GDXY vs TJUL

GDXY vs TJUL

Which is better, GDXY or TJUL?

Each has led over a different period.

TJUL has a lower expense ratio. GDXY led over the full window, TJUL over 1Y.

Lower Fees: TJULHigher 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

MetricGDXYTJUL
Expense Ratio1.00%0.79%Best
AUM$306M$115M
Dividend Yield81.80%0.00%
Holdings2815
YTD Return-10.44%+3.68%Best
1Y Return-6.69%+4.83%Best
3Y Return (annualized)-+7.68%
Volatility (annualized)33.4%2.2%Best
Max Drawdown-37.0%-4.6%Best
$10,000 over 2.4 years$14,862Best$11,590
Fund FamilyYieldMax ETFInnovator ETFs Trust
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionMay 20, 2024Jul 18, 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 TJUL 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 2.4 years both funds cover.

Compare GDXY against instead:GDXY vs SPYGDXY vs QQQGDXY vs VOOGDXY vs VTITJUL against:TJUL vs VXUS

GDXY vs TJUL Performance

YieldMax Gold Miners Option Income Strategy ETF (GDXY) is an ETF from YieldMax ETF and Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) is an ETF from Innovator ETFs Trust. Over the past year GDXY returned -6.69% while TJUL returned +4.83%. Year to date, GDXY is down 10.44% versus a gain of 3.68% for TJUL.

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 2.2% for TJUL. 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 -4.6% for TJUL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.26. They move largely independently of each other.

Fees and Cost Over Time

GDXY charges 1.00% per year while TJUL 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 0.00% for TJUL.

You are not choosing between two funds in isolation.

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

GDXYTJUL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GDXY or TJUL?

GDXY has an expense ratio of 1.00% while TJUL charges 0.79%. TJUL is the cheaper option, by $21 a year on a $10,000 investment.

Which performed better, GDXY or TJUL?

Over the past year GDXY returned -6.69% vs +4.83% for TJUL, so TJUL leads on 1-year performance. Over the longest common window we track (2 years), GDXY annualized +17.95% vs +6.34% for TJUL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GDXY or TJUL?

GDXY has been the more volatile fund at 33.4% annualized versus 2.2% for TJUL. Worst drawdown: GDXY -37.0% vs TJUL -4.6%.

Should I hold both GDXY and TJUL?

GDXY and TJUL have a monthly-return correlation of 0.26, 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 TJUL?

GDXY yields 81.80% while TJUL yields 0.00%, so GDXY currently pays the higher dividend yield.

Is TJUL better than GDXY?

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