TBJLvsHELOETF Comparison
ETF 1
TBJL
Innovator 20+ Year Treasury Bond 9 Buffer ETF July
This fund is part of
Options Strategies
-0.88%
VS
Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. TBJL is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. TBJL is down -5.62% year-to-date (YTD) with -$16M 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 TBJL 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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TBJL 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. | TBJL HELO | -0.13%+1.14% | -2.08%+1.63% | -5.62%+4.62% | -8.12%+7.59% | +3.75%+39.50% | -22.18%n/a |
| Flows | TBJL HELO | -+$78M | -$2M+$618M | -$16M+$1.07B | -$19M+$1.14B | -$76M+$4.25B | +$5M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | TBJL HELO | +6.86%+7.26% | +5.65%+7.02% | +8.62%+7.84% | +10.65%n/a |
| Max drawdown | TBJL HELO | -4.97%-2.37% | -10.94%-5.83% | -14.80%-10.86% | -29.14%n/a |
| Max drawdown duration | TBJL HELO | 89d61d | 360d73d | 760d169d | 1776dn/a |
Trading data
TBJL | HELO | |
Last sale 10/16/2026 at 1:30 PM | $18.78 | $69.21 |
| Previous close 10/15/2026 | $18.76 | $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
TBJL | HELO | |
|---|---|---|
| Last price | $18.78 | $69.21 |
| 1D performance | +0.11% | -0.66% |
| AuM | $8.47 M | $4.86 B |
| E/R | 0.79% | 0.5% |
Characteristics
TBJL | 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 18, 2020 | September 28, 2023 |
| ESG | No | No |
Exposure
Countries
TBJL
Data will be available soon
HELO
Data will be available soon
Sectors
TBJL
Data will be available soon
HELO
Data will be available soon
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Diversification
TBJL
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
TBJL
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about TBJL and HELO
How have the TBJL and HELO ETFs performed in 2026?
As of October 16, 2026, TBJL is down -5.62% 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: TBJL or HELO?
Year-to-date, the TBJL ETF saw -$16M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: TBJL or HELO?
Over the past year, TBJL had a volatility of 5.65%, while HELO experienced 7.02%.
Which ETF is bigger: TBJL or HELO?
As of October 16, 2026, TBJL holds $8.47 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about TBJL & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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