XTAPvsHELOETF Comparison
VS
Innovator U.S. Equity Accelerated Plus ETF (XTAP) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. XTAP is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. XTAP is up 16% year-to-date (YTD) with -$7M in YTD flows. HELO performs worse with 5.39% YTD performance, and +$1.08B in YTD flows. Run a side-by-side ETF comparison of XTAP 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
XTAP vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/04/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XTAP HELO | +0.36%-0.04% | +2.15%+0.30% | +16.00%+5.39% | +18.30%+7.17% | +63.64%+39.82% | +66.01%n/a |
| Flows | XTAP HELO | -+$30M | -$5M+$193M | -$7M+$1.08B | -$9M+$1.12B | -$2M+$4.26B | -$129K- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XTAP HELO | +3.43%+6.67% | +4.77%+7.27% | +10.71%+7.80% | +14.82%n/a |
| Max drawdown | XTAP HELO | -0.82%-2.37% | -1.79%-5.83% | -11.42%-10.86% | -22.36%n/a |
| Max drawdown duration | XTAP HELO | 21d80d | 10d73d | 37d169d | 589dn/a |
Trading data
XTAP | HELO | |
Last sale 11/5/2026 at 2:30 PM | $46.21 | $67.83 |
| Previous close 11/04/2026 | $47.20 | $69.69 |
| Consolidated volume 11/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 11/5/2026 at 2:30 PM
Live
Closed
XTAP | HELO | |
|---|---|---|
| Last price | $46.21 | $67.83 |
| 1D performance | -2.08% | -2.67% |
| AuM | $18.87 M | $4.91 B |
| E/R | 0.79% | 0.5% |
Characteristics
XTAP | 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 | April 1, 2021 | September 28, 2023 |
| ESG | No | No |
Advertisement
Exposure
Countries
XTAP
Data will be available soon
HELO
Data will be available soon
Sectors
XTAP
Data will be available soon
HELO
Data will be available soon
Advertisement
Diversification
XTAP
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
XTAP
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about XTAP and HELO
How have the XTAP and HELO ETFs performed in 2026?
As of November 4, 2026, XTAP is up 16% year-to-date (YTD), while HELO has returned 5.39%. That puts XTAP better performer ahead so far this year.
Which ETF is attracting more investor money: XTAP or HELO?
Year-to-date, the XTAP ETF saw -$7M in flows, compared to +$1.08B for HELO.
Which ETF is more volatile: XTAP or HELO?
Over the past year, XTAP had a volatility of 4.77%, while HELO experienced 7.27%.
Which ETF is bigger: XTAP or HELO?
As of November 4, 2026, XTAP holds $18.87 M in assets under management (AUM), while HELO manages $4.91 B.
Advertisement
Latest news about XTAP & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
Advertisement
Advertisement
