OCTWvsHELOETF Comparison
VS
AllianzIM U.S. Large Cap Buffer20 Oct ETF (OCTW) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. OCTW is more expensive with a Total Expense Ratio (TER) of 0.74%, versus 0.5% for HELO. OCTW is up 8.5% year-to-date (YTD) with -$236M 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 OCTW 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
OCTW 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. | OCTW HELO | +1.31%+1.14% | +2.80%+1.63% | +8.50%+4.62% | +10.57%+7.59% | +34.96%+39.50% | +55.44%n/a |
| Flows | OCTW HELO | +$20M+$78M | +$17M+$618M | -$236M+$1.07B | -$13M+$1.14B | +$137M+$4.25B | +$197M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OCTW HELO | +2.92%+7.26% | +4.74%+7.02% | +5.81%+7.84% | +6.17%n/a |
| Max drawdown | OCTW HELO | -0.79%-2.37% | -3.58%-5.83% | -8.37%-10.86% | -8.37%n/a |
| Max drawdown duration | OCTW HELO | 15d61d | 44d73d | 106d169d | 106dn/a |
Trading data
OCTW | 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 |
Advertisement
Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
OCTW | HELO | |
|---|---|---|
| Last price | – | $69.21 |
| 1D performance | – | -0.66% |
| AuM | $340.72 M | $4.86 B |
| E/R | 0.74% | 0.5% |
Characteristics
OCTW | 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 |
Advertisement
Exposure
Countries
OCTW
Data will be available soon
HELO
Data will be available soon
Sectors
OCTW
Data will be available soon
HELO
Data will be available soon
Advertisement
Diversification
OCTW
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
OCTW
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about OCTW and HELO
How have the OCTW and HELO ETFs performed in 2026?
As of October 15, 2026, OCTW is up 8.5% year-to-date (YTD), while HELO has returned 4.62%. That puts OCTW better performer ahead so far this year.
Which ETF is attracting more investor money: OCTW or HELO?
Year-to-date, the OCTW ETF saw -$236M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: OCTW or HELO?
Over the past year, OCTW had a volatility of 4.74%, while HELO experienced 7.02%.
Which ETF is bigger: OCTW or HELO?
As of October 15, 2026, OCTW holds $340.72 M in assets under management (AUM), while HELO manages $4.86 B.
Advertisement
Latest news about OCTW & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
Advertisement
Advertisement
