Compare SFEB and HELO

SFEB and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.0%+6.2%+11.6%[…]−5.8%7.8%$4.8B1.4

FT Vest U.S. Small Cap Moderate Buffer ETF - FebruaryDefined Outcome · Buffer0.90%0.00%+10.9%+14.2%[…][…]−5.2%9.4%$128M1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: SFEB 2024 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest U.S. Small Cap Moderate Buffer ETF - February · $128M[…]

SFEB

HELO

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

$10,000 five years ago, dividends reinvested

SFEBMeasureHELO

+10.9%Year to dateJan 1 → Nov 9+4.0%

+14.2%1 yearTotal return+6.2%

[…]3 years · per year$10,000 became […] · $13,913+11.6%

[…]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 · $57 a year on $10k0.57%

−5.2%Worst dropSmaller is better−5.8%

9.4%VolatilityLower is calmer7.8%

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

3–3Level

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

More Ways to See the Pairs

SFEB vs HELO: Top 5 Holdings

Today

SFEB

[…]in top 5

HELO

in top 528.4%

SFEBStockHELO

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

SFEB vs HELO Returns, Every Period

1Y

First TrustSFEB

+14.2%

past year

HELOJ.P. Morgan

+6.2%

past year

SFEBHELOFaded: behind in that period

2–0SFEB wins

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

SFEB vs HELO

YTD

First TrustSFEB

+10.9%

HELOJ.P. Morgan

+4.0%

+10.9%Year to date+4.0%

−5.2%Worst drop · 1Y−5.8%

9.4%Volatility · 1Y7.8%

0.0%Yield0.6%

$128MAssets$4.8B

2–2level

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

Cost, Income and Risk

Fees: SFEB, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

SFEB0.90%$90

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

Yields: SFEB, HELO

1Y

0.57%highest, HELO

FundTrailing yieldYield$10k

HELO0.57%$57

SFEB0.00%$0

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

Income After Fees on $10,000

1Y

$7most kept, HELO

HELO$57 − $50 = $7

SFEB$0 − $90 = −$90

KeptFee

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

Overlap: SFEB, HELO

Today

[…]holdings […]

SFEBHELO

SFEB—[…]

HELO[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+14.2%SFEB, at 9.4% volatility

HELOWorst drop−5.8%7.8% vol

SFEBWorst drop−5.2%9.4% vol

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

Paid More vs Made More

YTD

HELOSFEB

+4.0%Year to date+10.9%

0.6%Yield0.0%

+6.2%Past year+14.2%

0.50%Fee0.90%

2–2level

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