DFEB vs HELO

ADFEB

BHELO

Measures won3–2DFEB wins · of 6 · 5Y

$10,000 · 5Y$14,568DFEB

Lowest cost0.50%HELO · $50 on $10k

Most income0.58%HELO · $58 on $10k

Smallest drop−4.1%DFEB · worst fall in 1Y

Held in common[…]DFEB and HELO

DFEB

HELO

FT Vest U.S. Equity Deep Buffer ETF - February · $459MJPMorgan Hedged Equity Laddered Overlay ETF · $4.9B

+14.1%3 years · per year$14,835 · $14,026+11.9%

+7.8%5 years · per year$14,568 · […][…]

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

0.00%12-mo yield$0 · $58 on $10k0.58%

−4.1%Worst dropSmaller wins−5.8%

5.7%VolatilityLower wins7.7%

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 5, 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%	−2.2%	+6.6%	+8.7%	+14.1%	+7.8%	−4.1%	$459M
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
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	−3.6%	+2.8%	+3.6%	+15.2%	new	−6.8%	$2.2B

End-of-day Nov 5, 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%	−2.2%	+6.6%	+8.7%	+14.1%	+7.8%	−4.1%	$459M
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
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	−3.6%	+2.8%	+3.6%	+15.2%	new	−6.8%	$2.2B

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

DFEB vs HELO

DFEB

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

$14,568

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureDFEBHELO

Fee0.85%0.50%

Cost on $10k a year$85$50

Yield0.00%0.58%

5 years, per year+7.8%[…]

3 years, per year+14.1%+11.9%

Worst drop · 1Y−4.1%−5.8%

Volatility · 1Y5.7%7.7%

3–2measures won
DFEB 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFEB, HELO, SFLR

Today

57.3%most shared, HELO and SFLR

DFEBHELOSFLR

DFEB—[…][…]

HELO[…]—57.3%

SFLR[…]57.3%—

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

SFLR$25 − $89 = −$64

DFEB$0 − $85 = −$85

KeptFee

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