SIXO vs HELO

ASIXO

BHELO

Measures won2–3HELO wins · of 6 · 5Y

$10,000 · 5Y$14,131SIXO

Lowest cost0.50%HELO · $50 on $10k

Most income0.57%HELO · $57 on $10k

Smallest drop−4.1%SIXO · worst fall in 1Y

Held in common[…]SIXO and HELO

SIXO

HELO

AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF · $120MJPMorgan Hedged Equity Laddered Overlay ETF · $4.9B

+9.6%3 years · per year$13,163 · $13,743+11.2%

+7.2%5 years · per year$14,131 · […][…]

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

0.00%12-mo yield$0 · $57 on $10k0.57%

−4.1%

End-of-day Nov 13, 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
1	ASIXO	AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETFRead Desk		0.74%	0.00%	−0.2%	+5.1%	+6.2%	+9.6%	+7.2%	−4.1%	$120M
2	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

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASIXO	AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETFRead Desk		0.74%	0.00%	−0.2%	+5.1%	+6.2%	+9.6%	+7.2%	−4.1%	$120M
2	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

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SIXO vs HELO

SIXO

AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct

$14,131

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureSIXOHELO

Fee0.74%0.50%

Cost on $10k a year$74$50

Yield0.00%0.57%

5 years, per year+7.2%[…]

3 years, per year+9.6%+11.2%

Worst drop · 1Y−4.1%−5.8%

Volatility · 1Y5.9%

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SIXO vs HELO

Both

Both

$10,000 in SIXO, HELO

Overlap: SIXO, HELO

SIXO vs HELO

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: SIXO, HELO

Income After Fees on $10,000