BOCT vs JANH

BOCT vs JANH

Which is better, BOCT or JANH?

BOCT has been ahead.

BOCT led over 1Y and the full window.

Lower Fees: TiedHigher Returns: BOCT

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

MetricBOCTJANH
Expense Ratio0.79%Tie0.79%Tie
AUM$307M$12M
Dividend Yield0.00%6.25%
Holdings1819
YTD Return+12.12%Best+0.85%
1Y Return+15.15%Best+0.12%
3Y Return (annualized)+15.46%-
5Y Return (annualized)+10.73%-
Volatility (annualized)7.4%4.3%Best
Max Drawdown-13.6%-10.4%Best
$10,000 over 2.8 years$14,510Best$10,090
Fund FamilyInnovator ETFs TrustInnovator ETFs Trust
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionSep 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).

BOCT vs JANH 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 BOCT against instead:BOCT vs SPYBOCT vs QQQBOCT vs VOOBOCT vs VTIJANH against:JANH vs VXUS

BOCT vs JANH Performance

Innovator U.S. Equity Buffer ETF - October (BOCT) is an ETF from Innovator ETFs Trust and Innovator Premium Income 20 Barrier ETF - January (JANH) is an ETF from Innovator ETFs Trust. Over the past year BOCT returned +15.15% while JANH returned +0.12%. Year to date, BOCT is up 12.12% versus a gain of 0.85% for JANH.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BOCT has been the more volatile fund, with annualized monthly volatility of 7.4% compared with 4.3% for JANH. 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 -13.6% for BOCT and -10.4% for JANH. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BOCT charges 0.79% per year while JANH charges 0.79%. On a $10,000 position that is $79 vs $79 annually. On income, BOCT currently yields 0.00% against 6.25% for JANH.

You are not choosing between two funds in isolation.

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

BOCTJANH

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Frequently Asked Questions

Which is cheaper, BOCT or JANH?

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

Which performed better, BOCT or JANH?

Over the past year BOCT returned +15.15% vs +0.12% for JANH, so BOCT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BOCT or JANH?

BOCT has been the more volatile fund at 7.4% annualized versus 4.3% for JANH. Worst drawdown: BOCT -13.6% vs JANH -10.4%.

Should I hold both BOCT and JANH?

BOCT and JANH have a monthly-return correlation of 0.76, 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, BOCT or JANH?

BOCT yields 0.00% while JANH yields 6.25%, so JANH currently pays the higher dividend yield.

Is JANH better than BOCT?

BOCT 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.