APXM vs HELO5YAPXMAPXMAvsBHELOHELOFT Vest U.S. Equity Max Buffer · $22MJPMorgan Hedged Equity Laddered Overlay ETF · $4.9BReturns · dividends in[…]3 years · per year[…] · $13,743+11.2%[…]5 years · per year[…]Cost and income0.85%Expense ratio$85 · $50 on $10k · lower wins0.50%0.00%12-mo yield$0 · $57 on $10k0.57%Risk · 1 year
$10,000 in APXM, HELO, BUFD5Y$10k startBUFD $14.3kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: APXM, HELO, BUFDToday0.0%most shared, HELO and BUFDAPXMHELOBUFDAPXM—[…][…]HELO[…]—0.0%BUFD[…]0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
APXM vs HELO5YAAPXMFT Vest U.S. Equity Max Buffer[…]vsHELOBJPMorgan Hedged Equity Laddered Overlay[…]MeasureAPXMHELOFee0.85%0.50%Cost on $10k a year$85$50Yield0.00%0.57%5 years, per year[…][…]3 years, per year[…]+11.2%Worst drop · 1Y−0.8%−5.8%Volatility · 1Y1.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BUFDFT Vest Laddered Deep Buffer ETFReadDesk0.10%0.00%−0.2%+7.5%+8.7%+12.0%+7.4%−3.4%$2.2B2AAPXMFT Vest U.S. Equity Max BufferReadDesk0.85%0.00%0.0%+3.9%+4.7%newnew−0.8%$22M3BHELOJPMorgan Hedged Equity Laddered Overlay ETFReadDesk0.50%0.57%−0.4%+3.9%+5.0%+11.2%new−5.8%$4.9BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BUFDFT Vest Laddered Deep Buffer ETFReadDesk0.10%0.00%−0.2%+7.5%+8.7%+12.0%+7.4%−3.4%$2.2B2AAPXMFT Vest U.S. Equity Max BufferReadDesk0.85%0.00%0.0%+3.9%+4.7%newnew−0.8%$22M3BHELOJPMorgan Hedged Equity Laddered Overlay ETFReadDesk0.50%0.57%−0.4%+3.9%+5.0%+11.2%new−5.8%$4.9BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: APXM, HELO, BUFDToday0.0%most shared, HELO and BUFDAPXMHELOBUFDAPXM—[…][…]HELO[…]—0.0%BUFD[…]0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$7most kept, HELOHELO$57 − $50 = $7BUFD$0 − $10 = −$10APXM$0 − $85 = −$85KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee