GDXY vs JULJ
YieldMax Gold Miners Option Income Strategy ETF vs Innovator Premium Income 30 Barrier ETF - July
Which is better, GDXY or JULJ?
Each has led over a different period.
JULJ has a lower expense ratio. GDXY led over the full window, JULJ over 1Y.
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 | GDXY | JULJ |
|---|---|---|
| Expense Ratio | 1.00% | 0.79%Best |
| AUM | $306M | $14M |
| Dividend Yield | 81.80% | 4.49% |
| Holdings | 28 | 27 |
| YTD Return | -10.44% | -0.22%Best |
| 1Y Return | -6.69% | -0.40%Best |
| 3Y Return (annualized) | - | +4.02% |
| Volatility (annualized) | 33.4% | 2.0%Best |
| Max Drawdown | -37.0% | -3.6%Best |
| $10,000 over 2.4 years | $14,862Best | $10,783 |
| Fund Family | YieldMax ETF | Innovator ETFs Trust |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | May 20, 2024 | Jul 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: May 21, 2024 to Oct 14, 2026 (2.4 years).
GDXY vs JULJ 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.
GDXY vs JULJ Performance
YieldMax Gold Miners Option Income Strategy ETF (GDXY) is an ETF from YieldMax ETF and Innovator Premium Income 30 Barrier ETF - July (JULJ) is an ETF from Innovator ETFs Trust. Over the past year GDXY returned -6.69% while JULJ returned -0.40%. Year to date, GDXY is down 10.44% versus a loss of 0.22% for JULJ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GDXY has been the more volatile fund, with annualized monthly volatility of 33.4% compared with 2.0% for JULJ. 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 -37.0% for GDXY and -3.6% for JULJ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.53. They move together some of the time, and apart the rest.
Fees and Cost Over Time
GDXY charges 1.00% per year while JULJ charges 0.79%. On a $10,000 position that is $100 vs $79 annually, a gap of $21 per year that compounds over a long holding period. On income, GDXY currently yields 81.80% against 4.49% for JULJ.
You are not choosing between two funds in isolation.
Whichever of GDXY and JULJ 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, GDXY or JULJ?
GDXY has an expense ratio of 1.00% while JULJ charges 0.79%. JULJ is the cheaper option, by $21 a year on a $10,000 investment.
Which performed better, GDXY or JULJ?
Over the past year GDXY returned -6.69% vs -0.40% for JULJ, so JULJ leads on 1-year performance. Over the longest common window we track (2 years), GDXY annualized +17.95% vs +3.19% for JULJ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GDXY or JULJ?
GDXY has been the more volatile fund at 33.4% annualized versus 2.0% for JULJ. Worst drawdown: GDXY -37.0% vs JULJ -3.6%.
Should I hold both GDXY and JULJ?
GDXY and JULJ have a monthly-return correlation of 0.53, 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, GDXY or JULJ?
GDXY yields 81.80% while JULJ yields 4.49%, so GDXY currently pays the higher dividend yield.
Is JULJ better than GDXY?
JULJ has a lower expense ratio. GDXY led over the full window, JULJ over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.