BAPR vs XBJA

BAPR vs XBJA

Which is better, BAPR or XBJA?

BAPR has been ahead.

BAPR led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91.

Lower Fees: TiedHigher Returns: BAPR

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

MetricBAPRXBJA
Expense Ratio0.79%Tie0.79%Tie
AUM$418M$94M
Dividend Yield0.00%0.00%
Holdings1821
YTD Return+14.20%Best+8.88%
1Y Return+17.24%Best+11.38%
3Y Return (annualized)+15.56%Best+11.68%
5Y Return (annualized)+11.13%-
Volatility (annualized)10.7%9.9%Best
Max Drawdown-15.6%Best-17.4%
$10,000 over 4.8 years$16,453Best$14,062
Fund FamilyInnovator ETFs TrustInnovator ETFs Trust
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionMar 29, 2019Dec 31, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Jan 3, 2022 to Oct 14, 2026 (4.8 years).

BAPR vs XBJA 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 4.8 years both funds cover.

Compare BAPR against instead:BAPR vs SPYBAPR vs QQQBAPR vs VOOBAPR vs VTIXBJA against:XBJA vs VXUS

BAPR vs XBJA Performance

Innovator US Equity Buffer ETF - April (BAPR) is an ETF from Innovator ETFs Trust and Innovator US Equity Accelerated 9 Buffer ETF - January (XBJA) is an ETF from Innovator ETFs Trust. Over the past year BAPR returned +17.24% while XBJA returned +11.38%. Year to date, BAPR is up 14.20% versus a gain of 8.88% for XBJA.

Over three years, BAPR compounded at +15.56% per year against +11.68% for XBJA.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BAPR has been the more volatile fund, with annualized monthly volatility of 10.7% compared with 9.9% for XBJA. 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 -15.6% for BAPR and -17.4% for XBJA. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BAPR charges 0.79% per year while XBJA charges 0.79%. On a $10,000 position that is $79 vs $79 annually. On income, BAPR currently yields 0.00% against 0.00% for XBJA.

You are not choosing between two funds in isolation.

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

BAPRXBJA

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Frequently Asked Questions

Which is cheaper, BAPR or XBJA?

BAPR has an expense ratio of 0.79% while XBJA charges 0.79%. At the precision these are quoted to, they cost the same.

Which performed better, BAPR or XBJA?

Over the past year BAPR returned +17.24% vs +11.38% for XBJA, so BAPR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BAPR or XBJA?

BAPR has been the more volatile fund at 10.7% annualized versus 9.9% for XBJA. Worst drawdown: BAPR -15.6% vs XBJA -17.4%.

Should I hold both BAPR and XBJA?

BAPR and XBJA have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, BAPR or XBJA?

BAPR yields 0.00% while XBJA yields 0.00%, so XBJA currently pays the higher dividend yield.

Is XBJA better than BAPR?

BAPR led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.