UJANvsHELOETF Comparison
Innovator U.S. Equity Ultra Buffer ETF - January
Innovator U.S. Equity Ultra Buffer ETF - January (UJAN) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. UJAN is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. UJAN is up 8.09% year-to-date (YTD) with +$24M in YTD flows. HELO performs worse with 5.33% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of UJAN 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.
UJAN vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | UJAN HELO | +1.26%+1.42% | +2.40%+2.00% | +8.09%+5.33% | +10.98%+8.03% | +41.41%+40.45% | +49.18%n/a |
| Flows | UJAN HELO | -$5M+$83M | -$69M+$794M | +$24M+$1.07B | +$19M+$1.14B | +$58M+$4.25B | +$79M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UJAN HELO | +3.71%+7.16% | +5.18%+7.00% | +6.69%+7.83% | +6.70%n/a |
| Max drawdown | UJAN HELO | -1.07%-2.37% | -3.98%-5.83% | -8.92%-10.86% | -8.92%n/a |
| Max drawdown duration | UJAN HELO | 16d60d | 92d73d | 112d169d | 112dn/a |
UJAN | HELO | |
Last sale 10/16/2026 at 1:30 PM | $46.54 | $69.21 |
| Previous close 10/15/2026 | $46.72 | $69.67 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
UJAN | HELO | |
|---|---|---|
| Last price | $46.54 | $69.21 |
| 1D performance | -0.39% | -0.66% |
| AuM | $251.16 M | $4.89 B |
| E/R | 0.79% | 0.5% |
UJAN | 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 | January 2, 2019 | September 28, 2023 |
| ESG | No | No |
