UDECvsHELOETF Comparison
ETF 1
UDEC
Innovator U.S. Equity Ultra Buffer ETF - December
This fund is part of
Options Strategies
-0.88%
VS
Innovator U.S. Equity Ultra Buffer ETF - December (UDEC) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. UDEC is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. UDEC is up 8.48% year-to-date (YTD) with -$90M 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 UDEC 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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UDEC 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. | UDEC HELO | +1.30%+1.14% | +2.48%+1.63% | +8.48%+4.62% | +12.52%+7.59% | +43.67%+39.50% | +43.91%n/a |
| Flows | UDEC HELO | -$8M+$78M | -$14M+$618M | -$90M+$1.07B | -$60M+$1.14B | +$83M+$4.25B | +$121M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UDEC HELO | +4.46%+7.26% | +6.08%+7.02% | +7.11%+7.84% | +7.51%n/a |
| Max drawdown | UDEC HELO | -1.12%-2.37% | -4.27%-5.83% | -8.96%-10.86% | -10.33%n/a |
| Max drawdown duration | UDEC HELO | 14d61d | 76d73d | 124d169d | 553dn/a |
Trading data
UDEC | HELO | |
Last sale 10/16/2026 at 1:30 PM | $42.95 | $69.21 |
| Previous close 10/16/2026 | $43.16 | $69.67 |
| Consolidated volume 10/16/2026 | ||
| 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
UDEC | HELO | |
|---|---|---|
| Last price | $42.95 | $69.21 |
| 1D performance | -0.48% | -0.66% |
| AuM | $240.68 M | $4.86 B |
| E/R | 0.79% | 0.5% |
Characteristics
UDEC | 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 | December 2, 2019 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
UDEC
Data will be available soon
HELO
Data will be available soon
Sectors
UDEC
Data will be available soon
HELO
Data will be available soon
Diversification
UDEC
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
UDEC
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about UDEC and HELO
How have the UDEC and HELO ETFs performed in 2026?
As of October 16, 2026, UDEC is up 8.48% year-to-date (YTD), while HELO has returned 4.62%. That puts UDEC better performer ahead so far this year.
Which ETF is attracting more investor money: UDEC or HELO?
Year-to-date, the UDEC ETF saw -$90M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: UDEC or HELO?
Over the past year, UDEC had a volatility of 6.08%, while HELO experienced 7.02%.
Which ETF is bigger: UDEC or HELO?
As of October 16, 2026, UDEC holds $240.68 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about UDEC & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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