Compare · 3 funds side by side · dividends reinvested

SFLR, HELO and VOO

SFLRInnovator×HELOJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

SFLR, 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%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.5

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.2%+5.7%+13.0%[…]−5.8%7.2%$4.8B2.0

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.4%+5.5%+16.5%[…]−6.8%10.0%$2.2B2.4

Rank among the three1st → 3rdFee, 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: SFLR 2022 · HELO 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Equity Managed Floor ETF · $2.2B[…]

SFLR

HELO

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

$10,000 five years ago, dividends reinvested · they hold 57.3% in common

SFLRMeasureHELO

+5.4%Year to dateJan 1 → Nov 3+4.2%

+5.5%1 yearTotal return+5.7%

+16.5%3 years · per year$10,000 became $15,826 · $14,415+13.0%

[…]5 years · per year[…]

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

0.25%Trailing 12-mo yield$25 · $57 a year on $10k0.57%

−6.8%Worst dropSmaller is better−5.8%

10.0%VolatilityLower is calmer7.2%

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

2–5HELO wins

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

More Ways to See the Pairs

SFLR vs HELO: Top 5 Holdings

Today

SFLR

26.9%in top 5

HELO

in top 528.2%

SFLRStockHELO

7.4%NVDA7.9%

7.7%AAPL7.2%

5.6%MSFT6.5%

3.8%AMZN4.0%

2.5%GOOGLnot top 5

not top 5AVGO2.5%

Held in common57.3%

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

SFLR vs HELO Returns, Every Period

InnovatorSFLR

+5.5%

past year

HELOJ.P. Morgan

+5.7%

past year

SFLRHELOFaded: behind in that period

2–1SFLR wins

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

Defined Outcome vs Core: SFLR vs VOO

YTD

InnovatorSFLR

+5.4%

VOOVanguard

+11.5%

+5.4%Year to date+11.5%

−6.8%Worst drop · 1Y−8.9%

10.0%Volatility · 1Y12.7%

0.2%Yield1.1%

$2.2BAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: SFLR, HELO, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HELO0.50%$50

SFLR0.89%$89

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

Yields: SFLR, HELO, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

HELO0.57%$57

SFLR0.25%$25

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

HELO$57 − $50 = $7

SFLR$25 − $89 = −$64

KeptFee

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

Overlap: SFLR, HELO, VOO

Today

65.3%most shared, SFLR and VOO

SFLRHELOVOO

SFLR—57.3%65.3%

HELO57.3%—65.0%

VOO65.3%65.0%—

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

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

HELOWorst drop−5.8%7.2% vol

SFLRWorst drop−6.8%10.0% vol

VOOWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

VOOSFLR

+11.5%Year to date+5.4%

1.1%Yield0.2%

+11.9%Past year+5.5%

0.03%Fee0.89%

4–0VOO wins

End-of-day Nov 3, 2026

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%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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