HEGD vs HELO

AHEGD

BHELO

Measures won2–3HELO wins · of 6 · 5Y

$10,000 · 5Y$14,316HEGD

Lowest cost0.50%HELO · $50 on $10k

Most income0.57%HELO · $57 on $10k

Smallest drop−4.4%HEGD · worst fall in 1Y

Held in common0.0%HEGD and HELO

HEGD

HELO

Swan Hedged Equity US Large Cap ETF · $730MJPMorgan Hedged Equity Laddered Overlay ETF · $4.8B

+14.8%3 years · per year$15,140 · $14,415+13.0%

+7.4%5 years · per year$14,316 · […][…]

0.88%Expense ratio$88 · $50 on $10k · lower wins0.50%

0.34%12-mo yield$34 · $57 on $10k0.57%

−4.4%Worst dropSmaller wins−5.8%

8.0%VolatilityLower wins7.2%

2–3HELO wins

$10,000 · 5 yearsOne scale

Shared top holdingsHEGD · HELO

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

Held in common0.0%

End-of-day Nov 3, 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
1	AHEGD	Swan Hedged Equity US Large Cap ETFRead Desk		0.88%	0.34%	0.0%	+5.4%	+4.9%	+14.8%	+7.4%	−4.4%	$730M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.57%	+0.3%	+4.2%	+5.7%	+13.0%	new	−5.8%	$4.8B

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

Both

5Y2 funds

#			Trend
1	AHEGD	Swan Hedged Equity US Large Cap ETFRead Desk		0.88%	0.34%	0.0%	+5.4%	+4.9%	+14.8%	+7.4%	−4.4%	$730M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.57%	+0.3%	+4.2%	+5.7%	+13.0%	new	−5.8%	$4.8B

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

Cards for this view

HEGD vs HELO

HEGD

Swan Hedged Equity US Large Cap

$14,316

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureHEGDHELO

Fee0.88%0.50%

Cost on $10k a year$88$50

Yield0.34%0.57%

5 years, per year+7.4%[…]

3 years, per year+14.8%+13.0%

Worst drop · 1Y−4.4%−5.8%

Volatility · 1Y8.0%7.2%

3–2measures won
HELO first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: HEGD, HELO

Today

0.0%most shared, HEGD and HELO

HEGDHELO

HEGD—0.0%

HELO0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$7most kept, HELO

HELO$57 − $50 = $7

HEGD$34 − $88 = −$54

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee