CBLS vs HELO

ACBLS

BHELO

Measures won2–3HELO wins · of 6 · 5Y

$10,000 · 5Y$10,693CBLS

Lowest cost0.50%HELO · $50 on $10k

Most income0.90%CBLS · $90 on $10k

Smallest drop−5.8%HELO · worst fall in 1Y

Held in common15.4%CBLS and HELO

CBLS

HELO

Clough Hedged Equity ETF · $34MJPMorgan Hedged Equity Laddered Overlay ETF · $4.9B

+14.0%3 years · per year$14,811 · $13,919+11.7%

+1.3%5 years · per year$10,693 · […][…]

1.89%Expense ratio$189 · $50 on $10k · lower wins0.50%

0.90%12-mo yield$90 · $58 on $10k0.58%

−21.2%Worst dropSmaller wins−5.8%

19.9%VolatilityLower wins7.7%

2–3HELO wins

$10,000 · 5 yearsOne scale

Shared top holdingsCBLS · HELO

2.6%MSFT6.9%

2.4%AMZN4.4%

2.3%NVDA7.6%

2.3%AVGO2.5%

Held in common15.4%

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	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$34M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.58%	+0.2%	+2.7%	+4.3%	+11.7%	new	−5.8%	$4.9B

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	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$34M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.58%	+0.2%	+2.7%	+4.3%	+11.7%	new	−5.8%	$4.9B

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

CBLS vs HELO

CBLS

Clough Hedged Equity

$10,693

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureCBLSHELO

Fee1.89%0.50%

Cost on $10k a year$189$50

Yield0.90%0.58%

5 years, per year+1.3%[…]

3 years, per year+14.0%+11.7%

Worst drop · 1Y−21.2%−5.8%

Volatility · 1Y19.9%7.7%

3–2measures won
HELO first

15.4%

holdings shared

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CBLS, HELO

Today

15.4%most shared, CBLS and HELO

CBLSHELO

CBLS—15.4%

HELO15.4%—

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

CBLS$90 − $189 = −$99

KeptFee

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