UMARvsHELOETF Comparison
VS
Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. UMAR is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. UMAR is up 9.11% year-to-date (YTD) with +$9M in YTD flows. HELO performs worse with 5.52% YTD performance, and +$1.09B in YTD flows. Run a side-by-side ETF comparison of UMAR 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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UMAR vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | UMAR HELO | +0.76%+0.70% | +2.97%+3.12% | +9.11%+5.52% | +10.60%+6.75% | +48.41%+44.88% | +47.25%n/a |
| Flows | UMAR HELO | -$2M+$49M | -$55M+$220M | +$9M+$1.09B | -$56M+$1.15B | +$46M+$4.26B | +$56M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UMAR HELO | +3.95%+7.25% | +4.95%+7.09% | +6.56%+7.80% | +6.98%n/a |
| Max drawdown | UMAR HELO | -0.72%-2.37% | -3.74%-5.83% | -7.40%-10.86% | -8.87%n/a |
| Max drawdown duration | UMAR HELO | 15d73d | 40d73d | 73d169d | 483dn/a |
Trading data
UMAR | HELO | |
Last sale 10/29/2026 at 1:30 PM | $43.50 | $69.72 |
| Previous close 10/28/2026 | $43.52 | $69.77 |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/29/2026 at 1:30 PM
Live
Closed
UMAR | HELO | |
|---|---|---|
| Last price | $43.50 | $69.72 |
| 1D performance | -0.05% | -0.07% |
| AuM | $142.76 M | $4.92 B |
| E/R | 0.79% | 0.5% |
Characteristics
UMAR | 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 | March 2, 2020 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
UMAR
Data will be available soon
HELO
Data will be available soon
Sectors
UMAR
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HELO
Data will be available soon
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Diversification
UMAR
Data will be available soon
HELO
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Top 15 holdings
Data as of January 1, 1970
UMAR
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about UMAR and HELO
How have the UMAR and HELO ETFs performed in 2026?
As of October 28, 2026, UMAR is up 9.11% year-to-date (YTD), while HELO has returned 5.52%. That puts UMAR better performer ahead so far this year.
Which ETF is attracting more investor money: UMAR or HELO?
Year-to-date, the UMAR ETF saw +$9M in flows, compared to +$1.09B for HELO.
Which ETF is more volatile: UMAR or HELO?
Over the past year, UMAR had a volatility of 4.95%, while HELO experienced 7.09%.
Which ETF is bigger: UMAR or HELO?
As of October 28, 2026, UMAR holds $142.76 M in assets under management (AUM), while HELO manages $4.92 B.
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Latest news about UMAR & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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