Compare MART and HELO

MART and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM U.S. Equity Buffer10 Mar ETFDefined Outcome · Buffer0.74%0.00%+9.0%+11.1%+16.6%[…]−5.3%7.8%$28M1.4

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.7%+4.3%+11.7%[…]−5.8%7.7%$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 6, 2026 · returns include dividends · since: MART 2023 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

AllianzIM U.S. Equity Buffer10 Mar ETF · $28M[…]

MART

HELO

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

$10,000 five years ago, dividends reinvested

MARTMeasureHELO

+9.0%Year to dateJan 1 → Nov 6+2.7%

+11.1%1 yearTotal return+4.3%

+16.6%3 years · per year$10,000 became $15,864 · $13,919+11.7%

[…]5 years · per year[…]

0.74%Expense ratio$74 · $50 a year on $10k · lower is better0.50%

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

−5.3%Worst dropSmaller is better−5.8%

7.8%VolatilityLower is calmer7.7%

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

4–3MART wins

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

More Ways to See the Pairs

MART vs HELO: Top 5 Holdings

Today

MART

[…]in top 5

HELO

in top 528.3%

MARTStockHELO

not top 5AAPL7.3%

not top 5NVDA7.1%

not top 5MSFT6.8%

not top 5AMZN4.5%

not top 5GOOGL2.6%

Held in common[…]

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

MART vs HELO Returns, Every Period

1Y

AllianzIMMART

+11.1%

past year

HELOJ.P. Morgan

+4.3%

past year

MARTHELOFaded: behind in that period

3–0MART wins

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

MART vs HELO

YTD

AllianzIMMART

+9.0%

HELOJ.P. Morgan

+2.7%

+9.0%Year to date+2.7%

−5.3%Worst drop · 1Y−5.8%

7.8%Volatility · 1Y7.7%

0.0%Yield0.6%

$28.4MAssets$4.8B

2–2level

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

Cost, Income and Risk

Fees: MART, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

MART0.74%$74

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

Yields: MART, HELO

1Y

0.58%highest, HELO

FundTrailing yieldYield$10k

HELO0.58%$58

MART0.00%$0

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

Income After Fees on $10,000

1Y

$8most kept, HELO

HELO$58 − $50 = $8

MART$0 − $74 = −$74

KeptFee

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

Overlap: MART, HELO

Today

[…]holdings […]

MARTHELO

MART—[…]

HELO[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+11.1%MART, at 7.8% volatility

HELOWorst drop−5.8%7.7% vol

MARTWorst drop−5.3%7.8% vol

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

Paid More vs Made More

YTD

HELOMART

+2.7%Year to date+9.0%

0.6%Yield0.0%

+4.3%Past year+11.1%

0.50%Fee0.74%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026