BJUL vs ZDEK
Innovator U.S. Equity Buffer ETF - July vs Innovator Equity Defined Protection ETF - 1 Yr December
Which is better, BJUL or ZDEK?
BJUL has been ahead.
BJUL led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95.
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
| Metric | BJUL | ZDEK |
|---|---|---|
| Expense Ratio | 0.79%Tie | 0.79%Tie |
| AUM | $364M | $107M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 18 | 15 |
| YTD Return | +9.76%Best | +4.72% |
| 1Y Return | +12.85%Best | +6.69% |
| 3Y Return (annualized) | +16.87% | - |
| 5Y Return (annualized) | +11.67% | - |
| Volatility (annualized) | 8.1% | 2.8%Best |
| Max Drawdown | -14.1% | -3.4%Best |
| $10,000 over 1.9 years | $12,369Best | $11,265 |
| Fund Family | Innovator ETFs Trust | Innovator ETFs Trust |
| Category | Alternative | Alternative |
| Style | Option Writing | Option Writing |
| Inception | Aug 28, 2018 | Nov 29, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 2, 2024 to Oct 14, 2026 (1.9 years).
BJUL vs ZDEK 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 1.9 years both funds cover.
BJUL vs ZDEK Performance
Innovator U.S. Equity Buffer ETF - July (BJUL) is an ETF from Innovator ETFs Trust and Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) is an ETF from Innovator ETFs Trust. Over the past year BJUL returned +12.85% while ZDEK returned +6.69%. Year to date, BJUL is up 9.76% versus a gain of 4.72% for ZDEK.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BJUL has been the more volatile fund, with annualized monthly volatility of 8.1% compared with 2.8% for ZDEK. 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 -3.4% for ZDEK. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BJUL charges 0.79% per year while ZDEK charges 0.79%. On a $10,000 position that is $79 vs $79 annually. On income, BJUL currently yields 0.00% against 0.00% for ZDEK.
You are not choosing between two funds in isolation.
Whichever of BJUL and ZDEK you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BJUL or ZDEK?
BJUL has an expense ratio of 0.79% while ZDEK charges 0.79%. At the precision these are quoted to, they cost the same.
Which performed better, BJUL or ZDEK?
Over the past year BJUL returned +12.85% vs +6.69% for ZDEK, so BJUL leads on 1-year performance. Over the longest common window we track (2 years), BJUL annualized +11.84% vs +6.47% for ZDEK. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BJUL or ZDEK?
BJUL has been the more volatile fund at 8.1% annualized versus 2.8% for ZDEK. Worst drawdown: BJUL -14.1% vs ZDEK -3.4%.
Should I hold both BJUL and ZDEK?
BJUL and ZDEK have a monthly-return correlation of 0.95, 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, BJUL or ZDEK?
BJUL yields 0.00% while ZDEK yields 0.00%, so ZDEK currently pays the higher dividend yield.
Is ZDEK better than BJUL?
BJUL led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95. Which one suits a particular account depends on what it is for. This is information, not a recommendation.