Compare · 3 funds side by side · dividends reinvested

THEQ, HELO and VOO

THEQT. Rowe Price×HELOJ.P. Morgan×VOOVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,269VOO · best of the three

Story of the three · IncomeMost incomeVOO · 1.07% · $107 a year on $10k

Story of the three · RiskSmallest drop

THEQ, HELO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.6%+21.5%+11.5%−8.9%13.7%$1.00T1.5

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+3.9%+5.0%+11.2%[…]−5.8%7.8%$4.9B2.1

T. Rowe Price Hedged Equity ETFDefined Outcome · Hedged equity0.73%0.74%+7.0%+6.6%[…][…]−6.2%10.0%$38M2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: THEQ 2025 · HELO 2023 · VOO 2010

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 2.5% in common

THEQ

More Ways to See the Pairs

THEQ vs HELO: Top 5 Holdings

Today

THEQ

87.5%in top 5

HELO

in top 527.7%

THEQStockHELO

86.3%TSPAnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.5%

not top 5AMZN4.5%

Cost, Income and Risk

Fees: THEQ, HELO, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HELO0.50%$50

THEQ0.73%$73

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: THEQ, HELO, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

HELO

+7.0%Year to dateJan 1 → Nov 13+3.9%

+6.6%1 yearTotal return+5.0%

[…]3 years · per year$10,000 became […] · $13,743+11.2%

[…]5 years · per year[…]

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

0.74%Trailing 12-mo yield$74 · $57 a year on $10k0.57%

−6.2%Worst dropSmaller is better−5.8%

10.0%VolatilityLower is calmer7.8%

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

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AVGO2.7%

0.3%MSInot top 5

0.3%MCKnot top 5

0.3%MA.BAnot top 5

0.3%CBnot top 5

Held in common2.5%

End-of-day Nov 13, 2026 · share of each fund

THEQ vs HELO Returns, Every Period

1Y

T. Rowe PriceTHEQ

+6.6%

past year

HELOJ.P. Morgan

+5.0%

past year

THEQHELOFaded: behind in that period

2–0THEQ wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: THEQ vs VOO

YTD

T. Rowe PriceTHEQ

+7.0%

VOOVanguard

+11.5%

+7.0%Year to date+11.5%

−6.2%Worst drop · 1Y−8.9%

10.0%Volatility · 1Y13.7%

0.7%Yield1.1%

$37.5MAssets$1.00T

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

THEQ0.74%$74

HELO0.57%$57

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$104most kept, VOO

VOO$107 − $3 = $104

HELO$57 − $50 = $7

THEQ$74 − $73 = $1

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: THEQ, HELO, VOO

Today

64.1%most shared, HELO and VOO

THEQHELOVOO

THEQ—2.5%5.7%

HELO2.5%—64.1%

VOO5.7%64.1%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.6%VOO, at 13.7% volatility

HELOWorst drop−5.8%7.8% vol

THEQWorst drop−6.2%10.0% vol

VOOWorst drop−8.9%13.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VOOTHEQ

+11.5%Year to date+7.0%

1.1%Yield0.7%

+11.6%Past year+6.6%

0.03%Fee0.73%

4–0VOO wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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THEQ, HELO and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three