XBJLvsHELOETF Comparison
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Innovator U.S. Equity Accelerated 9 Buffer ETF (XBJL) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. XBJL is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. XBJL is up 7.64% year-to-date (YTD) with -$56M in YTD flows. HELO performs worse with 4.99% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of XBJL 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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XBJL vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/19/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XBJL HELO | +0.01%-0.36% | +3.36%+2.74% | +7.64%+4.99% | +9.58%+7.01% | +44.85%+41.51% | +56.52%n/a |
| Flows | XBJL HELO | -+$56M | +$1M+$262M | -$56M+$1.07B | -$58M+$1.13B | -$38M+$4.25B | +$30M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XBJL HELO | +6.00%+7.21% | +5.27%+7.02% | +8.59%+7.83% | +10.03%n/a |
| Max drawdown | XBJL HELO | -1.36%-2.37% | -3.43%-5.83% | -11.41%-10.86% | -11.72%n/a |
| Max drawdown duration | XBJL HELO | 9d64d | 41d73d | 79d169d | 309dn/a |
Trading data
XBJL | HELO | |
Last sale 10/19/2026 at 1:30 PM | $41.18 | $69.44 |
| Previous close 10/19/2026 | $41.08 | $69.21 |
| Consolidated volume 10/19/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/19/2026 at 1:30 PM
Live
Closed
XBJL | HELO | |
|---|---|---|
| Last price | $41.18 | $69.44 |
| 1D performance | +0.24% | +0.33% |
| AuM | $77.22 M | $4.88 B |
| E/R | 0.79% | 0.5% |
Characteristics
XBJL | 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 | June 30, 2021 | September 28, 2023 |
| ESG | No | No |
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Exposure
Countries
XBJL
Data will be available soon
HELO
Data will be available soon
Sectors
XBJL
Data will be available soon
HELO
Data will be available soon
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Diversification
XBJL
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
XBJL
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about XBJL and HELO
How have the XBJL and HELO ETFs performed in 2026?
As of October 19, 2026, XBJL is up 7.64% year-to-date (YTD), while HELO has returned 4.99%. That puts XBJL better performer ahead so far this year.
Which ETF is attracting more investor money: XBJL or HELO?
Year-to-date, the XBJL ETF saw -$56M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: XBJL or HELO?
Over the past year, XBJL had a volatility of 5.27%, while HELO experienced 7.02%.
Which ETF is bigger: XBJL or HELO?
As of October 19, 2026, XBJL holds $77.22 M in assets under management (AUM), while HELO manages $4.88 B.
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Latest news about XBJL & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
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