Compare · 2 funds side by side · dividends reinvested

HEGD and HELO

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,042HEGD · best of the two

02 / 04

HEGD and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.7%+4.3%+11.7%[…]−5.8%7.7%$4.9B1.4

Swan Hedged Equity US Large Cap ETFDefined Outcome · Hedged equity0.88%0.34%+4.0%+4.2%+14.0%+7.0%−4.6%8.5%$739M1.5

Rank among the two1st → 2ndFee, 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: HEGD 2020 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

Swan Hedged Equity US Large Cap ETF · $739M$14,042

HEGD

HELO

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HEGDMeasureHELO

+4.0%Year to dateJan 1 → Nov 6+2.7%

+4.2%1 yearTotal return+4.3%

+14.0%3 years · per year$10,000 became $14,811 · $13,919+11.7%

+7.0%5 years · per year$10,000 became $14,042 · […][…]

0.88%Expense ratio$88 · $50 a year on $10k · lower is better0.50%

0.34%Trailing 12-mo yield$34 · $58 a year on $10k0.58%

−4.6%Worst dropSmaller is better−5.8%

8.5%VolatilityLower is calmer7.7%

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

3–4HELO wins

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

More Ways to See the Pairs

HEGD vs HELO: Top 5 Holdings

Today

HEGD

92.2%in top 5

HELO

in top 528.3%

HEGDStockHELO

92.2%SPYnot top 5

not top 5AAPL7.3%

not top 5NVDA7.1%

not top 5MSFT6.8%

not top 5AMZN4.5%

not top 5GOOGL2.6%

Held in common0.0%

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

HEGD vs HELO Returns, Every Period

SwanHEGD

+4.2%

past year

HELOJ.P. Morgan

+4.3%

past year

HEGDHELOFaded: behind in that period

2–1HEGD wins

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

HEGD vs HELO

YTD

SwanHEGD

+4.0%

HELOJ.P. Morgan

+2.7%

+4.0%Year to date+2.7%

−4.6%Worst drop · 1Y−5.8%

8.5%Volatility · 1Y7.7%

0.3%Yield0.6%

$739MAssets$4.9B

2–2level

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

Cost, Income and Risk

Fees: HEGD, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

HEGD0.88%$88

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

Yields: HEGD, HELO

0.58%highest, HELO

FundTrailing yieldYield$10k

HELO0.58%$58

HEGD0.34%$34

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

Income After Fees on $10,000

$8most kept, HELO

HELO$58 − $50 = $8

HEGD$34 − $88 = −$54

KeptFee

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

Overlap: HEGD, HELO

Today

0.0%most shared, HEGD and HELO

HEGDHELO

HEGD—0.0%

HELO0.0%—

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

Return vs Bumpiness: 2 ETFs

+4.3%HELO, at 7.7% volatility

HELOWorst drop−5.8%7.7% vol

HEGDWorst drop−4.6%8.5% vol

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

Paid More vs Made More

YTD

HELOHEGD

+2.7%Year to date+4.0%

0.6%Yield0.3%

+4.3%Past year+4.2%

0.50%Fee0.88%

3–1HELO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026