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| Side by side | JULZ | HELO |
|---|---|---|
| Strategy | Defined Outcome · Hedged equity | Defined Outcome · Hedged equity |
| Expense ratio | 0.79% | 0.50% |
| Cost per year on $10k | $79 | $50 |
| Trailing 12-mo yield | 11.07% | 0.57% |
| Income per year on $10k | $1,107 | $57 |
| YTD | +8.0% | +3.9% |
| 1 year | +8.0% | +5.4% |
| 3 years · per year | +17.1% | +12.8% |
| 5 years · per year | +9.9% | — |
| Worst drop · 1Y | −8.5% | −5.8% |
| Volatility · 1Y | 11.0% | 7.2% |
| Holdings | 10 | 147 |
| Assets | $39M | $4.9B |
| Leverage | None | None |
| Since | 2020 | 2023 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.