BSTPvsHELOETF Comparison
Innovator Buffer Step-Up Strategy ETF (BSTP) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. BSTP is more expensive with a Total Expense Ratio (TER) of 0.89%, versus 0.5% for HELO. BSTP is up 8.28% year-to-date (YTD) with -$2M 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 BSTP 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.
BSTP vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BSTP HELO | +1.21%+1.14% | +1.78%+1.63% | +8.28%+4.62% | +11.44%+7.59% | +50.12%+39.50% | n/an/a |
| Flows | BSTP HELO | +$327K+$78M | -$2M+$618M | -$2M+$1.07B | -$3M+$1.14B | -$5M+$4.25B | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BSTP HELO | +7.15%+7.26% | +8.38%+7.02% | +10.21%+7.84% | n/an/a |
| Max drawdown | BSTP HELO | -1.82%-2.37% | -6.23%-5.83% | -13.53%-10.86% | n/an/a |
| Max drawdown duration | BSTP HELO | 15d61d | 70d73d | 126d169d | n/an/a |
BSTP | HELO | |
Last sale 10/16/2026 at 1:30 PM | $40.16 | $69.21 |
| Previous close 10/15/2026 | $40.47 | $69.67 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
BSTP | HELO | |
|---|---|---|
| Last price | $40.16 | $69.21 |
| 1D performance | -0.78% | -0.66% |
| AuM | $59.30 M | $4.86 B |
| E/R | 0.89% | 0.5% |
BSTP | 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 8, 2022 | September 28, 2023 |
| ESG | No | No |
