BABO vs BJUL
YieldMax BABA Option Income Strategy ETF vs Innovator U.S. Equity Buffer ETF - July
Which is better, BABO or BJUL?
BJUL has been ahead.
BJUL has a lower expense ratio. BJUL led over 1Y and 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 | BABO | BJUL |
|---|---|---|
| Expense Ratio | 1.00% | 0.79%Best |
| AUM | $13M | $364M |
| Dividend Yield | 101.42% | 0.00% |
| Holdings | 26 | 18 |
| YTD Return | -26.21% | +9.76%Best |
| 1Y Return | -25.99% | +12.85%Best |
| 3Y Return (annualized) | - | +16.87% |
| 5Y Return (annualized) | - | +11.67% |
| Volatility (annualized) | 40.2% | 8.0%Best |
| Max Drawdown | -42.6% | -14.1%Best |
| $10,000 over 2.2 years | $11,384 | $13,595Best |
| Fund Family | YieldMax ETF | Innovator ETFs Trust |
| Category | Alternative | Alternative |
| Style | Option Writing | Option Writing |
| Inception | Aug 7, 2024 | Aug 28, 2018 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Aug 8, 2024 to Oct 14, 2026 (2.2 years).
BABO vs BJUL 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 2.2 years both funds cover.
BABO vs BJUL Performance
YieldMax BABA Option Income Strategy ETF (BABO) is an ETF from YieldMax ETF and Innovator U.S. Equity Buffer ETF - July (BJUL) is an ETF from Innovator ETFs Trust. Over the past year BABO returned -25.99% while BJUL returned +12.85%. Year to date, BABO is down 26.21% versus a gain of 9.76% for BJUL.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BABO has been the more volatile fund, with annualized monthly volatility of 40.2% compared with 8.0% for BJUL. 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 -42.6% for BABO and -14.1% for BJUL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.13. They move largely independently of each other.
Fees and Cost Over Time
BABO charges 1.00% per year while BJUL charges 0.79%. On a $10,000 position that is $100 vs $79 annually, a gap of $21 per year that compounds over a long holding period. On income, BABO currently yields 101.42% against 0.00% for BJUL.
You are not choosing between two funds in isolation.
Whichever of BABO and BJUL 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, BABO or BJUL?
BABO has an expense ratio of 1.00% while BJUL charges 0.79%. BJUL is the cheaper option, by $21 a year on a $10,000 investment.
Which performed better, BABO or BJUL?
Over the past year BABO returned -25.99% vs +12.85% for BJUL, so BJUL leads on 1-year performance. Over the longest common window we track (2 years), BABO annualized +6.07% vs +14.98% for BJUL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BABO or BJUL?
BABO has been the more volatile fund at 40.2% annualized versus 8.0% for BJUL. Worst drawdown: BABO -42.6% vs BJUL -14.1%.
Should I hold both BABO and BJUL?
BABO and BJUL have a monthly-return correlation of 0.13, 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, BABO or BJUL?
BABO yields 101.42% while BJUL yields 0.00%, so BABO currently pays the higher dividend yield.
Is BJUL better than BABO?
BJUL has a lower expense ratio. BJUL 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.