JULJvsHELOETF Comparison
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Innovator Premium Income 30 Barrier ETF - July (JULJ) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. JULJ is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. JULJ is up 3.79% year-to-date (YTD) with -$4M in YTD flows. HELO performs better with 4.62% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of JULJ 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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JULJ 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. | JULJ HELO | +0.50%+1.14% | +1.61%+1.63% | +3.79%+4.62% | +5.53%+7.59% | +19.14%+39.50% | n/an/a |
| Flows | JULJ HELO | -+$78M | -+$618M | -$4M+$1.07B | -$4M+$1.14B | -$13M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JULJ HELO | +1.79%+7.26% | +1.58%+7.02% | +2.80%+7.84% | n/an/a |
| Max drawdown | JULJ HELO | -0.33%-2.37% | -0.59%-5.83% | -3.13%-10.86% | n/an/a |
| Max drawdown duration | JULJ HELO | 15d61d | 12d73d | 29d169d | n/an/a |
Trading data
JULJ | HELO | |
Last sale 10/16/2026 at 1:30 PM | $24.85 | $69.21 |
| Previous close 10/15/2026 | $24.86 | $69.67 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
JULJ | HELO | |
|---|---|---|
| Last price | $24.85 | $69.21 |
| 1D performance | -0.04% | -0.66% |
| AuM | $13.67 M | $4.86 B |
| E/R | 0.79% | 0.5% |
Characteristics
JULJ | 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 | July 3, 2023 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
JULJ
Data will be available soon
HELO
Data will be available soon
Sectors
JULJ
Data will be available soon
HELO
Data will be available soon
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Diversification
JULJ
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
JULJ
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about JULJ and HELO
How have the JULJ and HELO ETFs performed in 2026?
As of October 16, 2026, JULJ is up 3.79% year-to-date (YTD), while HELO has returned 4.62%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: JULJ or HELO?
Year-to-date, the JULJ ETF saw -$4M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: JULJ or HELO?
Over the past year, JULJ had a volatility of 1.58%, while HELO experienced 7.02%.
Which ETF is bigger: JULJ or HELO?
As of October 16, 2026, JULJ holds $13.67 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about JULJ & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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