LAPR vs ZJUL

LAPR vs ZJUL

Which is better, LAPR or ZJUL?

ZJUL has been ahead.

ZJUL led over 1Y and the full window.

Lower Fees: TiedHigher Returns: ZJUL

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

MetricLAPRZJUL
Expense Ratio0.79%Tie0.79%Tie
AUM$11M$194M
Dividend Yield5.48%0.00%
Holdings3021
YTD Return+0.12%+4.45%Best
1Y Return+0.04%+5.64%Best
Volatility (annualized)1.5%Best3.3%
Max Drawdown-3.8%Best-5.5%
$10,000 over 2.3 years$10,641$11,691Best
Fund FamilyInnovator ETFs TrustInnovator ETFs Trust
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionApr 1, 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).

LAPR 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 LAPR against instead:LAPR vs SPYLAPR vs QQQLAPR vs VOOLAPR vs VTIZJUL against:ZJUL vs VXUS

LAPR vs ZJUL Performance

Innovator Premium Income 15 Buffer ETF - April (LAPR) is an ETF from Innovator ETFs Trust and Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) is an ETF from Innovator ETFs Trust. Over the past year LAPR returned +0.04% while ZJUL returned +5.64%. Year to date, LAPR is up 0.12% versus a gain of 4.45% for ZJUL.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ZJUL has been the more volatile fund, with annualized monthly volatility of 3.3% compared with 1.5% for LAPR. 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 -3.8% for LAPR 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 0.68. They move together some of the time, and apart the rest.

Fees and Cost Over Time

LAPR charges 0.79% per year while ZJUL charges 0.79%. On a $10,000 position that is $79 vs $79 annually. On income, LAPR currently yields 5.48% against 0.00% for ZJUL.

You are not choosing between two funds in isolation.

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

LAPRZJUL

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Frequently Asked Questions

Which is cheaper, LAPR or ZJUL?

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

Which performed better, LAPR or ZJUL?

Over the past year LAPR returned +0.04% vs +5.64% for ZJUL, so ZJUL leads on 1-year performance. Over the longest common window we track (2 years), LAPR annualized +2.74% vs +7.03% for ZJUL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LAPR or ZJUL?

ZJUL has been the more volatile fund at 3.3% annualized versus 1.5% for LAPR. Worst drawdown: LAPR -3.8% vs ZJUL -5.5%.

Should I hold both LAPR and ZJUL?

LAPR and ZJUL 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, LAPR or ZJUL?

LAPR yields 5.48% while ZJUL yields 0.00%, so LAPR currently pays the higher dividend yield.

Is ZJUL better than LAPR?

ZJUL 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.