HELO vs SIXH

AHELO

BSIXH

Measures won1–4SIXH wins · of 6 · 5Y

$10,000 · 5Y$16,239SIXH

Lowest cost0.31%SIXH · $31 on $10k

Most income1.79%SIXH · $179 on $10k

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

Held in common23.5%HELO and SIXH

HELO

SIXH

JPMorgan Hedged Equity Laddered Overlay ETF · $4.8BETC 6 Meridian Hedged Equity Index Option ETF · $621M

+11.7%3 years · per year$13,919 · $14,681+13.7%

[…]5 years · per year[…] · $16,239+10.2%

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

0.58%12-mo yield$58 · $179 on $10k1.79%

−5.8%Worst dropSmaller wins−3.5%

7.7%VolatilityLower wins8.6%

1–4SIXH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHELO · SIXH

1.5%JNJ2.6%

1.4%XOM2.3%

7.3%AAPL1.3%

2.2%META1.3%

Held in common23.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk	0.31%	1.79%	0.0%	+14.7%	+19.6%	+13.7%	+10.2%	−3.5%	$621M
2	AHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.58%	+0.2%	+2.7%	+4.3%	+11.7%	new	−5.8%	$4.8B
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+0.3%	+3.1%	+3.7%	+14.9%	new	−6.8%	$2.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk	0.31%	1.79%	0.0%	+14.7%	+19.6%	+13.7%	+10.2%	−3.5%	$621M
2	AHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.58%	+0.2%	+2.7%	+4.3%	+11.7%	new	−5.8%	$4.8B
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+0.3%	+3.1%	+3.7%	+14.9%	new	−6.8%	$2.2B

End-of-day Nov 6, 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

$16,239

MeasureHELOSIXH

Fee0.50%0.31%

Cost on $10k a year$50$31

Yield0.58%1.79%

5 years, per year[…]+10.2%

3 years, per year+11.7%+13.7%

Worst drop · 1Y−5.8%−3.5%

Volatility · 1Y7.7%8.6%

4–1measures won
SIXH first

23.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HELO, SIXH, SFLR

Today

56.2%most shared, HELO and SFLR

HELOSIXHSFLR

HELO—23.5%56.2%

SIXH23.5%—22.6%

SFLR56.2%22.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$148most kept, SIXH

SIXH$179 − $31 = $148

HELO$58 − $50 = $8

SFLR$25 − $89 = −$64

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee