BMARvsHELOETF Comparison
VS
Innovator U.S. Equity Buffer ETF - March (BMAR) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. BMAR is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. BMAR is up 11.72% year-to-date (YTD) with +$5M in YTD flows. HELO performs worse with 4.62% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of BMAR 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
BMAR vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BMAR HELO | +1.27%+1.14% | +2.33%+1.63% | +11.72%+4.62% | +15.57%+7.59% | +60.44%+39.50% | +75.54%n/a |
| Flows | BMAR HELO | -$3K+$78M | -$51M+$618M | +$5M+$1.07B | -$4M+$1.14B | +$30M+$4.25B | +$50M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BMAR HELO | +5.82%+7.26% | +7.53%+7.02% | +10.04%+7.84% | +11.49%n/a |
| Max drawdown | BMAR HELO | -1.37%-2.37% | -5.52%-5.83% | -12.52%-10.86% | -15.04%n/a |
| Max drawdown duration | BMAR HELO | 14d61d | 43d73d | 106d169d | 414dn/a |
Trading data
BMAR | HELO | |
Last sale 10/16/2026 at 7:49 PM | $59.25 | $69.41 |
| Previous close 10/16/2026 | $59.62 | $69.21 |
| Consolidated volume 10/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 10/16/2026 at 7:49 PM
Live
Closed
BMAR | HELO | |
|---|---|---|
| Last price | $59.25 | $69.41 |
| 1D performance | -0.62% | +0.28% |
| AuM | $204.50 M | $4.86 B |
| E/R | 0.79% | 0.5% |
Characteristics
BMAR | 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 | March 2, 2020 | September 28, 2023 |
| ESG | No | No |
Advertisement
Exposure
Countries
BMAR
Data will be available soon
HELO
Data will be available soon
Sectors
BMAR
Data will be available soon
HELO
Data will be available soon
Advertisement
Diversification
BMAR
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
BMAR
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about BMAR and HELO
How have the BMAR and HELO ETFs performed in 2026?
As of October 16, 2026, BMAR is up 11.72% year-to-date (YTD), while HELO has returned 4.62%. That puts BMAR better performer ahead so far this year.
Which ETF is attracting more investor money: BMAR or HELO?
Year-to-date, the BMAR ETF saw +$5M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: BMAR or HELO?
Over the past year, BMAR had a volatility of 7.53%, while HELO experienced 7.02%.
Which ETF is bigger: BMAR or HELO?
As of October 16, 2026, BMAR holds $204.50 M in assets under management (AUM), while HELO manages $4.86 B.
Advertisement
Latest news about BMAR & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
Advertisement
Advertisement
