Compare · 3 funds side by side · dividends reinvested

HAWG, HELO and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

HAWG, HELO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.3

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.2%+5.7%+13.0%[…]−5.8%7.2%$4.8B1.7

HCM Hedged Equity ETFDefined Outcome · Hedged equity1.35%0.00%[…][…][…][…][…][…]$99M3.0

Rank among the three1st → 3rdFee, 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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

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

Defined Outcome vs Core: HAWG vs VOO

YTD

HCMHAWG

[…]

VOOVanguard

+11.5%

[…]Year to date+11.5%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.7%

0.0%Yield1.1%

$99.4MAssets$1.00T

1–0VOO wins

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

Cost, Income and Risk

Fees: HAWG, HELO, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HELO0.50%$50

HAWG1.35%$135

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

Yields: HAWG, HELO, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

HELO0.57%$57

HAWG0.00%$0

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

HELO$57 − $50 = $7

HAWG$0 − $135 = −$135

KeptFee

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

Overlap: HAWG, HELO, VOO

Today

77.2%most shared, HAWG and VOO

HAWGHELOVOO

HAWG—57.8%77.2%

HELO57.8%—65.0%

VOO77.2%65.0%—

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

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

HELOWorst drop−5.8%7.2% vol

VOOWorst drop−8.9%12.7% vol

HAWGWorst drop[…][…]

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

Paid More vs Made More

YTD

VOOHELO

+11.5%Year to date+4.2%

1.1%Yield0.6%

+11.9%Past year+5.7%

0.03%Fee0.50%

4–0VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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