Compare · 3 funds side by side · dividends reinvested

HEGD, 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

HEGD, 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%$1.00T1.5

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.2%+5.7%+13.0%[…]−5.8%7.2%$4.8B2.1

Swan Hedged Equity US Large Cap ETFDefined Outcome · Hedged equity0.88%0.34%+5.4%+4.9%+14.8%+7.4%−4.4%8.0%$730M2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: HEGD 2020 · HELO 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Swan Hedged Equity US Large Cap ETF · $730M$14,316

HEGD

HELO

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

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

HEGDMeasureHELO

+5.4%Year to dateJan 1 → Nov 3+4.2%

+4.9%1 yearTotal return+5.7%

+14.8%3 years · per year$10,000 became $15,140 · $14,415+13.0%

+7.4%5 years · per year$10,000 became $14,316 · […][…]

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

0.34%Trailing 12-mo yield$34 · $57 a year on $10k0.57%

−4.4%Worst dropSmaller is better−5.8%

8.0%VolatilityLower is calmer7.2%

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

3–4HELO wins

End-of-day Nov 3, 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

93.1%in top 5

HELO

in top 528.2%

HEGDStockHELO

93.1%SPYnot top 5

not top 5NVDA7.9%

not top 5AAPL7.2%

not top 5MSFT6.5%

not top 5AMZN4.0%

not top 5AVGO2.5%

Held in common0.0%

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

HEGD vs HELO Returns, Every Period

SwanHEGD

+4.9%

past year

HELOJ.P. Morgan

+5.7%

past year

HEGDHELOFaded: behind in that period

2–1HEGD wins

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

Defined Outcome vs Core: HEGD vs VOO

YTD

SwanHEGD

+5.4%

VOOVanguard

+11.5%

+5.4%Year to date+11.5%

−4.4%Worst drop · 1Y−8.9%

8.0%Volatility · 1Y12.7%

0.3%Yield1.1%

$730MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: HEGD, HELO, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HELO0.50%$50

HEGD0.88%$88

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

Yields: HEGD, HELO, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

HELO0.57%$57

HEGD0.34%$34

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

HEGD$34 − $88 = −$54

KeptFee

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

Overlap: HEGD, HELO, VOO

Today

65.0%most shared, HELO and VOO

HEGDHELOVOO

HEGD—0.0%0.0%

HELO0.0%—65.0%

VOO0.0%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

HEGDWorst drop−4.4%8.0% vol

VOOWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

VOOHEGD

+11.5%Year to date+5.4%

1.1%Yield0.3%

+11.9%Past year+4.9%

0.03%Fee0.88%

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