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AFDEC

BHELO

Measures won1–3HELO wins · of 6 · 5Y

$10,000 · 5Y$16,370FDEC · BALT $13,516

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[…]FDEC and HELO

FT Vest U.S. Equity Buffer ETF - December · $1.3BJPMorgan Hedged Equity Laddered Overlay ETF · $4.9B

+15.9%3 years · per year$15,585 · $13,743+11.2%

+10.4%5 years · per year$16,370 · […][…]

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

0.00%12-mo yield$0 · $57 on $10k0.57%

Cards for this view

FDEC

FT Vest U.S. Equity Buffer ETF - December

$16,370

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureFDECHELO

Fee0.85%0.50%

Cost on $10k a year$85$50

Yield0.00%0.57%

5 years, per year+10.4%[…]

3 years, per year+15.9%+11.2%

Worst drop · 1Y−5.8%−5.8%

Volatility · 1Y8.4%7.8%

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1	AFDEC	FT Vest U.S. Equity Buffer ETF - DecemberRead Desk	0.85%	0.00%	−0.2%	+9.3%	+11.7%	+15.9%	+10.4%	−5.8%	$1.3B
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−0.1%	+4.4%	+5.9%	+7.6%	+6.2%	−1.2%	$3.3B
3	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	−0.4%	+3.9%	+5.0%	+11.2%	new	−5.8%	$4.9B

#
1	AFDEC	FT Vest U.S. Equity Buffer ETF - DecemberRead Desk	0.85%	0.00%	−0.2%	+9.3%	+11.7%	+15.9%	+10.4%	−5.8%	$1.3B
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−0.1%	+4.4%	+5.9%	+7.6%	+6.2%	−1.2%	$3.3B
3	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	−0.4%	+3.9%	+5.0%	+11.2%	new	−5.8%	$4.9B