DECT vs HELO

ADECT

BHELO

Measures won1–4HELO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%HELO · $50 on $10k

Most income0.58%HELO · $58 on $10k

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

Held in common[…]DECT and HELO

DECT

HELO

AllianzIM U.S. Equity Buffer10 Dec ETF · $38MJPMorgan Hedged Equity Laddered Overlay ETF · $4.9B

+15.2%3 years · per year$15,270 · $14,026+11.9%

[…]5 years · per year[…]

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

0.00%12-mo yield$0 · $58 on $10k0.58%

−6.1%Worst dropSmaller wins−5.8%

9.8%VolatilityLower wins7.7%

1–4HELO wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDECT · HELO

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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							5Y/yr
1	ADECT	AllianzIM U.S. Equity Buffer10 Dec ETFRead Desk		0.74%	0.00%	−3.9%	+6.4%	+8.8%	+15.2%	new	−6.1%	$38M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.58%	−2.7%	+2.5%	+4.3%	+11.9%	new	−5.8%	$4.9B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ADECT	AllianzIM U.S. Equity Buffer10 Dec ETFRead Desk		0.74%	0.00%	−3.9%	+6.4%	+8.8%	+15.2%	new	−6.1%	$38M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.58%	−2.7%	+2.5%	+4.3%	+11.9%	new	−5.8%	$4.9B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DECT vs HELO

DECT

AllianzIM U.S. Equity Buffer10 Dec

[…]

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureDECTHELO

Fee0.74%0.50%

Cost on $10k a year$74$50

Yield0.00%0.58%

5 years, per year[…][…]

3 years, per year+15.2%+11.9%

Worst drop · 1Y−6.1%−5.8%

Volatility · 1Y9.8%7.7%

4–1measures won
HELO first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DECT, HELO

Today

[…]holdings […]

DECTHELO

DECT—[…]

HELO[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$8most kept, HELO

HELO$58 − $50 = $8

DECT$0 − $74 = −$74

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee