BJUL vs ONEZ

BJUL vs ONEZ

Which is better, BJUL or ONEZ?

BJUL has been ahead.

BJUL has a lower expense ratio. BJUL led over 1Y and the full window.

Lower Fees: BJULHigher 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

MetricBJULONEZ
Expense Ratio0.79%Best0.96%
AUM$364M$356M
Dividend Yield0.00%3.63%
Holdings1832
YTD Return+9.76%Best+7.97%
1Y Return+12.85%Best+6.09%
3Y Return (annualized)+16.87%-
5Y Return (annualized)+11.67%-
Volatility (annualized)8.3%Best9.4%
Max Drawdown-14.1%-13.2%Best
$10,000 over 1.7 years$12,285Best$11,314
Fund FamilyInnovator ETFs TrustTrueShares
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionAug 28, 2018Jan 27, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 27, 2025 to Oct 14, 2026 (1.7 years).

BJUL vs ONEZ 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 1.7 years both funds cover.

Compare BJUL against instead:BJUL vs SPYBJUL vs QQQBJUL vs VOOBJUL vs VTIONEZ against:ONEZ vs VXUS

BJUL vs ONEZ Performance

Innovator U.S. Equity Buffer ETF - July (BJUL) is an ETF from Innovator ETFs Trust and TrueShares Seasonality Laddered Buffered ETF (ONEZ) is an ETF from TrueShares. Over the past year BJUL returned +12.85% while ONEZ returned +6.09%. Year to date, BJUL is up 9.76% versus a gain of 7.97% for ONEZ.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ONEZ has been the more volatile fund, with annualized monthly volatility of 9.4% compared with 8.3% 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 -14.1% for BJUL and -13.2% for ONEZ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BJUL charges 0.79% per year while ONEZ charges 0.96%. On a $10,000 position that is $79 vs $96 annually, a gap of $17 per year that compounds over a long holding period. On income, BJUL currently yields 0.00% against 3.63% for ONEZ.

You are not choosing between two funds in isolation.

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

BJULONEZ

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Frequently Asked Questions

Which is cheaper, BJUL or ONEZ?

BJUL has an expense ratio of 0.79% while ONEZ charges 0.96%. BJUL is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, BJUL or ONEZ?

Over the past year BJUL returned +12.85% vs +6.09% for ONEZ, so BJUL leads on 1-year performance. Over the longest common window we track (2 years), BJUL annualized +12.87% vs +7.53% for ONEZ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BJUL or ONEZ?

ONEZ has been the more volatile fund at 9.4% annualized versus 8.3% for BJUL. Worst drawdown: BJUL -14.1% vs ONEZ -13.2%.

Should I hold both BJUL and ONEZ?

BJUL and ONEZ have a monthly-return correlation of 0.89, 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 ONEZ?

BJUL yields 0.00% while ONEZ yields 3.63%, so ONEZ currently pays the higher dividend yield.

Is ONEZ better than BJUL?

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.