XTOCvsHELOETF Comparison
ETF 1
XTOC
Innovator U.S. Equity Accelerated Plus ETF - October series
This fund is part of
Options Strategies
-0.88%
VS
Innovator U.S. Equity Accelerated Plus ETF - October series (XTOC) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. XTOC is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.5% for HELO. XTOC is up 11.32% year-to-date (YTD) with -$3M in YTD flows. HELO performs worse with 4.62% YTD performance, and +$1.07B in YTD flows. Run a side-by-side ETF comparison of XTOC 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
XTOC vs HELO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XTOC HELO | +0.54%+1.14% | +2.62%+1.63% | +11.32%+4.62% | +15.62%+7.59% | +49.58%+39.50% | +50.28%n/a |
| Flows | XTOC HELO | +$958K+$78M | -$9M+$618M | -$3M+$1.07B | +$2M+$1.14B | -$3M+$4.25B | +$7M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XTOC HELO | +4.45%+7.26% | +8.83%+7.02% | +12.34%+7.84% | +14.71%n/a |
| Max drawdown | XTOC HELO | -1.38%-2.37% | -7.46%-5.83% | -17.98%-10.86% | -24.01%n/a |
| Max drawdown duration | XTOC HELO | 3d61d | 67d73d | 106d169d | 687dn/a |
Trading data
XTOC | HELO | |
Last sale 10/16/2026 at 1:30 PM | $37.30 | $69.21 |
| Previous close 10/15/2026 | $37.63 | $69.67 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
XTOC | HELO | |
|---|---|---|
| Last price | $37.30 | $69.21 |
| 1D performance | -0.85% | -0.66% |
| AuM | $17.73 M | $4.86 B |
| E/R | 0.79% | 0.5% |
Characteristics
XTOC | 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 | September 30, 2021 | September 28, 2023 |
| ESG | No | No |
Advertisement
Exposure
Countries
XTOC
Data will be available soon
HELO
Data will be available soon
Sectors
XTOC
Data will be available soon
HELO
Data will be available soon
Advertisement
Diversification
XTOC
Data will be available soon
HELO
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
XTOC
Data will be available soon
HELO
Data will be available soon
Frequently asked questions about XTOC and HELO
How have the XTOC and HELO ETFs performed in 2026?
As of October 16, 2026, XTOC is up 11.32% year-to-date (YTD), while HELO has returned 4.62%. That puts XTOC better performer ahead so far this year.
Which ETF is attracting more investor money: XTOC or HELO?
Year-to-date, the XTOC ETF saw -$3M in flows, compared to +$1.07B for HELO.
Which ETF is more volatile: XTOC or HELO?
Over the past year, XTOC had a volatility of 8.83%, while HELO experienced 7.02%.
Which ETF is bigger: XTOC or HELO?
As of October 16, 2026, XTOC holds $17.73 M in assets under management (AUM), while HELO manages $4.86 B.
Latest news about XTOC & HELO
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HELO
Advertisement
Advertisement
