Compare · 3 funds side by side · dividends reinvested

SEPZ, HELO and VOO

SEPZTrueShares×HELOJ.P. Morgan×VOOVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,269VOO · best of the three

Story of the three · IncomeMost incomeSEPZ · 2.03% · $203 a year on $10k

Story of the three · RiskSmallest drop

SEPZ, HELO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.6%+21.5%+11.5%−8.9%13.7%$1.00T1.6

TrueShares Structured Outcome (September) ETFDefined Outcome · Hedged equity0.79%2.03%+8.1%+8.2%+15.6%+9.6%−7.3%11.3%$103M2.0

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+3.9%+5.0%+11.2%[…]−5.8%7.8%$4.9B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: SEPZ 2020 · HELO 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

TrueShares Structured Outcome (September) ETF · $103M$15,819

SEPZ

HELO

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

$10,000 five years ago, dividends reinvested

SEPZMeasure

More Ways to See the Pairs

SEPZ vs HELO: Top 5 Holdings

Today

SEPZ

[…]in top 5

HELO

in top 527.7%

SEPZStockHELO

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.5%

not top 5AMZN4.5%

not top 5AVGO2.7%

Cost, Income and Risk

Fees: SEPZ, HELO, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HELO0.50%$50

SEPZ0.79%$79

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SEPZ, HELO, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

HELO

+8.1%Year to dateJan 1 → Nov 13+3.9%

+8.2%1 yearTotal return+5.0%

+15.6%3 years · per year$10,000 became $15,434 · $13,743+11.2%

+9.6%5 years · per year$10,000 became $15,819 · […][…]

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

2.03%Trailing 12-mo yield$203 · $57 a year on $10k0.57%

−7.3%Worst dropSmaller is better−5.8%

11.3%VolatilityLower is calmer7.8%

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

4–3SEPZ wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

SEPZ vs HELO Returns, Every Period

1Y

TrueSharesSEPZ

+8.2%

past year

HELOJ.P. Morgan

+5.0%

past year

SEPZHELOFaded: behind in that period

3–0SEPZ wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: SEPZ vs VOO

YTD

TrueSharesSEPZ

+8.1%

VOOVanguard

+11.5%

+8.1%Year to date+11.5%

−7.3%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y13.7%

2.0%Yield1.1%

$103MAssets$1.00T

3–1SEPZ wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.03%highest, SEPZ

FundTrailing yieldYield$10k

SEPZ2.03%$203

VOO1.07%$107

HELO0.57%$57

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$124most kept, SEPZ

SEPZ$203 − $79 = $124

VOO$107 − $3 = $104

HELO$57 − $50 = $7

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SEPZ, HELO, VOO

Today

64.1%most shared, HELO and VOO

SEPZHELOVOO

SEPZ—[…][…]

HELO[…]—64.1%

VOO[…]64.1%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.6%VOO, at 13.7% volatility

HELOWorst drop−5.8%7.8% vol

SEPZWorst drop−7.3%11.3% vol

VOOWorst drop−8.9%13.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SEPZVOO

+8.1%Year to date+11.5%

2.0%Yield1.1%

+8.2%Past year+11.6%

0.79%Fee0.03%

3–1VOO wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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SEPZ, HELO and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three