Compare HELO and SFLR

HELO and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.2%+5.7%+13.0%[…]−5.8%7.2%$4.8B1.3

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.4%+5.5%+16.5%[…]−6.8%10.0%$2.2B1.7

Rank among the two1st → 2ndFee, 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: HELO 2023 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

HELO

SFLR

Innovator Equity Managed Floor ETF · $2.2B[…]

$10,000 five years ago, dividends reinvested · they hold 57.3% in common

HELOMeasureSFLR

+4.2%Year to dateJan 1 → Nov 3+5.4%

+5.7%1 yearTotal return+5.5%

+13.0%3 years · per year$10,000 became $14,415 · $15,826+16.5%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $89 a year on $10k · lower is better0.89%

0.57%Trailing 12-mo yield$57 · $25 a year on $10k0.25%

−5.8%Worst dropSmaller is better−6.8%

7.2%VolatilityLower is calmer10.0%

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

5–2HELO wins

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

More Ways to See the Pairs

HELO vs SFLR: Top 5 Holdings

Today

HELO

28.2%in top 5

SFLR

in top 526.9%

HELOStockSFLR

7.9%NVDA7.4%

7.2%AAPL7.7%

6.5%MSFT5.6%

4.0%AMZN3.8%

not top 5GOOGL2.5%

2.5%AVGOnot top 5

Held in common57.3%

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

HELO vs SFLR Returns, Every Period

1Y

J.P. MorganHELO

+5.7%

past year

SFLRInnovator

+5.5%

past year

HELOSFLRFaded: behind in that period

1–2SFLR wins

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

HELO vs SFLR

YTD

J.P. MorganHELO

+4.2%

SFLRInnovator

+5.4%

+4.2%Year to date+5.4%

−5.8%Worst drop · 1Y−6.8%

7.2%Volatility · 1Y10.0%

0.6%Yield0.2%

$4.8BAssets$2.2B

3–1HELO wins

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

Cost, Income and Risk

Fees: HELO, SFLR

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

SFLR0.89%$89

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

Yields: HELO, SFLR

1Y

0.57%highest, HELO

FundTrailing yieldYield$10k

HELO0.57%$57

SFLR0.25%$25

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$7most kept, HELO

HELO$57 − $50 = $7

SFLR$25 − $89 = −$64

KeptFee

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

Overlap: HELO, SFLR

Today

57.3%most shared, HELO and SFLR

HELOSFLR

HELO—57.3%

SFLR57.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+5.7%HELO, at 7.2% volatility

HELOWorst drop−5.8%7.2% vol

SFLRWorst drop−6.8%10.0% vol

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

Paid More vs Made More

YTD

HELOSFLR

+4.2%Year to date+5.4%

0.6%Yield0.2%

+5.7%Past year+5.5%

0.50%Fee0.89%

3–1HELO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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