ETHU vs JULH

ETHU vs JULH

Which is better, ETHU or JULH?

JULH has been ahead.

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

Lower Fees: JULHHigher Returns: JULH

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

MetricETHUJULH
Expense Ratio2.97%0.79%Best
AUM$1.1B$17M
Dividend Yield1.52%4.82%
Holdings427
YTD Return-59.38%+0.24%Best
1Y Return-79.97%-0.01%Best
3Y Return (annualized)-+4.96%
Volatility (annualized)153.0%2.5%Best
Max Drawdown-96.5%-5.5%Best
$10,000 over 2.4 years$776$10,974Best
Fund FamilyVolatility Shares, LLCInnovator ETFs Trust
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionJun 4, 2024Jul 3, 2023

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

Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Jun 4, 2024 to Oct 14, 2026 (2.4 years).

ETHU vs JULH 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 ETHU against instead:ETHU vs SPYETHU vs QQQETHU vs VOOETHU vs VTIJULH against:JULH vs VXUS

ETHU vs JULH Performance

2x Ether ETF (ETHU) is an ETF from Volatility Shares, LLC and Innovator Premium Income 20 Barrier ETF - July (JULH) is an ETF from Innovator ETFs Trust. Over the past year ETHU returned -79.97% while JULH returned -0.01%. Year to date, ETHU is down 59.38% versus a gain of 0.24% for JULH.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ETHU has been the more volatile fund, with annualized monthly volatility of 153.0% compared with 2.5% for JULH. 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 -96.5% for ETHU and -5.5% for JULH. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.28. They move largely independently of each other.

Fees and Cost Over Time

ETHU charges 2.97% per year while JULH charges 0.79%. On a $10,000 position that is $297 vs $79 annually, a gap of $218 per year that compounds over a long holding period. On income, ETHU currently yields 1.52% against 4.82% for JULH.

You are not choosing between two funds in isolation.

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

ETHUJULH

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Frequently Asked Questions

Which is cheaper, ETHU or JULH?

ETHU has an expense ratio of 2.97% while JULH charges 0.79%. JULH is the cheaper option, by $218 a year on a $10,000 investment.

Which performed better, ETHU or JULH?

Over the past year ETHU returned -79.97% vs -0.01% for JULH, so JULH leads on 1-year performance. Over the longest common window we track (2 years), ETHU annualized -65.53% vs +3.95% for JULH. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ETHU or JULH?

ETHU has been the more volatile fund at 153.0% annualized versus 2.5% for JULH. Worst drawdown: ETHU -96.5% vs JULH -5.5%.

Should I hold both ETHU and JULH?

ETHU and JULH have a monthly-return correlation of 0.28, 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, ETHU or JULH?

ETHU yields 1.52% while JULH yields 4.82%, so JULH currently pays the higher dividend yield.

Is JULH better than ETHU?

JULH has a lower expense ratio. JULH 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.