Compare SIXJ and HELO

SIXJ and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETFDefined Outcome · Buffer0.74%0.00%+6.7%+8.8%+14.3%[…]−4.5%6.9%$145M1.3

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.7%+4.3%+11.7%[…]−5.8%7.7%$4.8B1.7

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: SIXJ 2021 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF · $145M[…]

SIXJ

HELO

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

$10,000 five years ago, dividends reinvested

SIXJMeasureHELO

+6.7%Year to dateJan 1 → Nov 6+2.7%

+8.8%1 yearTotal return+4.3%

+14.3%3 years · per year$10,000 became $14,937 · $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%

−4.5%Worst dropSmaller is better−5.8%

6.9%VolatilityLower is calmer7.7%

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

5–2SIXJ wins

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

More Ways to See the Pairs

SIXJ vs HELO: Top 5 Holdings

Today

SIXJ

[…]in top 5

HELO

in top 528.3%

SIXJStockHELO

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

SIXJ vs HELO Returns, Every Period

1Y

AllianzIMSIXJ

+8.8%

past year

HELOJ.P. Morgan

+4.3%

past year

SIXJHELOFaded: behind in that period

3–0SIXJ wins

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

SIXJ vs HELO

YTD

AllianzIMSIXJ

+6.7%

HELOJ.P. Morgan

+2.7%

+6.7%Year to date+2.7%

−4.5%Worst drop · 1Y−5.8%

6.9%Volatility · 1Y7.7%

0.0%Yield0.6%

$145MAssets$4.8B

3–1SIXJ wins

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

Cost, Income and Risk

Fees: SIXJ, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

SIXJ0.74%$74

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

Yields: SIXJ, HELO

1Y

0.58%highest, HELO

FundTrailing yieldYield$10k

HELO0.58%$58

SIXJ0.00%$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

SIXJ$0 − $74 = −$74

KeptFee

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

Overlap: SIXJ, HELO

Today

[…]holdings […]

SIXJHELO

SIXJ—[…]

HELO[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+8.8%SIXJ, at 6.9% volatility

SIXJWorst drop−4.5%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

HELOSIXJ

+2.7%Year to date+6.7%

0.6%Yield0.0%

+4.3%Past year+8.8%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026