Compare KBUF and HELO

KBUF and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.7%+4.3%+11.7%[…]−5.8%7.7%$4.9B1.1

KraneShares 90% KWEB Defined Outcome January 2027 ETFDefined Outcome · Hedged equity0.97%9.04%−16.9%−19.1%[…][…]−21.9%12.6%$6M1.8

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: KBUF 2024 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

KraneShares 90% KWEB Defined Outcome January 2027 ETF · $6M[…]

KBUF

HELO

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

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

KBUFMeasureHELO

−16.9%Year to dateJan 1 → Nov 6+2.7%

−19.1%1 yearTotal return+4.3%

[…]3 years · per year$10,000 became […] · $13,919+11.7%

[…]5 years · per year[…]

0.97%Expense ratio$97 · $50 a year on $10k · lower is better0.50%

9.04%Trailing 12-mo yield$904 · $58 a year on $10k0.58%

−21.9%Worst dropSmaller is better−5.8%

12.6%VolatilityLower is calmer7.7%

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

1–5HELO wins

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

More Ways to See the Pairs

KBUF vs HELO: Top 5 Holdings

Today

KBUF

88.6%in top 5

HELO

in top 528.3%

KBUFStockHELO

88.6%KWEBnot top 5

not top 5AAPL7.3%

not top 5NVDA7.1%

not top 5MSFT6.8%

not top 5AMZN4.5%

not top 5GOOGL2.6%

Held in common0.0%

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

KBUF vs HELO Returns, Every Period

1Y

KraneSharesKBUF

−19.1%

past year

HELOJ.P. Morgan

+4.3%

past year

KBUFHELOFaded: behind in that period

0–2HELO wins

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

KBUF vs HELO

YTD

KraneSharesKBUF

−16.9%

HELOJ.P. Morgan

+2.7%

−16.9%Year to date+2.7%

−21.9%Worst drop · 1Y−5.8%

12.6%Volatility · 1Y7.7%

9.0%Yield0.6%

$5.7MAssets$4.9B

3–1HELO wins

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

Cost, Income and Risk

Fees: KBUF, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

KBUF0.97%$97

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

Yields: KBUF, HELO

1Y

9.04%highest, KBUF

FundTrailing yieldYield$10k

KBUF9.04%$904

HELO0.58%$58

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

Income After Fees on $10,000

1Y

$807most kept, KBUF

KBUF$904 − $97 = $807

HELO$58 − $50 = $8

KeptFee

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

Overlap: KBUF, HELO

Today

0.0%most shared, KBUF and HELO

KBUFHELO

KBUF—0.0%

HELO0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+4.3%HELO, at 7.7% volatility

HELOWorst drop−5.8%7.7% vol

KBUFWorst drop−21.9%12.6% vol

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

Paid More vs Made More

YTD

KBUFHELO

−16.9%Year to date+2.7%

9.0%Yield0.6%

−19.1%Past year+4.3%

0.97%Fee0.50%

3–1HELO wins

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