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HELO vs MARZ

YTD

HELOJ.P. MorganMARZTrueShares

Year to date

+3.9%

+7.1%

MARZ wins+3.3 pts

Past year

+5.0%

+6.9%

MARZ wins+1.9 pts

Fee

0.50%

0.79%

HELO winslower fee

Yield

0.6%

3.1%

MARZ wins+2.5 pts

AUM

MARZ vs S&P 500

1D$36.72 · −0.3% 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

MARZ’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	0.79%	3.1%

Cards for This View

MARZ’s Top 10 Holdings

Today

100.2%of MARZ sits in these 10

1TREASUTreasury Bill B 02/18/2791.95%

2SPY 02SPY 02/26/27 C686.01 Euro Cash Flex4.48%

HELO vs MARZ

YTD

HELOJ.P. MorganMARZTrueShares

Year to date

+3.9%

+7.1%

MARZ wins+3.3 pts

Past year

+5.0%

+6.9%

MARZ wins+1.9 pts

Fee

0.50%

0.79%

HELO winslower fee

Yield

0.6%

3.1%

MARZ wins

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HELO vs MARZ

MARZ vs S&P 500

All 31 Hedged Equity ETFs

MARZ Payouts by Year

MARZ’s Peers

Cards for This View

MARZ’s Top 10 Holdings

HELO vs MARZ

MARZ’s Holdings

MARZ’s Holdings

MARZ vs Peer Average