Compare · 2 funds side by side · dividends reinvested

HELO and SIXH

HELOJ.P. Morgan×SIXHMeridian×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,751SIXH · best of the two

02 / 04

HELO and SIXH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ETC 6 Meridian Hedged Equity Index Option ETFDefined Outcome · Hedged equity0.31%1.73%+18.4%+23.9%+15.2%+10.9%−3.5%8.0%$744M1.1

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.56%+5.3%+6.7%+13.1%[…]−5.8%7.2%$4.8B1.9

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 · SIXH 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

HELO

SIXH

ETC 6 Meridian Hedged Equity Index Option ETF · $744M$16,751

$10,000 five years ago, dividends reinvested · they hold 24.2% in common

HELOMeasureSIXH

+5.3%Year to dateJan 1 → Nov 4+18.4%

+6.7%1 yearTotal return+23.9%

+13.1%3 years · per year$10,000 became $14,477 · $15,296+15.2%

[…]5 years · per year$10,000 became […] · $16,751+10.9%

0.50%Expense ratio$50 · $31 a year on $10k · lower is better0.31%

0.56%Trailing 12-mo yield$56 · $173 a year on $10k1.73%

−5.8%Worst dropSmaller is better−3.5%

7.2%VolatilityLower is calmer8.0%

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

1–6SIXH 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 SIXH: Top 5 Holdings

Today

HELO

28.2%in top 5

SIXH

in top 520.5%

HELOStockSIXH

8.0%NVDAnot top 5

7.0%AAPLnot top 5

6.5%MSFTnot top 5

not top 5MO5.1%

4.2%AMZNnot top 5

not top 5VZ3.9%

not top 5PEP3.8%

not top 5T3.8%

not top 5PM3.8%

2.6%AVGOnot top 5

Held in common24.2%

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

HELO vs SIXH Returns, Every Period

J.P. MorganHELO

+6.7%

past year

SIXHMeridian

+23.9%

past year

HELOSIXHFaded: behind in that period

0–3SIXH wins

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

HELO vs SIXH

YTD

J.P. MorganHELO

+5.3%

SIXHMeridian

+18.4%

+5.3%Year to date+18.4%

−5.8%Worst drop · 1Y−3.5%

7.2%Volatility · 1Y8.0%

0.6%Yield1.7%

$4.8BAssets$744M

3–1SIXH wins

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

Cost, Income and Risk

Fees: HELO, SIXH

Today

0.31%lowest, SIXH

FundExpense ratioFee$10k

SIXH0.31%$31

HELO0.50%$50

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

Yields: HELO, SIXH

1.73%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.73%$173

HELO0.56%$56

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

Income After Fees on $10,000

$142most kept, SIXH

SIXH$173 − $31 = $142

HELO$56 − $50 = $6

KeptFee

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

Overlap: HELO, SIXH

Today

24.2%most shared, HELO and SIXH

HELOSIXH

HELO—24.2%

SIXH24.2%—

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

Return vs Bumpiness: 2 ETFs

+23.9%SIXH, at 8.0% volatility

HELOWorst drop−5.8%7.2% vol

SIXHWorst drop−3.5%8.0% vol

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

Paid More vs Made More

YTD

SIXHHELO

+18.4%Year to date+5.3%

1.7%Yield0.6%

+23.9%Past year+6.7%

0.31%Fee0.50%

4–0SIXH 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026