Compare KSPY and HELO

KSPY and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

KraneShares Hedgeye Hedged Equity Index ETFDefined Outcome · Hedged equity0.88%5.93%+8.9%+10.4%[…][…]−4.5%7.8%$133M1.3

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.2%+5.7%+13.0%[…]−5.8%7.2%$4.8B1.6

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: KSPY 2024 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

KraneShares Hedgeye Hedged Equity Index ETF · $133M[…]

KSPY

HELO

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

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

KSPYMeasureHELO

+8.9%Year to dateJan 1 → Nov 3+4.2%

+10.4%1 yearTotal return+5.7%

[…]3 years · per year$10,000 became […] · $14,415+13.0%

[…]5 years · per year[…]

0.88%Expense ratio$88 · $50 a year on $10k · lower is better0.50%

5.93%Trailing 12-mo yield$593 · $57 a year on $10k0.57%

−4.5%Worst dropSmaller is better−5.8%

7.8%VolatilityLower is calmer7.2%

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

4–2KSPY wins

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

More Ways to See the Pairs

KSPY vs HELO: Top 5 Holdings

Today

KSPY

99.7%in top 5

HELO

in top 528.2%

KSPYStockHELO

99.7%SPYnot top 5

not top 5NVDA7.9%

not top 5AAPL7.2%

not top 5MSFT6.5%

not top 5AMZN4.0%

not top 5AVGO2.5%

Held in common0.0%

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

KSPY vs HELO Returns, Every Period

1Y

KraneSharesKSPY

+10.4%

past year

HELOJ.P. Morgan

+5.7%

past year

KSPYHELOFaded: behind in that period

2–0KSPY wins

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

KSPY vs HELO

YTD

KraneSharesKSPY

+8.9%

HELOJ.P. Morgan

+4.2%

+8.9%Year to date+4.2%

−4.5%Worst drop · 1Y−5.8%

7.8%Volatility · 1Y7.2%

5.9%Yield0.6%

$133MAssets$4.8B

3–1KSPY wins

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

Cost, Income and Risk

Fees: KSPY, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

KSPY0.88%$88

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

Yields: KSPY, HELO

1Y

5.93%highest, KSPY

FundTrailing yieldYield$10k

KSPY5.93%$593

HELO0.57%$57

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

Income After Fees on $10,000

1Y

$505most kept, KSPY

KSPY$593 − $88 = $505

HELO$57 − $50 = $7

KeptFee

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

Overlap: KSPY, HELO

Today

0.0%most shared, KSPY and HELO

KSPYHELO

KSPY—0.0%

HELO0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+10.4%KSPY, at 7.8% volatility

HELOWorst drop−5.8%7.2% vol

KSPYWorst drop−4.5%7.8% vol

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

Paid More vs Made More

YTD

KSPYHELO

+8.9%Year to date+4.2%

5.9%Yield0.6%

+10.4%Past year+5.7%

0.88%Fee0.50%

3–1KSPY 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