Compare THEQ and HELO

THEQ and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.7%+4.3%+11.7%[…]−5.8%7.7%$4.9B1.4

T. Rowe Price Hedged Equity ETFDefined Outcome · Hedged equity0.73%0.75%+5.4%+5.9%[…][…]−6.2%10.0%$38M1.5

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: THEQ 2025 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

T. Rowe Price Hedged Equity ETF · $38M[…]

THEQ

HELO

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

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

THEQMeasureHELO

+5.4%Year to dateJan 1 → Nov 6+2.7%

+5.9%1 yearTotal return+4.3%

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

[…]5 years · per year[…]

0.73%Expense ratio$73 · $50 a year on $10k · lower is better0.50%

0.75%Trailing 12-mo yield$75 · $58 a year on $10k0.58%

−6.2%Worst dropSmaller is better−5.8%

10.0%VolatilityLower is calmer7.7%

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

3–3Level

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

More Ways to See the Pairs

THEQ vs HELO: Top 5 Holdings

Today

THEQ

83.2%in top 5

HELO

in top 528.8%

THEQStockHELO

82.0%TSPAnot top 5

not top 5NVDA7.6%

not top 5AAPL7.3%

not top 5MSFT6.9%

not top 5AMZN4.4%

not top 5GOOGL2.6%

0.3%MSInot top 5

0.3%MCKnot top 5

0.3%MSFT.NEnot top 5

0.3%CBnot top 5

Held in common2.7%

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

THEQ vs HELO Returns, Every Period

1Y

T. Rowe PriceTHEQ

+5.9%

past year

HELOJ.P. Morgan

+4.3%

past year

THEQHELOFaded: behind in that period

2–0THEQ wins

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

THEQ vs HELO

YTD

T. Rowe PriceTHEQ

+5.4%

HELOJ.P. Morgan

+2.7%

+5.4%Year to date+2.7%

−6.2%Worst drop · 1Y−5.8%

10.0%Volatility · 1Y7.7%

0.8%Yield0.6%

$38.0MAssets$4.9B

2–2level

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

Cost, Income and Risk

Fees: THEQ, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

THEQ0.73%$73

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

Yields: THEQ, HELO

1Y

0.75%highest, THEQ

FundTrailing yieldYield$10k

THEQ0.75%$75

HELO0.58%$58

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

Income After Fees on $10,000

1Y

$8most kept, HELO

HELO$58 − $50 = $8

THEQ$75 − $73 = $2

KeptFee

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

Overlap: THEQ, HELO

Today

2.7%most shared, THEQ and HELO

THEQHELO

THEQ—2.7%

HELO2.7%—

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

Return vs Bumpiness: 2 ETFs

1Y

+5.9%THEQ, at 10.0% volatility

HELOWorst drop−5.8%7.7% vol

THEQWorst drop−6.2%10.0% vol

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

Paid More vs Made More

YTD

THEQHELO

+5.4%Year to date+2.7%

0.8%Yield0.6%

+5.9%Past year+4.3%

0.73%Fee0.50%

3–1THEQ wins

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