MART vs HELO

AMART

BHELO

Measures won2–3HELO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%HELO · $50 on $10k

Most income0.57%HELO · $57 on $10k

Smallest drop−5.3%MART · worst fall in 1Y

Held in common[…]MART and HELO

AllianzIM U.S. Equity Buffer10 Mar ETF · $29MJPMorgan Hedged Equity Laddered Overlay ETF · $4.8B

+16.5%3 years · per year$15,829 · $13,869+11.5%

[…]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+16.5%+11.5%

Worst drop · 1Y−5.3%−5.8%

Volatility · 1Y7.9%

#									5Y/yr
1	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	+0.8%	+11.4%	+13.3%	+16.5%	new	−5.3%	$29M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	+0.9%	+4.5%	+5.7%	+11.5%	new	−5.8%	$4.8B
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.24%	+0.9%	+5.8%	+6.0%	+15.3%	new	−6.8%	$2.2B

#									5Y/yr
1	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	+0.8%	+11.4%	+13.3%	+16.5%	new	−5.3%	$29M
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.57%	+0.9%	+4.5%	+5.7%	+11.5%	new	−5.8%	$4.8B
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.24%	+0.9%	+5.8%	+6.0%	+15.3%	new	−6.8%	$2.2B

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