DFEB vs HELO

ADFEB

BHELO

Measures won3–2DFEB wins · of 6 · 5Y

$10,000 · 5Y$14,761DFEB · BALT $13,532

Lowest cost0.50%HELO · $50 on $10k

Most income0.57%HELO · $57 on $10k

Smallest drop−1.2%BALT · worst fall in 1Y

Held in common[…]DFEB and HELO

DFEB

HELO

FT Vest U.S. Equity Deep Buffer ETF - February · $450MJPMorgan Hedged Equity Laddered Overlay ETF · $4.8B

+13.7%3 years · per year$14,715 · $13,913+11.6%

+8.1%5 years · per year$14,761 · […][…]

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

0.00%12-mo yield$0 · $57 on $10k0.57%

−4.1%Worst dropSmaller wins−5.8%

5.8%VolatilityLower wins7.8%

3–2DFEB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFEB · HELO

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ADFEB	FT Vest U.S. Equity Deep Buffer ETF - FebruaryRead Desk	0.85%	0.00%	+1.2%	+8.1%	+10.6%	+13.7%	+8.1%	−4.1%	$450M
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B
3	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	+1.3%	+4.0%	+6.2%	+11.6%	new	−5.8%	$4.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFEB	FT Vest U.S. Equity Deep Buffer ETF - FebruaryRead Desk	0.85%	0.00%	+1.2%	+8.1%	+10.6%	+13.7%	+8.1%	−4.1%	$450M
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B
3	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	+1.3%	+4.0%	+6.2%	+11.6%	new	−5.8%	$4.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFEB vs HELO

DFEB

FT Vest U.S. Equity Deep Buffer ETF - February

$14,761

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureDFEBHELO

Fee0.85%0.50%

Cost on $10k a year$85$50

Yield0.00%0.57%

5 years, per year+8.1%[…]

3 years, per year+13.7%+11.6%

Worst drop · 1Y−4.1%−5.8%

Volatility · 1Y5.8%7.8%

3–2measures won
DFEB first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFEB, HELO, BALT

Today

[…]holdings […]

DFEBHELOBALT

DFEB—[…][…]

HELO[…]—[…]

BALT[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$7most kept, HELO

HELO$57 − $50 = $7

BALT$0 − $69 = −$69

DFEB$0 − $85 = −$85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee