BFEB vs TJUL

BFEB vs TJUL

Which is better, BFEB or TJUL?

BFEB has been ahead.

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

Lower Fees: TiedHigher Returns: BFEB

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

MetricBFEBTJUL
Expense Ratio0.79%Tie0.79%Tie
AUM$208M$115M
Dividend Yield0.00%0.00%
Holdings1815
YTD Return+11.67%Best+3.68%
1Y Return+15.60%Best+4.83%
3Y Return (annualized)+17.04%Best+7.68%
5Y Return (annualized)+11.68%-
Volatility (annualized)8.6%3.4%Best
Max Drawdown-13.8%-4.6%Best
$10,000 over 3.2 years$15,570Best$12,299
Fund FamilyInnovator ETFs TrustInnovator ETFs Trust
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionFeb 3, 2020Jul 18, 2023

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 18, 2023 to Oct 14, 2026 (3.2 years).

BFEB vs TJUL 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 BFEB against instead:BFEB vs SPYBFEB vs QQQBFEB vs VOOBFEB vs VTITJUL against:TJUL vs VXUS

BFEB vs TJUL Performance

Innovator US Equity Buffer ETF - February (BFEB) is an ETF from Innovator ETFs Trust and Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) is an ETF from Innovator ETFs Trust. Over the past year BFEB returned +15.60% while TJUL returned +4.83%. Year to date, BFEB is up 11.67% versus a gain of 3.68% for TJUL.

Over three years, BFEB compounded at +17.04% per year against +7.68% for TJUL.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BFEB has been the more volatile fund, with annualized monthly volatility of 8.6% compared with 3.4% for TJUL. 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 -13.8% for BFEB and -4.6% for TJUL. 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

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

You are not choosing between two funds in isolation.

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

BFEBTJUL

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Frequently Asked Questions

Which is cheaper, BFEB or TJUL?

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

Which performed better, BFEB or TJUL?

Over the past year BFEB returned +15.60% vs +4.83% for TJUL, so BFEB leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BFEB or TJUL?

BFEB has been the more volatile fund at 8.6% annualized versus 3.4% for TJUL. Worst drawdown: BFEB -13.8% vs TJUL -4.6%.

Should I hold both BFEB and TJUL?

BFEB and TJUL 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, BFEB or TJUL?

BFEB yields 0.00% while TJUL yields 0.00%, so TJUL currently pays the higher dividend yield.

Is TJUL better than BFEB?

BFEB 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.