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HELO vs JANZ

YTD

HELOJ.P. MorganJANZTrueShares

Year to date

+3.9%

+7.4%

JANZ wins+3.5 pts

Past year

+5.0%

+7.2%

JANZ wins+2.3 pts

Fee

0.50%

0.80%

HELO winslower fee

Yield

0.6%

1.3%

JANZ wins+0.8 pts

AUM

JANZ vs S&P 500

YTD$40.92 · −0.6% last session

Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg + Add a fund

All 31 Hedged Equity ETFs

YTD

#
1	HELO	JPMorgan Hedged Equity Laddered OverlayRead Desk	0.50%	0.6%	+3.9%	+3.9%	$4.9B
2	BALT	Innovator Defined Wealth ShieldRead Desk	0.69%	—	+4.4%	+4.4%	$3.3B
3	SFLR	Innovator Equity Managed FloorRead Desk	0.89%	0.2%
4		Read Desk	0.52%	0.6%
5		Read Desk	0.88%	0.3%
6		Read Desk	0.31%	1.7%
7		Read Desk	0.89%	—
8		Read Desk	0.48%	1.2%
9		Read Desk	1.01%	0.5%
10		Read Desk	0.29%	0.8%
11		Read Desk	0.88%	6.0%
12		Read Desk	0.79%	2.0%
13		Read Desk	1.35%	—
14		Read Desk	0.89%	0.7%
15		Read Desk	0.79%	3.4%
16		Read Desk	0.79%	3.7%

1–16 of 31

JANZ’s Peers

YTDHedged Equity · 6 largest

#
1	HELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Versus	0.50%	0.6%	−0.4%	+3.9%	+5.0%	$4.9B
2	BALT	Innovator Defined Wealth Shield ETFRead Versus	0.69%	—	−0.1%	+4.4%	+5.9%	$3.3B
3	SFLR	Innovator Equity Managed Floor ETFRead Versus	0.89%	0.2%
4		Read Versus	0.52%	0.6%
5		Read Versus	0.88%	0.3%
6		This fund	0.80%	1.3%

Cards for This View

JANZ’s Top 10 Holdings

Today

100.1%of JANZ sits in these 10

1TREASUTreasury Bill B 12/24/2687.93%

2SPY 12SPY 12/31/26 C681.95 Euro Cash Flex

HELO vs JANZ

YTD

HELOJ.P. MorganJANZTrueShares

Year to date

+3.9%

+7.4%

JANZ wins+3.5 pts

Past year

+5.0%

+7.2%

JANZ wins+2.3 pts

Fee

0.50%

0.80%

HELO winslower fee

Yield

0.6%

1.3%

JANZ wins

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HELO vs JANZ

JANZ vs S&P 500

JANZ’s Holdings

All 31 Hedged Equity ETFs

JANZ Payouts by Year

JANZ’s Peers

Cards for This View

JANZ’s Top 10 Holdings

HELO vs JANZ

JANZ’s Holdings

JANZ vs Peer Average