Compare · 2 funds side by side · dividends reinvested

SIXO and HELO

SIXOAllianzIM×HELOJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,191SIXO · best of the two

02 / 04

SIXO and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETFDefined Outcome · Buffer0.74%0.00%+5.0%+7.0%+9.9%+7.3%−4.1%5.9%$118M1.4

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.0%+6.2%+11.6%[…]−5.8%7.8%$4.8B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: SIXO 2021 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF · $118M$14,191

SIXO

HELO

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

$10,000 five years ago, dividends reinvested

SIXOMeasureHELO

+5.0%Year to dateJan 1 → Nov 9+4.0%

+7.0%1 yearTotal return+6.2%

+9.9%3 years · per year$10,000 became $13,271 · $13,913+11.6%

+7.3%5 years · per year$10,000 became $14,191 · […][…]

0.74%Expense ratio$74 · $50 a year on $10k · lower is better0.50%

0.00%Trailing 12-mo yield$0 · $57 a year on $10k0.57%

−4.1%Worst dropSmaller is better−5.8%

5.9%VolatilityLower is calmer7.8%

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

4–3SIXO wins

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

More Ways to See the Pairs

SIXO vs HELO: Top 5 Holdings

Today

SIXO

[…]in top 5

HELO

in top 528.4%

SIXOStockHELO

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

SIXO vs HELO Returns, Every Period

AllianzIMSIXO

+7.0%

past year

HELOJ.P. Morgan

+6.2%

past year

SIXOHELOFaded: behind in that period

2–1SIXO wins

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

SIXO vs HELO

YTD

AllianzIMSIXO

+5.0%

HELOJ.P. Morgan

+4.0%

+5.0%Year to date+4.0%

−4.1%Worst drop · 1Y−5.8%

5.9%Volatility · 1Y7.8%

0.0%Yield0.6%

$118MAssets$4.8B

3–1SIXO wins

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

Cost, Income and Risk

Fees: SIXO, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

SIXO0.74%$74

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

Yields: SIXO, HELO

0.57%highest, HELO

FundTrailing yieldYield$10k

HELO0.57%$57

SIXO0.00%$0

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

Income After Fees on $10,000

$7most kept, HELO

HELO$57 − $50 = $7

SIXO$0 − $74 = −$74

KeptFee

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

Overlap: SIXO, HELO

Today

[…]holdings […]

SIXOHELO

SIXO—[…]

HELO[…]—

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

Return vs Bumpiness: 2 ETFs

+7.0%SIXO, at 5.9% volatility

SIXOWorst drop−4.1%5.9% vol

HELOWorst drop−5.8%7.8% vol

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

Paid More vs Made More

YTD

HELOSIXO

+4.0%Year to date+5.0%

0.6%Yield0.0%

+6.2%Past year+7.0%

0.50%Fee0.74%

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%

$120BAssets$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