AMZY vs PJUN

AMZY vs PJUN

Which is better, AMZY or PJUN?

AMZY has been ahead.

PJUN has a lower expense ratio. AMZY led over 1Y, 3Y and the full window.

Lower Fees: PJUNHigher Returns: AMZY

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

MetricAMZYPJUN
Expense Ratio1.09%0.79%Best
AUM$216M$888M
Dividend Yield49.57%0.00%
Holdings3018
YTD Return+7.62%Best+5.53%
1Y Return+10.94%Best+7.82%
3Y Return (annualized)+20.79%Best+11.79%
5Y Return (annualized)-+7.00%
Volatility (annualized)22.8%5.7%Best
Max Drawdown-23.7%-10.1%Best
$10,000 over 3.2 years$18,624Best$13,772
Fund FamilyYieldMax ETFInnovator ETFs Trust
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionJul 24, 2023May 31, 2019

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jul 25, 2023 to Oct 14, 2026 (3.2 years).

AMZY vs PJUN 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 3.2 years both funds cover.

Compare AMZY against instead:AMZY vs SPYAMZY vs QQQAMZY vs VOOAMZY vs VTIPJUN against:PJUN vs VXUS

AMZY vs PJUN Performance

YieldMax Amazon Option Income Strategy ETF (AMZY) is an ETF from YieldMax ETF and Innovator US Equity Power Buffer ETF - June (PJUN) is an ETF from Innovator ETFs Trust. Over the past year AMZY returned +10.94% while PJUN returned +7.82%. Year to date, AMZY is up 7.62% versus a gain of 5.53% for PJUN.

Over three years, AMZY compounded at +20.79% per year against +11.79% for PJUN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMZY has been the more volatile fund, with annualized monthly volatility of 22.8% compared with 5.7% for PJUN. 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 -23.7% for AMZY and -10.1% for PJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AMZY charges 1.09% per year while PJUN charges 0.79%. On a $10,000 position that is $109 vs $79 annually, a gap of $30 per year that compounds over a long holding period. On income, AMZY currently yields 49.57% against 0.00% for PJUN.

You are not choosing between two funds in isolation.

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

AMZYPJUN

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Frequently Asked Questions

Which is cheaper, AMZY or PJUN?

AMZY has an expense ratio of 1.09% while PJUN charges 0.79%. PJUN is the cheaper option, by $30 a year on a $10,000 investment.

Which performed better, AMZY or PJUN?

Over the past year AMZY returned +10.94% vs +7.82% for PJUN, so AMZY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AMZY or PJUN?

AMZY has been the more volatile fund at 22.8% annualized versus 5.7% for PJUN. Worst drawdown: AMZY -23.7% vs PJUN -10.1%.

Should I hold both AMZY and PJUN?

AMZY and PJUN have a monthly-return correlation of 0.51, 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, AMZY or PJUN?

AMZY yields 49.57% while PJUN yields 0.00%, so AMZY currently pays the higher dividend yield.

Is PJUN better than AMZY?

PJUN has a lower expense ratio. AMZY led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.