BUFBvsHELOETF Comparison
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Innovator Laddered Allocation Buffer ETF (BUFB) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. BUFB is more expensive with a Total Expense Ratio (TER) of 0.89%, versus 0.5% for HELO. BUFB is up 11.06% year-to-date (YTD) with +$89M in YTD flows. HELO performs worse with 5.33% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of BUFB 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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BUFB vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BUFB HELO | +1.72%+1.42% | +2.71%+2.00% | +11.06%+5.33% | +14.10%+8.03% | +56.94%+40.45% | n/an/a |
| Flows | BUFB HELO | -$2M+$83M | +$15M+$794M | +$89M+$1.07B | +$76M+$1.14B | +$202M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BUFB HELO | +6.55%+7.16% | +7.51%+7.00% | +9.68%+7.83% | n/an/a |
| Max drawdown | BUFB HELO | -1.70%-2.37% | -5.16%-5.83% | -13.65%-10.86% | n/an/a |
| Max drawdown duration | BUFB HELO | 16d60d | 44d73d | 124d169d | n/an/a |
Trading data
BUFB | HELO | |
Last sale 10/16/2026 at 1:30 PM | $40.28 | $69.21 |
| Previous close 10/15/2026 | $40.58 | $69.67 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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HELO
is actively managed and doesn’t replicate an indexBUFB | HELO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
BUFB | HELO | |
|---|---|---|
| Last price | $40.28 | $69.21 |
| 1D performance | -0.74% | -0.66% |
| AuM | $341.21 M | $4.89 B |
| E/R | 0.89% | 0.5% |
Characteristics
BUFB | HELO | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Innovator | J.P. Morgan Asset Management |
| Benchmark | MerQube US Large Cap Equity Buffer Laddered Index | - |
| N° of holdings | - | - |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 9, 2022 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
BUFB
Data will be available soon
HELO
Data will be available soon
Sectors
BUFB
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HELO
Data will be available soon
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Diversification
BUFB
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
BUFB
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about BUFB and HELO
How have the BUFB and HELO ETFs performed in 2026?
As of October 15, 2026, BUFB is up 11.06% year-to-date (YTD), while HELO has returned 5.33%. That puts BUFB better performer ahead so far this year.
Which ETF is attracting more investor money: BUFB or HELO?
Year-to-date, the BUFB ETF saw +$89M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: BUFB or HELO?
Over the past year, BUFB had a volatility of 7.51%, while HELO experienced 7%.
Which ETF is bigger: BUFB or HELO?
As of October 15, 2026, BUFB holds $341.21 M in assets under management (AUM), while HELO manages $4.89 B.
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Latest news about BUFB & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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