AJUL vs WGMI
Innovator Equity Defined Protection ETF - 2 Yr to July 2026 vs CoinShares Bitcoin Mining and Digital Power ETF
Which is better, AJUL or WGMI?
Each has led over a different period.
WGMI has a lower expense ratio. AJUL led over 1Y, WGMI over the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AJUL | WGMI |
|---|---|---|
| Expense Ratio | 0.79% | 0.75%Best |
| AUM | $98M | $194M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 21 | 57 |
| YTD Return | +4.38%Best | -19.60% |
| 1Y Return | +6.14%Best | -47.00% |
| 3Y Return (annualized) | - | +55.28% |
| Volatility (annualized) | 3.4%Best | 81.3% |
| Max Drawdown | -6.1%Best | -62.8% |
| $10,000 over 2.3 years | $11,752 | $14,707Best |
| Fund Family | Innovator ETFs Trust | Valkyrie Funds |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Jul 1, 2024 | Feb 7, 2022 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jul 1, 2024 to Oct 14, 2026 (2.3 years).
AJUL vs WGMI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AJUL vs WGMI Performance
Innovator Equity Defined Protection ETF - 2 Yr to July 2026 (AJUL) is an ETF from Innovator ETFs Trust and CoinShares Bitcoin Mining and Digital Power ETF (WGMI) is an ETF from Valkyrie Funds. Over the past year AJUL returned +6.14% while WGMI returned -47.00%. Year to date, AJUL is up 4.38% versus a loss of 19.60% for WGMI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WGMI has been the more volatile fund, with annualized monthly volatility of 81.3% compared with 3.4% for AJUL. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -6.1% for AJUL and -62.8% for WGMI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AJUL charges 0.79% per year while WGMI charges 0.75%. On a $10,000 position that is $79 vs $75 annually, a gap of $4 per year that compounds over a long holding period. On income, AJUL currently yields 0.00% against 0.00% for WGMI.
Holdings Overlap
We hold position weights for 1 holding in AJUL and 28 in WGMI, totalling 99.5% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in AJUL and 28 in WGMI, against full books of 21 and 57.
You are not choosing between two funds in isolation.
Whichever of AJUL and WGMI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AJUL or WGMI?
AJUL has an expense ratio of 0.79% while WGMI charges 0.75%. WGMI is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, AJUL or WGMI?
Over the past year AJUL returned +6.14% vs -47.00% for WGMI, so AJUL leads on 1-year performance. Over the longest common window we track (2 years), AJUL annualized +7.27% vs +18.26% for WGMI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AJUL or WGMI?
WGMI has been the more volatile fund at 81.3% annualized versus 3.4% for AJUL. Worst drawdown: AJUL -6.1% vs WGMI -62.8%.
Should I hold both AJUL and WGMI?
AJUL and WGMI have a monthly-return correlation of 0.52, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AJUL or WGMI?
AJUL yields 0.00% while WGMI yields 0.00%, so WGMI currently pays the higher dividend yield.
Is WGMI better than AJUL?
WGMI has a lower expense ratio. AJUL led over 1Y, WGMI over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.