TJULvsHELOETF Comparison
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Innovator Equity Defined Protection ETF (TJUL) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. TJUL is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. TJUL is up 3.94% year-to-date (YTD) with -$56M in YTD flows. HELO performs better with 5.19% YTD performance, and +$1.09B in YTD flows. Run a side-by-side ETF comparison of TJUL 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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TJUL vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | TJUL HELO | +0.48%+0.39% | +1.64%+2.97% | +3.94%+5.19% | +4.25%+6.35% | +27.55%+45.37% | n/an/a |
| Flows | TJUL HELO | -$2M+$49M | -$17M+$227M | -$56M+$1.09B | -$60M+$1.15B | -$128M+$4.26B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | TJUL HELO | +1.62%+7.24% | +2.46%+7.09% | +4.10%+7.81% | n/an/a |
| Max drawdown | TJUL HELO | -0.42%-2.37% | -2.08%-5.83% | -4.43%-10.86% | n/an/a |
| Max drawdown duration | TJUL HELO | 18d72d | 47d73d | 37d169d | n/an/a |
Trading data
TJUL | HELO | |
Last sale 10/28/2026 at 1:30 PM | $30.79 | $69.77 |
| Previous close 10/27/2026 | $30.76 | $69.52 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
TJUL | HELO | |
|---|---|---|
| Last price | $30.79 | $69.77 |
| 1D performance | +0.10% | +0.36% |
| AuM | $113.95 M | $4.90 B |
| E/R | 0.79% | 0.5% |
Characteristics
TJUL | 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 | July 18, 2023 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
TJUL
Data will be available soon
HELO
Data will be available soon
Sectors
TJUL
Data will be available soon
HELO
Data will be available soon
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Diversification
TJUL
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
TJUL
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about TJUL and HELO
How have the TJUL and HELO ETFs performed in 2026?
As of October 27, 2026, TJUL is up 3.94% year-to-date (YTD), while HELO has returned 5.19%. That puts HELO better performer ahead so far this year.
Which ETF is attracting more investor money: TJUL or HELO?
Year-to-date, the TJUL ETF saw -$56M in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: TJUL or HELO?
Over the past year, TJUL had a volatility of 2.46%, while HELO experienced 7.09%.
Which ETF is bigger: TJUL or HELO?
As of October 27, 2026, TJUL holds $113.95 M in assets under management (AUM), while HELO manages $4.90 B.
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Latest news about TJUL & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
HELO: Could this JPMorgan Laddered Options ETF Be a Good Alternative to the 60/40 Portfolio?
September 19, 2024
HELO
Death, Taxes, and the Innovator Equity Defined Protection ETF
September 13, 2023
TJUL
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