OCTTvsHELOETF Comparison
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AllianzIM U.S. Large Cap Buffer10 Oct ETF (OCTT) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. OCTT is more expensive with a Total Expense Ratio (TER) of 0.74%, versus 0.5% for HELO. OCTT is up 12.53% year-to-date (YTD) with -$8M 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 OCTT 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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OCTT vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OCTT HELO | +2.48%+1.14% | +4.15%+1.63% | +12.53%+4.62% | +15.26%+7.59% | +52.66%+39.50% | +66.14%n/a |
| Flows | OCTT HELO | +$4M+$78M | +$3M+$618M | -$8M+$1.07B | +$903K+$1.14B | -$4M+$4.25B | -$13M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OCTT HELO | +5.93%+7.26% | +7.79%+7.02% | +9.22%+7.84% | +10.64%n/a |
| Max drawdown | OCTT HELO | -1.77%-2.37% | -5.85%-5.83% | -12.99%-10.86% | -13.20%n/a |
| Max drawdown duration | OCTT HELO | 16d61d | 76d73d | 124d169d | 479dn/a |
Trading data
OCTT | HELO | |
Last sale 10/16/2026 at 1:30 PM | $69.21 | |
| Previous close 10/15/2026 | $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
OCTT | HELO | |
|---|---|---|
| Last price | – | $69.21 |
| 1D performance | – | -0.66% |
| AuM | $61.20 M | $4.86 B |
| E/R | 0.74% | 0.5% |
Characteristics
OCTT | HELO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Allianz Investment Management LLC | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 30, 2020 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
OCTT
Data will be available soon
HELO
Data will be available soon
Sectors
OCTT
Data will be available soon
HELO
Data will be available soon
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Diversification
OCTT
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
OCTT
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about OCTT and HELO
How have the OCTT and HELO ETFs performed in 2026?
As of October 15, 2026, OCTT is up 12.53% year-to-date (YTD), while HELO has returned 4.62%. That puts OCTT better performer ahead so far this year.
Which ETF is attracting more investor money: OCTT or HELO?
Year-to-date, the OCTT ETF saw -$8M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: OCTT or HELO?
Over the past year, OCTT had a volatility of 7.79%, while HELO experienced 7.02%.
Which ETF is bigger: OCTT or HELO?
As of October 15, 2026, OCTT holds $61.20 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about OCTT & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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