CRSH vs ZJUL

CRSH vs ZJUL

Which is better, CRSH or ZJUL?

Each has led over a different period.

ZJUL has a lower expense ratio. CRSH led over 1Y, ZJUL over the full window.

Lower Fees: ZJULHigher Returns: split

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

MetricCRSHZJUL
Expense Ratio1.05%0.79%Best
AUM$14M$194M
Dividend Yield79.84%0.00%
Holdings2621
YTD Return+11.27%Best+4.45%
1Y Return+11.88%Best+5.64%
Volatility (annualized)40.8%3.3%Best
Max Drawdown-57.1%-5.5%Best
$10,000 over 2.3 years$5,569$11,691Best
Fund FamilyYieldMax ETFInnovator ETFs Trust
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionMay 1, 2024Jul 1, 2024

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jul 1, 2024 to Oct 14, 2026 (2.3 years).

CRSH vs ZJUL 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 2.3 years both funds cover.

Compare CRSH against instead:CRSH vs SPYCRSH vs QQQCRSH vs VOOCRSH vs VTIZJUL against:ZJUL vs VXUS

CRSH vs ZJUL Performance

YieldMax Short TSLA Option Income Strategy ETF (CRSH) is an ETF from YieldMax ETF and Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) is an ETF from Innovator ETFs Trust. Over the past year CRSH returned +11.88% while ZJUL returned +5.64%. Year to date, CRSH is up 11.27% versus a gain of 4.45% for ZJUL.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CRSH has been the more volatile fund, with annualized monthly volatility of 40.8% compared with 3.3% for ZJUL. 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 -57.1% for CRSH and -5.5% for ZJUL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.40. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CRSH charges 1.05% per year while ZJUL charges 0.79%. On a $10,000 position that is $105 vs $79 annually, a gap of $26 per year that compounds over a long holding period. On income, CRSH currently yields 79.84% against 0.00% for ZJUL.

Holdings Overlap

We hold position weights for 2 holdings in CRSH and 1 in ZJUL, totalling 28.3% and 100.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 2 positions we hold weights for in CRSH and 1 in ZJUL, against full books of 26 and 21.

You are not choosing between two funds in isolation.

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

CRSHZJUL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CRSH or ZJUL?

CRSH has an expense ratio of 1.05% while ZJUL charges 0.79%. ZJUL is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, CRSH or ZJUL?

Over the past year CRSH returned +11.88% vs +5.64% for ZJUL, so CRSH leads on 1-year performance. Over the longest common window we track (2 years), CRSH annualized -22.47% vs +7.03% for ZJUL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CRSH or ZJUL?

CRSH has been the more volatile fund at 40.8% annualized versus 3.3% for ZJUL. Worst drawdown: CRSH -57.1% vs ZJUL -5.5%.

Should I hold both CRSH and ZJUL?

CRSH and ZJUL have a monthly-return correlation of -0.40, 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, CRSH or ZJUL?

CRSH yields 79.84% while ZJUL yields 0.00%, so CRSH currently pays the higher dividend yield.

Is ZJUL better than CRSH?

ZJUL has a lower expense ratio. CRSH led over 1Y, ZJUL over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.