Compare RFLR and HELO

RFLR and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.2%+5.7%+13.0%[…]−5.8%7.2%$4.8B1.4

Innovator U.S. Small Cap Managed Floor ETFDefined Outcome · Hedged equity0.89%0.65%+12.5%+13.5%[…][…]−7.1%11.8%$95M1.5

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: RFLR 2024 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator U.S. Small Cap Managed Floor ETF · $95M[…]

RFLR

HELO

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

RFLRMeasureHELO

+12.5%Year to dateJan 1 → Nov 3+4.2%

+13.5%1 yearTotal return+5.7%

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

[…]5 years · per year[…]

0.89%Expense ratio$89 · $50 a year on $10k · lower is better0.50%

0.65%Trailing 12-mo yield$65 · $57 a year on $10k0.57%

−7.1%Worst dropSmaller is better−5.8%

11.8%VolatilityLower is calmer7.2%

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

3–3Level

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

More Ways to See the Pairs

RFLR vs HELO: Top 5 Holdings

Today

RFLR

2.1%in top 5

HELO

in top 528.2%

RFLRStockHELO

not top 5NVDA7.9%

not top 5AAPL7.2%

not top 5MSFT6.5%

not top 5AMZN4.0%

not top 5AVGO2.5%

0.4%CVLTnot top 5

0.4%TENBnot top 5

0.4%SMnot top 5

0.4%VRNSnot top 5

0.4%PBFnot top 5

Held in common0.1%

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

RFLR vs HELO Returns, Every Period

1Y

InnovatorRFLR

+13.5%

past year

HELOJ.P. Morgan

+5.7%

past year

RFLRHELOFaded: behind in that period

2–0RFLR wins

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

RFLR vs HELO

YTD

InnovatorRFLR

+12.5%

HELOJ.P. Morgan

+4.2%

+12.5%Year to date+4.2%

−7.1%Worst drop · 1Y−5.8%

11.8%Volatility · 1Y7.2%

0.7%Yield0.6%

$95.5MAssets$4.8B

2–2level

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

Cost, Income and Risk

Fees: RFLR, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

RFLR0.89%$89

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

Yields: RFLR, HELO

1Y

0.65%highest, RFLR

FundTrailing yieldYield$10k

RFLR0.65%$65

HELO0.57%$57

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

Income After Fees on $10,000

1Y

$7most kept, HELO

HELO$57 − $50 = $7

RFLR$65 − $89 = −$24

KeptFee

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

Overlap: RFLR, HELO

Today

0.1%most shared, RFLR and HELO

RFLRHELO

RFLR—0.1%

HELO0.1%—

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

Return vs Bumpiness: 2 ETFs

1Y

+13.5%RFLR, at 11.8% volatility

HELOWorst drop−5.8%7.2% vol

RFLRWorst drop−7.1%11.8% vol

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

Paid More vs Made More

YTD

RFLRHELO

+12.5%Year to date+4.2%

0.7%Yield0.6%

+13.5%Past year+5.7%

0.89%Fee0.50%

3–1RFLR 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