ZALTvsHELOETF Comparison
Innovator U.S. Equity 10 Buffer ETF - Quarterly
Innovator U.S. Equity 10 Buffer ETF - Quarterly (ZALT) and JPMorgan Hedged Equity Laddered Overlay ETF (HELO) belong to the same industry segment: Options Strategies. ZALT is more expensive with a Total Expense Ratio (TER) of 0.69%, versus 0.5% for HELO. ZALT is up 6.19% year-to-date (YTD) with +$153M 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 ZALT 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.
ZALT vs HELO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ZALT HELO | +0.93%+1.14% | +1.65%+1.63% | +6.19%+4.62% | +8.87%+7.59% | +33.86%+39.50% | n/an/a |
| Flows | ZALT HELO | +$33M+$78M | +$137M+$618M | +$153M+$1.07B | +$137M+$1.14B | +$706M+$4.25B | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ZALT HELO | +4.55%+7.26% | +4.01%+7.02% | +5.87%+7.84% | n/an/a |
| Max drawdown | ZALT HELO | -1.02%-2.37% | -1.78%-5.83% | -8.22%-10.86% | n/an/a |
| Max drawdown duration | ZALT HELO | 15d61d | 41d73d | 84d169d | n/an/a |
ZALT | HELO | |
Last sale 10/19/2026 at 1:30 PM | $34.68 | $69.44 |
| Previous close 10/16/2026 | $34.58 | $69.21 |
| Consolidated volume 10/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
ZALT | HELO | |
|---|---|---|
| Last price | $34.68 | $69.44 |
| 1D performance | +0.29% | +0.33% |
| AuM | $823.34 M | $4.86 B |
| E/R | 0.69% | 0.5% |
ZALT | 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 2, 2023 | September 28, 2023 |
| ESG | No | No |
