OCTJvsHELOETF Comparison
ETF 1
OCTJ
Innovator Premium Income 30 Barrier ETF - October
This fund is part of
Options Strategies
-0.88%
VS
Innovator Premium Income 30 Barrier ETF - October (OCTJ) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. OCTJ is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. OCTJ is up 3.83% 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 OCTJ 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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OCTJ 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. | OCTJ HELO | +0.21%+1.14% | +0.91%+1.63% | +3.83%+4.62% | +6.10%+7.59% | +18.66%+39.50% | n/an/a |
| Flows | OCTJ HELO | -+$78M | -$4M+$618M | -$4M+$1.07B | -$2M+$1.14B | +$5M+$4.25B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OCTJ HELO | +0.77%+7.26% | +2.20%+7.02% | +3.57%+7.84% | n/an/a |
| Max drawdown | OCTJ HELO | -0.24%-2.37% | -1.24%-5.83% | -4.85%-10.86% | n/an/a |
| Max drawdown duration | OCTJ HELO | 4d61d | 36d73d | 43d169d | n/an/a |
Trading data
OCTJ | HELO | |
Last sale 10/16/2026 at 1:30 PM | $23.90 | $69.21 |
| Previous close 10/15/2026 | $23.96 | $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
OCTJ | HELO | |
|---|---|---|
| Last price | $23.90 | $69.21 |
| 1D performance | -0.24% | -0.66% |
| AuM | $14.94 M | $4.86 B |
| E/R | 0.79% | 0.5% |
Characteristics
OCTJ | 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
OCTJ
Data will be available soon
HELO
Data will be available soon
Sectors
OCTJ
Data will be available soon
HELO
Data will be available soon
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Diversification
OCTJ
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
OCTJ
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about OCTJ and HELO
How have the OCTJ and HELO ETFs performed in 2026?
As of October 16, 2026, OCTJ is up 3.83% 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: OCTJ or HELO?
Year-to-date, the OCTJ ETF saw -$4M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: OCTJ or HELO?
Over the past year, OCTJ had a volatility of 2.2%, while HELO experienced 7.02%.
Which ETF is bigger: OCTJ or HELO?
As of October 16, 2026, OCTJ holds $14.94 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about OCTJ & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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