JUNP vs LJUL

JUNP vs LJUL

Which is better, JUNP or LJUL?

JUNP has been ahead.

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

Lower Fees: JUNPHigher Returns: JUNP

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

MetricJUNPLJUL
Expense Ratio0.50%Best0.79%
AUM$99M$9M
Dividend Yield0.00%5.23%
Holdings639
YTD Return+6.14%Best-0.15%
1Y Return+9.00%Best+0.85%
Volatility (annualized)5.9%1.2%Best
Max Drawdown-11.2%-3.2%Best
$10,000 over 2.3 years$12,694Best$10,884
Fund FamilyPGIM InvestmentsInnovator ETFs Trust
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionMay 31, 2024Jul 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 2.3 years row, are measured over the window both funds cover: Jul 1, 2024 to Oct 14, 2026 (2.3 years).

JUNP vs LJUL 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 JUNP against instead:JUNP vs SPYJUNP vs QQQJUNP vs VOOJUNP vs VTILJUL against:LJUL vs VXUS

JUNP vs LJUL Performance

PGIM S&P 500 Buffer 12 ETF - June (JUNP) is an ETF from PGIM Investments and Innovator Premium Income 15 Buffer ETF - July (LJUL) is an ETF from Innovator ETFs Trust. Over the past year JUNP returned +9.00% while LJUL returned +0.85%. Year to date, JUNP is up 6.14% versus a loss of 0.15% for LJUL.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JUNP has been the more volatile fund, with annualized monthly volatility of 5.9% compared with 1.2% for LJUL. 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 -11.2% for JUNP and -3.2% for LJUL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.

Fees and Cost Over Time

JUNP charges 0.50% per year while LJUL charges 0.79%. On a $10,000 position that is $50 vs $79 annually, a gap of $29 per year that compounds over a long holding period. On income, JUNP currently yields 0.00% against 5.23% for LJUL.

You are not choosing between two funds in isolation.

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

JUNPLJUL

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Frequently Asked Questions

Which is cheaper, JUNP or LJUL?

JUNP has an expense ratio of 0.50% while LJUL charges 0.79%. JUNP is the cheaper option, by $29 a year on a $10,000 investment.

Which performed better, JUNP or LJUL?

Over the past year JUNP returned +9.00% vs +0.85% for LJUL, so JUNP leads on 1-year performance. Over the longest common window we track (2 years), JUNP annualized +10.93% vs +3.75% for LJUL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JUNP or LJUL?

JUNP has been the more volatile fund at 5.9% annualized versus 1.2% for LJUL. Worst drawdown: JUNP -11.2% vs LJUL -3.2%.

Should I hold both JUNP and LJUL?

JUNP and LJUL have a monthly-return correlation of 0.51, 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, JUNP or LJUL?

JUNP yields 0.00% while LJUL yields 5.23%, so LJUL currently pays the higher dividend yield.

Is LJUL better than JUNP?

JUNP has a lower expense ratio. JUNP 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.