GOOP vs ZJUL

GOOP vs ZJUL

Which is better, GOOP or ZJUL?

GOOP has been ahead.

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

Lower Fees: ZJULHigher Returns: GOOP

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

MetricGOOPZJUL
Expense Ratio0.99%0.79%Best
AUM$26M$194M
Dividend Yield15.10%0.00%
Holdings2121
YTD Return-4.58%+4.45%Best
1Y Return+19.02%Best+5.64%
3Y Return (annualized)+13.27%-
Volatility (annualized)35.0%3.3%Best
Max Drawdown-27.5%-5.5%Best
$10,000 over 2.3 years$14,995Best$11,691
Fund FamilyKurvInnovator ETFs Trust
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionOct 27, 2023Jul 1, 2024

Not shown on this pair: 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).

GOOP 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 GOOP against instead:GOOP vs SPYGOOP vs QQQGOOP vs VOOGOOP vs VTIZJUL against:ZJUL vs VXUS

GOOP vs ZJUL Performance

Kurv Yield Premium Strategy Google (GOOGL) ETF (GOOP) is an ETF from Kurv and Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) is an ETF from Innovator ETFs Trust. Over the past year GOOP returned +19.02% while ZJUL returned +5.64%. Year to date, GOOP is down 4.58% versus a gain of 4.45% for ZJUL.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GOOP has been the more volatile fund, with annualized monthly volatility of 35.0% 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 -27.5% for GOOP 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 0.38. They move together some of the time, and apart the rest.

Fees and Cost Over Time

GOOP charges 0.99% per year while ZJUL charges 0.79%. On a $10,000 position that is $99 vs $79 annually, a gap of $20 per year that compounds over a long holding period. On income, GOOP currently yields 15.10% against 0.00% for ZJUL.

Holdings Overlap

We hold position weights for 1 holding in GOOP and 1 in ZJUL, totalling 2.0% 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 1 positions we hold weights for in GOOP and 1 in ZJUL, against full books of 21 and 21.

You are not choosing between two funds in isolation.

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

GOOPZJUL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GOOP or ZJUL?

GOOP has an expense ratio of 0.99% while ZJUL charges 0.79%. ZJUL is the cheaper option, by $20 a year on a $10,000 investment.

Which performed better, GOOP or ZJUL?

Over the past year GOOP returned +19.02% vs +5.64% for ZJUL, so GOOP leads on 1-year performance. Over the longest common window we track (2 years), GOOP annualized +19.26% vs +7.03% for ZJUL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GOOP or ZJUL?

GOOP has been the more volatile fund at 35.0% annualized versus 3.3% for ZJUL. Worst drawdown: GOOP -27.5% vs ZJUL -5.5%.

Should I hold both GOOP and ZJUL?

GOOP and ZJUL have a monthly-return correlation of 0.38, 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, GOOP or ZJUL?

GOOP yields 15.10% while ZJUL yields 0.00%, so GOOP currently pays the higher dividend yield.

Is ZJUL better than GOOP?

ZJUL has a lower expense ratio. GOOP 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.