HELO vs FHEQ

AHELO

BFHEQ

Measures won3–1HELO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%HELO · $50 on $10k

Most income0.60%FHEQ · $60 on $10k

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

Held in common57.8%HELO and FHEQ

HELO

FHEQ

JPMorgan Hedged Equity Laddered Overlay ETF · $4.8BFidelity Hedged Equity ETF · $986M

+13.0%3 years · per year$14,415 · […][…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $52 on $10k · lower wins0.52%

0.57%12-mo yield$57 · $60 on $10k0.60%

−5.8%Worst dropSmaller wins−7.8%

7.2%VolatilityLower wins10.0%

3–1HELO wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsHELO · FHEQ

7.9%NVDA7.3%

7.2%AAPL7.6%

6.5%MSFT5.1%

4.0%AMZN3.8%

Held in common57.8%

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							5Y/yr
1	AHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.57%	+0.3%	+4.2%	+5.7%	+13.0%	new	−5.8%	$4.8B
2	BFHEQ	Fidelity Hedged Equity ETFRead Desk		0.52%	0.60%	+0.2%	+7.7%	+7.1%	new	new	−7.8%	$986M

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							5Y/yr
1	AHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.57%	+0.3%	+4.2%	+5.7%	+13.0%	new	−5.8%	$4.8B
2	BFHEQ	Fidelity Hedged Equity ETFRead Desk		0.52%	0.60%	+0.2%	+7.7%	+7.1%	new	new	−7.8%	$986M

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

HELO vs FHEQ

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

FHEQ

Fidelity Hedged Equity

[…]

MeasureHELOFHEQ

Fee0.50%0.52%

Cost on $10k a year$50$52

Yield0.57%0.60%

5 years, per year[…][…]

3 years, per year+13.0%[…]

Worst drop · 1Y−5.8%−7.8%

Volatility · 1Y7.2%10.0%

3–0measures won
HELO first

57.8%

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: HELO, FHEQ

Today

57.8%most shared, HELO and FHEQ

HELOFHEQ

HELO—57.8%

FHEQ57.8%—

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

Income After Fees on $10,000

$8most kept, FHEQ

FHEQ$60 − $52 = $8

HELO$57 − $50 = $7

KeptFee

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