Compare HAWG and HELO

HAWG and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.2%+5.7%+13.0%[…]−5.8%7.2%$4.8B1.0

HCM Hedged Equity ETFDefined Outcome · Hedged equity1.35%0.00%[…][…][…][…][…][…]$99M2.0

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: HAWG 2026 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

HCM Hedged Equity ETF · $99M[…]

HAWG

HELO

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

$10,000 five years ago, dividends reinvested · they hold 57.8% in common

HAWGMeasureHELO

[…]Year to dateJan 1 → Nov 3+4.2%

[…]1 yearTotal return+5.7%

[…]3 years · per year$10,000 became […] · $14,415+13.0%

[…]5 years · per year[…]

1.35%Expense ratio$135 · $50 a year on $10k · lower is better0.50%

0.00%Trailing 12-mo yield$0 · $57 a year on $10k0.57%

[…]Worst dropSmaller is better−5.8%

[…]VolatilityLower is calmer7.2%

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

0–2HELO wins

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

More Ways to See the Pairs

HAWG vs HELO: Top 5 Holdings

Today

HAWG

36.7%in top 5

HELO

in top 528.2%

HAWGStockHELO

10.3%AAPL7.2%

10.0%NVDA7.9%

7.9%MSFT6.5%

5.0%AMZN4.0%

3.5%GOOGLnot top 5

not top 5AVGO2.5%

Held in common57.8%

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

HAWG vs HELO Returns, Every Period

1Y

HCMHAWG

[…]

past year

HELOJ.P. Morgan

+5.7%

past year

Returns […]

HAWGHELOFaded: behind in that period

0–0Level

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

HAWG vs HELO

YTD

HCMHAWG

[…]

HELOJ.P. Morgan

+4.2%

[…]Year to date+4.2%

[…]Worst drop · 1Y−5.8%

[…]Volatility · 1Y7.2%

0.0%Yield0.6%

$99.4MAssets$4.8B

1–0HELO wins

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

Cost, Income and Risk

Fees: HAWG, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

HAWG1.35%$135

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

Yields: HAWG, HELO

1Y

0.57%highest, HELO

FundTrailing yieldYield$10k

HELO0.57%$57

HAWG0.00%$0

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

Income After Fees on $10,000

1Y

$7most kept, HELO

HELO$57 − $50 = $7

HAWG$0 − $135 = −$135

KeptFee

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

Overlap: HAWG, HELO

Today

57.8%most shared, HAWG and HELO

HAWGHELO

HAWG—57.8%

HELO57.8%—

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

Return vs Bumpiness: 2 ETFs

1Y

+5.7%HELO, at 7.2% volatility

HELOWorst drop−5.8%7.2% vol

HAWGWorst drop[…][…]

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

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