Compare · 2 funds side by side · dividends reinvested

HELO and VOO

HELOJ.P. Morgan×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

HELO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.3

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.56%+5.3%+6.7%+13.1%[…]−5.8%7.2%$4.8B1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: HELO 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

HELO

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 64.6% in common

HELOMeasureVOO

+5.3%Year to dateJan 1 → Nov 4+13.4%

+6.7%1 yearTotal return+13.5%

+13.1%3 years · per year$10,000 became $14,477 · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

0.56%Trailing 12-mo yield$56 · $105 a year on $10k1.05%

−5.8%Worst dropSmaller is better−8.9%

7.2%VolatilityLower is calmer12.8%

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

2–5VOO 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 VOO: Top 5 Holdings

Today

HELO

28.2%in top 5

VOO

in top 528.3%

HELOStockVOO

8.0%NVDA8.4%

7.0%AAPL7.4%

6.5%MSFT5.8%

4.2%AMZN3.7%

not top 5GOOGL3.1%

2.6%AVGOnot top 5

Held in common64.6%

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

HELO vs VOO Returns, Every Period

J.P. MorganHELO

+6.7%

past year

VOOVanguard

+13.5%

past year

HELOVOOFaded: behind in that period

0–3VOO wins

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

Defined Outcome vs Core: HELO vs VOO

YTD

J.P. MorganHELO

+5.3%

VOOVanguard

+13.4%

+5.3%Year to date+13.4%

−5.8%Worst drop · 1Y−8.9%

7.2%Volatility · 1Y12.8%

0.6%Yield1.1%

$4.8BAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: HELO, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HELO0.50%$50

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

Yields: HELO, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

HELO0.56%$56

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

HELO$56 − $50 = $6

KeptFee

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

Overlap: HELO, VOO

Today

64.6%most shared, HELO and VOO

HELOVOO

HELO—64.6%

VOO64.6%—

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

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

HELOWorst drop−5.8%7.2% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

VOOHELO

+13.4%Year to date+5.3%

1.1%Yield0.6%

+13.5%Past year+6.7%

0.03%Fee0.50%

4–0VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

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