LJAN vs MAYU

LJAN vs MAYU

Which is better, LJAN or MAYU?

MAYU has been ahead.

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

Lower Fees: MAYUHigher Returns: MAYU

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

MetricLJANMAYU
Expense Ratio0.79%0.74%Best
AUM$12M$45M
Dividend Yield4.91%0.00%
Holdings1912
YTD Return+0.69%+10.56%Best
1Y Return+0.10%+12.79%Best
Volatility (annualized)1.8%Best11.1%
Max Drawdown-5.9%Best-15.4%
$10,000 over 2.5 years$10,075$14,016Best
Fund FamilyInnovator ETFs TrustAllianzIM
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionJan 2, 2024Apr 30, 2024

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: May 1, 2024 to Oct 15, 2026 (2.5 years).

LJAN vs MAYU 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 LJAN against instead:LJAN vs SPYLJAN vs QQQLJAN vs VOOLJAN vs VTIMAYU against:MAYU vs VXUS

LJAN vs MAYU Performance

Innovator Premium Income 15 Buffer ETF - January (LJAN) is an ETF from Innovator ETFs Trust and AllianzIM US Equity Buffer15 Uncapped May ETF (MAYU) is an ETF from AllianzIM. Over the past year LJAN returned +0.10% while MAYU returned +12.79%. Year to date, LJAN is up 0.69% versus a gain of 10.56% for MAYU.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MAYU has been the more volatile fund, with annualized monthly volatility of 11.1% compared with 1.8% for LJAN. 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 -5.9% for LJAN and -15.4% for MAYU. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LJAN charges 0.79% per year while MAYU charges 0.74%. On a $10,000 position that is $79 vs $74 annually, a gap of $5 per year that compounds over a long holding period. On income, LJAN currently yields 4.91% against 0.00% for MAYU.

You are not choosing between two funds in isolation.

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

LJANMAYU

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LJAN or MAYU?

LJAN has an expense ratio of 0.79% while MAYU charges 0.74%. MAYU is the cheaper option, by $5 a year on a $10,000 investment.

Which performed better, LJAN or MAYU?

Over the past year LJAN returned +0.10% vs +12.79% for MAYU, so MAYU leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LJAN or MAYU?

MAYU has been the more volatile fund at 11.1% annualized versus 1.8% for LJAN. Worst drawdown: LJAN -5.9% vs MAYU -15.4%.

Should I hold both LJAN and MAYU?

LJAN and MAYU have a monthly-return correlation of 0.86, 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, LJAN or MAYU?

LJAN yields 4.91% while MAYU yields 0.00%, so LJAN currently pays the higher dividend yield.

Is MAYU better than LJAN?

MAYU has a lower expense ratio. MAYU 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.