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HELOvsSPUTETF Comparison
Innovator Equity Premium Income - Daily PutWrite ETF
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) and Innovator Equity Premium Income - Daily PutWrite ETF (SPUT) belong to the same industry segment: Options Strategies. HELO's top 3 sector exposures are Information Technology, Consumer Discretionary and Communication Services. In contrast, SPUT's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. HELO is less expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.79% for SPUT. HELO is down -0.67% year-to-date (YTD) with +$268M in YTD flows. SPUT performs better with 0.05% YTD performance, and +$3M in YTD flows. Run a side-by-side ETF comparison of HELO and SPUT below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
HELO vs SPUT performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HELO SPUT | -1.87%-0.36% | -0.96%-0.14% | -0.67%+0.05% | +10.25%+12.92% | n/an/a | n/an/a |
| Flows | HELO SPUT | +$96M- | +$330M+$5M | +$268M+$3M | +$798M+$13M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HELO SPUT | +7.63%+5.93% | +8.54%+10.20% | n/an/a | n/an/a |
| Max drawdown | HELO SPUT | -2.09%-1.93% | -6.97%-9.59% | n/an/a | n/an/a |
| Max drawdown duration | HELO SPUT | 30d58d | 46d51d | n/an/a | n/an/a |
HELO | SPUT | |
Last sale 3/11/2026 at 1:30 PM | $65.95 | $26.95 |
| Previous close 03/11/2026 | $66.03 | $27.05 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
HELO | SPUT | |
|---|---|---|
| Last price | $65.95 | $26.95 |
| 1D performance | -0.12% | -0.35% |
| AuM | $3.86 B | $13.48 M |
| E/R | 0.5% | 0.79% |
HELO | SPUT | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | Innovator |
| Benchmark | - | - |
| N° of holdings | 143 | 463 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 28, 2023 | March 13, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the HELO and SPUT ETFs performed in 2026?
As of March 11, 2026, HELO is down -0.67% year-to-date (YTD), while SPUT has returned 0.05%. That puts SPUT better performer ahead so far this year.
Which ETF is attracting more investor money: HELO or SPUT?
Year-to-date, the HELO ETF saw +$268M in flows, compared to +$3M for SPUT.
Which ETF is more volatile: HELO or SPUT?
Over the past year, HELO had a volatility of 8.54%, while SPUT experienced 10.2%.
Which ETF is bigger: HELO or SPUT?
As of March 11, 2026, HELO holds $3.86 B in assets under management (AUM), while SPUT manages $13.48 M.
What sectors do the HELO and SPUT ETFs invest in?
HELO leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, SPUT focuses on Information Technology.
What are the top holdings of the HELO ETF and SPUT ETF?
HELO top holdings include NVIDIA, MICROSOFT-T and APPLE. SPUT holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: HELO or SPUT?
HELO holds 150 securities with 47.22% of its assets in the top 15. SPUT has 494 securities and a top 15 weight of 22.03%.
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