Compare · 3 funds side by side · dividends reinvested

DFEB, HELO and BALT

DFEBFirst Trust×HELOJ.P. Morgan×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,761DFEB · best of the three

02 / 04

DFEB, HELO and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+8.1%+10.6%+13.7%+8.1%−4.1%5.8%$450M1.6

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B2.0

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.0%+6.2%+11.6%[…]−5.8%7.8%$4.8B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFEB 2020 · HELO 2023 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Deep Buffer ETF - February · $450M$14,761

DFEB

HELO

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

$10,000 five years ago, dividends reinvested

DFEBMeasureHELO

+8.1%Year to dateJan 1 → Nov 9+4.0%

+10.6%1 yearTotal return+6.2%

+13.7%3 years · per year$10,000 became $14,715 · $13,913+11.6%

+8.1%5 years · per year$10,000 became $14,761 · […][…]

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%

−4.1%Worst dropSmaller is better−5.8%

5.8%VolatilityLower is calmer7.8%

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

5–2DFEB wins

End-of-day Nov 9, 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 528.4%

DFEBStockHELO

not top 5NVDA7.3%

not top 5AAPL7.3%

not top 5MSFT6.7%

not top 5AMZN4.4%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DFEB vs HELO Returns, Every Period

First TrustDFEB

+10.6%

past year

HELOJ.P. Morgan

+6.2%

past year

DFEBHELOFaded: behind in that period

3–0DFEB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFEB vs HELO

YTD

First TrustDFEB

+8.1%

HELOJ.P. Morgan

+4.0%

+8.1%Year to date+4.0%

−4.1%Worst drop · 1Y−5.8%

5.8%Volatility · 1Y7.8%

0.0%Yield0.6%

$450MAssets$4.8B

3–1DFEB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFEB, HELO, BALT

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

BALT0.69%$69

DFEB0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFEB, HELO, BALT

0.57%highest, HELO

FundTrailing yieldYield$10k

HELO0.57%$57

DFEB0.00%$0

BALT0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7most kept, HELO

HELO$57 − $50 = $7

BALT$0 − $69 = −$69

DFEB$0 − $85 = −$85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFEB, HELO, BALT

Today

[…]holdings […]

DFEBHELOBALT

DFEB—[…][…]

HELO[…]—[…]

BALT[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.6%DFEB, at 5.8% volatility

BALTWorst drop−1.2%2.7% vol

DFEBWorst drop−4.1%5.8% vol

HELOWorst drop−5.8%7.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

HELODFEB

+4.0%Year to date+8.1%

0.6%Yield0.0%

+6.2%Past year+10.6%

0.50%Fee0.85%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026