HELO vs SIXH

AHELO

BSIXH

Measures won1–4SIXH wins · of 6 · 5Y

$10,000 · 5Y$16,653SIXH · BALT $13,516

Lowest cost0.31%SIXH · $31 on $10k

Most income1.73%SIXH · $173 on $10k

Smallest drop−1.2%BALT · worst fall in 1Y

Held in common24.1%HELO and SIXH

JPMorgan Hedged Equity Laddered Overlay ETF · $4.9BETC 6 Meridian Hedged Equity Index Option ETF · $643M

+11.3%3 years · per year$13,804 · $14,766+13.9%

[…]5 years · per year[…] · $16,651+10.7%

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

0.57%12-mo yield$57 · $173 on $10k

Cards for this view

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

SIXH

ETC 6 Meridian Hedged Equity Index Option

$16,651

MeasureHELOSIXH

Fee0.50%0.31%

Cost on $10k a year$50$31

Yield0.57%1.73%

5 years, per year[…]+10.7%

3 years, per year+11.3%+13.9%

Worst drop · 1Y−5.8%−3.5%

Volatility · 1Y7.8%

#
1	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk	0.31%	1.73%	−0.2%	+18.4%	+20.8%	+13.9%	+10.7%	−3.5%	$643M
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	0.0%	+4.5%	+5.9%	+7.6%	+6.2%	−1.2%	$3.3B
3	AHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	−0.2%	+4.3%	+5.4%	+11.3%	new	−5.8%	$4.9B

#
1	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk	0.31%	1.73%	−0.2%	+18.4%	+20.8%	+13.9%	+10.7%	−3.5%	$643M
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	0.0%	+4.5%	+5.9%	+7.6%	+6.2%	−1.2%	$3.3B
3	AHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	−0.2%	+4.3%	+5.4%	+11.3%	new	−5.8%	$4.9B

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