OCTHvsHELOETF Comparison
ETF 1
OCTH
Innovator Premium Income 20 Barrier ETF - October
This fund is part of
Options Strategies
-0.98%
VS
Innovator Premium Income 20 Barrier ETF - October (OCTH) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. OCTH is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. OCTH is up 4.84% year-to-date (YTD) with -$4M 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 OCTH 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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OCTH 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. | OCTH HELO | +0.23%+1.14% | +1.01%+1.63% | +4.84%+4.62% | +7.55%+7.59% | +22.48%+39.50% | n/an/a |
| Flows | OCTH HELO | -+$78M | -$2M+$618M | -$4M+$1.07B | -$5M+$1.14B | +$8M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OCTH HELO | +1.02%+7.26% | +3.22%+7.02% | +5.22%+7.84% | n/an/a |
| Max drawdown | OCTH HELO | -0.37%-2.37% | -2.26%-5.83% | -7.16%-10.86% | n/an/a |
| Max drawdown duration | OCTH HELO | 4d61d | 41d73d | 45d169d | n/an/a |
Trading data
OCTH | HELO | |
Last sale 10/19/2026 at 1:30 PM | $23.93 | $69.44 |
| Previous close 10/16/2026 | $23.90 | $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
OCTH | HELO | |
|---|---|---|
| Last price | $23.93 | $69.44 |
| 1D performance | +0.14% | +0.33% |
| AuM | $15.54 M | $4.86 B |
| E/R | 0.79% | 0.5% |
Characteristics
OCTH | 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 | August 2, 2023 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
OCTH
Data will be available soon
HELO
Data will be available soon
Sectors
OCTH
Data will be available soon
HELO
Data will be available soon
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Diversification
OCTH
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
OCTH
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about OCTH and HELO
How have the OCTH and HELO ETFs performed in 2026?
As of October 16, 2026, OCTH is up 4.84% year-to-date (YTD), while HELO has returned 4.62%. That puts OCTH better performer ahead so far this year.
Which ETF is attracting more investor money: OCTH or HELO?
Year-to-date, the OCTH ETF saw -$4M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: OCTH or HELO?
Over the past year, OCTH had a volatility of 3.22%, while HELO experienced 7.02%.
Which ETF is bigger: OCTH or HELO?
As of October 16, 2026, OCTH holds $15.54 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about OCTH & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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