HELO vs MARZ
YTDYear to date
MARZ wins+2.7 pts
Past year
MARZ wins+1.6 pts
Fee
HELO winslower fee
Yield
MARZ wins+2.6 pts
AUM
HELO146.5× more
3–1MARZ wins
HELO and MARZ · year-to-date · as of Nov 5, 2026 · AUM not scored
MARZ vs S&P 500
YTD$36.05 · −3.2% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−3.2%−4.5%−4.3%+5.2%+5.9%+54.3%+51.3%+73.2%
Peer average−2.4%−3.8%−3.5%+4.0%+4.9%+51.4%+49.5%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
TrueShares MARZ and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
MARZ’s Holdings
TodayTREASURY BILL Treasury Bill B 02/18/2791.1%SPY 02/26/274.8%SPY 0SPY 0SPY 02/26/27SPY 0
TREASURY BILL Treasury Bill B 02/18/2791.1%SPY 02/26/27SPY 02/26/27SPY 0
Other
TrueShares MARZ · 19 holdings · top 17 shown · tile size = share of the fund · as of Nov 5, 2026
All 31 Hedged Equity ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered OverlayReadDesk | 0.50% | 0.6% | +2.5% | +2.5% | $4.9B | |
| 2 | BALT | Innovator Defined Wealth ShieldReadDesk | 0.69% | — | +3.6% | +3.6% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed FloorReadDesk | 0.89% | 0.3% | +2.8% | +2.8% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged EquityReadDesk | 0.52% | 0.6% | +6.0% | +6.0% | $986M | |
| 5 | HEGD | Swan Hedged Equity US Large CapReadDesk | 0.88% | 0.3% | +6.7% | +6.7% | $731M | |
| 6 | SIXH | ETC 6 Meridian Hedged Equity OptionReadDesk | 0.31% | 1.8% | +14.7% | +14.7% | $635M | |
| 7 | QFLR | Innovator Nasdaq-100 Managed FloorReadDesk | 0.89% | — | −3.1% | −3.1% | $493M | |
| 8 | HEQT | Simplify Hedged EquityReadDesk | 0.48% | 1.2% | +5.6% | +5.6% | $310M | |
| 9 | HAWG | HCM Hedged EquityReadDesk | 1.35% | — | new | new | $200M | |
| 10 | SHDG | Soundwatch Hedged EquityReadDesk | 1.01% | 0.5% | +0.8% | +0.8% | $157M | |
| 11 | PHEQ | Parametric Hedged EquityReadDesk | 0.29% | 0.8% | +7.0% | +7.0% | $150M | |
| 12 | KSPY | KraneShares Hedgeye Hedged EquityReadDesk | 0.88% | 6.1% | +6.2% | +6.2% | $135M | |
| 13 | SEPZ | TrueShares Structured Outcome (September)ReadDesk | 0.79% | 2.1% | +5.8% | +5.8% | $104M | |
| 14 | RFLR | Innovator U.S. Small Cap Managed FloorReadDesk | 0.89% | 0.7% | +10.6% | +10.6% | $96.7M | |
| 15 | CBLS | Clough Hedged EquityReadDesk | 1.89% | 0.9% | +0.2% | +0.2% | $48.4M | |
| 16 | AUGZ | TrueShares Structured Outcome (August)ReadDesk | 0.79% | 3.4% | +5.4% | +5.4% | $43.9M |
1–16 of 31Page 1 of 2
Hedged Equity · current AUM · as of Nov 5, 2026
MARZ Payouts by Year
5YLatest payout, Dec 2025
$1.13
a share · once a year
3.1% yield
3.1% yield
5 years added up
$5.48 a share
$5.48 a share
TrueShares MARZ · per-share distributions by ex-date · 2021–2025
MARZ’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered Overlay ETFReadVersus | 0.50% | 0.6% | −2.7% | +2.5% | +4.3% | $4.9B | |
| 2 | BALT | Innovator Defined Wealth Shield ETFReadVersus | 0.69% | — | −1.1% | +3.6% | +5.3% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed Floor ETFReadVersus | 0.89% | 0.3% | −3.6% | +2.8% | +3.6% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged Equity ETFReadVersus | 0.52% | 0.6% | −2.2% | +6.0% | +6.3% | $986M | |
| 5 | HEGD | Swan Hedged Equity US Large Cap ETFReadVersus | 0.88% | 0.3% | +1.2% | +6.7% | +6.2% | $731M | |
| 6 | MARZ | TrueShares Structured Outcome (March) ETFThis fund | 0.79% | 3.1% | −3.2% | +5.2% | +5.9% | $33.1M |
#18 of 29 this year · #18 cheapest of 31 · sorted by assetsOpen the Defined Outcome table →
MARZ and its peer group · total return · as of Nov 6, 2026
Cards for This View
MARZ’s Top 10 Holdings
Today100.2%of MARZ sits in these 10
1TREASUTreasury Bill B 02/18/2791.10%
2SPY 02SPY 02/26/27 C686.01 Euro Cash Flex4.82%
3SPY 02SPY 02/26/27 C719.00 Euro Cash Flex1.39%
4SPY 02SPY 02/26/27 C717.00 Euro Cash Flex1.26%
5SPY 02SPY 02/26/27 C658.00 Euro Cash Flex0.58%
6SPY 02SPY 02/26/27 C758.01 Euro Cash Flex0.45%
7BROKERBroker Sweep0.19%
8SPY 02SPY 02/26/27 C737.00 Euro Cash Flex0.19%
9SPY 02SPY 02/26/27 C700.00 Euro Cash Flex0.10%
10STATE State Street Inst U.s. Government Mmkt Admn Class0.09%
TrueShares MARZ · weight in the fund · as of Nov 5, 2026
MARZ’s Holdings
TodayTREASURY BILL Treasury Bill B 02/18/2791.1%SPY 02/26/274.8%SPY 0SPY 0SPY 02/26/27SPY 0
TREASURY BILL Treasury Bill B 02/18/2791.1%SPY 02/26/27SPY 02/26/27SPY 0
Other
TrueShares MARZ · 19 holdings · top 17 shown · tile size = share of the fund · as of Nov 5, 2026
MARZ vs Peer Average
YTDMARZAvsBPeer average
1D−3.2%−2.4%
1M−4.5%−3.8%
3M−4.3%−3.5%
YTD+5.2%+4.0%
1Y+5.9%+4.9%
3Y+54.3%+51.4%
5Y+51.3%+49.5%
4–3MARZ wins
30 Hedged equity peers · each row scaled to its leader