JANH vs UJUL

JANH vs UJUL

Which is better, JANH or UJUL?

UJUL has been ahead.

UJUL led over 1Y and the full window.

Lower Fees: TiedHigher Returns: UJUL

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

MetricJANHUJUL
Expense Ratio0.79%Tie0.79%Tie
AUM$12M$303M
Dividend Yield6.25%0.00%
Holdings1924
YTD Return+0.85%+7.39%Best
1Y Return+0.12%+9.54%Best
3Y Return (annualized)-+13.32%
5Y Return (annualized)-+8.92%
Volatility (annualized)4.3%Best6.3%
Max Drawdown-10.4%Best-11.4%
$10,000 over 2.8 years$10,090$13,820Best
Fund FamilyInnovator ETFs TrustInnovator ETFs Trust
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionJan 2, 2024Aug 7, 2018

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Jan 2, 2024 to Oct 14, 2026 (2.8 years).

JANH vs UJUL 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 JANH against instead:JANH vs SPYJANH vs QQQJANH vs VOOJANH vs VTIUJUL against:UJUL vs VXUS

JANH vs UJUL Performance

Innovator Premium Income 20 Barrier ETF - January (JANH) is an ETF from Innovator ETFs Trust and Innovator US Equity Ultra Buffer ETF - July (UJUL) is an ETF from Innovator ETFs Trust. Over the past year JANH returned +0.12% while UJUL returned +9.54%. Year to date, JANH is up 0.85% versus a gain of 7.39% for UJUL.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UJUL has been the more volatile fund, with annualized monthly volatility of 6.3% compared with 4.3% for JANH. 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 -10.4% for JANH and -11.4% for UJUL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.

Fees and Cost Over Time

JANH charges 0.79% per year while UJUL charges 0.79%. On a $10,000 position that is $79 vs $79 annually. On income, JANH currently yields 6.25% against 0.00% for UJUL.

You are not choosing between two funds in isolation.

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

JANHUJUL

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Frequently Asked Questions

Which is cheaper, JANH or UJUL?

JANH has an expense ratio of 0.79% while UJUL charges 0.79%. At the precision these are quoted to, they cost the same.

Which performed better, JANH or UJUL?

Over the past year JANH returned +0.12% vs +9.54% for UJUL, so UJUL leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JANH or UJUL?

UJUL has been the more volatile fund at 6.3% annualized versus 4.3% for JANH. Worst drawdown: JANH -10.4% vs UJUL -11.4%.

Should I hold both JANH and UJUL?

JANH and UJUL have a monthly-return correlation of 0.68, 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, JANH or UJUL?

JANH yields 6.25% while UJUL yields 0.00%, so JANH currently pays the higher dividend yield.

Is UJUL better than JANH?

UJUL 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.