NJAN vs NJUN

NJAN vs NJUN

Which is better, NJAN or NJUN?

NJAN has been ahead.

NJAN led over 1Y and the full window.

Lower Fees: TiedHigher Returns: NJAN

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

MetricNJANNJUN
Expense Ratio0.79%Tie0.79%Tie
AUM$340M$171M
Dividend Yield0.00%0.00%
Holdings1818
YTD Return+10.68%Best+5.40%
1Y Return+14.40%Best+7.87%
3Y Return (annualized)+14.14%-
5Y Return (annualized)+7.84%-
Volatility (annualized)7.4%Best7.7%
Max Drawdown-13.1%-12.6%Best
$10,000 over 2.4 years$13,744Best$13,264
Fund FamilyInnovator ETFs TrustInnovator ETFs Trust
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionJan 1, 2020May 31, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Jun 3, 2024 to Oct 14, 2026 (2.4 years).

NJAN vs NJUN 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 2.4 years both funds cover.

Compare NJAN against instead:NJAN vs SPYNJAN vs QQQNJAN vs VOONJAN vs VTINJUN against:NJUN vs VXUS

NJAN vs NJUN Performance

Innovator Growth 100 Power Buffer ETF - January (NJAN) is an ETF from Innovator ETFs Trust and Innovator Growth-100 Power Buffer ETF - June (NJUN) is an ETF from Innovator ETFs Trust. Over the past year NJAN returned +14.40% while NJUN returned +7.87%. Year to date, NJAN is up 10.68% versus a gain of 5.40% for NJUN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NJUN has been the more volatile fund, with annualized monthly volatility of 7.7% compared with 7.4% for NJAN. 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 -13.1% for NJAN and -12.6% for NJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

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

You are not choosing between two funds in isolation.

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

NJANNJUN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NJAN or NJUN?

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

Which performed better, NJAN or NJUN?

Over the past year NJAN returned +14.40% vs +7.87% for NJUN, so NJAN leads on 1-year performance. Over the longest common window we track (2 years), NJAN annualized +14.17% vs +12.49% for NJUN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NJAN or NJUN?

NJUN has been the more volatile fund at 7.7% annualized versus 7.4% for NJAN. Worst drawdown: NJAN -13.1% vs NJUN -12.6%.

Should I hold both NJAN and NJUN?

NJAN and NJUN have a monthly-return correlation of 0.88, 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, NJAN or NJUN?

NJAN yields 0.00% while NJUN yields 0.00%, so NJUN currently pays the higher dividend yield.

Is NJUN better than NJAN?

NJAN 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.