Compare · 2 funds side by side · dividends reinvested

NOVZ and HELO

NOVZTrueShares×HELOJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,721NOVZ · best of the two

02 / 04

NOVZ and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

TrueShares Structured Outcome (November) ETFDefined Outcome · Hedged equity0.79%3.35%+6.9%+8.4%+16.0%+9.5%−6.7%10.5%$36M1.4

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.0%+6.2%+11.6%[…]−5.8%7.8%$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 9, 2026 · returns include dividends · since: NOVZ 2020 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (November) ETF · $36M$15,721

NOVZ

HELO

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

$10,000 five years ago, dividends reinvested

NOVZMeasureHELO

+6.9%Year to dateJan 1 → Nov 9+4.0%

+8.4%1 yearTotal return+6.2%

+16.0%3 years · per year$10,000 became $15,595 · $13,913+11.6%

+9.5%5 years · per year$10,000 became $15,721 · […][…]

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

3.35%Trailing 12-mo yield$335 · $57 a year on $10k0.57%

−6.7%Worst dropSmaller is better−5.8%

10.5%VolatilityLower is calmer7.8%

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

4–3NOVZ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NOVZ vs HELO: Top 5 Holdings

Today

NOVZ

[…]in top 5

HELO

in top 528.4%

NOVZStockHELO

not top 5NVDA7.3%

not top 5AAPL7.3%

not top 5MSFT6.7%

not top 5AMZN4.4%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

NOVZ vs HELO Returns, Every Period

TrueSharesNOVZ

+8.4%

past year

HELOJ.P. Morgan

+6.2%

past year

NOVZHELOFaded: behind in that period

3–0NOVZ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

NOVZ vs HELO

YTD

TrueSharesNOVZ

+6.9%

HELOJ.P. Morgan

+4.0%

+6.9%Year to date+4.0%

−6.7%Worst drop · 1Y−5.8%

10.5%Volatility · 1Y7.8%

3.4%Yield0.6%

$35.9MAssets$4.8B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NOVZ, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

NOVZ0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: NOVZ, HELO

3.35%highest, NOVZ

FundTrailing yieldYield$10k

NOVZ3.35%$335

HELO0.57%$57

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$256most kept, NOVZ

NOVZ$335 − $79 = $256

HELO$57 − $50 = $7

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: NOVZ, HELO

Today

[…]holdings […]

NOVZHELO

NOVZ—[…]

HELO[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.4%NOVZ, at 10.5% volatility

HELOWorst drop−5.8%7.8% vol

NOVZWorst drop−6.7%10.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

NOVZHELO

+6.9%Year to date+4.0%

3.4%Yield0.6%

+8.4%Past year+6.2%

0.79%Fee0.50%

3–1NOVZ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026