APRT vs HELO

AAPRT

BHELO

Measures won3–2APRT wins · of 6 · 5Y

$10,000 · 5Y$16,096APRT

Lowest cost0.50%HELO · $50 on $10k

Most income0.58%HELO · $58 on $10k

Smallest drop−2.1%APRT · worst fall in 1Y

Held in common[…]APRT and HELO

APRT

HELO

AllianzIM U.S. Equity Buffer10 Apr ETF · $46MJPMorgan Hedged Equity Laddered Overlay ETF · $4.8B

+15.0%3 years · per year$15,211 · $13,919+11.7%

+10.0%5 years · per year$16,096 · […][…]

0.74%Expense ratio$74 · $50 on $10k · lower wins0.50%

0.00%12-mo yield$0 · $58 on $10k0.58%

−2.1%Worst dropSmaller wins−5.8%

5.6%VolatilityLower wins7.7%

3–2APRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsAPRT · 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
1	AAPRT	AllianzIM U.S. Equity Buffer10 Apr ETFRead Desk		0.74%	0.00%	+0.2%	+11.7%	+13.6%	+15.0%	+10.0%	−2.1%	$46M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.58%	+0.2%	+2.7%	+4.3%	+11.7%	new	−5.8%	$4.8B

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
1	AAPRT	AllianzIM U.S. Equity Buffer10 Apr ETFRead Desk		0.74%	0.00%	+0.2%	+11.7%	+13.6%	+15.0%	+10.0%	−2.1%	$46M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.58%	+0.2%	+2.7%	+4.3%	+11.7%	new	−5.8%	$4.8B

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

APRT vs HELO

APRT

AllianzIM U.S. Equity Buffer10 Apr

$16,096

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureAPRTHELO

Fee0.74%0.50%

Cost on $10k a year$74$50

Yield0.00%0.58%

5 years, per year+10.0%[…]

3 years, per year+15.0%+11.7%

Worst drop · 1Y−2.1%−5.8%

Volatility · 1Y5.6%7.7%

3–2measures won
APRT first

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: APRT, HELO

Today

[…]holdings […]

APRTHELO

APRT—[…]

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

APRT$0 − $74 = −$74

KeptFee

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