AIOO vs HELO

AAIOO

BHELO

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%HELO · $50 on $10k

Most income0.58%HELO · $58 on $10k

Smallest drop−0.7%AIOO · worst fall in 1Y

Held in common[…]AIOO and HELO

AIOO

HELO

AllianzIM U.S. Equity Buffer100 Protection ETF · $69MJPMorgan Hedged Equity Laddered Overlay ETF · $4.9B

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

[…]5 years · per year[…]

0.64%Expense ratio$64 · $50 on $10k · lower wins0.50%

0.00%12-mo yield$0 · $58 on $10k0.58%

−0.7%Worst dropSmaller wins−5.8%

2.1%VolatilityLower wins7.7%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsAIOO · HELO

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	AAIOO	AllianzIM U.S. Equity Buffer100 Protection ETFRead Desk		0.64%	0.00%	0.0%	+2.7%	+2.8%	new	new	−0.7%	$69M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.58%	+0.2%	+2.7%	+4.3%	+11.7%	new	−5.8%	$4.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AAIOO	AllianzIM U.S. Equity Buffer100 Protection ETFRead Desk		0.64%	0.00%	0.0%	+2.7%	+2.8%	new	new	−0.7%	$69M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.58%	+0.2%	+2.7%	+4.3%	+11.7%	new	−5.8%	$4.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIOO vs HELO

AIOO

AllianzIM U.S. Equity Buffer100 Protection

[…]

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureAIOOHELO

Fee0.64%0.50%

Cost on $10k a year$64$50

Yield0.00%0.58%

5 years, per year[…][…]

3 years, per year[…]+11.7%

Worst drop · 1Y−0.7%−5.8%

Volatility · 1Y2.1%7.7%

2–2measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AIOO, HELO

Today

[…]holdings […]

AIOOHELO

AIOO—[…]

HELO[…]—

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

Income After Fees on $10,000

$8most kept, HELO

HELO$58 − $50 = $8

AIOO$0 − $64 = −$64

KeptFee

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