Compare · 3 funds side by side · dividends reinvested

FDEC, BAPR and HELO

FDECFirst Trust×BAPRInnovator×HELOJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,405BAPR · best of the three

02 / 04

FDEC, BAPR and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+12.3%+14.1%+15.8%+10.4%−2.5%6.4%$408M1.4

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.7%+4.3%+11.7%[…]−5.8%7.7%$4.8B2.1

FT Vest U.S. Equity Buffer ETF - DecemberDefined Outcome · Buffer0.85%0.00%+7.0%+10.1%+16.7%+9.9%−5.8%8.2%$1.3B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: FDEC 2020 · BAPR 2019 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Buffer ETF - December · $1.3B$16,053

FDEC

BAPR

Innovator U.S. Equity Buffer ETF · $408M$16,405

$10,000 five years ago, dividends reinvested

FDECMeasureBAPR

+7.0%Year to dateJan 1 → Nov 6+12.3%

+10.1%1 yearTotal return+14.1%

+16.7%3 years · per year$10,000 became $15,890 · $15,535+15.8%

+9.9%5 years · per year$10,000 became $16,053 · $16,405+10.4%

0.85%Expense ratio$85 · $79 a year on $10k · lower is better0.79%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

−5.8%Worst dropSmaller is better−2.5%

8.2%VolatilityLower is calmer6.4%

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

1–6BAPR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDEC vs BAPR: Top 5 Holdings

Today

FDEC

[…]in top 5

BAPR

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

FDEC vs BAPR Returns, Every Period

First TrustFDEC

+9.9%

5 years, per year

BAPRInnovator

+10.4%

5 years, per year

FDECBAPRFaded: behind in that period

1–3BAPR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FDEC vs HELO

YTD

First TrustFDEC

+7.0%

HELOJ.P. Morgan

+2.7%

+7.0%Year to date+2.7%

−5.8%Worst drop · 1Y−5.8%

8.2%Volatility · 1Y7.7%

0.0%Yield0.6%

$1.3BAssets$4.8B

2–1HELO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDEC, BAPR, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

BAPR0.79%$79

FDEC0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FDEC, BAPR, HELO

0.58%highest, HELO

FundTrailing yieldYield$10k

HELO0.58%$58

FDEC0.00%$0

BAPR0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8most kept, HELO

HELO$58 − $50 = $8

BAPR$0 − $79 = −$79

FDEC$0 − $85 = −$85

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FDEC, BAPR, HELO

Today

[…]holdings […]

FDECBAPRHELO

FDEC—[…][…]

BAPR[…]—[…]

HELO[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.1%BAPR, at 6.4% volatility

BAPRWorst drop−2.5%6.4% vol

HELOWorst drop−5.8%7.7% vol

FDECWorst drop−5.8%8.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

HELOBAPR

+2.7%Year to date+12.3%

0.6%Yield0.0%

+4.3%Past year+14.1%

0.50%Fee0.79%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026