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 income0.57%HELO · $57 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 · $4.8B

[…]3 years · per year[…] · $13,913+11.6%

[…]5 years · per year[…]

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

0.00%12-mo yield$0 · $57 on $10k0.57%

−0.7%Worst dropSmaller wins−5.8%

2.1%VolatilityLower wins7.8%

2–2Level

$10,000 · 5 yearsAll three, one 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 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#									5Y/yr
1	AAIOO	AllianzIM U.S. Equity Buffer100 Protection ETFRead Desk	0.64%	0.00%	+0.2%	+2.8%	+3.2%	new	new	−0.7%	$69M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	+1.3%	+4.0%	+6.2%	+11.6%	new	−5.8%	$4.8B
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+2.1%	+5.3%	+7.0%	+15.4%	new	−6.8%	$2.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#									5Y/yr
1	AAIOO	AllianzIM U.S. Equity Buffer100 Protection ETFRead Desk	0.64%	0.00%	+0.2%	+2.8%	+3.2%	new	new	−0.7%	$69M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	+1.3%	+4.0%	+6.2%	+11.6%	new	−5.8%	$4.8B
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+2.1%	+5.3%	+7.0%	+15.4%	new	−6.8%	$2.2B

End-of-day Nov 9, 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%0.57%

5 years, per year[…][…]

3 years, per year[…]+11.6%

Worst drop · 1Y−0.7%−5.8%

Volatility · 1Y2.1%7.8%

2–2measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AIOO, HELO, SFLR

Today

56.5%most shared, HELO and SFLR

AIOOHELOSFLR

AIOO—[…][…]

HELO[…]—56.5%

SFLR[…]56.5%—

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

Income After Fees on $10,000

$7most kept, HELO

HELO$57 − $50 = $7

AIOO$0 − $64 = −$64

SFLR$25 − $89 = −$64

KeptFee

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