Compare · 2 funds side by side · dividends reinvested

HELO and BALT

HELOJ.P. Morgan×BALTInnovator×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,578BALT · best of the two

02 / 04

HELO and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.56%+5.3%+6.7%+13.1%[…]−5.8%7.2%$4.9B1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.3B1.6

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: HELO 2023 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

HELO

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,578

$10,000 five years ago, dividends reinvested

HELOMeasureBALT

+5.3%Year to dateJan 1 → Nov 4+4.7%

+6.7%1 yearTotal return+6.3%

+13.1%3 years · per year$10,000 became $14,477 · $12,644+8.1%

[…]5 years · per year$10,000 became […] · $13,578+6.3%

0.50%Expense ratio$50 · $69 a year on $10k · lower is better0.69%

0.56%Trailing 12-mo yield$56 · $0 a year on $10k0.00%

−5.8%Worst dropSmaller is better−1.2%

7.2%VolatilityLower is calmer2.4%

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

5–2HELO wins

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

More Ways to See the Pairs

HELO vs BALT: Top 5 Holdings

Today

HELO

28.2%in top 5

BALT

in top 5[…]

HELOStockBALT

8.0%NVDAnot top 5

7.0%AAPLnot top 5

6.5%MSFTnot top 5

4.2%AMZNnot top 5

2.6%AVGOnot top 5

Held in common[…]

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

HELO vs BALT Returns, Every Period

J.P. MorganHELO

+6.7%

past year

BALTInnovator

+6.3%

past year

HELOBALTFaded: behind in that period

3–0HELO wins

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

HELO vs BALT

YTD

J.P. MorganHELO

+5.3%

BALTInnovator

+4.7%

+5.3%Year to date+4.7%

−5.8%Worst drop · 1Y−1.2%

7.2%Volatility · 1Y2.4%

0.6%Yield0.0%

$4.9BAssets$3.3B

2–2level

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

Cost, Income and Risk

Fees: HELO, BALT

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

BALT0.69%$69

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

Yields: HELO, BALT

0.56%highest, HELO

FundTrailing yieldYield$10k

HELO0.56%$56

BALT0.00%$0

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

Income After Fees on $10,000

$6most kept, HELO

HELO$56 − $50 = $6

BALT$0 − $69 = −$69

KeptFee

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

Overlap: HELO, BALT

Today

[…]holdings […]

HELOBALT

HELO—[…]

BALT[…]—

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

Return vs Bumpiness: 2 ETFs

+6.7%HELO, at 7.2% volatility

BALTWorst drop−1.2%2.4% vol

HELOWorst drop−5.8%7.2% vol

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

Paid More vs Made More

YTD

HELOBALT

+5.3%Year to date+4.7%

0.6%Yield0.0%

+6.7%Past year+6.3%

0.50%Fee0.69%

4–0HELO 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