KOCTvsHELOETF Comparison
ETF 1
KOCT
Innovator U.S. Small Cap Power Buffer ETF - October
This fund is part of
Options Strategies
-0.88%
VS
Innovator U.S. Small Cap Power Buffer ETF - October (KOCT) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. KOCT is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. KOCT is up 10.35% year-to-date (YTD) with +$22M 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 KOCT 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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KOCT 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. | KOCT HELO | -1.52%+1.14% | -0.54%+1.63% | +10.35%+4.62% | +11.88%+7.59% | +47.05%+39.50% | +35.71%n/a |
| Flows | KOCT HELO | +$35M+$78M | +$23M+$618M | +$22M+$1.07B | +$20M+$1.14B | +$60M+$4.25B | +$90M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | KOCT HELO | +5.88%+7.26% | +9.10%+7.02% | +10.89%+7.84% | +12.49%n/a |
| Max drawdown | KOCT HELO | -2.74%-2.37% | -5.06%-5.83% | -14.81%-10.86% | -16.66%n/a |
| Max drawdown duration | KOCT HELO | 24d61d | 81d73d | 253d169d | 628dn/a |
Trading data
KOCT | HELO | |
Last sale 10/16/2026 at 1:30 PM | $37.18 | $69.21 |
| Previous close 10/15/2026 | $37.54 | $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
KOCT | HELO | |
|---|---|---|
| Last price | $37.18 | $69.21 |
| 1D performance | -0.97% | -0.66% |
| AuM | $164.93 M | $4.86 B |
| E/R | 0.79% | 0.5% |
Characteristics
KOCT | 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 | October 1, 2019 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
KOCT
Data will be available soon
HELO
Data will be available soon
Sectors
KOCT
Data will be available soon
HELO
Data will be available soon
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Diversification
KOCT
Data will be available soon
HELO
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Top 15 holdings
Data as of January 1, 1970
KOCT
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about KOCT and HELO
How have the KOCT and HELO ETFs performed in 2026?
As of October 16, 2026, KOCT is up 10.35% year-to-date (YTD), while HELO has returned 4.62%. That puts KOCT better performer ahead so far this year.
Which ETF is attracting more investor money: KOCT or HELO?
Year-to-date, the KOCT ETF saw +$22M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: KOCT or HELO?
Over the past year, KOCT had a volatility of 9.1%, while HELO experienced 7.02%.
Which ETF is bigger: KOCT or HELO?
As of October 16, 2026, KOCT holds $164.93 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about KOCT & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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