HELO vs SFLR

AHELO

BSFLR

Measures won4–1HELO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%HELO · $50 on $10k

Most income0.57%HELO · $57 on $10k

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

Held in common56.5%HELO and SFLR

HELO

SFLR

JPMorgan Hedged Equity Laddered Overlay ETF · $4.8BInnovator Equity Managed Floor ETF · $2.2B

+11.6%3 years · per year$13,913 · $15,375+15.4%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $89 on $10k · lower wins0.89%

0.57%12-mo yield$57 · $25 on $10k0.25%

−5.8%Worst dropSmaller wins−6.8%

7.8%VolatilityLower wins10.8%

4–1HELO wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsHELO · SFLR

7.3%AAPL7.8%

7.3%NVDA6.7%

6.7%MSFT5.9%

4.4%AMZN4.0%

Held in common56.5%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.57%	+1.3%	+4.0%	+6.2%	+11.6%	new	−5.8%	$4.8B
2	BSFLR	Innovator Equity Managed Floor ETFRead Desk		0.89%	0.25%	+2.1%	+5.3%	+7.0%	+15.4%	new	−6.8%	$2.2B

End-of-day Nov 9, 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%	+1.3%	+4.0%	+6.2%	+11.6%	new	−5.8%	$4.8B
2	BSFLR	Innovator Equity Managed Floor ETFRead Desk		0.89%	0.25%	+2.1%	+5.3%	+7.0%	+15.4%	new	−6.8%	$2.2B

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

HELO vs SFLR

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

SFLR

Innovator Equity Managed Floor

[…]

MeasureHELOSFLR

Fee0.50%0.89%

Cost on $10k a year$50$89

Yield0.57%0.25%

5 years, per year[…][…]

3 years, per year+11.6%+15.4%

Worst drop · 1Y−5.8%−6.8%

Volatility · 1Y7.8%10.8%

4–1measures won
HELO first

56.5%

holdings shared

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%

$122BAssets$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: HELO, SFLR

Today

56.5%most shared, HELO and SFLR

HELOSFLR

HELO—56.5%

SFLR56.5%—

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

SFLR$25 − $89 = −$64

KeptFee

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