BOCT vs TJAN

BOCT vs TJAN

Which is better, BOCT or TJAN?

BOCT has been ahead.

BOCT led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96.

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

MetricBOCTTJAN
Expense Ratio0.79%Tie0.79%Tie
AUM$307M$32M
Dividend Yield0.00%0.00%
Holdings1815
YTD Return+12.12%Best+5.01%
1Y Return+15.15%Best+6.30%
3Y Return (annualized)+15.46%-
5Y Return (annualized)+10.73%-
Volatility (annualized)8.6%3.2%Best
Max Drawdown-13.6%-4.8%Best
$10,000 over 1.8 years$12,871Best$11,295
Fund FamilyInnovator ETFs TrustInnovator ETFs Trust
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionSep 28, 2018Dec 31, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Jan 2, 2025 to Oct 14, 2026 (1.8 years).

BOCT vs TJAN 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 1.8 years both funds cover.

Compare BOCT against instead:BOCT vs SPYBOCT vs QQQBOCT vs VOOBOCT vs VTITJAN against:TJAN vs VXUS

BOCT vs TJAN Performance

Innovator U.S. Equity Buffer ETF - October (BOCT) is an ETF from Innovator ETFs Trust and Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) is an ETF from Innovator ETFs Trust. Over the past year BOCT returned +15.15% while TJAN returned +6.30%. Year to date, BOCT is up 12.12% versus a gain of 5.01% for TJAN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BOCT has been the more volatile fund, with annualized monthly volatility of 8.6% compared with 3.2% for TJAN. 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 -4.8% for TJAN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

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

You are not choosing between two funds in isolation.

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

BOCTTJAN

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Frequently Asked Questions

Which is cheaper, BOCT or TJAN?

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

Which performed better, BOCT or TJAN?

Over the past year BOCT returned +15.15% vs +6.30% for TJAN, so BOCT leads on 1-year performance. Over the longest common window we track (2 years), BOCT annualized +15.05% vs +7.00% for TJAN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BOCT or TJAN?

BOCT has been the more volatile fund at 8.6% annualized versus 3.2% for TJAN. Worst drawdown: BOCT -13.6% vs TJAN -4.8%.

Should I hold both BOCT and TJAN?

BOCT and TJAN have a monthly-return correlation of 0.96, 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, BOCT or TJAN?

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

Is TJAN better than BOCT?

BOCT led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. Which one suits a particular account depends on what it is for. This is information, not a recommendation.