECZ and HELO

DECZTrueShares×HELOJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,941DECZ · best of the two

02 / 04

DECZ and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

TrueShares Structured Outcome (December) ETFDefined Outcome · Hedged equity0.79%3.04%+7.7%+7.8%+16.9%+9.8%−7.5%10.6%$36M1.4

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.2%+5.7%+13.0%[…]−5.8%7.2%$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 3, 2026 · returns include dividends · since: DECZ 2020 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (December) ETF · $36M$15,941

DECZ

HELO

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

$10,000 five years ago, dividends reinvested

DECZMeasureHELO

+7.7%Year to dateJan 1 → Nov 3+4.2%

+7.8%1 yearTotal return+5.7%

+16.9%3 years · per year$10,000 became $15,976 · $14,415+13.0%

+9.8%5 years · per year$10,000 became $15,941 · […][…]

0.79%Expense ratio$79 · $50 a year on $10k · lower is better0.50%

3.04%Trailing 12-mo yield$304 · $57 a year on $10k0.57%

−7.5%Worst dropSmaller is better−5.8%

10.6%VolatilityLower is calmer7.2%

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

4–3DECZ wins

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

More Ways to See the Pairs

DECZ vs HELO: Top 5 Holdings

Today

DECZ

[…]in top 5

HELO

in top 528.2%

DECZStockHELO

not top 5NVDA7.9%

not top 5AAPL7.2%

not top 5MSFT6.5%

not top 5AMZN4.0%

not top 5AVGO2.5%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

DECZ vs HELO Returns, Every Period

TrueSharesDECZ

+7.8%

past year

HELOJ.P. Morgan

+5.7%

past year

DECZHELOFaded: behind in that period

3–0DECZ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DECZ vs HELO

YTD

TrueSharesDECZ

+7.7%

HELOJ.P. Morgan

+4.2%

+7.7%Year to date+4.2%

−7.5%Worst drop · 1Y−5.8%

10.6%Volatility · 1Y7.2%

3.0%Yield0.6%

$36.3MAssets$4.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DECZ, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

DECZ0.79%$79

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DECZ, HELO

3.04%highest, DECZ

FundTrailing yieldYield$10k

DECZ3.04%$304

HELO0.57%$57

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$225most kept, DECZ

DECZ$304 − $79 = $225

HELO$57 − $50 = $7

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DECZ, HELO

Today

[…]holdings […]

DECZHELO

DECZ—[…]

HELO[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.8%DECZ, at 10.6% volatility

HELOWorst drop−5.8%7.2% vol

DECZWorst drop−7.5%10.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DECZHELO

+7.7%Year to date+4.2%

3.0%Yield0.6%

+7.8%Past year+5.7%

0.79%Fee0.50%

3–1DECZ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026