UJULvsHELOETF Comparison
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Innovator U.S. Equity Ultra Buffer ETF (UJUL) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. UJUL is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. UJUL is up 6.5% year-to-date (YTD) with +$136M in YTD flows. HELO performs worse with 4.15% YTD performance, and +$1.10B in YTD flows. Run a side-by-side ETF comparison of UJUL 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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UJUL vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | UJUL HELO | -0.27%-0.69% | +2.11%+2.11% | +6.50%+4.15% | +7.99%+5.86% | +47.59%+41.90% | +51.03%n/a |
| Flows | UJUL HELO | +$3M+$82M | +$14M+$242M | +$136M+$1.10B | +$71M+$1.16B | +$81M+$4.28B | +$192M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UJUL HELO | +5.82%+7.12% | +5.34%+7.07% | +8.14%+7.83% | +8.53%n/a |
| Max drawdown | UJUL HELO | -1.41%-2.37% | -3.92%-5.83% | -11.38%-10.86% | -11.38%n/a |
| Max drawdown duration | UJUL HELO | 36d68d | 42d73d | 107d169d | 107dn/a |
Trading data
UJUL | HELO | |
Last sale 10/23/2026 at 1:30 PM | $41.35 | $68.83 |
| Previous close 10/22/2026 | $41.43 | $69.14 |
| Consolidated volume 10/22/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/23/2026 at 1:30 PM
Live
Closed
UJUL | HELO | |
|---|---|---|
| Last price | $41.35 | $68.83 |
| 1D performance | -0.21% | -0.45% |
| AuM | $303.70 M | $4.86 B |
| E/R | 0.79% | 0.5% |
Characteristics
UJUL | 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 8, 2018 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
UJUL
Data will be available soon
HELO
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Sectors
UJUL
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HELO
Data will be available soon
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Diversification
UJUL
Data will be available soon
HELO
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Top 15 holdings
Data as of January 1, 1970
UJUL
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about UJUL and HELO
How have the UJUL and HELO ETFs performed in 2026?
As of October 23, 2026, UJUL is up 6.5% year-to-date (YTD), while HELO has returned 4.15%. That puts UJUL better performer ahead so far this year.
Which ETF is attracting more investor money: UJUL or HELO?
Year-to-date, the UJUL ETF saw +$136M in flows, compared to +$1.10B for HELO.
Which ETF is more volatile: UJUL or HELO?
Over the past year, UJUL had a volatility of 5.34%, while HELO experienced 7.07%.
Which ETF is bigger: UJUL or HELO?
As of October 23, 2026, UJUL holds $303.70 M in assets under management (AUM), while HELO manages $4.86 B.
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Latest news about UJUL & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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