Compare SAUG and HELO

SAUG and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Small Cap Moderate Buffer ETF - AugustDefined Outcome · Buffer0.90%0.00%+5.2%+7.4%+12.5%[…]−4.8%7.7%$129M1.4

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: SAUG 2023 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest U.S. Small Cap Moderate Buffer ETF - August · $129M[…]

SAUG

HELO

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

$10,000 five years ago, dividends reinvested

SAUGMeasureHELO

+5.2%Year to dateJan 1 → Nov 5+2.5%

+7.4%1 yearTotal return+4.3%

+12.5%3 years · per year$10,000 became $14,241 · $14,026+11.9%

[…]5 years · per year[…]

0.90%Expense ratio$90 · $50 a year on $10k · lower is better0.50%

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

−4.8%Worst dropSmaller is better−5.8%

7.7%VolatilityLower is calmer7.7%

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

4–2SAUG wins

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

More Ways to See the Pairs

SAUG vs HELO: Top 5 Holdings

Today

SAUG

[…]in top 5

HELO

in top 528.8%

SAUGStockHELO

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

SAUG vs HELO Returns, Every Period

1Y

First TrustSAUG

+7.4%

past year

HELOJ.P. Morgan

+4.3%

past year

SAUGHELOFaded: behind in that period

3–0SAUG wins

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

SAUG vs HELO

YTD

First TrustSAUG

+5.2%

HELOJ.P. Morgan

+2.5%

+5.2%Year to date+2.5%

−4.8%Worst drop · 1Y−5.8%

7.7%Volatility · 1Y7.7%

0.0%Yield0.6%

$129MAssets$4.9B

2–1SAUG wins

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

Cost, Income and Risk

Fees: SAUG, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

SAUG0.90%$90

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

Yields: SAUG, HELO

1Y

0.58%highest, HELO

FundTrailing yieldYield$10k

HELO0.58%$58

SAUG0.00%$0

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

Income After Fees on $10,000

1Y

$8most kept, HELO

HELO$58 − $50 = $8

SAUG$0 − $90 = −$90

KeptFee

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

Overlap: SAUG, HELO

Today

[…]holdings […]

SAUGHELO

SAUG—[…]

HELO[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+7.4%SAUG, at 7.7% volatility

HELOWorst drop−5.8%7.7% vol

SAUGWorst drop−4.8%7.7% vol

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

Paid More vs Made More

YTD

HELOSAUG

+2.5%Year to date+5.2%

0.6%Yield0.0%

+4.3%Past year+7.4%

0.50%Fee0.90%

2–2level

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