BOCTvsHELOETF Comparison
VS
Innovator U.S. Equity Buffer ETF - October (BOCT) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: BOCT is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. BOCT is up 6.05% year-to-date (YTD) with -$28M in YTD flows. HELO performs worse with 2.29% YTD performance, and +$366M in YTD flows. Run a side-by-side ETF comparison of BOCT 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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BOCT vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 05/20/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BOCT HELO | +2.73%+1.18% | +5.08%+1.30% | +6.05%+2.29% | +19.51%+11.08% | +51.52%n/a | +65.15%n/a |
| Flows | BOCT HELO | -$30M+$49M | -$35M+$167M | -$28M+$366M | +$10M+$593M | +$65M- | +$111M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BOCT HELO | +10.17%+7.43% | +8.34%+6.42% | +10.10%n/a | +11.35%n/a |
| Max drawdown | BOCT HELO | -6.02%-5.65% | -6.14%-5.83% | -13.49%n/a | -14.46%n/a |
| Max drawdown duration | BOCT HELO | 47d50d | 70d73d | 124dn/a | 506dn/a |
Trading data
BOCT | HELO | |
Last sale 5/20/2026 at 7:59 PM | $52.35 | $67.73 |
| Previous close 05/20/2026 | $52.11 | $67.84 |
| Consolidated volume 05/20/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 5/20/2026 at 7:59 PM
Live
Closed
BOCT | HELO | |
|---|---|---|
| Last price | $52.35 | $67.73 |
| 1D performance | +0.46% | -0.16% |
| AuM | $296.16 M | $4.07 B |
| E/R | 0.79% | 0.5% |
Characteristics
BOCT | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Innovator | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | 149 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 1, 2018 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
BOCT
Data will be available soon
HELO
USA
91.94%
Other
8.06%
Sectors
BOCT
Data will be available soon
HELO
Information Techn.
33.34%
Consumer Discreti.
11.13%
Communication Ser.
9.67%
Health Care
9.11%
Financials
9.07%
Industrials
7.96%
Other
19.73%
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Diversification
BOCT
Data will be available soon
HELO
Total weight of top 15 holdings out of 15
43.38%
Top 15 holdings
Data as of January 1, 1970
BOCT
Data will be available soon
HELO
NVIDIA
7.80%
APPLE
6.41%
MICROSOFT-T
5.22%
AMAZON.COM INC
3.96%
ALPHABET INC-CL
2.92%
BROADCOM LIMITED
2.75%
META PLATFORMS
2.23%
EXXON
2.22%
ALPHABET INC-CL
1.91%
TESLA
1.74%
BERKSHIRE HATHWAY
1.37%
JOHNSON&JOHNSON
1.36%
MASTERCARD
1.32%
ABBVIE
1.11%
PEPSICO U
1.06%
Frequently asked questions about BOCT and HELO
How have the BOCT and HELO ETFs performed in 2026?
As of May 20, 2026, BOCT is up 6.05% year-to-date (YTD), while HELO has returned 2.29%. That puts BOCT better performer ahead so far this year.
Which ETF is attracting more investor money: BOCT or HELO?
Year-to-date, the BOCT ETF saw -$28M in flows, compared to +$366M for HELO.
Which ETF is more volatile: BOCT or HELO?
Over the past year, BOCT had a volatility of 8.34%, while HELO experienced 6.42%.
Which ETF is bigger: BOCT or HELO?
As of May 20, 2026, BOCT holds $296.16 M in assets under management (AUM), while HELO manages $4.07 B.
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Latest news about BOCT & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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