MARZ vs HELO

AMARZ

BHELO

Measures won2–3HELO wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · MARZ $15,501

Lowest cost0.03%VOO · $3 on $10k

Most income3.07%MARZ · $307 on $10k

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

Held in common[…]MARZ and HELO

MARZ

HELO

TrueShares Structured Outcome (March) ETF · $33MJPMorgan Hedged Equity Laddered Overlay ETF · $4.8B

+16.8%3 years · per year$15,951 · $14,415+13.0%

+9.2%5 years · per year$15,501 · […][…]

0.79%Expense ratio$79 · $50 on $10k · lower wins0.50%

3.07%12-mo yield$307 · $57 on $10k0.57%

−7.5%Worst dropSmaller wins−5.8%

10.4%VolatilityLower wins7.2%

2–3HELO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMARZ · HELO

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

Held in common[…]

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AMARZ	TrueShares Structured Outcome (March) ETFRead Desk	0.79%	3.07%	+0.2%	+7.4%	+6.9%	+16.8%	+9.2%	−7.5%	$33M
3	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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AMARZ	TrueShares Structured Outcome (March) ETFRead Desk	0.79%	3.07%	+0.2%	+7.4%	+6.9%	+16.8%	+9.2%	−7.5%	$33M
3	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

MARZ vs HELO

MARZ

TrueShares Structured Outcome (March)

$15,501

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureMARZHELO

Fee0.79%0.50%

Cost on $10k a year$79$50

Yield3.07%0.57%

5 years, per year+9.2%[…]

3 years, per year+16.8%+13.0%

Worst drop · 1Y−7.5%−5.8%

Volatility · 1Y10.4%7.2%

3–2measures won
HELO first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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

Overlap: MARZ, HELO, VOO

Today

65.0%most shared, HELO and VOO

MARZHELOVOO

MARZ—[…][…]

HELO[…]—65.0%

VOO[…]65.0%—

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

Income After Fees on $10,000

$228most kept, MARZ

MARZ$307 − $79 = $228

VOO$107 − $3 = $104

HELO$57 − $50 = $7

KeptFee

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