AMZP vs BMAY

AMZP vs BMAY

Which is better, AMZP or BMAY?

BMAY has been ahead.

BMAY has a lower expense ratio. BMAY led over 1Y and the full window.

Lower Fees: BMAYHigher Returns: BMAY

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

MetricAMZPBMAY
Expense Ratio0.99%0.79%Best
AUM$18M$239M
Dividend Yield19.83%0.00%
Holdings2118
YTD Return-4.01%+8.86%Best
1Y Return-0.36%+11.65%Best
3Y Return (annualized)-+15.64%
5Y Return (annualized)-+8.89%
Volatility (annualized)28.9%5.1%Best
Max Drawdown-27.4%-12.8%Best
$10,000 over 2.7 years$12,979$14,043Best
Fund FamilyKurvInnovator ETFs Trust
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionOct 27, 2023Apr 30, 2020

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Feb 7, 2024 to Oct 14, 2026 (2.7 years).

AMZP vs BMAY 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 covers the 2.7 years both funds cover.

Compare AMZP against instead:AMZP vs SPYAMZP vs QQQAMZP vs VOOAMZP vs VTIBMAY against:BMAY vs VXUS

AMZP vs BMAY Performance

Kurv Yield Premium Strategy Amazon ETF (AMZP) is an ETF from Kurv and Innovator US Equity Buffer ETF - May (BMAY) is an ETF from Innovator ETFs Trust. Over the past year AMZP returned -0.36% while BMAY returned +11.65%. Year to date, AMZP is down 4.01% versus a gain of 8.86% for BMAY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMZP has been the more volatile fund, with annualized monthly volatility of 28.9% compared with 5.1% for BMAY. 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 -27.4% for AMZP and -12.8% for BMAY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AMZP charges 0.99% per year while BMAY charges 0.79%. On a $10,000 position that is $99 vs $79 annually, a gap of $20 per year that compounds over a long holding period. On income, AMZP currently yields 19.83% against 0.00% for BMAY.

You are not choosing between two funds in isolation.

Whichever of AMZP and BMAY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AMZPBMAY

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Frequently Asked Questions

Which is cheaper, AMZP or BMAY?

AMZP has an expense ratio of 0.99% while BMAY charges 0.79%. BMAY is the cheaper option, by $20 a year on a $10,000 investment.

Which performed better, AMZP or BMAY?

Over the past year AMZP returned -0.36% vs +11.65% for BMAY, so BMAY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AMZP or BMAY?

AMZP has been the more volatile fund at 28.9% annualized versus 5.1% for BMAY. Worst drawdown: AMZP -27.4% vs BMAY -12.8%.

Should I hold both AMZP and BMAY?

AMZP and BMAY have a monthly-return correlation of 0.56, 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, AMZP or BMAY?

AMZP yields 19.83% while BMAY yields 0.00%, so AMZP currently pays the higher dividend yield.

Is BMAY better than AMZP?

BMAY has a lower expense ratio. BMAY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.