BJUL vs JANJ

BJUL vs JANJ

Which is better, BJUL or JANJ?

BJUL has been ahead.

BJUL led over 1Y and the full window.

Lower Fees: TiedHigher Returns: BJUL

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

MetricBJULJANJ
Expense Ratio0.79%Tie0.79%Tie
AUM$364M$14M
Dividend Yield0.00%5.03%
Holdings1819
YTD Return+9.76%Best+0.61%
1Y Return+12.85%Best+0.08%
3Y Return (annualized)+16.87%-
5Y Return (annualized)+11.67%-
Volatility (annualized)7.7%3.0%Best
Max Drawdown-14.1%-7.6%Best
$10,000 over 2.8 years$14,952Best$10,079
Fund FamilyInnovator ETFs TrustInnovator ETFs Trust
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionAug 28, 2018Jan 2, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Jan 2, 2024 to Oct 14, 2026 (2.8 years).

BJUL vs JANJ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare BJUL against instead:BJUL vs SPYBJUL vs QQQBJUL vs VOOBJUL vs VTIJANJ against:JANJ vs VXUS

BJUL vs JANJ Performance

Innovator U.S. Equity Buffer ETF - July (BJUL) is an ETF from Innovator ETFs Trust and Innovator Premium Income 30 Barrier ETF - January (JANJ) is an ETF from Innovator ETFs Trust. Over the past year BJUL returned +12.85% while JANJ returned +0.08%. Year to date, BJUL is up 9.76% versus a gain of 0.61% for JANJ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BJUL has been the more volatile fund, with annualized monthly volatility of 7.7% compared with 3.0% for JANJ. 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 -14.1% for BJUL and -7.6% for JANJ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BJUL charges 0.79% per year while JANJ charges 0.79%. On a $10,000 position that is $79 vs $79 annually. On income, BJUL currently yields 0.00% against 5.03% for JANJ.

You are not choosing between two funds in isolation.

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

BJULJANJ

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Frequently Asked Questions

Which is cheaper, BJUL or JANJ?

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

Which performed better, BJUL or JANJ?

Over the past year BJUL returned +12.85% vs +0.08% for JANJ, so BJUL leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BJUL or JANJ?

BJUL has been the more volatile fund at 7.7% annualized versus 3.0% for JANJ. Worst drawdown: BJUL -14.1% vs JANJ -7.6%.

Should I hold both BJUL and JANJ?

BJUL and JANJ have a monthly-return correlation of 0.62, 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, BJUL or JANJ?

BJUL yields 0.00% while JANJ yields 5.03%, so JANJ currently pays the higher dividend yield.

Is JANJ better than BJUL?

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.