IAUG vs IMAR

IAUG vs IMAR

Which is better, IAUG or IMAR?

IAUG has been ahead.

IAUG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95.

Lower Fees: TiedHigher Returns: IAUG

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

MetricIAUGIMAR
Expense Ratio0.85%Tie0.85%Tie
AUM$77M$104M
Dividend Yield0.00%0.00%
Holdings1812
YTD Return+4.97%Best+1.11%
1Y Return+7.86%Best+4.62%
Volatility (annualized)6.3%Best7.1%
Max Drawdown-8.0%Best-9.1%
$10,000 over 2.2 years$12,259Best$11,777
Fund FamilyInnovator ETFs TrustInnovator ETFs Trust
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionJul 31, 2024Mar 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 2.2 years row, are measured over the window both funds cover: Aug 1, 2024 to Oct 14, 2026 (2.2 years).

IAUG vs IMAR 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 2.2 years both funds cover.

Compare IAUG against instead:IAUG vs SPYIAUG vs QQQIAUG vs VOOIAUG vs VTIIMAR against:IMAR vs VXUS

IAUG vs IMAR Performance

Innovator International Developed Power Buffer ETF - August (IAUG) is an ETF from Innovator ETFs Trust and Innovator International Developed Power Buffer ETF - March (IMAR) is an ETF from Innovator ETFs Trust. Over the past year IAUG returned +7.86% while IMAR returned +4.62%. Year to date, IAUG is up 4.97% versus a gain of 1.11% for IMAR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IMAR has been the more volatile fund, with annualized monthly volatility of 7.1% compared with 6.3% for IAUG. 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 -8.0% for IAUG and -9.1% for IMAR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IAUG charges 0.85% per year while IMAR charges 0.85%. On a $10,000 position that is $85 vs $85 annually. On income, IAUG currently yields 0.00% against 0.00% for IMAR.

You are not choosing between two funds in isolation.

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

IAUGIMAR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IAUG or IMAR?

IAUG has an expense ratio of 0.85% while IMAR charges 0.85%. At the precision these are quoted to, they cost the same.

Which performed better, IAUG or IMAR?

Over the past year IAUG returned +7.86% vs +4.62% for IMAR, so IAUG leads on 1-year performance. Over the longest common window we track (2 years), IAUG annualized +9.70% vs +7.72% for IMAR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IAUG or IMAR?

IMAR has been the more volatile fund at 7.1% annualized versus 6.3% for IAUG. Worst drawdown: IAUG -8.0% vs IMAR -9.1%.

Should I hold both IAUG and IMAR?

IAUG and IMAR have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, IAUG or IMAR?

IAUG yields 0.00% while IMAR yields 0.00%, so IMAR currently pays the higher dividend yield.

Is IMAR better than IAUG?

IAUG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95. Which one suits a particular account depends on what it is for. This is information, not a recommendation.