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AMART

BHELO

Measures won2–3HELO wins · of 6 · 5Y

$10,000 · 5Y$13,516BALT

Lowest cost0.50%HELO · $50 on $10k

Most income0.57%HELO · $57 on $10k

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

Held in common[…]MART and HELO

AllianzIM U.S. Equity Buffer10 Mar ETF · $29MJPMorgan Hedged Equity Laddered Overlay ETF · $4.9B

+16.2%3 years · per year$15,705 · $13,743+11.2%

[…]5 years · per year[…]

0.74%Expense ratio$74 · $50 on $10k · lower wins0.50%

0.00%12-mo yield$0 · $57 on $10k0.57%

Cards for this view

MART

AllianzIM U.S. Equity Buffer10 Mar

[…]

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureMARTHELO

Fee0.74%0.50%

Cost on $10k a year$74$50

Yield0.00%0.57%

5 years, per year[…][…]

3 years, per year+16.2%+11.2%

Worst drop · 1Y−5.3%−5.8%

Volatility · 1Y7.9%

#
1	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−0.1%	+4.4%	+5.9%	+7.6%	+6.2%	−1.2%	$3.3B
2	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	−0.2%	+10.9%	+12.5%	+16.2%	new	−5.3%	$29M
3	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	−0.4%	+3.9%	+5.0%	+11.2%	new	−5.8%	$4.9B

#
1	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−0.1%	+4.4%	+5.9%	+7.6%	+6.2%	−1.2%	$3.3B
2	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	−0.2%	+10.9%	+12.5%	+16.2%	new	−5.3%	$29M
3	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	−0.4%	+3.9%	+5.0%	+11.2%	new	−5.8%	$4.9B