APXM vs HELO

AAPXM

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−0.8%APXM · worst fall in 1Y

Held in common[…]APXM and HELO

FT Vest U.S. Equity Max Buffer · $22MJPMorgan Hedged Equity Laddered Overlay ETF · $4.8B

[…]3 years · per year[…] · $13,804+11.3%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $50 on $10k · lower wins0.50%

0.00%12-mo yield$0 · $57 on $10k0.57%

Cards for this view

APXM

FT Vest U.S. Equity Max Buffer

[…]

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureAPXMHELO

Fee0.85%0.50%

Cost on $10k a year$85$50

Yield0.00%0.57%

5 years, per year[…][…]

3 years, per year[…]+11.3%

Worst drop · 1Y−0.8%−5.8%

Volatility · 1Y1.9%

#									5Y/yr
1	AAPXM	FT Vest U.S. Equity Max BufferRead Desk	0.85%	0.00%	−0.1%	+3.9%	+4.7%	new	new	−0.8%	$22M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	−0.2%	+4.3%	+5.4%	+11.3%	new	−5.8%	$4.8B
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.24%	0.0%	+5.8%	+5.8%	+15.2%	new	−6.8%	$2.2B

#									5Y/yr
1	AAPXM	FT Vest U.S. Equity Max BufferRead Desk	0.85%	0.00%	−0.1%	+3.9%	+4.7%	new	new	−0.8%	$22M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	−0.2%	+4.3%	+5.4%	+11.3%	new	−5.8%	$4.8B
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.24%	0.0%	+5.8%	+5.8%	+15.2%	new	−6.8%	$2.2B

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