NJULvsHELOETF Comparison
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Innovator Growth-100 Power Buffer ETF - July (NJUL) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. NJUL is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. NJUL is up 5.75% year-to-date (YTD) with +$20M 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 NJUL 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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NJUL 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. | NJUL HELO | +0.71%+1.14% | +1.47%+1.63% | +5.75%+4.62% | +8.54%+7.59% | +48.81%+39.50% | +63.14%n/a |
| Flows | NJUL HELO | -$10M+$78M | +$17M+$618M | +$20M+$1.07B | -$7M+$1.14B | -$99M+$4.25B | +$106M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | NJUL HELO | +10.03%+7.26% | +8.24%+7.02% | +10.24%+7.84% | +11.79%n/a |
| Max drawdown | NJUL HELO | -3.57%-2.37% | -5.25%-5.83% | -13.48%-10.86% | -14.25%n/a |
| Max drawdown duration | NJUL HELO | 10d61d | 43d73d | 103d169d | 478dn/a |
Trading data
NJUL | HELO | |
Last sale 10/16/2026 at 1:30 PM | $76.87 | $69.21 |
| Previous close 10/15/2026 | $78.09 | $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
NJUL | HELO | |
|---|---|---|
| Last price | $76.87 | $69.21 |
| 1D performance | -1.56% | -0.66% |
| AuM | $267.23 M | $4.86 B |
| E/R | 0.79% | 0.5% |
Characteristics
NJUL | 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 1, 2020 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
NJUL
Data will be available soon
HELO
Data will be available soon
Sectors
NJUL
Data will be available soon
HELO
Data will be available soon
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Diversification
NJUL
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
NJUL
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about NJUL and HELO
How have the NJUL and HELO ETFs performed in 2026?
As of October 16, 2026, NJUL is up 5.75% year-to-date (YTD), while HELO has returned 4.62%. That puts NJUL better performer ahead so far this year.
Which ETF is attracting more investor money: NJUL or HELO?
Year-to-date, the NJUL ETF saw +$20M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: NJUL or HELO?
Over the past year, NJUL had a volatility of 8.24%, while HELO experienced 7.02%.
Which ETF is bigger: NJUL or HELO?
As of October 16, 2026, NJUL holds $267.23 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about NJUL & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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