Compare SHDG and HELO

SHDG and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.56%+5.3%+6.7%+13.1%[…]−5.8%7.2%$4.9B1.1

Soundwatch Hedged Equity ETFDefined Outcome · Hedged equity1.01%0.48%+4.0%+4.9%+15.0%[…]−6.6%8.4%$157M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: SHDG 2022 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Soundwatch Hedged Equity ETF · $157M[…]

SHDG

HELO

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SHDGMeasureHELO

+4.0%Year to dateJan 1 → Nov 4+5.3%

+4.9%1 yearTotal return+6.7%

+15.0%3 years · per year$10,000 became $15,190 · $14,477+13.1%

[…]5 years · per year[…]

1.01%Expense ratio$101 · $50 a year on $10k · lower is better0.50%

0.48%Trailing 12-mo yield$48 · $56 a year on $10k0.56%

−6.6%Worst dropSmaller is better−5.8%

8.4%VolatilityLower is calmer7.2%

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

1–6HELO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHDG vs HELO: Top 5 Holdings

Today

SHDG

96.6%in top 5

HELO

in top 528.2%

SHDGStockHELO

96.6%IVVnot top 5

not top 5NVDA8.0%

not top 5AAPL7.0%

not top 5MSFT6.5%

not top 5AMZN4.2%

not top 5AVGO2.6%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SHDG vs HELO Returns, Every Period

1Y

SoundWatch CapitalSHDG

+4.9%

past year

HELOJ.P. Morgan

+6.7%

past year

SHDGHELOFaded: behind in that period

1–2HELO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SHDG vs HELO

YTD

SoundWatch CapitalSHDG

+4.0%

HELOJ.P. Morgan

+5.3%

+4.0%Year to date+5.3%

−6.6%Worst drop · 1Y−5.8%

8.4%Volatility · 1Y7.2%

0.5%Yield0.6%

$157MAssets$4.9B

4–0HELO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHDG, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

SHDG1.01%$101

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SHDG, HELO

1Y

0.56%highest, HELO

FundTrailing yieldYield$10k

HELO0.56%$56

SHDG0.48%$48

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$6most kept, HELO

HELO$56 − $50 = $6

SHDG$48 − $101 = −$53

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SHDG, HELO

Today

0.0%most shared, SHDG and HELO

SHDGHELO

SHDG—0.0%

HELO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+6.7%HELO, at 7.2% volatility

HELOWorst drop−5.8%7.2% vol

SHDGWorst drop−6.6%8.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

HELOSHDG

+5.3%Year to date+4.0%

0.6%Yield0.5%

+6.7%Past year+4.9%

0.50%Fee1.01%

4–0HELO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026