Compare · 2 funds side by side · dividends reinvested

HELO and BUFD

HELOJ.P. Morgan×BUFDFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,509BUFD · best of the two

02 / 04

HELO and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+8.4%+9.8%+13.6%+7.7%−3.4%5.3%$2.2B1.1

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.56%+5.3%+6.7%+13.1%[…]−5.8%7.2%$4.9B1.9

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 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

HELO

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,509

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

HELOMeasureBUFD

+5.3%Year to dateJan 1 → Nov 4+8.4%

+6.7%1 yearTotal return+9.8%

+13.1%3 years · per year$10,000 became $14,477 · $14,662+13.6%

[…]5 years · per year$10,000 became […] · $14,509+7.7%

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

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

−5.8%Worst dropSmaller is better−3.4%

7.2%VolatilityLower is calmer5.3%

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

1–6BUFD 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 BUFD: Top 5 Holdings

Today

HELO

28.2%in top 5

BUFD

in top 541.8%

HELOStockBUFD

not top 5DNOV8.4%

not top 5DOCT8.4%

not top 5DMAR8.4%

not top 5DJAN8.4%

not top 5DFEB8.3%

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 common0.0%

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

HELO vs BUFD Returns, Every Period

J.P. MorganHELO

+6.7%

past year

BUFDFirst Trust

+9.8%

past year

HELOBUFDFaded: behind in that period

0–3BUFD wins

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

HELO vs BUFD

YTD

J.P. MorganHELO

+5.3%

BUFDFirst Trust

+8.4%

+5.3%Year to date+8.4%

−5.8%Worst drop · 1Y−3.4%

7.2%Volatility · 1Y5.3%

0.6%Yield0.0%

$4.9BAssets$2.2B

3–1BUFD wins

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

Cost, Income and Risk

Fees: HELO, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

HELO0.50%$50

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

Yields: HELO, BUFD

0.56%highest, HELO

FundTrailing yieldYield$10k

HELO0.56%$56

BUFD0.00%$0

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

Income After Fees on $10,000

$6most kept, HELO

HELO$56 − $50 = $6

BUFD$0 − $10 = −$10

KeptFee

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

Overlap: HELO, BUFD

Today

0.0%most shared, HELO and BUFD

HELOBUFD

HELO—0.0%

BUFD0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%BUFD, at 5.3% volatility

BUFDWorst drop−3.4%5.3% 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

HELOBUFD

+5.3%Year to date+8.4%

0.6%Yield0.0%

+6.7%Past year+9.8%

0.50%Fee0.10%

3–1BUFD 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