LOCTvsHELOETF Comparison
ETF 1
LOCT
Innovator Premium Income 15 Buffer (October) ETF
This fund is part of
Options Strategies
-0.98%
VS
Innovator Premium Income 15 Buffer (October) ETF (LOCT) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. LOCT is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. LOCT is up 3.9% year-to-date (YTD) with -$2M 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 LOCT 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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LOCT 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. | LOCT HELO | +0.34%+1.14% | +1.01%+1.63% | +3.90%+4.62% | +5.84%+7.59% | +18.47%+39.50% | n/an/a |
| Flows | LOCT HELO | +$597K+$78M | +$597K+$618M | -$2M+$1.07B | -$2M+$1.14B | +$7M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LOCT HELO | +0.66%+7.26% | +1.96%+7.02% | +3.18%+7.84% | n/an/a |
| Max drawdown | LOCT HELO | -0.20%-2.37% | -1.26%-5.83% | -4.38%-10.86% | n/an/a |
| Max drawdown duration | LOCT HELO | 4d61d | 41d73d | 44d169d | n/an/a |
Trading data
LOCT | HELO | |
Last sale 10/19/2026 at 1:30 PM | $23.87 | $69.44 |
| Previous close 10/16/2026 | $23.85 | $69.21 |
| Consolidated volume 10/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/19/2026 at 1:30 PM
Live
Closed
LOCT | HELO | |
|---|---|---|
| Last price | $23.87 | $69.44 |
| 1D performance | +0.08% | +0.33% |
| AuM | $11.34 M | $4.86 B |
| E/R | 0.79% | 0.5% |
Characteristics
LOCT | 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 2, 2023 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
LOCT
Data will be available soon
HELO
Data will be available soon
Sectors
LOCT
Data will be available soon
HELO
Data will be available soon
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Diversification
LOCT
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
LOCT
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about LOCT and HELO
How have the LOCT and HELO ETFs performed in 2026?
As of October 16, 2026, LOCT is up 3.9% 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: LOCT or HELO?
Year-to-date, the LOCT ETF saw -$2M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: LOCT or HELO?
Over the past year, LOCT had a volatility of 1.96%, while HELO experienced 7.02%.
Which ETF is bigger: LOCT or HELO?
As of October 16, 2026, LOCT holds $11.34 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about LOCT & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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