BJULvsHELOETF Comparison
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Innovator U.S. Equity Buffer ETF (BJUL) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. BJUL is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. BJUL is up 9.52% year-to-date (YTD) with +$67M in YTD flows. HELO performs worse with 4.99% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of BJUL 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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BJUL vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/19/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BJUL HELO | -0.44%-0.36% | +2.92%+2.74% | +9.52%+4.99% | +11.56%+7.01% | +61.83%+41.51% | +71.75%n/a |
| Flows | BJUL HELO | +$1M+$56M | +$61M+$262M | +$67M+$1.07B | +$33M+$1.13B | -$123M+$4.25B | +$28M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BJUL HELO | +7.55%+7.21% | +7.38%+7.02% | +10.38%+7.83% | +11.83%n/a |
| Max drawdown | BJUL HELO | -1.80%-2.37% | -5.60%-5.83% | -13.94%-10.86% | -13.94%n/a |
| Max drawdown duration | BJUL HELO | 15d64d | 44d73d | 124d169d | 124dn/a |
Trading data
BJUL | HELO | |
Last sale 10/20/2026 at 1:30 PM | $55.73 | $69.61 |
| Previous close 10/19/2026 | $55.65 | $69.44 |
| Consolidated volume 10/19/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/20/2026 at 1:30 PM
Live
Closed
BJUL | HELO | |
|---|---|---|
| Last price | $55.73 | $69.61 |
| 1D performance | +0.14% | +0.24% |
| AuM | $360.23 M | $4.88 B |
| E/R | 0.79% | 0.5% |
Characteristics
BJUL | 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 | August 29, 2018 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
BJUL
Data will be available soon
HELO
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Sectors
BJUL
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HELO
Data will be available soon
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Diversification
BJUL
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
BJUL
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about BJUL and HELO
How have the BJUL and HELO ETFs performed in 2026?
As of October 19, 2026, BJUL is up 9.52% year-to-date (YTD), while HELO has returned 4.99%. That puts BJUL better performer ahead so far this year.
Which ETF is attracting more investor money: BJUL or HELO?
Year-to-date, the BJUL ETF saw +$67M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: BJUL or HELO?
Over the past year, BJUL had a volatility of 7.38%, while HELO experienced 7.02%.
Which ETF is bigger: BJUL or HELO?
As of October 19, 2026, BJUL holds $360.23 M in assets under management (AUM), while HELO manages $4.88 B.
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Latest news about BJUL & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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