KBUF vs HELO

AKBUF

BHELO

Measures won1–3HELO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%HELO · $50 on $10k

Most income9.14%KBUF · $914 on $10k

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

Held in common0.0%KBUF and HELO

KBUF

HELO

KraneShares 90% KWEB Defined Outcome January 2027 ETF · $6MJPMorgan Hedged Equity Laddered Overlay ETF · $4.8B

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

[…]5 years · per year[…]

0.97%Expense ratio$97 · $50 on $10k · lower wins0.50%

9.14%12-mo yield$914 · $57 on $10k0.57%

−21.9%Worst dropSmaller wins−5.8%

12.6%VolatilityLower wins7.2%

1–3HELO wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsKBUF · HELO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AKBUF	KraneShares 90% KWEB Defined Outcome January 2027 ETFRead Desk		0.97%	9.14%	0.0%	−17.8%	−20.1%	new	new	−21.9%	$6M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.57%	+0.3%	+4.2%	+5.7%	+13.0%	new	−5.8%	$4.8B

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	AKBUF	KraneShares 90% KWEB Defined Outcome January 2027 ETFRead Desk		0.97%	9.14%	0.0%	−17.8%	−20.1%	new	new	−21.9%	$6M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.57%	+0.3%	+4.2%	+5.7%	+13.0%	new	−5.8%	$4.8B

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

KBUF vs HELO

KBUF

KraneShares 90% KWEB Defined Outcome January 2027

[…]

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureKBUFHELO

Fee0.97%0.50%

Cost on $10k a year$97$50

Yield9.14%0.57%

5 years, per year[…][…]

3 years, per year[…]+13.0%

Worst drop · 1Y−21.9%−5.8%

Volatility · 1Y12.6%7.2%

3–1measures won
HELO first

0.0%

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: KBUF, HELO

Today

0.0%most shared, KBUF and HELO

KBUFHELO

KBUF—0.0%

HELO0.0%—

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

Income After Fees on $10,000

$817most kept, KBUF

KBUF$914 − $97 = $817

HELO$57 − $50 = $7

KeptFee

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