KSPY vs HELO

AKSPY

BHELO

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%HELO · $50 on $10k

Most income5.93%KSPY · $593 on $10k

Smallest drop−4.5%KSPY · worst fall in 1Y

Held in common0.0%KSPY and HELO

KSPY

HELO

KraneShares Hedgeye Hedged Equity Index ETF · $133MJPMorgan Hedged Equity Laddered Overlay ETF · $4.8B

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

[…]5 years · per year[…]

0.88%Expense ratio$88 · $50 on $10k · lower wins0.50%

5.93%12-mo yield$593 · $57 on $10k0.57%

−4.5%Worst dropSmaller wins−5.8%

7.8%VolatilityLower wins7.2%

2–2Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsKSPY · 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	AKSPY	KraneShares Hedgeye Hedged Equity Index ETFRead Desk		0.88%	5.93%	+0.3%	+8.9%	+10.4%	new	new	−4.5%	$133M
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	AKSPY	KraneShares Hedgeye Hedged Equity Index ETFRead Desk		0.88%	5.93%	+0.3%	+8.9%	+10.4%	new	new	−4.5%	$133M
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

KSPY vs HELO

KSPY

KraneShares Hedgeye Hedged Equity Index

[…]

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureKSPYHELO

Fee0.88%0.50%

Cost on $10k a year$88$50

Yield5.93%0.57%

5 years, per year[…][…]

3 years, per year[…]+13.0%

Worst drop · 1Y−4.5%−5.8%

Volatility · 1Y7.8%7.2%

2–2measures won
level

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: KSPY, HELO

Today

0.0%most shared, KSPY and HELO

KSPYHELO

KSPY—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

$505most kept, KSPY

KSPY$593 − $88 = $505

HELO$57 − $50 = $7

KeptFee

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