APRT vs HELO

AAPRT

BHELO

Measures won3–2APRT wins · of 6 · 5Y

$10,000 · 5Y$16,313APRT

Lowest cost0.50%HELO · $50 on $10k

Most income0.57%HELO · $57 on $10k

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

Held in common[…]APRT and HELO

AllianzIM U.S. Equity Buffer10 Apr ETF · $47MJPMorgan Hedged Equity Laddered Overlay ETF · $4.9B

+14.8%3 years · per year$15,138 · $13,869+11.5%

+10.3%5 years · per year$16,313 · […][…]

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

0.00%12-mo yield$0 · $57 on $10k0.57%

Cards for this view

APRT

AllianzIM U.S. Equity Buffer10 Apr

$16,313

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureAPRTHELO

Fee0.74%0.50%

Cost on $10k a year$74$50

Yield0.00%0.57%

5 years, per year+10.3%[…]

3 years, per year+14.8%+11.5%

Worst drop · 1Y−2.1%−5.8%

Volatility · 1Y5.7%

#
1	AAPRT	AllianzIM U.S. Equity Buffer10 Apr ETFRead Desk	0.74%	0.00%	+0.7%	+13.6%	+15.3%	+14.8%	+10.3%	−2.1%	$47M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	+0.9%	+4.5%	+5.7%	+11.5%	new	−5.8%	$4.9B
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.24%	+0.9%	+5.8%	+6.0%	+15.3%	new	−6.8%	$2.2B

#
1	AAPRT	AllianzIM U.S. Equity Buffer10 Apr ETFRead Desk	0.74%	0.00%	+0.7%	+13.6%	+15.3%	+14.8%	+10.3%	−2.1%	$47M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	+0.9%	+4.5%	+5.7%	+11.5%	new	−5.8%	$4.9B
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.24%	+0.9%	+5.8%	+6.0%	+15.3%	new	−6.8%	$2.2B

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