Compare · 2 funds side by side · dividends reinvested

MAYZ and HELO

MAYZTrueShares×HELOJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,543MAYZ · best of the two

02 / 04

MAYZ and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

TrueShares Structured Outcome (May) ETFDefined Outcome · Hedged equity0.79%2.03%+6.0%+6.9%+16.0%+7.8%−8.7%11.4%$33M1.4

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.5%+4.3%+11.9%[…]−5.8%7.7%$4.9B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: MAYZ 2021 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (May) ETF · $33M$14,543

MAYZ

HELO

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

$10,000 five years ago, dividends reinvested

MAYZMeasureHELO

+6.0%Year to dateJan 1 → Nov 5+2.5%

+6.9%1 yearTotal return+4.3%

+16.0%3 years · per year$10,000 became $15,598 · $14,026+11.9%

+7.8%5 years · per year$10,000 became $14,543 · […][…]

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

2.03%Trailing 12-mo yield$203 · $58 a year on $10k0.58%

−8.7%Worst dropSmaller is better−5.8%

11.4%VolatilityLower is calmer7.7%

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

4–3MAYZ wins

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

More Ways to See the Pairs

MAYZ vs HELO: Top 5 Holdings

Today

MAYZ

[…]in top 5

HELO

in top 528.8%

MAYZStockHELO

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 5, 2026 · share of each fund

MAYZ vs HELO Returns, Every Period

TrueSharesMAYZ

+6.9%

past year

HELOJ.P. Morgan

+4.3%

past year

MAYZHELOFaded: behind in that period

3–0MAYZ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MAYZ vs HELO

YTD

TrueSharesMAYZ

+6.0%

HELOJ.P. Morgan

+2.5%

+6.0%Year to date+2.5%

−8.7%Worst drop · 1Y−5.8%

11.4%Volatility · 1Y7.7%

2.0%Yield0.6%

$33.4MAssets$4.9B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MAYZ, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

MAYZ0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MAYZ, HELO

2.03%highest, MAYZ

FundTrailing yieldYield$10k

MAYZ2.03%$203

HELO0.58%$58

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, MAYZ

MAYZ$203 − $79 = $124

HELO$58 − $50 = $8

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MAYZ, HELO

Today

[…]holdings […]

MAYZHELO

MAYZ—[…]

HELO[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+6.9%MAYZ, at 11.4% volatility

HELOWorst drop−5.8%7.7% vol

MAYZWorst drop−8.7%11.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MAYZHELO

+6.0%Year to date+2.5%

2.0%Yield0.6%

+6.9%Past year+4.3%

0.79%Fee0.50%

3–1MAYZ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026