HELO vs SIXH

AHELO

BSIXH

Measures won1–4SIXH wins · of 6 · 5Y

$10,000 · 5Y$16,751SIXH

Lowest cost0.31%SIXH · $31 on $10k

Most income1.73%SIXH · $173 on $10k

Smallest drop−3.5%SIXH · worst fall in 1Y

Held in common24.2%HELO and SIXH

HELO

SIXH

JPMorgan Hedged Equity Laddered Overlay ETF · $4.9BETC 6 Meridian Hedged Equity Index Option ETF · $635M

+13.1%3 years · per year$14,477 · $15,296+15.2%

[…]5 years · per year[…] · $16,751+10.9%

0.50%Expense ratio$50 · $31 on $10k · lower wins0.31%

0.56%12-mo yield$56 · $173 on $10k1.73%

−5.8%Worst dropSmaller wins−3.5%

7.2%VolatilityLower wins8.0%

1–4SIXH wins

$10,000 · 5 yearsOne scale

Shared top holdingsHELO · SIXH

1.6%MU3.7%

1.5%XOM2.4%

1.5%JNJ2.5%

8.0%NVDA1.3%

Held in common24.2%

End-of-day Nov 4, 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	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk		0.31%	1.73%	+0.7%	+18.4%	+23.9%	+15.2%	+10.9%	−3.5%	$635M
2	AHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.56%	+1.1%	+5.3%	+6.7%	+13.1%	new	−5.8%	$4.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk		0.31%	1.73%	+0.7%	+18.4%	+23.9%	+15.2%	+10.9%	−3.5%	$635M
2	AHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.56%	+1.1%	+5.3%	+6.7%	+13.1%	new	−5.8%	$4.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HELO vs SIXH

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

SIXH

ETC 6 Meridian Hedged Equity Index Option

$16,751

MeasureHELOSIXH

Fee0.50%0.31%

Cost on $10k a year$50$31

Yield0.56%1.73%

5 years, per year[…]+10.9%

3 years, per year+13.1%+15.2%

Worst drop · 1Y−5.8%−3.5%

Volatility · 1Y7.2%8.0%

4–1measures won
SIXH first

24.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HELO, SIXH

Today

24.2%most shared, HELO and SIXH

HELOSIXH

HELO—24.2%

SIXH24.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, SIXH

SIXH$173 − $31 = $142

HELO$56 − $50 = $6

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee