Compare · 2 funds side by side · dividends reinvested

DFEB and HELO

DFEBFirst Trust×HELOJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,568DFEB · best of the two

02 / 04

DFEB and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+6.6%+8.7%+14.1%+7.8%−4.1%5.7%$456M1.3

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.5%+4.3%+11.9%[…]−5.8%7.7%$4.9B1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFEB 2020 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Deep Buffer ETF - February · $456M$14,568

DFEB

HELO

JPMorgan Hedged Equity Laddered Overlay ETF · $4.9B[…]

$10,000 five years ago, dividends reinvested

DFEBMeasureHELO

+6.6%Year to dateJan 1 → Nov 5+2.5%

+8.7%1 yearTotal return+4.3%

+14.1%3 years · per year$10,000 became $14,835 · $14,026+11.9%

+7.8%5 years · per year$10,000 became $14,568 · […][…]

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

0.00%Trailing 12-mo yield$0 · $58 a year on $10k0.58%

−4.1%Worst dropSmaller is better−5.8%

5.7%VolatilityLower is calmer7.7%

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

5–2DFEB wins

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

More Ways to See the Pairs

DFEB vs HELO: Top 5 Holdings

Today

DFEB

[…]in top 5

HELO

in top 528.8%

DFEBStockHELO

not top 5NVDA7.6%

not top 5AAPL7.3%

not top 5MSFT6.9%

not top 5AMZN4.4%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DFEB vs HELO Returns, Every Period

First TrustDFEB

+8.7%

past year

HELOJ.P. Morgan

+4.3%

past year

DFEBHELOFaded: behind in that period

3–0DFEB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFEB vs HELO

YTD

First TrustDFEB

+6.6%

HELOJ.P. Morgan

+2.5%

+6.6%Year to date+2.5%

−4.1%Worst drop · 1Y−5.8%

5.7%Volatility · 1Y7.7%

0.0%Yield0.6%

$456MAssets$4.9B

3–1DFEB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFEB, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

DFEB0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFEB, HELO

0.58%highest, HELO

FundTrailing yieldYield$10k

HELO0.58%$58

DFEB0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8most kept, HELO

HELO$58 − $50 = $8

DFEB$0 − $85 = −$85

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFEB, HELO

Today

[…]holdings […]

DFEBHELO

DFEB—[…]

HELO[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.7%DFEB, at 5.7% volatility

DFEBWorst drop−4.1%5.7% vol

HELOWorst drop−5.8%7.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

HELODFEB

+2.5%Year to date+6.6%

0.6%Yield0.0%

+4.3%Past year+8.7%

0.50%Fee0.85%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026