BFEB vs XTJA

BFEB vs XTJA

Which is better, BFEB or XTJA?

BFEB has been ahead.

BFEB led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.94.

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

MetricBFEBXTJA
Expense Ratio0.79%Tie0.79%Tie
AUM$208M$20M
Dividend Yield0.00%0.00%
Holdings1815
YTD Return+11.67%+11.94%Best
1Y Return+15.60%Best+15.10%
3Y Return (annualized)+17.04%Best+14.83%
5Y Return (annualized)+11.68%-
Volatility (annualized)10.9%Best13.6%
Max Drawdown-14.8%Best-26.2%
$10,000 over 4.8 years$16,972Best$14,264
Fund FamilyInnovator ETFs TrustInnovator ETFs Trust
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionFeb 3, 2020Dec 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).

BFEB vs XTJA 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 BFEB against instead:BFEB vs SPYBFEB vs QQQBFEB vs VOOBFEB vs VTIXTJA against:XTJA vs VXUS

BFEB vs XTJA Performance

Innovator US Equity Buffer ETF - February (BFEB) is an ETF from Innovator ETFs Trust and Innovator US Equity Accelerated Plus ETF - January (XTJA) is an ETF from Innovator ETFs Trust. Over the past year BFEB returned +15.60% while XTJA returned +15.10%. Year to date, BFEB is up 11.67% versus a gain of 11.94% for XTJA.

Over three years, BFEB compounded at +17.04% per year against +14.83% for XTJA.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XTJA has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 10.9% for BFEB. 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 -14.8% for BFEB and -26.2% for XTJA. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.94. 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 XTJA 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 XTJA.

You are not choosing between two funds in isolation.

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

BFEBXTJA

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Frequently Asked Questions

Which is cheaper, BFEB or XTJA?

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

Which performed better, BFEB or XTJA?

Over the past year BFEB returned +15.60% vs +15.10% for XTJA, 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 XTJA?

XTJA has been the more volatile fund at 13.6% annualized versus 10.9% for BFEB. Worst drawdown: BFEB -14.8% vs XTJA -26.2%.

Should I hold both BFEB and XTJA?

BFEB and XTJA have a monthly-return correlation of 0.94, 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 XTJA?

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

Is XTJA better than BFEB?

BFEB led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.