Compare · 2 funds side by side · dividends reinvested

KAPR and HELO

KAPRInnovator×HELOJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,001KAPR · best of the two

02 / 04

KAPR and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Small Cap Power Buffer ETF - AprilDefined Outcome · Buffer0.79%0.00%+10.9%+13.6%+14.8%+7.0%−3.8%7.1%$174M1.3

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.7%+4.3%+11.7%[…]−5.8%7.7%$4.9B1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: KAPR 2020 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Small Cap Power Buffer ETF - April · $174M$14,001

KAPR

HELO

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

$10,000 five years ago, dividends reinvested

KAPRMeasureHELO

+10.9%Year to dateJan 1 → Nov 6+2.7%

+13.6%1 yearTotal return+4.3%

+14.8%3 years · per year$10,000 became $15,126 · $13,919+11.7%

+7.0%5 years · per year$10,000 became $14,001 · […][…]

0.79%Expense ratio$79 · $50 a year on $10k · lower is better0.50%

0.00%Trailing 12-mo yield$0 · $58 a year on $10k0.58%

−3.8%Worst dropSmaller is better−5.8%

7.1%VolatilityLower is calmer7.7%

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

5–2KAPR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KAPR vs HELO: Top 5 Holdings

Today

KAPR

[…]in top 5

HELO

in top 528.8%

KAPRStockHELO

not top 5NVDA7.6%

not top 5AAPL7.3%

not top 5MSFT6.9%

not top 5AMZN4.4%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

KAPR vs HELO Returns, Every Period

InnovatorKAPR

+13.6%

past year

HELOJ.P. Morgan

+4.3%

past year

KAPRHELOFaded: behind in that period

3–0KAPR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

KAPR vs HELO

YTD

InnovatorKAPR

+10.9%

HELOJ.P. Morgan

+2.7%

+10.9%Year to date+2.7%

−3.8%Worst drop · 1Y−5.8%

7.1%Volatility · 1Y7.7%

0.0%Yield0.6%

$174MAssets$4.9B

3–1KAPR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KAPR, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

KAPR0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: KAPR, HELO

0.58%highest, HELO

FundTrailing yieldYield$10k

HELO0.58%$58

KAPR0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8most kept, HELO

HELO$58 − $50 = $8

KAPR$0 − $79 = −$79

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: KAPR, HELO

Today

[…]holdings […]

KAPRHELO

KAPR—[…]

HELO[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%KAPR, at 7.1% volatility

KAPRWorst drop−3.8%7.1% vol

HELOWorst drop−5.8%7.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

HELOKAPR

+2.7%Year to date+10.9%

0.6%Yield0.0%

+4.3%Past year+13.6%

0.50%Fee0.79%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026