Compare SIXF and HELO

SIXF and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETFDefined Outcome · Buffer0.74%0.00%+8.5%+10.4%[…][…]−4.8%6.9%$53M1.3

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.7%+4.3%+11.7%[…]−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 6, 2026 · returns include dividends · since: SIXF 2024 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF · $53M[…]

SIXF

HELO

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

$10,000 five years ago, dividends reinvested

SIXFMeasureHELO

+8.5%Year to dateJan 1 → Nov 6+2.7%

+10.4%1 yearTotal return+4.3%

[…]3 years · per year$10,000 became […] · $13,919+11.7%

[…]5 years · per year[…]

0.74%Expense ratio$74 · $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%

6.9%VolatilityLower is calmer7.7%

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

4–2SIXF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SIXF vs HELO: Top 5 Holdings

Today

SIXF

[…]in top 5

HELO

in top 528.3%

SIXFStockHELO

not top 5AAPL7.3%

not top 5NVDA7.1%

not top 5MSFT6.8%

not top 5AMZN4.5%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SIXF vs HELO Returns, Every Period

1Y

AllianzIMSIXF

+10.4%

past year

HELOJ.P. Morgan

+4.3%

past year

SIXFHELOFaded: behind in that period

2–0SIXF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SIXF vs HELO

YTD

AllianzIMSIXF

+8.5%

HELOJ.P. Morgan

+2.7%

+8.5%Year to date+2.7%

−4.8%Worst drop · 1Y−5.8%

6.9%Volatility · 1Y7.7%

0.0%Yield0.6%

$52.6MAssets$4.9B

3–1SIXF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIXF, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

SIXF0.74%$74

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SIXF, HELO

1Y

0.58%highest, HELO

FundTrailing yieldYield$10k

HELO0.58%$58

SIXF0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$8most kept, HELO

HELO$58 − $50 = $8

SIXF$0 − $74 = −$74

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SIXF, HELO

Today

[…]holdings […]

SIXFHELO

SIXF—[…]

HELO[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.4%SIXF, at 6.9% volatility

SIXFWorst drop−4.8%6.9% vol

HELOWorst drop−5.8%7.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

HELOSIXF

+2.7%Year to date+8.5%

0.6%Yield0.0%

+4.3%Past year+10.4%

0.50%Fee0.74%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026