BJANvsHELOETF Comparison
VS
Innovator U.S. Equity Buffer ETF - January (BJAN) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. BJAN is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. BJAN is up 10.88% year-to-date (YTD) with +$24M in YTD flows. HELO performs worse with 5.39% YTD performance, and +$1.08B in YTD flows. Run a side-by-side ETF comparison of BJAN and HELO below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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BJAN vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/04/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BJAN HELO | -0.11%-0.04% | +1.45%+0.30% | +10.88%+5.39% | +14.03%+7.17% | +63.20%+39.82% | +64.52%n/a |
| Flows | BJAN HELO | -$5M+$30M | -$5M+$193M | +$24M+$1.08B | +$18M+$1.12B | +$60M+$4.26B | +$67M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BJAN HELO | +6.33%+6.67% | +8.17%+7.27% | +10.17%+7.80% | +12.44%n/a |
| Max drawdown | BJAN HELO | -1.99%-2.37% | -6.23%-5.83% | -13.63%-10.86% | -17.26%n/a |
| Max drawdown duration | BJAN HELO | 22d80d | 76d73d | 124d169d | 527dn/a |
Trading data
BJAN | HELO | |
Last sale 11/5/2026 at 2:30 PM | $58.83 | $67.83 |
| Previous close 11/04/2026 | $60.97 | $69.69 |
| Consolidated volume 11/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 11/5/2026 at 2:30 PM
Live
Closed
BJAN | HELO | |
|---|---|---|
| Last price | $58.83 | $67.83 |
| 1D performance | -3.51% | -2.67% |
| AuM | $347.65 M | $4.91 B |
| E/R | 0.79% | 0.5% |
Characteristics
BJAN | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Innovator | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 2, 2019 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
BJAN
Data will be available soon
HELO
Data will be available soon
Sectors
BJAN
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HELO
Data will be available soon
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Diversification
BJAN
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
BJAN
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about BJAN and HELO
How have the BJAN and HELO ETFs performed in 2026?
As of November 4, 2026, BJAN is up 10.88% year-to-date (YTD), while HELO has returned 5.39%. That puts BJAN better performer ahead so far this year.
Which ETF is attracting more investor money: BJAN or HELO?
Year-to-date, the BJAN ETF saw +$24M in flows, compared to +$1.08B for HELO.
Which ETF is more volatile: BJAN or HELO?
Over the past year, BJAN had a volatility of 8.17%, while HELO experienced 7.27%.
Which ETF is bigger: BJAN or HELO?
As of November 4, 2026, BJAN holds $347.65 M in assets under management (AUM), while HELO manages $4.91 B.
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Latest news about BJAN & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
HELO: Could this JPMorgan Laddered Options ETF Be a Good Alternative to the 60/40 Portfolio?
September 19, 2024
HELO
The Most Interesting ETF Industry Innovations of The Last Decade
April 19, 2023
BJAN
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