Compare · 2 funds side by side · dividends reinvested

FEBZ and HELO

FEBZTrueShares×HELOJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,144FEBZ · best of the two

02 / 04

FEBZ and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

TrueShares Structured Outcome (February) ETFDefined Outcome · Hedged equity0.79%2.94%+8.8%+8.3%+16.6%+10.1%−7.2%10.0%$32M1.4

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.56%+5.3%+6.7%+13.1%[…]−5.8%7.2%$4.9B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FEBZ 2021 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (February) ETF · $32M$16,144

FEBZ

HELO

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

$10,000 five years ago, dividends reinvested

FEBZMeasureHELO

+8.8%Year to dateJan 1 → Nov 4+5.3%

+8.3%1 yearTotal return+6.7%

+16.6%3 years · per year$10,000 became $15,838 · $14,477+13.1%

+10.1%5 years · per year$10,000 became $16,144 · […][…]

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

2.94%Trailing 12-mo yield$294 · $56 a year on $10k0.56%

−7.2%Worst dropSmaller is better−5.8%

10.0%VolatilityLower is calmer7.2%

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

4–3FEBZ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FEBZ vs HELO: Top 5 Holdings

Today

FEBZ

[…]in top 5

HELO

in top 528.2%

FEBZStockHELO

not top 5NVDA8.0%

not top 5AAPL7.0%

not top 5MSFT6.5%

not top 5AMZN4.2%

not top 5AVGO2.6%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

FEBZ vs HELO Returns, Every Period

TrueSharesFEBZ

+8.3%

past year

HELOJ.P. Morgan

+6.7%

past year

FEBZHELOFaded: behind in that period

3–0FEBZ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FEBZ vs HELO

YTD

TrueSharesFEBZ

+8.8%

HELOJ.P. Morgan

+5.3%

+8.8%Year to date+5.3%

−7.2%Worst drop · 1Y−5.8%

10.0%Volatility · 1Y7.2%

2.9%Yield0.6%

$31.9MAssets$4.9B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FEBZ, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

FEBZ0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FEBZ, HELO

2.94%highest, FEBZ

FundTrailing yieldYield$10k

FEBZ2.94%$294

HELO0.56%$56

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$215most kept, FEBZ

FEBZ$294 − $79 = $215

HELO$56 − $50 = $6

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FEBZ, HELO

Today

[…]holdings […]

FEBZHELO

FEBZ—[…]

HELO[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.3%FEBZ, at 10.0% volatility

HELOWorst drop−5.8%7.2% vol

FEBZWorst drop−7.2%10.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FEBZHELO

+8.8%Year to date+5.3%

2.9%Yield0.6%

+8.3%Past year+6.7%

0.79%Fee0.50%

3–1FEBZ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026