Compare · 2 funds side by side · dividends reinvested

HELO and HEGD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,275HEGD · best of the two

02 / 04

HELO and HEGD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.0%+6.2%+11.6%[…]−5.8%7.8%$4.8B1.4

Swan Hedged Equity US Large Cap ETFDefined Outcome · Hedged equity0.88%0.34%+5.4%+6.0%+14.1%+7.4%−4.6%8.6%$719M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: HELO 2023 · HEGD 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

HELO

HEGD

Swan Hedged Equity US Large Cap ETF · $719M$14,275

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

HELOMeasureHEGD

+4.0%Year to dateJan 1 → Nov 9+5.4%

+6.2%1 yearTotal return+6.0%

+11.6%3 years · per year$10,000 became $13,913 · $14,849+14.1%

[…]5 years · per year$10,000 became […] · $14,275+7.4%

0.50%Expense ratio$50 · $88 a year on $10k · lower is better0.88%

0.57%Trailing 12-mo yield$57 · $34 a year on $10k0.34%

−5.8%Worst dropSmaller is better−4.6%

7.8%VolatilityLower is calmer8.6%

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

4–3HELO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HELO vs HEGD: Top 5 Holdings

Today

HELO

28.4%in top 5

HEGD

in top 592.3%

HELOStockHEGD

not top 5SPY92.3%

7.3%NVDAnot top 5

7.3%AAPLnot top 5

6.7%MSFTnot top 5

4.4%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

HELO vs HEGD Returns, Every Period

J.P. MorganHELO

+6.2%

past year

HEGDSwan

+6.0%

past year

HELOHEGDFaded: behind in that period

1–2HEGD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

HELO vs HEGD

YTD

J.P. MorganHELO

+4.0%

HEGDSwan

+5.4%

+4.0%Year to date+5.4%

−5.8%Worst drop · 1Y−4.6%

7.8%Volatility · 1Y8.6%

0.6%Yield0.3%

$4.8BAssets$719M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HELO, HEGD

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

HEGD0.88%$88

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: HELO, HEGD

0.57%highest, HELO

FundTrailing yieldYield$10k

HELO0.57%$57

HEGD0.34%$34

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7most kept, HELO

HELO$57 − $50 = $7

HEGD$34 − $88 = −$54

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: HELO, HEGD

Today

0.0%most shared, HELO and HEGD

HELOHEGD

HELO—0.0%

HEGD0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+6.2%HELO, at 7.8% volatility

HELOWorst drop−5.8%7.8% vol

HEGDWorst drop−4.6%8.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

HELOHEGD

+4.0%Year to date+5.4%

0.6%Yield0.3%

+6.2%Past year+6.0%

0.50%Fee0.88%

3–1HELO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026