DDFS vs HELO

ADDFS

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−2.3%DDFS · worst fall in 1Y

Held in common0.0%DDFS and HELO

Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - September · $121MJPMorgan Hedged Equity Laddered Overlay ETF · $4.8B

[…]3 years · per year[…] · $13,869+11.5%

[…]5 years · per year[…]

0.79%Expense ratio$79 · $50 on $10k · lower wins0.50%

0.00%12-mo yield$0 · $57 on $10k0.57%

Cards for this view

DDFS

Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - September

[…]

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureDDFSHELO

Fee0.79%0.50%

Cost on $10k a year$79$50

Yield0.00%0.57%

5 years, per year[…][…]

3 years, per year[…]+11.5%

Worst drop · 1Y−2.3%−5.8%

Volatility · 1Y4.4%

#			Trend							5Y/yr
1	ADDFS	Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - SeptemberRead Desk		0.79%	0.00%	+0.5%	+5.6%	+6.8%	new	new	−2.3%	$121M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.57%	+0.9%	+4.5%	+5.7%	+11.5%	new	−5.8%	$4.8B

#			Trend							5Y/yr
1	ADDFS	Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - SeptemberRead Desk		0.79%	0.00%	+0.5%	+5.6%	+6.8%	new	new	−2.3%	$121M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.57%	+0.9%	+4.5%	+5.7%	+11.5%	new	−5.8%	$4.8B

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